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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
7101Cauble & Harre Wealth Management, Inc.MO$125.54M74+5.2%
7102Redstone Wealth Management, LLCOK$125.50M43-0.8%
7103Golden Bell Financial Planning LLCGA$125.45M37+4.4%
7104Vanweelden Wealth Management, LLCOH$125.40M31-1.5%
7105Mueller Wealth, LLCWI$125.39M17+3.8%
7106Teca Partners, LPTX$125.31M9-23.8%
7107Asl Financial, LLCCA$125.16M91-1.7%
7108Challenger Wealth ManagementCA$125.15M58-4.5%
7109Carbahal Olsen Financial Services Group, LLCCA$125.10M37-4.0%
7110Finward BancorpIN$125.10M104-2.9%
7111Pcg Asset Management, LLCNJ$125.08M78-0.3%
7112Freestate Advisors LLCKS$125.06M42+1.6%
7113Whitebark Investors LPNV$125.06M9-24.7%
7114Sentinel Wealth Management, Inc.VA$125.01M39+3.7%
7115Broussard Financial Group LLCLA$124.99M29+1.3%
7116Appalachian Capital Management LtdOH$124.93M45+0.1%
7117Sandro Wealth Management LLCNJ$124.91M99+3.4%
7118Lauer Wealth, LLCIN$124.86M57-5.2%
7119Chesapeake Asset Management LLCNY$124.85M312+3.5%
7120Robert Wood Johnson FoundationNJ$124.81M2+0.8%
7121Prosperity Bancshares IncTX$124.75M414+12.6%
7122Blue Water Life Science Advisors, LPCA$124.71M10-21.7%
7123Allium Financial Advisors, LLCOR$124.71M79-1.1%
7124Wfa Of San Diego, LLCCA$124.62M404-8.8%
7125Kampmann Melissa S.WI$124.60M43-7.9%
7126Canandaigua National Trust Co Of FloridaNY$124.54M108-22.1%
7127Campbell Deegan Wealth Management, LLCVA$124.46M49+0.5%
7128Ponta Wealth Partners, LLCFL$124.44M138+15.9%
7129Silver Grove Financial Group, Inc.NY$124.37M510+7.7%
7130Stephen J. Garry & Associates, LLCNY$124.35M51-1.4%
7131Coquina Private Wealth LLCFL$124.33M96-0.3%
7132Flax Pond Capital, LLCPA$124.29M62-7.6%
7133Cook & Bynum Capital Management, LLCAL$124.19M6+3.8%
7134Talisman Wealth Advisors LLCNJ$124.15M101-3.4%
7135O'Domhnaill Enterprises, Inc.WY$124.10M55+16.2%
7136Northlanding Financial Partners, LLCNY$124.03M41-0.4%
7137Clarity Retirement & Wealth, LLCMA$124.00M26+9.1%
7138L1 Global Manager Pty LtdAustralia$123.95M112-18.9%
7139Wj Financial Advisors LLCCT$123.84M128+10.3%
7140Marcho Partners LLPUnited Kingdom$123.83M5-24.8%
7141Vigil Wealth Management, LLCFL$123.73M75+2.9%
7142Family Legacy Financial Solutions, LLCNC$123.72M44+95274.1%
7143Post Resch Tallon Group Inc.NY$123.71M118+4.5%
7144Edmp, Inc.FL$123.70M71+1.7%
7145Uptown Financial Advisors LLCTX$123.63M70+5.3%
7146R.H. Dinel Investment Counsel, Inc.CA$123.61M40-9.4%
7147Farley Capital L.P.NY$123.32M18-8.2%
7148Cadia Private Client LLCNJ$123.25M76-2.2%
7149Pitti Group Wealth Management, LLCNY$123.19M81+1.3%
7150Drh Investments, Inc.CA$123.19M16+12.8%

Showing 7,101–7,150 of 8,643

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