FBInvestor
Institutional Research

Institutional Funds

8,643 investment managers that filed Form 13F for Q1 2026, ranked by reported portfolio value.

#FundLocationPortfolio ValueHoldingsQoQ Change
7301Sherman Wealth Management LLCMD$116.41M80+1.1%
7302Worthington Financial Partners, LLCOH$116.40M105+3.0%
7303Financially In Tune, LLCMA$116.30M77+8.6%
7304Chung Wu Investment Group, LLCTX$116.09M259-5.1%
7305Rhodes Investment Advisors Inc /AdvTX$116.08M116-6.1%
7306Alexander Randolph Advisory, Inc.VA$116.00M54-3.6%
7307Rm Financial Services, LLCME$115.95M75+2.9%
7308Mallini Complete Financial Planning LLCFL$115.88M34+2.9%
7309Sidoxia Capital Management, LLCCA$115.83M83—
7310Hershey Financial Advisers, LLCPA$115.80M80-2.1%
7311William Howard & Co Financial Advisors IncTN$115.78M54-2.4%
7312Wilmar Advisors LLCFL$115.67M27-9.7%
7313Silchester International Investors LLPUnited Kingdom$115.58M4-56.3%
7314James Reed Financial Services, Inc.OH$115.51M17-7.4%
7315Tsg Consumer Partners LPCA$115.50M1-17.2%
7316Rd Lewis Holdings, Inc.FL$115.46M86-1.4%
7317Quattro Advisors LLCPA$115.38M51-7.7%
7318Newcorp Financial Services, Inc.GA$115.36M50+2.2%
7319Lwm Advisors IncCA$115.27M31+1.4%
7320Raffles Associates LPNY$115.26M49-13.5%
7321Corps Capital Advisors, LLCTX$115.24M96+19.3%
7322Cassilly Financial Group LLCMD$115.24M64+1.9%
7323American Asset Management Inc.FL$115.23M31-2.3%
7324Perissos Private Wealth Management, LLCOK$115.21M71-0.6%
7325Spwm Advisors LLCMI$115.19M93+10.4%
7326Hudson Oak Wealth Advisory LLCNJ$115.09M52+1.5%
7327Blvd Private Wealth, LLCKY$115.07M64+0.2%
7328BaybanMN$115.02M671+1.7%
7329Carter Financial, LLCCA$114.99M28+1.5%
7330Intrepid Family Office LLCFL$114.97M37+10.6%
7331Gk Wealth Management LLCNV$114.95M51-15.9%
7332Dwr Wealth Management, LLCCA$114.95M51+6.7%
7333Ativo Capital Management LLCIL$114.95M55+0.8%
7334Investment Advisory Services Group LLCFL$114.94M29+2.0%
7335Wealthpoint Financial, LLCNC$114.94M1170.0%
7336Powerhouse Assets LLCMA$114.93M55+1.1%
7337Anabranch Capital Management, LPCT$114.88M5-22.8%
7338Palatine Hill Wealth Management, LLCMI$114.87M48-7.4%
7339Asempa Wealth AdvisorsLA$114.81M115-1.1%
7340Mrp Capital Investments, LLCGA$114.79M210-3.8%
7341Dedeker Financial LLCMN$114.74M50+2.7%
7342Hbe Wealth Management, LLCNE$114.73M53+7.9%
7343Bey-Douglas LLCGA$114.64M56-8.2%
7344Summerhill Capital Management Lnc.Ontario$114.60M35+5.8%
7345Mh & Associates Securities Management Corp /AdvCA$114.60M98-6.4%
7346Longitude (Cayman) Ltd.Cayman Islands$114.59M29-0.8%
7347Potomac Capital Management, Inc.NY$114.44M63-4.2%
7348Kelsey Financial, LLCCA$114.35M63-1.8%
7349Kailix Advisors LLCFL$114.34M10+27.5%
7350Wolfstich Capital, LLCMA$114.29M45+5.3%

Showing 7,301–7,350 of 8,643

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