FBInvestor
Institutional Research

Institutional Funds

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

#FundLocationPortfolio ValueHoldingsQoQ Change
7551American National Bank Of TexasTX$104.94M57+0.8%
7552Artesa Financial Group, LLCTX$104.91M55+8.0%
7553Expressive Wealth LLCIL$104.91M130+13.3%
7554Weaver C. Barksdale & Associates, Inc.TN$104.87M62+10.0%
7555Palladiem, LLCPA$104.79M158-0.7%
7556Fell Capital Management /AdvCA$104.78M91+2.2%
7557Helium Advisors LLCWA$104.76M92+6.1%
7558Signet Private Wealth LLCIL$104.72M117+0.2%
7559Waycross Investment Management CoWA$104.72M44-7.9%
7560Mclaughlin Asset Management, Inc.IL$104.62M91-6.4%
7561Jhp Wealth Management, LLCCO$104.60M32+1.3%
7562Guardian Capital, LLCPA$104.52M81-6.4%
7563Cdm Financial Counseling Services, Inc.CT$104.51M80-2.0%
7564Forteris Wealth Management Inc.NY$104.48M68+2.8%
7565Hanseatic Management Services IncNM$104.47M80—
7566Tfj Management, LLCMA$104.46M12-24.8%
7567Kilner Capital Advisors, LLCMD$104.37M18-0.4%
7568Stonebridge Wealth Management, LLCIL$104.34M36-1.4%
7569Purewater Capital LLCTX$104.30M66—
7570Bfi Wealth Solutions, LLCTX$104.26M75-0.7%
7571Expect Equity LLCMD$104.19M48+0.7%
7572Trailhead Planners LLCMN$104.19M49+2.4%
7573Breachway Investments LLCRI$104.18M96+9.9%
7574J.M. Arbour, LLCME$104.17M119+3.9%
7575Fiscal Wisdom Wealth Management, LLCCT$104.16M90-1.9%
7576Central Asset Investments & Management Holdings (Hk) LtdHong Kong$104.05M21-30.8%
7577Luma Capital S.A. - SpfLuxembourg$103.91M12-2.5%
7578Finarc Investments, Inc.MA$103.91M43—
7579Sycamore Partners Management, L.P.NY$103.77M1+78.3%
7580Birchwood Financial Partners, Inc.MN$103.72M347+3.0%
7581Scalar Gauge Management, LLCTX$103.67M25-31.3%
7582Centerstar Asset Management, LLCIL$103.63M87+63.1%
7583Reality Financial Planning Services, LLCFL$103.63M20-0.8%
7584High Point Wealth Management, LLCNJ$103.61M250-2.7%
7585Elwood Capital Partners LPNY$103.59M27-11.4%
7586Monetary Solutions, LtdOH$103.47M318+1.9%
7587Ruggiero Investments, Inc.FL$103.42M78-6.6%
7588Boreal Capital Management LLCFL$103.38M447-5.4%
7589Crescent Sterling, Ltd.LA$103.35M80+5.9%
7590Townsend Financial Planning, LLCKY$103.34M29+3.4%
7591My Wealth Management Inc.MD$103.34M26-9.9%
7592Dalton Investments, Inc.CA$103.33M17-23.3%
7593Svrn Asset Management, LLCTX$103.27M37-14.9%
7594Alan B Lancz & Associates, Inc.OH$103.05M129-9.5%
7595Generations Wealth, LLCOH$102.99M29+5.4%
7596Vavra Capital Management, LLCPA$102.86M24+1.0%
75971015 Capital Partners, LLCPA$102.86M597+1.0%
7598Caspian Capital LPNY$102.81M9-32.0%
7599Fulcrum Equity ManagementTX$102.73M123-1.7%
7600Park Capital Management, LLC / WiWI$102.69M75-26.5%

Showing 7,551–7,600 of 8,643

150151152153154