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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
6851Cooksen Wealth, LLCTX$137.69M45+0.7%
6852Rubicon Founders LLCTN$137.62M3+3075.6%
6853Clayton Partners LLCCA$137.55M38-0.7%
6854Octahedron Capital Management L.P.CA$137.52M18-6.4%
6855K2 Financial Inc.CA$137.51M59+6.3%
6856Flight Deck Capital, LPCA$137.48M10+17.3%
6857Goldenstone Wealth Management LLCCA$137.47M89+2.8%
6858Bantamac Capital, LLCIL$137.45M68-2.9%
6859Applied Capital LLC/FlFL$137.45M91-5.8%
6860Ai-Squared Management LtdHong Kong$137.41M19+59.6%
6861Dipaolo Financial Group, Inc.FL$137.40M45+46.3%
686246 Peaks LLCPA$137.33M21+0.7%
6863Diamant Asset Management, Inc.CT$137.25M76-0.8%
6864Lane Brothers & Co IncAZ$137.22M83-0.7%
6865Northern Financial Advisors IncMI$137.15M105+56.8%
6866Polaris Investment Advisors, LLCMA$137.15M70-0.9%
6867Bank Of MarinCA$137.05M135-5.4%
6868Sender Co & Partners, Inc.NY$137.00M39-22.0%
6869Ridgeline Wealth Planning, LLCOH$136.93M51-2.3%
6870Schwallier Wealth Management LLCMI$136.89M58-12.5%
6871Generation Capital Management LLCNY$136.85M74-11.2%
6872Evolution Wealth Management Inc.FL$136.79M852+13.2%
6873South Shore Capital AdvisorsMA$136.75M139-0.1%
6874 Sonnipe LtdIsle of Man$136.73M1-53.2%
6875Urs Advisory LLCFL$136.73M51+13.6%
6876Compass Financial Group, Inc. (Ohio)OH$136.64M45+0.0%
6877Tenere Capital LLCNY$136.37M22+5.7%
6878Mjt & Associates Financial Advisory Group, Inc.MN$136.22M442+1.7%
6879Leibman Financial Services, Inc.NE$136.19M49-1.7%
6880Camelot Technology Advisors, Inc.CA$136.19M57+2.5%
6881Rahlfs Capital, LLCTX$136.11M86+5.7%
6882Flagship Capital Management Inc.PA$136.05M48-3.8%
6883Pine Haven Investment Counsel, IncMA$136.02M114-3.2%
6884Gagnon Advisors, LLCNY$135.93M22-13.7%
6885Womack Financial LLCTX$135.91M71+0.3%
6886Muirfield Wealth Advisors LLCNC$135.90M80-0.3%
6887Sovereign'S Capital Management, LLCGA$135.88M76-17.6%
6888Agh Wealth Advisors, LLCKS$135.87M123+2.1%
6889Black Diamond Capital Management I, LllpVI$135.78M8-9.6%
6890Parvin Asset Management, LLCSD$135.77M308+9.8%
6891Lionshead Wealth Management, LLCNY$135.74M108+2.0%
6892Wpg Advisers, LLCMD$135.72M1,476+0.7%
6893New Vernon Capital Holdings II LLCNJ$135.61M77-35.7%
6894Trv Gp Vi, LLCMA$135.60M3-8.7%
6895Wishbone Management, LPIL$135.58M4-42.1%
6896First Community Trust NaIA$135.52M359+1.1%
6897Dorato Capital ManagementCO$135.47M254+1.6%
6898Fosse Capital Partners LLPUnited Kingdom$135.37M2-5.2%
6899Lifeplan Financial, LLCMN$135.32M83+3.8%
6900Gaddis Premier Wealth Advisors LLCOK$135.27M84+2.7%

Showing 6,851–6,900 of 8,643

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