Institutional Research

Institutional Funds

8,522 investment managers that filed Form 13F for Q4 2025, ranked by reported portfolio value.

#	Fund	Location	Portfolio Value	Holdings	QoQ Change
7351	Anchor Capital Management Company, LLC	NC	$112.65M	7	-3.0%
7352	First Growth Capital LLC	MD	$112.64M	121	—
7353	Odyssey Capital Advisors, Inc.	PA	$112.56M	92	—
7354	Db Fitzpatrick & Co, Inc	ID	$112.51M	100	+1.7%
7355	Bolthouse Investments, LLC	CA	$112.49M	71	+2.0%
7356	Nitor Capital Management LLC	NJ	$112.45M	24	—
7357	Figure 8 Investment Strategies LLC	ID	$112.32M	62	+0.1%
7358	Stone Wealth Partners	LA	$112.31M	68	—
7359	Wj Financial Advisors LLC	CT	$112.29M	115	+8.9%
7360	Bg Investment Services, LLC	GU	$112.23M	45	+10.7%
7361	Windsor Advisory Group, LLC	OH	$112.04M	79	-0.8%
7362	Robocap Asset Management Ltd	X0	$111.99M	25	-28.6%
7363	Dougherty & Associates, LLC	FL	$111.87M	56	—
7364	Tannin Capital LLC	NC	$111.84M	135	—
7365	Quest 10 Wealth Builders, Inc.	VA	$111.78M	783	+3.1%
7366	Gratia Capital, LLC	CA	$111.77M	27	-1.0%
7367	Mclaughlin Asset Management, Inc.	IL	$111.74M	91	—
7368	Nan Fung Group Holdings Ltd	K3	$111.73M	27	+87.4%
7369	Guardian Capital, LLC	PA	$111.69M	88	—
7370	Advocate Investing Services LLC	MD	$111.64M	450	—
7371	Torrey-Payne Wealth Management, LLC	CA	$111.60M	39	—
7372	Blueprint Investing LLC	CA	$111.58M	25	—
7373	Capital Developers, LLC	NC	$111.57M	50	—
7374	Aldebaran Capital, LLC	IN	$111.52M	35	+2.4%
7375	St. Nicholas Private Asset Management, Inc	FL	$111.49M	36	-3.2%
7376	Roxbury Financial LLC	NJ	$111.45M	371	+2.9%
7377	Minot Deblois Advisors LLC	MA	$111.37M	225	+0.9%
7378	Moneda S.A. Administradora General De Fondos	F3	$111.35M	32	+23.0%
7379	Stonehaven Wealth & Tax Solutions, LLC	WI	$111.28M	85	+2.9%
7380	Drystone LLC	VA	$111.24M	17	+0.1%
7381	Investors Portfolio Services LLC	WA	$111.02M	405	—
7382	Bayview Asset Management, LLC	FL	$111.00M	45	-14.7%
7383	Avise Financial Cooperative, Inc.	CA	$111.00M	94	—
7384	Trustco Bank Corp N Y	NY	$110.95M	69	-0.1%
7385	Park Circle Co	MD	$110.94M	49	-3.7%
7386	New Covenant Trust Company, N.A.	IN	$110.85M	90	+3.2%
7387	Prosperity Bancshares Inc	TX	$110.83M	396	—
7388	Carl Stuart Investment Advisor, Inc	TX	$110.81M	17	+4.1%
7389	Ruggiero Investments, Inc.	FL	$110.76M	78	—
7390	Wasserstein Debt Opportunities Management, L.P.	NY	$110.74M	1	+4.3%
7391	Courant Investment Management LLC	TN	$110.60M	6	-12.6%
7392	Miller Global Investments, LLC	TX	$110.46M	246	—
7393	Lane Generational LLC	MA	$110.36M	34	-8.3%
7394	Prairieview Wealth Partners, LLC	IL	$110.23M	30	+3.6%
7395	Incision Capital Management LP	CA	$110.18M	5	—
7396	Hardworking Capital Advisors, LLC	CA	$110.11M	84	—
7397	Torno Capital, LLC	MA	$110.07M	25	-54.0%
7398	Hs Investments IV Ltd	Y7	$109.99M	2	—
7399	Ramsey Quantitative Systems	KY	$109.85M	13	+4.3%
7400	Graetz Wealth LLC	MI	$109.84M	77	—

Showing 7,351–7,400 of 8,522

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