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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
7351Union Square Park Capital Management, LLCNY$114.26M53-10.7%
7352Karani Asset Management LLCNY$114.24M53+0.2%
7353Winter & Associates, Inc.MN$114.23M84+5.6%
7354Seal Cove Capital, LLCCA$114.10M18+6.5%
7355Quest 10 Wealth Builders, Inc.VA$114.08M761+2.1%
7356Stirlingshire Investments, Inc.NY$114.05M196+1.2%
7357Lord & Richards Wealth Management, LLCCO$113.99M50-2.1%
7358Maimon Wealth Management Ltd.Israel$113.96M77+5.9%
7359Nitorum Capital, L.P.NY$113.92M20-74.8%
7360Cdkv Holdings LLCCO$113.91M275-4.7%
7361Barrier Capital Management, LLCCA$113.88M16-16.2%
7362Crossgen Wealth, LLCNC$113.87M200+0.3%
7363Nestegg Advisors, Inc.NY$113.86M51-2.7%
7364Stonepine Capital Management, LLCOR$113.69M66-10.1%
7365Bristlecone Value Partners, LLCCA$113.64M68+31.1%
7366Bosman Wealth Management, LLCCA$113.63M52-6.7%
7367Journey Retirement Planning & Investment Management LLCID$113.55M133-76.7%
7368Paloma Partners Management CoCT$113.53M39-7.7%
7369Milestones Private Investment Advisors LLCNY$113.51M78-21.9%
7370Eagle Bay Advisors LLCNY$113.33M127-17.2%
7371Titan Investment Management LLCIN$113.32M37+3.3%
7372Idg China Capital Fund Gp III Associates Ltd.China$113.18M2+8.6%
7373Hingham Institution For SavingsMA$113.16M15-7.3%
7374Sherwood Financial Partners, LLCCA$113.10M8-2.5%
7375Andina Capital Management, LLCUT$113.06M119-31.6%
7376Stonehaven Wealth & Tax Solutions, LLCWI$113.04M82+1.6%
7377Meadowbrook Investment Advisors LLCMI$113.02M186-3.7%
7378Msrh, LLCNY$112.89M29+26.0%
7379Cooke Wealth Management, LLCCA$112.85M37-1.5%
7380Matters Capital LLCFL$112.83M64-7.6%
7381University Of Wisconsin FoundationWI$112.65M10-5.3%
7382Trustco Bank Corp N YNY$112.61M71+1.5%
7383Graham Capital Wealth Management, LLCDC$112.59M54+3.5%
7384Wealth Care LLCFL$112.57M67—
7385Oath Planning, LLCOK$112.55M69+11.1%
7386Blueprint Investing LLCCA$112.54M25+0.9%
7387Argus Investors' Counsel, Inc.NY$112.48M102-10.2%
7388Professional Financial Solutions LLC /AdvVA$112.41M38+5.4%
7389Katamaran Capital LLPUnited Kingdom$112.34M28-15.0%
7390Veradace Capital Management LLCTX$112.24M24-22.6%
7391Ifs Group,LLCPA$112.24M143-1.2%
7392Parrish Capital LLCGA$112.20M86+1.6%
7393Andrew Hill Investment Advisors, Inc.FL$112.20M54-14.5%
7394Diker Management LLCNY$112.14M42-13.3%
7395Action Point Financial Planning, LLCMI$112.10M69—
7396New Covenant Trust Company, N.A.IN$112.04M96+1.1%
7397Graetz Wealth LLCMI$112.02M80+2.0%
7398Waystone Advisors LLCWA$111.89M101-4.0%
7399Vitruvian Partners LLPUnited Kingdom$111.85M7-19.6%
7400Rubicon Advisors, GpCA$111.84M75+5.8%

Showing 7,351–7,400 of 8,643

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