FBInvestor
Institutional Research

Institutional Funds

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

#FundLocationPortfolio ValueHoldingsQoQ Change
7501Lrt Capital Management, LLCTX$107.18M90-8.2%
7502Skyknight Capital, L.P.CA$107.14M3+18.8%
7503Elevation Advisory Partners LLCFL$107.14M97—
7504Brc-Global Bah Investments Ltd.Bahamas$107.04M1+26.7%
7505Arnold Financial Planning LLCIA$107.03M26+10.3%
7506Nano Cap New Millennium Growth Fund L PNY$106.96M145-8.7%
7507Apeiron Capital LtdHong Kong$106.92M12+23.6%
7508St. Nicholas Private Asset Management, IncFL$106.89M35-4.1%
7509Lts Liquid Investments LLCBahamas$106.85M7+1.5%
7510Hardworking Capital Advisors, LLCCA$106.84M83-3.0%
7511Explore Capital Management, LLCTX$106.75M11-11.5%
7512Virtus Fixed Income Advisers, LLCCT$106.71M17-10.0%
7513Perkins Capital Management IncMN$106.70M86-15.3%
7514Emissary Wealth LLCNJ$106.67M54-10.4%
7515River'S Edge Wealth Management, LLCPA$106.54M46+4.0%
7516Curtis Wealth Management LLCNV$106.51M50-7.3%
7517Wheels Up Wealth, Inc.CA$106.38M24-0.9%
7518Corient Ia LLCFL$106.37M279+0.1%
7519Colter Lewis Investment Partners LLCCT$106.33M111+23.0%
7520Haven Global Partners, LLCGA$106.33M8-21.9%
7521Trustwell Financial Advisors, LLCFL$106.31M70+2.8%
7522Alpine Fox Capital LLCNV$106.24M13-28.4%
7523Mann Financial Group, Inc.MN$106.21M31+2.7%
7524Portus Wealth Advisors, LLCNC$106.21M567+0.2%
7525Wildcat Capital Management, LLCNY$106.18M2-22.2%
7526Tandemgrowth Financial Advisors LLCGA$106.16M22-7.3%
7527Red Mountain Financial, LLCCO$106.16M79+4.2%
7528Opus Financial Solutions LLCIL$106.15M103+0.2%
7529Valtrion Capital Management, LLCTN$106.07M93+5.7%
7530Midway Capital Research & ManagementIL$106.06M117+3.4%
7531Snowwater Investment Partners, LLCCT$106.06M89-2.4%
7532Town Lane Management LPNY$106.03M4+0.6%
75333 Factor Indexing, LLCCA$105.89M452—
7534Connecticut Capital Management Group, LLCCT$105.85M109+1.3%
7535Continental Investors Services, Inc.WA$105.84M81+36.5%
7536Pathway Wealth Management LLCTX$105.82M30-3.5%
7537Kids Capital Management, L.P.CA$105.74M12-18.6%
7538Trask Adam RolandMI$105.68M190—
7539Gratia Capital, LLCCA$105.68M24-5.4%
7540Bayhunt Capital LLCCA$105.57M20-41.7%
7541Timmons Wealth Management, LLCMA$105.52M72+3.8%
7542Littlejohn & Co LLCCT$105.51M9-45.0%
7543Dara Capital Us, Inc.FL$105.45M119-6.6%
7544Auctus Advisors LLCNC$105.41M29-2.8%
7545Aldebaran Financial Inc.TN$105.29M76-2.6%
7546Park Circle CoMD$105.26M49-5.1%
7547Alpha Capital Advisors Inc /AdvME$105.08M32-2.5%
7548Northland Securities, Inc.MN$105.05M107+0.7%
7549Safe Harbor Fiduciary, LLCFL$105.01M56-7.2%
7550Ionic Capital Management LLCNY$104.99M137+16.6%

Showing 7,501–7,550 of 8,643

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