FBInvestor
Institutional Research

Institutional Funds

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

#FundLocationPortfolio ValueHoldingsQoQ Change
7701Thayer Financial, L.L.C.NC$97.98M33+3.6%
7702Walsky Investment Management, Inc.PA$97.97M50-0.2%
7703Advisory Advocates, LLCMI$97.93M160-2.6%
7704Ebert Capital Management Inc.CA$97.91M26-5.3%
7705Wulff, Hansen & Co.CA$97.91M98-17.9%
7706Whitford Management LLCNY$97.86M22-0.5%
7707Financial Network Wealth Advisors LLCUT$97.72M772+1.8%
7708Glp Holdings LllpGA$97.69M4-6.9%
7709Urban Wealth Management, LLCCA$97.68M93-9.2%
7710Csp Financial Group, LLCAZ$97.68M20—
7711Bluebird Wealth Management LLCMA$97.67M77-8.8%
7712Villanova Investment Management Co LLCPA$97.59M56-31.2%
7713Broadhurst Jeffrey BPA$97.57M41+1.3%
7714Rcw Management, LLCFL$97.57M68-1.5%
7715Chiron Capital Management, LLCFL$97.55M117-16.5%
7716Sensenig Capital Advisors, IncPA$97.54M33-0.9%
7717Ballast Financial Advisors LLCPA$97.53M68+0.4%
7718John & Kathleen Schreiber FoundationIL$97.50M4-24.1%
7719Cogent Strategic Wealth LLCIL$97.30M56+6.1%
7720Atlas Wealth Partners, LLCPA$97.25M65+6.9%
7721Entelevest, LLCFL$97.21M107+0.7%
7722Strategic Financial Group, LLCMI$97.14M18—
7723Unified Investment ManagementGA$97.13M132-1.8%
7724Partners Wealth Management, LLCCA$97.05M109+1.4%
7725Yu FanHong Kong$97.02M8+5.1%
7726Landmark Investment Partners, L.P.FL$96.80M20-17.1%
7727Standard Family Office LLCSD$96.78M31+2.8%
7728Bright Valley Capital LtdHong Kong$96.74M11-34.4%
7729Trunorth Financial Services, Inc.PA$96.70M49+4.9%
7730Ramsey Quantitative SystemsKY$96.59M14-12.1%
7731Fullerton Advisors, LLCCA$96.56M53-3.6%
7732Watershed Asset Management, L.L.C.CA$96.50M118-9.9%
7733Samara Investment Management, LLCOR$96.46M72—
7734Yanni & Associates Investment Advisors, LLCPA$96.46M34-3.5%
7735Steel Partners Holdings L.P.NY$96.40M10-22.9%
7736Unify Financial AdvisorsFL$96.39M89+0.4%
7737Hestia Capital Management, LLCPA$96.30M4+2.1%
7738Wernau Asset Management Inc.MA$96.14M47-4.5%
7739Professional Financial Management, Inc.WI$96.06M23+8.9%
7740American Wealth Advisors, LLCGA$95.96M41-5.8%
7741E6 Portfolios, LLCUT$95.91M58+9.7%
7742Oregon Pacific Wealth Management, LLCOR$95.85M105-1.0%
7743Ifc & Insurance Marketing, Inc.CA$95.80M72+94914.3%
7744Fortress Financial Solutions, LLCAZ$95.71M56-2.1%
7745Red Reef Advisors LLCFL$95.55M179-2.7%
7746Sfi Advisors, LLCNJ$95.23M48-38.9%
7747Pacific Excel Wealth Advisors, Inc.CA$95.10M140+79.6%
7748Helios Capital Management Pte. LtdSingapore$95.07M21-34.7%
7749Premier Private Wealth Management LLCFL$94.81M53-1.7%
7750Aflac IncGA$94.76M4-31.7%

Showing 7,701–7,750 of 8,643

153154155156157