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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
6651Arbiter Partners Capital Management LLCNY$147.43M40-20.7%
6652Paradigm, Strategies In Wealth Management, LLCMN$147.41M55-3.3%
6653Entruity Wealth, LLCCA$147.33M46+5.0%
6654Processus Wealth & Capital Management, LLCTN$147.27M35-2.9%
6655Strategent Financial, LLCVA$147.25M41-6.8%
6656Sandler Capital ManagementNY$147.20M100-33.8%
6657Brian Low Financial Group, LLCLA$147.18M116+4.3%
6658Lighthouse Wealth Management Inc.OH$147.17M43+0.5%
6659Krane Financial Solutions LLCCA$147.09M48—
6660Income Insurance LtdSingapore$147.07M164-4.6%
6661Yorkville Advisors Global, LPNJ$147.01M38-1.7%
6662Philadelphia Investment Partners, LLCNJ$146.99M183—
6663Slocum, Gordon & Co LLPRI$146.96M64+6.5%
6664Tide Cove Capital Partners LLCCA$146.94M13+1.4%
6665Moulton Wealth Management, IncWA$146.89M52+39.2%
666610elms LLPOK$146.76M205+51.4%
6667Montvue Capital Management, Inc.VA$146.75M67-2.4%
6668Kom Wealth Management Group, LLCWI$146.67M89+3.8%
6669Sound Financial Strategies Group, LLCMS$146.53M111+3.5%
6670Wealthgarden F.S. LLCCA$146.52M165-3.4%
6671Broadview Financial Management, LLCWI$146.43M40-2.0%
6672Springvest Wealth Management LLCTX$146.41M67+2.0%
6673 Greycroft LPNY$146.33M14-7.3%
6674Clearwave Capital, LLCCA$146.26M146+8.0%
6675Anson Capital, Inc.GA$146.16M90+6.3%
6676Sippican Capital AdvisorsMA$146.13M107-6.1%
6677Bright Futures Wealth Management, LLC.NY$146.06M188+8.1%
6678Aspetuck Financial Management LLCCT$145.96M75-2.0%
667922nw, LPWA$145.91M16-38.6%
6680Trb Advisors LPNY$145.88M5-65.8%
6681J2 Capital Management IncMI$145.85M116+6.4%
6682Nautilus Advisors LLCCA$145.83M162-4.8%
6683Ibex Investors LLCCO$145.82M13+2.7%
6684Apex Wealth Management, LLCNH$145.75M57+48.0%
6685Aspire Growth Partners LLCFL$145.74M121+1.5%
6686Copia Wealth ManagementOR$145.52M525+4.0%
6687Crestwood Capital Management, L.P.NY$145.52M15-7.9%
6688Seed Wealth Management, Inc.IL$145.39M98+0.3%
6689Paladin Wealth, LLCMN$145.38M125-0.7%
6690Greenhaven Road Investment Management, L.P.CT$145.36M17-37.0%
6691Axecap Investments, LLCOH$145.35M69-10.4%
6692Kopp Family Office, LLCMN$145.33M21-7.2%
6693Alexis Investment Partners, LLCTX$145.22M35-45.9%
6694T. Rowe Price Investment Management, Inc.MD$145.10M641-8.3%
6695Amara Financial, LLC.CA$145.07M45+0.5%
6696Midatlantic Capital Management, Inc.VA$144.96M84-7.2%
6697Nicholas Wealth, LLC.GA$144.89M111-2.2%
6698Adg Wealth Management Group, LLCLA$144.72M50+9.6%
6699Antonelli Financial Advisors, LLCMI$144.71M52-4.8%
6700Immersion CorpFL$144.70M9-0.8%

Showing 6,651–6,700 of 8,643

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