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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
6751White & Co Financial Planning IncWA$142.23M20+6.3%
6752Avant Capital LLCLA$142.21M76-2.4%
6753Teton Advisors, LLCCT$142.18M153-1.3%
6754Innovative Wealth Building LLCMD$142.16M70+3.6%
6755Kagan Cocozza Asset ManagementNJ$142.12M69+1.1%
6756Opulen Financial Group LLCVA$142.10M114+3.5%
6757Hfg Advisors, Inc.OH$142.09M117+3.0%
6758Nvest Wealth Strategies, Inc.OH$142.05M393+5.0%
6759Summer Road LLCFL$142.03M24+3.1%
6760Ejf Capital LPVA$141.91M69-19.4%
6761Seek First Inc.CA$141.89M58-2.2%
6762Opinicus Capital, Inc.FL$141.82M98-1.1%
6763Cottonwood Capital Advisors, LLCUT$141.80M86+1.1%
6764Slt Holdings LLCAZ$141.69M130-5.5%
6765Sageoak Financial, LLCOK$141.62M34+2.5%
6766Yorktown Energy Partners Xi, L.P.NY$141.53M4-0.9%
6767Networth Advisors, LLCPA$141.48M381+4.4%
6768If Advisors, LLCTX$141.46M53+14.9%
6769Maytree Asset Management LtdHong Kong$141.46M20+4.9%
6770Hummer Financial Advisory Services IncIL$141.45M129-0.1%
6771Shum Financial Group, Inc.CA$141.43M93+1.9%
6772Versant Venture Management, LLCCA$141.41M8-6.4%
6773Clearview Wealth Management LLCCA$141.38M60—
6774Kalehua Capital Management LLCTX$141.34M25+39.8%
6775Psp Research LLCNV$141.33M79+23.5%
6776Renasant BankMS$141.31M137-4.2%
6777Crcm LPCA$141.24M8-52.3%
6778Pioneer Family Office, LLCFL$141.21M105-4.6%
6779Meritech Capital Associates V L.L.C.CA$141.18M2-21.5%
6780Sunrise Financial Services, LLCWA$141.09M622+6.4%
6781Watchtower Advisors, LPCT$140.99M12-14.9%
6782Mork Capital Management, LLCCA$140.85M103-14.0%
6783Orcam Financial GroupCA$140.85M62+5.6%
6784Asset Planning,IncCA$140.68M299-1.2%
6785Volterra Technologies LPNY$140.67M111+44.0%
6786Morey & Quinn Wealth Partners, LLCNE$140.60M136+1.0%
6787Acuta Capital Partners, LLCCA$140.59M26-4.5%
6788Alpha Wealth Funds, LLCUT$140.53M39-5.6%
6789Orca Wealth Management, LLCFL$140.53M67+0.6%
6790Soapstone Management L.P.MD$140.40M12+3.5%
6791Vann Equity Management LLCTX$140.40M158—
6792Mascagni Wealth Management, Inc.MS$140.36M127+4.6%
6793Petros Family Wealth, LLCMN$140.31M131-6.6%
6794J Digital 6 LLCIL$140.09M2-24.8%
6795Taconic Capital Advisors LPNY$140.03M11-6.1%
6796Wealthtrak Capital Management LLCVA$140.02M80+0.3%
6797Rexford Capital IncTX$140.01M315+6.1%
6798Northwest Wealth Advisors, LLCWA$140.01M64+9.0%
6799Superstring Capital Management LPNY$139.97M35-25.1%
6800Hamilton Lane Advisors LLCPA$139.95M20-22.9%

Showing 6,751–6,800 of 8,643

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