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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
6701Extract Advisors LLCCA$144.64M21-21.0%
6702Constant Guidance Financial LLCMA$144.63M42+1.7%
6703Fairscale Capital, LLCNH$144.61M437-4.1%
6704Comprehensive Financial Planning, Inc./PaPA$144.40M387-4.5%
6705Karl Kapital LLCCA$144.35M22+28.0%
6706Tme Financial, Inc.CA$144.31M65+1.4%
6707Exchange BankCA$144.30M117-0.2%
6708Nabity-Jensen Investment Management IncNE$144.18M70-2.4%
6709Arrow Capital Management, LLCNY$144.13M16-16.2%
6710Hillman Capital Management, Inc.MD$144.00M56-9.4%
6711Integrated Financial Solutions, Inc.VA$144.00M31-13.6%
6712Impact Investors, IncCA$143.98M106-0.1%
6713Endure Capital Management, LLCTX$143.94M25—
6714Advaya LLPUnited Kingdom$143.78M7-6.1%
6715Scopia Capital Management LPNY$143.77M21-69.6%
6716Anchor Capital Management Group IncCA$143.77M16-27.2%
6717Gladwyn Financial Advisors, Inc.VA$143.73M86+1.0%
6718Aureum Wealth Management, LLCFL$143.70M60+33.4%
6719Pincus Capital Management, LPNY$143.62M50-4.1%
6720Ripple Effect Asset Management LPNY$143.60M13+14.7%
6721Gordonmd Global Investments LPCA$143.59M16+2.9%
6722Capstone Wealth Management, LLCAL$143.42M50+4.7%
6723Ackerman Asset Management, LLCMD$143.32M35-4.7%
6724Aragon Global Management, LPFL$143.30M18-56.5%
6725Stolz & Associates, PsWA$143.30M30+10.5%
6726Encore Global Management, LPTX$143.24M70—
6727Hemming& Wealth Management, Inc.MI$143.23M15-2.0%
6728Macroview Investment Management LLCMD$143.21M98-1.4%
6729Oneascent Family Office, LLCAL$143.16M182-3.0%
6730Mustico Financial Group, Inc.NY$143.13M46+10.4%
6731Menard Financial Group LLCTX$143.11M82-1.7%
6732Petiole USA LtdNY$143.01M32-7.3%
6733Entrust Financial LLCPA$143.00M432+6.2%
6734Cooper Capital Advisors LLCCA$142.92M35-10.0%
6735Ipsen Advisor Group LLCAR$142.92M104+1.6%
6736Greatbanc Trust CoIL$142.90M67+0.7%
673711.2 Capital Management, LLCNV$142.85M1-17.0%
6738Settian Capital LPNY$142.81M26-4.8%
6739Primoris Wealth Advisors, LLCFL$142.73M96-14.6%
6740Strong Retirement Solutions LLCWA$142.71M86-3.8%
6741Chatterton & Associates Inc.CA$142.70M97+22.2%
6742Bauman Advisory Group, LLCNV$142.68M63+15.0%
6743Balanced Rock Investment Advisors LLCMA$142.55M96+1.3%
6744Arbor Wealth Advisors LLCMI$142.55M56+1.6%
6745Argosy-Lionbridge Management, LLCPA$142.54M14-9.9%
6746Navigate Wealth Management, LLCAL$142.43M72—
6747Panoramic Capital, LLCCA$142.42M38-18.5%
6748Piscataqua Savings BankNH$142.32M416-0.1%
6749Laraway Financial Advisors IncMN$142.27M129-7.3%
6750Avant Financial Advisors LLCTX$142.24M65+2.2%

Showing 6,701–6,750 of 8,643

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