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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
7601Olympus Peak Asset Management LPCT$102.69M1-65.5%
7602ETF Store, Inc.KS$102.68M100+4.7%
7603Investment Management Trust, LLCMA$102.60M81—
7604Vision Financial Markets LLCCT$102.47M425+4.6%
7605Courant Investment Management LLCTN$102.41M7-7.4%
7606Figure 8 Investment Strategies LLCID$102.40M56-8.8%
7607Highroad Wealth Advisors, LLCOR$102.38M37-2.2%
7608Valued Retirements, Inc.TX$102.32M90+0.0%
7609Parsonex Advisory Services, Inc.CO$102.28M56-34.8%
7610Rosenthal | Henry Capital Advisors, Inc.IN$102.21M42-5.3%
7611Framtiden Holdings Management Co LLCIL$102.13M6+10.8%
7612Stembrook Asset Management, LLCNJ$102.13M48-3.5%
7613Laurus Global Equity Management Inc.Ontario$102.13M45-16.8%
7614Redwood Family Wealth LLCTX$101.93M100+0.7%
7615Independent Order Of ForestersOntario$101.87M2-40.7%
7616Broyhill Asset Management, LLCNC$101.86M73-10.3%
7617Brown UniversityRI$101.85M11-28.6%
7618Marble Bar Asset Management LLPUnited Kingdom$101.85M30+2261.4%
7619Independent Wealth Advisors LLCNC$101.84M70+6.3%
7620Jmn Financial LLCOH$101.76M189+1.4%
7621Ofc Financial Planning, LLCNJ$101.75M55-3.4%
7622Gem Investment Advisors, LLCNJ$101.67M34-3.6%
7623Wisconsin Wealth Advisors, LLCWI$101.65M84-0.4%
7624Mkd Wealth Coaches, LLCMI$101.62M28+1.6%
7625Green Alpha Advisors, LLCCO$101.55M107-7.0%
7626Jbglobal.Com LLCNY$101.54M27+27.8%
7627Stoic Point Capital Management LLCCA$101.52M62-13.9%
7628Curat Global, LLCNH$101.52M265+12.8%
7629Shepherd Street Advisors LLCCA$101.46M86-2.7%
7630Burkett Asset Management LtdBritish Columbia$101.45M61+2.5%
7631Obion Capital Management LPFL$101.41M15-2.5%
7632Brightlight Capital Management LPCT$101.37M8-27.9%
7633Pacific Capital Partners LtdUnited Kingdom$101.35M38+7.6%
7634Vista Cima Wealth Management LLCAZ$101.23M48-15.6%
7635Smith Thomas WFL$101.18M5-6.4%
7636Box Hill Private Wealth LLCAZ$101.17M66+2.4%
7637Hyposwiss Advisors SASwitzerland$101.15M112-0.8%
7638Hobbs Wealth Management, LLCIN$101.05M23-1.6%
7639Ark Wealth Advisors LLCCA$100.98M80+8.7%
7640Royal Palms Capital LLCMT$100.96M50+19.8%
7641Barnes Dennig Private Wealth Management LLCOH$100.96M307+1.4%
7642Triveni Capital Investments LPCT$100.94M14-24.7%
7643Vines Capital Management, LLCLA$100.91M77-1.7%
7644Harbourvest Partners LLCMA$100.91M5-42.1%
7645Luminarx Capital Management LPNY$100.86M48+47.9%
7646Walsh & Associates, LLCFL$100.83M287-0.6%
7647Traub Capital Management LLCMA$100.83M130-3.0%
7648Bankchampaign, National AssociationIL$100.83M184-0.6%
7649Calder Financial LLCPA$100.73M40-1.1%
7650Column Group LLCCA$100.71M3+21.6%

Showing 7,601–7,650 of 8,643

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