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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
7651Jefferson Bridge Capital, LLCTN$100.71M53+1.4%
7652Ally Bridge Group (Ny) LLCNY$100.66M21+59.8%
7653Portfolio Resources Advisor Group, Inc.FL$100.66M148+0.6%
7654Rule One Partners, LLCGA$100.51M10+21.2%
7655Jeter Robert S IIDE$100.41M43—
7656E&R Wealth Management, LLCSC$100.39M12+4.8%
7657Grange Capital, LLCOR$100.36M46-3.7%
7658Alamut Investment Management LLPUnited Kingdom$100.36M3+21.9%
7659Vistica Wealth Advisors, LLCCA$100.34M49-0.1%
7660Eschler Asset Management LLPUnited Kingdom$100.32M33-31.8%
7661Smart Portfolios, LLCWA$100.29M99-0.1%
7662Audent Global Asset Management, LLCCA$100.19M51-36.6%
7663Fourier Capital Management LtdHong Kong$100.13M14+6.4%
7664Alphacentric Advisors LLCPR$100.11M252-0.2%
7665Weber Capital Management LLC /AdvCA$100.11M14-5.5%
7666Robert B. Daugherty FoundationNE$99.98M1-0.6%
7667Hicks Capital Management LLCOH$99.97M37+0.7%
7668Arrow Capital Pty LtdAustralia$99.96M17-4.2%
7669Oneascent Investment Solutions LLCAL$99.96M128+5.9%
7670Peck Wealth Management, LLCNY$99.70M122-5.7%
7671Asset Value Investors LtdUnited Kingdom$99.60M2-15.0%
7672Michael Brady & Co., LLCOH$99.54M54-0.7%
7673Banta Asset Management LPCA$99.47M20-9.3%
7674Lionsbridge Wealth Management LLCFL$99.46M59+0.6%
7675Sapphire Ventures, L.L.C.TX$99.45M4+33.9%
7676Candelo Capital Management LPNY$99.39M22-9.3%
7677Peoples Bank/KsKS$99.38M99-0.1%
7678Milfam LLCFL$99.33M7—
7679Capstone Capital Management LtdHong Kong$99.27M51-4.7%
7680Putney Financial Group LLCCA$99.27M84-7.2%
7681Arthedge Capital Management, LLCNY$99.26M9-27.6%
7682Susquehanna Capital Management, LLCDE$99.24M1-14.1%
7683Kite Lake Capital Management (Uk) LLPUnited Kingdom$99.12M5+93.9%
7684Invested AdvisorsPA$99.03M138+2.6%
7685Ishara Investments LPCA$99.02M36+15.2%
7686Cedarwood Wealth LLCCO$99.00M81+10.3%
7687Objective Capital Management, LLCOH$99.00M94+0.8%
7688Vennlight Capital Management, LPCT$98.96M18+15.5%
7689Alpine Peaks Capital, LPNY$98.90M20-5.6%
7690Titiun YejielX3$98.80M55+21.6%
7691Willow Financial LLCAR$98.70M37+0.4%
7692Fund Advisors Of America Inc/FlFL$98.67M118-9.5%
7693Mozayyx Management LLCTX$98.63M16-22.6%
7694Karras Company, Inc.UT$98.60M61-3.8%
7695Michelson Medical Research Foundation, Inc.CA$98.50M21-1.3%
7696Western Pacific Wealth Management, LPIL$98.35M197-4.7%
7697Closed-End Fund Advisors, Inc.VA$98.27M162-42.0%
7698Inkwell Capital LLCFL$98.21M31-0.2%
7699Oakmont Advisory Group, LLCNM$98.20M119+4.8%
7700Sulzberger Capital Advisors, Inc.FL$97.99M49-1.0%

Showing 7,651–7,700 of 8,643

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