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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
6601Hc Advisors, LLCGA$149.41M60+3.4%
6602Community Bank Of RaymoreMO$149.34M74+1.6%
6603Gibson Wealth Advisors LLCTX$149.20M37+2.3%
6604Valley Brook Capital Group, Inc.PA$149.16M112-1.3%
6605Forthright Family Wealth Advisory LLCTX$149.12M63-6.3%
6606Genesis Financial Group, LLCNJ$149.11M93-13.4%
6607Rainier Family Wealth IncWA$149.08M93+12.4%
6608Mainstream Capital Management LLCCA$149.06M88-2.4%
6609Systrade AGLiechtenstein$149.01M11-9.1%
6610Cathy Pareto & Associates, IncFL$149.01M96+3.4%
6611Graphene Investments SasFrance$149.00M44-6.6%
6612Atala Financial IncCA$148.94M117-5.0%
6613Tribune Investment Group LPNY$148.93M25-9.5%
6614Ariose Capital Management LtdHong Kong$148.91M15-50.1%
6615Northeast Planning Associates, Inc. / Nh /NH$148.90M55+5.2%
6616Clark Wealth PartnersIL$148.87M596-9.3%
6617Dutch Asset CorpNY$148.84M95+114524.8%
6618Cogentblue Wealth Advisors, LLCTN$148.75M78+1.4%
6619Keystone Financial Services, LLCNE$148.67M58+1.3%
6620Km Capital Management Ltd.TX$148.63M76-24.1%
6621Flavin Financial Services, Inc.FL$148.61M72+1.9%
6622Mcalvany Wealth Management LLCCO$148.48M41+13.5%
6623Pinnacle Wealth Management, LLCCA$148.46M25-0.0%
6624Hopwood Financial Services, Inc.VA$148.41M83+4.5%
6625Bannerman Wealth Management Group, LLCTX$148.40M32+5.2%
6626Clark & Stuart, IncME$148.40M49+2.3%
6627Bank & Trust CoIL$148.39M304+4.8%
6628Gallagher Capital Advisors, LLCTX$148.38M65-4.1%
6629Randall & Associates Wealth ManagementPA$148.37M56+2.8%
6630Jdh Wealth Management, LLCCA$148.30M54+1.7%
6631Corepath Wealth Partners LLCAZ$148.29M41-0.6%
6632Rockbridge Asset Management LLCVA$148.25M26-10.1%
6633Authentikos Wealth Advisory, LLCCA$148.11M70-2.0%
6634Jacksonville Wealth Management, LLCFL$148.07M68+4.8%
6635S. R. Schill & AssociatesWA$148.03M29+4.5%
6636Foundation Wealth Management, LLCMO$148.02M44+2.1%
6637Dmc Group, LLCAL$148.01M141-1.3%
6638Mqs Management LLCNY$147.97M366-12.8%
6639Orleans Capital Management Corp/LaLA$147.88M106-8.1%
6640Cannon Wealth Management Services, LLCNC$147.84M85+4.4%
66411620 Investment Advisors, Inc.MA$147.83M657-1.5%
6642Robinson Smith Wealth Advisors LLCME$147.81M84+0.9%
6643North Dallas Bank & Trust CoTX$147.78M109-3.6%
6644Northern Lights Advisors, Inc.WA$147.61M57+1.3%
6645Davis Capital ManagementFL$147.55M589+1.6%
6646Wynnefield Capital IncNY$147.50M9-17.1%
6647Sagace Wealth Management LLCFL$147.49M69+0.3%
6648Switchpoint Financial Planning, LLCUT$147.49M64+3.3%
6649Jp Wealth Management, Inc.SC$147.47M15+4.2%
6650Campion Asset ManagementVA$147.44M82+2.4%

Showing 6,601–6,650 of 8,643

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