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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
7751Ankerstar Wealth, LLCTX$94.72M955-5.7%
7752Kurv Investment Management LLCCA$94.58M35+18.2%
7753Boxwood Ventures, Inc.IL$94.33M33-5.1%
7754Boyer Financial Services, Inc.CA$94.32M44+0.0%
7755Shelter Rock Management, LLCNY$94.30M35-5.3%
7756Briggs Wealth Management, IncCT$94.28M58+1.4%
7757New Vernon Investment Management LLCIL$94.15M39-8.3%
7758Wealthcare Asset Management, LLCMO$93.95M32-13.2%
7759Arrow Investment Advisors, LLCMD$93.91M59+4.4%
7760Saddlerock Capital Management LLCNY$93.77M17-6.0%
7761Firstwave Capital Management LLCFL$93.72M26-44.3%
7762Wall Capital Group, Inc.AZ$93.67M23-10.8%
7763Lwm Advisory Services, LLCFL$93.66M76-45.1%
7764Gritstone Asset Management LLCMD$93.65M154-10.6%
7765Wallace Advisory Group, LLCCA$93.62M123-1.8%
7766Telligent Fund, LPHong Kong$93.62M24+4.1%
7767Robocap Asset Management LtdUnited Kingdom$93.53M23-16.5%
7768Surience Private Wealth LLCWA$93.16M40+5.4%
7769Eurizon Asset Management Hungary Ltd.Hungary$93.14M20+1219.0%
7770Seven Six Capital Management, LLCNY$92.98M25-6.4%
7771Investment Insight Wealth Management, LLCNY$92.74M36-9.0%
7772Anchor Capital Management Company, LLCNC$92.71M7-17.7%
7773Rangeley Capital, LLCCT$92.63M133-20.2%
7774Yunqi Capital LtdHong Kong$92.40M4-26.3%
7775Windward Management LPFL$92.37M6-30.1%
7776Jackson Brooke LLCMI$92.30M1—
7777Aspirean Wealth, LLCCA$92.08M18+0.6%
7778Marquette Associates, Inc.IL$91.93M25+17.7%
7779Index Technologies Group LLCNY$91.78M135-4.1%
7780Good Harbor Advisors, Inc.MA$91.59M82+6.6%
7781Sherry Group, Inc.AR$91.58M41-4.0%
7782Kazazian Asset Management, LLCFL$91.53M43-3.6%
7783Xy Capital LtdHong Kong$91.32M50-7.2%
7784Guilbault Capital LLCLA$91.27M67+2.2%
7785Account Management LLCMA$91.26M23-2.1%
7786Markin Asset Management, LPNY$91.08M38+0.1%
7787Private Harbour Investment Management & Counsel, LLCOH$91.05M36-4.8%
7788Plus Group Wealth Advisors LLCWI$90.89M41+0.8%
7789Measured Risk Portfolios, Inc.CA$90.79M64+4.6%
7790Provident Living Financial Services, Inc.UT$90.64M48-11.0%
7791Incision Capital Management LPCA$90.60M4-17.8%
7792General Motors Holdings LLCMI$90.50M4-51.3%
7793Wd Thunder Cv Ultimate Gp LLCTX$90.29M1+9.9%
7794Scp Investment, LPCA$90.27M48-26.3%
7795Mlp3, LLCNJ$90.26M84-1.5%
7796Catalyst Investment Management LLCNH$90.23M65-14.5%
7797Sage Investment Counsel LLCTN$90.14M127-0.8%
7798Sg Americas Securities, LLCNY$90.05M2,661+19.5%
7799Angel Oak Capital Advisors, LLCGA$90.00M33+30.8%
7800Cedrus Wealth Group LLCMN$89.83M48-17.1%

Showing 7,751–7,800 of 8,643

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