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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
7201Paller Financial Services IncCO$120.90M43-3.1%
7202Avise Financial Cooperative, Inc.CA$120.86M102+8.9%
7203Liftpoint Family Wealth Advisors LLCNJ$120.75M55+3.1%
7204Cdc Financial, Inc.IL$120.73M38+6.0%
7205Sectoral Asset Management IncQuebec$120.73M77-3.2%
7206Reliant Investment Partners, LLCNC$120.72M113-5.2%
7207Fulcrum Wealth Advisors, LLCWA$120.72M71-0.7%
7208Conquis Financial LLCCA$120.65M54+3.8%
7209Wiregrass Investment Management LLCGA$120.64M96+0.8%
7210Merited Wealth, LLCFL$120.60M79+11.8%
7211Mfg Wealth Management, Inc.IN$120.59M61-6.0%
7212Jm2 Capital Inc.OK$120.58M114-3.1%
7213AG Asset Advisory, LLCCA$120.57M25+3.3%
7214Tenzing Global Management, LLCCA$120.56M14+2.2%
7215Bg Investment Services, LLCGU$120.48M48+7.4%
7216Wealth Preservation Advisors, LLCTN$120.40M1,035-39.4%
7217Lunate Capital LtdUnited Arab Emirates$120.37M6-54.5%
7218Davis Wealth Advisors, LLCNH$120.34M72+0.1%
7219Prosperity Advisers, LLCPA$120.33M39-0.7%
7220A4 Wealth Advisors LLCNC$120.30M100+4.1%
7221Madson Wealth Advisors IncCA$120.26M84—
7222Santa Clara Valley Transportation AuthorityCA$120.26M4+1.1%
7223Approach Retirement Advisors, LLCAL$120.22M79+3.6%
7224Capelight Capital Asset Management LPNY$120.21M28+19.1%
7225Skerryvore Asset Management LtdUnited Kingdom$120.14M7-6.3%
7226Troutman Wealth Management, LLCPA$119.92M36-0.9%
7227Scientech Research LLCNJ$119.87M449-24.6%
7228Bayview Asset Management, LLCFL$119.80M42+7.9%
7229Sjbenen Advisory, LLCNC$119.72M23+23.4%
7230Windsor Advisory Group, LLCOH$119.67M82+6.8%
7231Aihc Capital Management LtdHong Kong$119.67M5+12.1%
7232Ahara Advisors LLCNJ$119.62M53+8.7%
7233Cm Management, LLCFL$119.61M71+0.8%
7234Commons Capital, LLCMA$119.58M84-16.0%
7235Yorktown Management & Research Co IncVA$119.55M214-4.4%
7236Integrated Wealthcare, LLCNC$119.52M28+0.5%
7237Clio Asset Management LLCVA$119.32M16-7.3%
7238Lubar & Co., IncWI$119.04M3-11.3%
7239Shepherd Kaplan Krochuk, LLCMA$118.96M61-1.8%
7240Marrick Wealth, LLCCA$118.92M52-2.7%
7241Commerce Advisors, LLCTN$118.89M121—
7242Harbor Asset Planning, Inc.MA$118.85M420+1.6%
7243Tao Capital Management LPCA$118.83M8+2.3%
7244Schaeffer Financial LLCMD$118.81M25+3.7%
7245M Wealth Management, LLCCA$118.79M55+3.4%
7246Piar LLCNV$118.78M62-9.9%
7247Mccartney Wealth Management LLCMO$118.78M65+2.5%
7248Hudson Portfolio Management LLCNY$118.70M111+2.2%
7249White Knight Strategic Wealth Advisors, LLCNJ$118.69M81-13.1%
7250Kane Co Wealth Management, Inc.IA$118.59M51+4.6%

Showing 7,201–7,250 of 8,643

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