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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
7451Searchlight Capital Partners, L.P.NY$109.41M2+1.0%
7452Twin Cities Retirement Group LLCMN$109.36M24+5.5%
7453Bretton Capital Management, LLCCA$109.33M18-8.5%
7454Kdk Private Wealth Management, LLCTX$109.30M60-4.6%
7455Miller Global Investments, LLCTX$109.05M279-1.3%
7456Torrey-Payne Wealth Management, LLCCA$109.03M40-2.3%
7457Cornerstone Financial Management LLCRI$109.02M1,309+2.4%
7458Simcoe Capital LLCWA$109.00M31+2.6%
7459Js Capital Management LLCNY$109.00M1-34.0%
7460Wealthspring Partners, LLCCA$108.99M72+11.7%
7461Peakshares LLCFL$108.95M116+6.4%
7462Payne Capital LLCOR$108.92M55+10.9%
7463Drum Hill Capital, LLCCT$108.88M46+13.1%
7464Kassira Wealth Management LLCTN$108.87M59+3.3%
7465Infinity Wealth Counsel, LLCOH$108.87M63-0.8%
7466Dougherty & Associates, LLCFL$108.84M52-2.7%
7467Elevation Wealth Management LLCMN$108.82M136+4.4%
7468Board Of The Pension Protection FundUnited Kingdom$108.76M156+3.5%
7469Aegon USA Investment Management, LLCIA$108.74M23-8.8%
7470Sherman Asset Management, Inc.CA$108.70M154-8.0%
7471Tabr Capital Management, LLCCA$108.70M54-27.5%
7472Kitching Partners, LLCPA$108.69M40-0.8%
7473Beryl Capital Management LLCCA$108.65M8-89.0%
7474Morangie Management LLCNY$108.64M33-13.4%
7475H Squared Management LPNY$108.51M14-7.1%
7476Granite Islands Private Wealth, LLCCT$108.50M70-0.1%
7477Finhabits Advisors LLCNY$108.38M15+1.7%
7478Eagle Wealth Advisors LLCCT$108.37M98-7.6%
7479Prospect Financial Group LLCVA$108.31M63+0.7%
7480City Center Advisors, LLCMI$108.17M155-0.5%
7481North Forty Two & Co.OR$108.17M97+2.1%
7482Roan Capital PartnersTN$108.15M76—
7483Cypress Capital Management LLC (Wy)WY$108.13M205+0.4%
7484Green Court Capital Management LtdHong Kong$108.08M5-58.4%
7485Vanguard Capital Wealth AdvisorsCO$108.05M119-13.6%
7486Fremen Capital Management LPCT$107.96M16-11.7%
7487Legacy Solutions, LLCPA$107.92M77-5.2%
7488Investors Portfolio Services LLCWA$107.89M695-2.8%
7489Heights Point Management, LPNY$107.86M21-8.0%
7490Sfam, LLCIL$107.82M269-1.4%
7491Heffernan Advisory, IncAZ$107.80M24+3.2%
7492Lawood & CoPA$107.77M90+2.1%
7493Haven Capital Group, Inc.CA$107.75M37+1.1%
7494Verus Wealth Management, LLCWI$107.72M49+0.4%
749521 West Wealth Management LLCCA$107.65M63-1.6%
7496Bannerstone Capital Management, LLCMN$107.59M97+3.1%
7497Bedminster, LLCSC$107.48M53-1.3%
7498Westbridge Capital Management, LLCMauritius$107.44M1-34.4%
7499Intentional Wealth Strategies, LLCCO$107.38M942—
7500Accuvest Global AdvisorsUT$107.23M57-21.0%

Showing 7,451–7,500 of 8,643

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