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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
7001Nicholson Meyer Capital Management, Inc.MO$130.40M43-1.4%
7002Reicon Wealth Advisors, LLCGA$130.28M71-4.7%
7003Black Maple Capital Management LPWI$130.20M80-2.7%
7004Clarendon Private LLCMA$130.19M119+10.4%
7005Oder Investment Management, LLCCA$130.18M102-5.7%
7006Eddie Patel IncIL$130.16M95-3.0%
7007Cushing Capital Partners, LLCWI$130.12M96-3.6%
7008Illumine Investment Management, LLCWA$130.09M92-5.2%
7009Core Wealth Advisors, LLCIN$130.06M33+2.5%
7010Fjell Capital, LLCND$130.04M68-0.3%
7011Elizabeth Park Capital Advisors, Ltd.OH$129.93M46+7.0%
7012M3 Wealth Management, LLCOH$129.92M35+5.9%
7013Bxm Wealth LLCCO$129.91M131+0.2%
7014Platt Investment Counsel, LLCNC$129.89M13-4.0%
7015Nitor Capital Management LLCNJ$129.88M24+15.5%
7016Clifford Group, LLCMA$129.84M80+0.3%
7017Intrinsic Value Partners, LLCAZ$129.78M69-2.7%
7018Richwood Investment Advisors, LLCOH$129.75M98-6.8%
7019Daytona Street Capital LLCMO$129.72M301+0.8%
7020R.H. Investment Group, LLCAZ$129.66M45+8.6%
7021Bislett Management, LLCCA$129.63M18-1.7%
7022Winnow Wealth LLCTX$129.63M123-4.2%
7023Gilbert Capital Group, Inc.ME$129.41M51-2.7%
7024Blalock Williams, LLCAL$129.34M144+3.5%
7025Outfitters Financial LLCME$129.19M80+1.6%
7026Rydar Equities, Inc.TX$129.16M92+0.7%
7027Split Rock Private Trading & Wealth Management, LLCMN$129.16M46+3.5%
7028Epacria Capital Partners, LLCCO$129.09M29+2.2%
7029Bradyco, Inc.MA$129.08M38+60.2%
7030Clear Point Advisors Inc.NY$129.02M75+0.1%
7031Monetta Financial Services IncIL$128.98M58-7.6%
7032Saber Capital Managment, LLCNC$128.97M29+10.1%
7033Teucrium Investment Advisors, LLCVT$128.97M42+41.6%
7034Blueline Advisors LLCNH$128.95M208+5.2%
7035Palliser Capital (Uk) LtdUnited Kingdom$128.85M5-12.3%
7036Amg Asset Management Group, Inc.GA$128.83M80+314.9%
7037 Dag Ventures, LLCCA$128.82M3-31.8%
7038Latash Investments, LLCAK$128.82M19-13.5%
7039Tencore Partners, LPNY$128.72M14-34.2%
7040Barnett & Company, Inc.TN$128.67M88+3.6%
7041Kopion Asset Management, LLCTX$128.51M20-8.1%
7042Segra Capital Management, LLCFL$128.45M6+174.6%
7043Woodside Wealth Management LLCMA$128.01M44-4.5%
7044Guardsman Private Capital Management, Inc.FL$127.99M42+2.0%
7045Bridger Management, LLCNY$127.97M24-17.7%
7046Financial Planning Fort Collins, LLCCO$127.91M32+12.3%
7047Safe Harbor Family Capital, LLCNC$127.82M55+12.3%
7048York Gp, Ltd.Cayman Islands$127.69M2+63.8%
7049Tepp Ria, LLCNJ$127.67M41+26.4%
7050Ivory Union Consulting LtdBritish Virgin Islands$127.64M3-9.6%

Showing 7,001–7,050 of 8,643

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