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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
7151Barington Companies Management, LLCNY$123.13M8-19.2%
7152Gumshoe Capital Management LLCNY$123.11M7+16.3%
7153Sound Portfolio Advisors, LLCCT$123.11M44+3.4%
7154Kropog Financial Group, LLCLA$123.09M33-4.7%
7155Cannon Capital Management, Inc.UT$123.08M28+8.2%
7156Mishpacha Holdings CorpBrazil$123.05M3+3.0%
7157Aristotle Pacific Capital, LLCCA$123.01M5-49.5%
7158Adelphi Trust CoFL$122.89M105+0.3%
7159Kraematon Investment Advisors, IncMA$122.85M99-2.1%
7160Corus Family Wealth AdvisorsTX$122.80M69-2.0%
7161Geremia Financial Services, LLCNJ$122.78M10+1.3%
7162Templeton & Phillips Capital Management, LLCTN$122.71M55-18.3%
7163Blake Schutter Theil Wealth Advisors, LLCOH$122.69M111+0.9%
7164Arbor Capital Management Inc /AdvAK$122.60M101+2.8%
7165Moneda S.A. Administradora General De FondosChile$122.57M25+10.1%
7166Fox Financial, IncPA$122.53M11-2.3%
7167Clarity Wealth Development LLCOR$122.51M44+3.6%
7168Osbon Capital Management LLCMA$122.51M486+14.6%
7169Lakeshore Capital Group, Inc.IL$122.50M76-2.0%
7170Arborfi Advisors, LLCMI$122.50M45-0.6%
7171Sankala Group LLCCO$122.46M555-2.1%
7172First Financial Group CorpNC$122.46M80+4.2%
7173Pinnbrook Capital Management LPNY$122.43M33-68.3%
7174Semitam Bonam LLCNY$122.38M44+1.9%
7175Reyes Financial Architecture, Inc.CA$122.36M348-25.5%
7176Dynamic Financial GroupIA$122.29M69+4.3%
7177Roger Wittlin Investment Advisory, LLCCA$122.28M39-14.5%
7178Athena Wealth Management, LLCNV$122.25M106+18.8%
7179Garton & Associates Financial Advisors LLCKY$122.23M123-31.5%
7180Kennon-Green & Company, LLCOH$121.99M39-3.1%
7181Prairieview Wealth Partners, LLCIL$121.98M30+10.7%
7182Miramar Fiduciary CorpNV$121.98M5-5.6%
7183Targeted Financial Services LLCFL$121.91M54+5.0%
7184Valliance Asset Management LtdHong Kong$121.91M8+67.2%
7185Peapod Lane Capital LLCNY$121.90M62+3.7%
7186Hoertkorn Richard CharlesCA$121.88M75-52.7%
7187Peak Wealth Management LLCNH$121.87M54+1.9%
7188Western Reserve Capital Management, LLCOH$121.85M50+13.6%
7189Sierra Ocean, LLCCA$121.82M60+0.8%
7190Atlas Venture Advisors, Inc.MA$121.61M3-36.5%
7191Red Crane Wealth Management, LLCCA$121.53M72-0.6%
7192Farnam Financial LLCAZ$121.52M49-8.5%
7193Cfo Capital Management LLCCT$121.47M104-9.0%
7194Mirabaud Asset Management LtdUnited Kingdom$121.38M32-43.8%
7195Blue Jean Financial LLCNY$121.31M68-1.5%
7196Tt Capital Management LLCAZ$121.27M73-3.3%
7197Nan Fung Group Holdings LtdHong Kong$121.26M24+8.5%
7198Frisco Financial Planning LLCTX$121.23M29+1.3%
7199Chapman Investment Management, LLCCA$121.19M26-11.3%
7200Connective Capital Management, LLCCA$121.13M66-28.9%

Showing 7,151–7,200 of 8,643

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