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Institutional Research

Institutional Funds

8,643 investment managers that filed Form 13F for Q1 2026, ranked by reported portfolio value.

#FundLocationPortfolio ValueHoldingsQoQ Change
6551Cascade Investment Group, Inc.CO$151.90M147+1.4%
6552Silvia Mccoll Wealth Management, LLCCA$151.86M119+0.9%
6553Point Nemo Capital, LLCTX$151.79M80+50.3%
6554Fsa Advisors, Inc.MI$151.71M192+5.5%
6555Hoffman, Alan N Investment ManagementMA$151.63M13-14.5%
6556Guided Capital Wealth Management, LLCTX$151.58M34+6.2%
6557Hickory Point Bank & TrustIL$151.52M456+9.9%
6558Key Capital Management, IncTN$151.43M686+50.0%
6559Morgan Creek Capital Management, LLCNC$151.37M9-58.6%
6560Palouse Capital Management, Inc.WA$151.24M135-3.1%
6561Hartmann Taylor Wealth Management, LLCTX$151.21M54+2.1%
6562Brightwater Advisory LLCFL$151.19M60+2.2%
6563Merkkuri Wealth Advisors LLCNY$151.07M384+2.8%
6564Mfa Wealth ServicesCA$151.05M122+2.1%
6565Alta Partners Management Company, L.P.WY$151.01M2+45.8%
6566Hudson Executive Capital LPNY$150.91M2+12.6%
6567Hidden Lake Asset Management LPNY$150.89M20-17.8%
6568M.E. Allison & Co., Inc.TX$150.85M193+2.5%
6569Stage Harbor Financial, LLCMA$150.81M61+1.7%
6570Fingerlakes Wealth Management, Inc.NY$150.78M97-4.2%
6571Crew Capital Management, LtdOH$150.77M109-5.1%
6572Wilson & Boucher Capital Management, LLCCA$150.74M114-1.0%
6573Skaana Management L.P.NY$150.74M70+37.7%
6574Lansing Management LPNY$150.57M14+0.0%
6575Cox Capital Mgt LLCMA$150.52M73-6.4%
6576Marnell Management LLCMI$150.42M64+14.4%
6577Integrated Capital Management, Inc.PA$150.40M56-0.0%
6578Fact Capital, LPNY$150.40M17-15.9%
6579Fma Wealth Management, LLCMA$150.34M38-2.6%
6580Jcp Investment Management, LLCTX$150.34M24+18.8%
6581Horizons Wealth ManagementNC$150.33M166-0.0%
6582Wincap Financial LLCMA$150.27M87+3.2%
6583Richmond Brothers, Inc.MI$150.17M36-4.4%
6584Charter Research & Investment Group, Inc.CT$150.13M86+0.3%
6585Gordian Advisors LLCAZ$150.10M55-0.6%
6586Magnolia Private Wealth, LLCPA$150.06M134+4.9%
6587Floyd Financial Group LLCMO$149.99M68+1.5%
6588Cyrus Capital Partners, L.P.NY$149.97M5-21.2%
6589Phil A. Younker & Associates, Ltd.AK$149.96M36+4.6%
6590Thompson Davis & Co., Inc.VA$149.94M141-10.2%
6591Cpr Investments Inc.MI$149.91M51+0.6%
6592Piedmont Capital Management, LLC/NcNC$149.86M119-1.5%
6593Lakeside Advisors, Inc.WA$149.84M65-4.2%
6594Genesis Wealth Advisors, LLCMA$149.83M64+2.6%
6595Verity Wealth AdvisorsUnited States$149.74M81-7.0%
6596Thryve Wealth Management LLCTX$149.71M43-25.9%
6597Accelerate Investment Advisors LLCCA$149.71M133+0.9%
6598J.E. Simmons & Co., P.C.TX$149.51M66-3.1%
6599Wright Wealth LLCGA$149.47M51-2.6%
6600Zeit Capital LLCCO$149.42M52+0.9%

Showing 6,551–6,600 of 8,643

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