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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
7251Stonebridge Financial Group, LLC / MoMO$118.56M164+2.7%
7252Keenan, LLCMA$118.54M42+4.2%
7253Clientfirst Wealth Management, LLCAR$118.49M50-4.9%
7254Worldly Partners Management, LLCMA$118.43M3-11.7%
7255Elm3 Financial Group, LLCGA$118.39M117-1.8%
7256Topor & Co. KoreaSouth Korea$118.25M18-10.9%
7257C2c Wealth Management, LLCAZ$118.23M92-0.3%
7258Aventus Investment Advisors, Inc.FL$118.20M148-4.2%
7259Genoa Capital Gestora De Recursos Ltda.Brazil$118.15M8-25.1%
7260Washington Capital Management, IncWA$118.11M100-3.8%
7261Buckley Capital Advisors, LLCFL$118.06M14+2.7%
7262North Capital, Inc.UT$118.05M93+1.7%
7263Paragon Capital Management IncUT$118.05M70-8.7%
7264Advocate Investing Services LLCMD$118.02M447+5.7%
7265Index Venture Growth Associates III LtdJersey$117.97M2-39.2%
7266Tandem Investment Partners LLCNJ$117.95M73-0.5%
7267Ridge Creek Global, IncOH$117.91M85-1.1%
7268Capstone Wealth Management, Inc.MT$117.91M38+3.3%
7269Warm Springs Advisors Inc.CA$117.77M48-8.9%
7270Koenig Investment Advisory, LLCOR$117.74M36-4.5%
7271Electric Capital Partners, LLCCA$117.71M7+903.2%
7272Orca Investment Management, LLCOR$117.59M57-7.4%
7273North Horizon Holdings Inc.Ontario$117.53M1+1.9%
7274Oceanic Investment Management LtdIsle of Man$117.53M42+23.0%
7275New Dimensions Wealth Management, LLCTX$117.51M20+0.5%
7276Stegent Equity Advisors, Inc.TX$117.35M101-8.5%
7277Donalies Financial Planning, LLCDC$117.32M74-0.1%
7278Alessandra Capital Management, LLCCA$117.32M112+4.3%
7279Risk Paradigm Group, LLCMA$117.22M59+12.8%
7280Virtus Family Office LLCTX$117.20M73+1.0%
7281Rhl Group, LLCMI$117.12M239-5.8%
72824wealth Advisors, Inc.IL$117.03M142+1.4%
7283Josh Arnold Investment Consultant, LLCMN$117.01M13-12.7%
7284Liberty Atlantic Advisors LLCTX$116.99M73+14.9%
7285Fairman Group, LLCPA$116.98M325-6.5%
7286Andar Capital Management Hk LtdHong Kong$116.94M13+26.0%
7287Barden Capital Management, Inc.TX$116.93M58-4.0%
7288Leo H. Evart, Inc.CA$116.92M298—
7289Orvieto Partners, L.P.MA$116.85M44-2.9%
7290Aps Management Group, Inc.CA$116.85M72+0.0%
7291Db Fitzpatrick & Co, IncID$116.81M106+3.8%
7292Ethos Capital Management, Inc.PA$116.57M56+9.8%
7293Smith Asset Management Co., LLCFL$116.53M71-3.8%
7294Godfrey Financial Associates, Inc.NY$116.53M1,110+1.0%
7295Severin Investments, LLCMO$116.49M171+3.0%
7296Runnymede Capital Advisors, Inc.OH$116.45M75-32.9%
7297Journey Beyond Wealth, LLCGA$116.43M29-7.4%
7298Mckinney Capital Management, LLCTX$116.43M46—
7299Investment Management Corp /Va/ /AdvVA$116.43M52-2.4%
7300Fundamenta Capital S.A.X3$116.42M11-20.2%

Showing 7,251–7,300 of 8,643

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