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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
6901Spartan Planning & Wealth ManagementNC$135.21M69-0.2%
6902Grand Central Investment GroupFL$135.18M44-1.9%
6903Redwood Park Advisors LLCCA$135.17M325-8.1%
6904Fortress Financial Group, LLCMN$135.16M87-0.2%
6905Terra Nova Asset Management LLCNY$135.16M83-11.0%
6906Murphy & Mullick Capital Management CorpNY$135.15M726-2.6%
6907Sage Investment Advisers LLCNY$135.04M89+1.2%
6908Mendota Financial Group, LLCWI$134.98M32-1.8%
6909Alamea Verwaltungs GmbhNJ$134.97M82-8.9%
6910B Group, Inc.TX$134.89M20-0.0%
6911University Of Pittsburgh - Of The Commonwealth System Of Higher EducationPA$134.89M1+3.6%
6912Cannon Advisors, Inc.NC$134.87M87-4.9%
6913Enhancing Capital LLCPA$134.84M86-3.5%
6914Atlatl Advisers LLCWI$134.76M95-48.3%
6915General Equity Holdings LPNY$134.74M11-15.8%
6916Hoese & Co LLPMN$134.73M135-4.0%
6917Seneschal Advisors, LLCWA$134.69M594-0.8%
6918Joel Adams & Associates, Inc.NC$134.66M64+1.2%
6919Somerset Group LLCMN$134.64M59+1.5%
6920Tsai Capital CorpNY$134.40M19-8.5%
6921Avantra Family Wealth, Inc.PA$134.36M158-2.5%
6922Harpswell Capital Advisors, LLCME$134.30M36+6.5%
6923Spear Advisors LLCNY$134.30M26-5.9%
6924Pekao Towarzystwo Funduszy Inwestycyjnych S.A.Poland$134.26M80+10.0%
6925Willner & Heller, LLCCA$134.18M161-3.6%
6926Kvp Capital Advisors, LPCA$133.90M32+38.3%
6927Roundangle Advisors LLCNJ$133.81M60-2.6%
6928Bam Wealth Management, LLCCO$133.72M158-3.3%
6929Langdon Equity PartnersOntario$133.59M11-31.2%
6930Rf&L Wealth Management, LLCMA$133.56M52-25.1%
6931Shepherd Wealth Management Ltd Liability CoOH$133.51M52-7.2%
6932Pw Advisors, LLC \ FlFL$133.49M35+7.2%
6933Lightsquare Wealth Management, LLCMI$133.49M92—
6934Trace Wealth Advisors, LLCCA$133.44M66-3.6%
6935Williams & Novak, LLCCA$133.39M142+0.4%
6936Williamson Legacy Group, LLCIN$133.38M81+4.3%
6937Brickwood Asset Management LLPUnited Kingdom$133.26M10-7.3%
6938Tenzing Financial LLCVA$133.25M70+8.1%
6939Gainplan LLCMI$133.23M58-50.0%
6940Van Eck Associates CorpNY$133.21M1,404+10.1%
6941Littlejohn Financial Services, Inc.OR$133.11M61-1.9%
6942Synergy Financial Group, LtdCA$133.11M123-6.5%
6943Camelot Portfolios, LLCOH$133.11M190-17.5%
6944Fiduciary Advisors, Inc.MO$133.09M120+1.2%
6945Strategic Value Partners, LLCCT$132.90M1-36.2%
6946Phillips Wealth Planners LLCMS$132.90M210+6.6%
6947Bonfire FinancialCO$132.89M57-0.8%
6948Harbour Wealth Management Group, Inc.SC$132.82M89+3.9%
6949Centerpoint Advisory GroupKS$132.82M108+2.3%
6950Forty-Three Eighteen Advisors, LLCAR$132.79M75+3.2%

Showing 6,901–6,950 of 8,643

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