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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
6951Whi Trust Co LLCIL$132.74M88+2.3%
6952Lombard Odier Asset Management (USA) CorpNY$132.63M192-28.6%
6953Madrid Wealth Management, LLCNM$132.54M70+7.6%
6954Signal Tree Financial Partners LLCOH$132.48M47+1.0%
69559823 Capital, L.P.TX$132.45M45-8.7%
6956Axos Invest Inc.NV$132.31M19-2.7%
6957Global Trust Wealth Management LLCFL$132.24M82-2.0%
6958Blong Financial, LLCTN$132.22M76-7.7%
6959Park State Asset ManagementMA$132.12M20-11.4%
6960Macco Financial Group, Inc.WI$132.06M21+13.5%
6961Penbrook Management LLCNY$132.06M93-8.9%
6962Boyce & Associates Wealth Consulting, Inc.TX$132.03M80+10.7%
6963Alterna Wealth Management, IncTX$132.02M105+10.1%
6964Dale Q Rice Investment Management LtdWA$131.98M68-5.5%
6965Sincerus Advisory, LLCNY$131.94M76+6.1%
6966Phillip James Consulting Co.MN$131.86M378+2327097.3%
6967Gunpowder Capital Management, LLC Dba Oliver Wealth ManagementMD$131.84M408+2.6%
6968Twin City Private Wealth, LLCNC$131.84M96-0.3%
6969Richard Young Associates, Ltd.GA$131.70M25+2.9%
6970Rik Saylor Financial, Inc.OH$131.66M85-3.5%
6971Visa FoundationCA$131.66M1-7.2%
6972Atx Financial Planning, LLCTX$131.63M81+1.5%
6973Graver Capital Management, LLCOH$131.63M25+4.0%
6974Fairway Financial, LLCFL$131.52M23-0.7%
6975Planvest Financial, IncMD$131.50M562—
6976Paladin Advisory Group, LLCIA$131.48M241-4.0%
6977Axiom Investment Management LLCNY$131.48M386—
6978Delta Wealth Advisors LLCIN$131.41M46+10.0%
6979Sima Wealth Partners, LLCVA$131.30M131-0.2%
6980Vested Financial Planning, LLCCA$131.25M27+1.1%
6981Alcosta Capital Management, Inc.CA$131.21M23-17.4%
6982Stanich Group LLCNY$131.19M47-1.1%
6983Afbi LPFL$131.16M1+155.4%
6984Partnership Wealth Management, LLCMD$131.14M66-5.6%
6985Collier FinancialCO$131.12M136-1.5%
6986Sierra Legacy GroupAZ$131.11M77-3.8%
6987Schrum Private Wealth Management LLCFL$131.10M126-3.1%
6988Jordan Park Trust Co LLCNH$131.03M14-10.2%
6989Life Planning Partners, IncFL$131.01M68+0.4%
6990Legacy Advisory Services, LLCPA$130.98M49-1.5%
6991Capital Squared Financial LLCMD$130.96M85+2.1%
6992Evergreen Wealth Partners LLCMT$130.94M84+10.3%
6993Ltg Capital LLCMA$130.88M23+2.0%
6994Abs Direct Equity Fund LLCCT$130.86M109+55.7%
6995Aldebaran Capital, LLCIN$130.82M43+17.3%
6996Castlefield Investment Partners LLPUnited Kingdom$130.80M35+0.9%
6997Emmett Investment Management, LPNY$130.78M24+0.7%
6998Gladius Capital Management LPUT$130.68M35+61.5%
6999Nightview Capital, LLCFL$130.57M15-10.1%
7000Financial Life PlannersAZ$130.44M361-6.4%

Showing 6,951–7,000 of 8,643

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