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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
7051Stewardship Concepts Financial Services LLCWA$127.63M62+7.6%
7052Pelham Capital Ltd.United Kingdom$127.60M9-32.1%
7053Wlth Capital Management, LLCAZ$127.59M26-1.3%
7054Summitas Investment Management LLCTX$127.53M10-4.0%
7055Storgate, LLCTX$127.47M170+4.8%
7056Clear Retirement Advice LLCCA$127.37M54-0.9%
7057Concorde Financial CorpTX$127.34M26-1.3%
7058Ares Financial Consulting, LLCCA$127.28M1,066+21.2%
7059Aegis Wealth Management, Inc.IA$127.26M111-0.1%
7060Act Capital Management, LLCPA$127.23M56+2.9%
7061Madison Park Capital Advisors, LLCWA$127.23M62+3.2%
7062Peregrine Investment Management IncOntario$127.20M20-21.0%
7063Sun Group Wealth PartnersCA$127.19M73+2.1%
7064Midwestern Financial, LLC /IaIA$127.12M54+5.2%
7065Strategic Advisory Partners, LLCNC$127.11M96+5.5%
7066Pb Investment Partners, L.P.CA$127.06M10-19.3%
7067Van Diest Capital, LLCIA$127.04M190+89.6%
7068Persium Advisors, LLCGA$127.03M60-7.3%
7069Value Base Ltd.Israel$126.87M7-4.9%
7070True Blue Financial, LLCMI$126.86M52+4.7%
7071Hegarty Advisors, LLCNY$126.84M57+10.1%
7072Vub Generali Dochodkova Spravcovska Spolocnost, A.S.Slovakia$126.76M91-3.0%
7073Travelers Companies, Inc.NY$126.75M1-16.5%
7074Beartown Capital Management, LLCMI$126.75M30-0.9%
7075Benningfield Financial Advisors, LLCCA$126.73M18-0.8%
7076Poinciana Advisors Group, LLCFL$126.71M130-0.1%
7077Alpha Advisors, LLC/VaVA$126.69M47-2.3%
7078Guardian Investment ManagementCA$126.67M60-1.3%
7079Vienna Asset Management LLCCA$126.60M53-28.2%
7080Ehrenkranz Partners L.P.NY$126.44M47+43.3%
7081Hallstatt Advisors L.P.NY$126.41M15-5.8%
7082Grizzlyrock Capital, LLCIL$126.30M18-5.4%
7083Luts & Greenleigh Group, Inc.MD$126.27M89+7.3%
7084Gilpin Wealth Management, LLCCO$126.26M997+0.1%
7085Gts Financial, LLCMN$126.25M43—
7086Sageworth Trust Co Of South DakotaSD$126.24M56+3.1%
7087Blodgett Wealth Advisors, LLCCA$126.19M64-11.9%
7088Total Wealth Planning & Management, Inc.FL$126.14M175+0.1%
7089Brooktree Capital ManagementMI$126.12M44-16.1%
7090Brandywine Asset Management, Inc.PA$126.02M14-11.4%
7091Bingham Private Wealth, LLCCA$126.00M164+8.7%
7092Vista Finance, LLCMO$125.93M55-16.2%
7093Burr Financial Services, LLCCA$125.84M25-5.9%
7094P Schoenfeld Asset Management LPNY$125.83M26-38.3%
7095Northavenue LLCOH$125.80M266+4.1%
7096Northstar Financial Companies, Inc.PA$125.75M112+0.1%
7097Idg China Venture Capital Fund V Associates L.P.Hong Kong$125.69M1-9.1%
7098Lane Generational LLCFL$125.63M39+13.8%
7099Agman Capital LLCNE$125.61M18+6.8%
7100Virtue Asset Management LLCIL$125.55M106+0.2%

Showing 7,051–7,100 of 8,643

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