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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
7801Shelter Ins Retirement PlanMO$89.83M8-2.9%
7802Armor Advisors, L.L.C.NY$89.75M14-6.0%
7803Miller Financial Services LLCMI$89.74M119+5.2%
7804Pmg Family Office LLCTX$89.55M100+3.5%
7805Coral Wealth Management, LLCFL$89.42M16—
7806Zinnia Wealth Advisory, LLCFL$89.35M96-3.4%
7807Bayforest Capital LtdUnited Kingdom$89.31M879-33.4%
7808Up Capital Management, Inc.CA$89.15M18-20.3%
7809J. Team Financial, Inc.TX$89.15M83-10.9%
7810Verdad Advisers, LPMA$88.83M179+1.7%
7811Capital Asset Managemnet, LLCCO$88.82M77-1.6%
7812Sassicaia Capital Advisers LLCNY$88.77M34+94.4%
7813Hyundai Investments Co., Ltd.South Korea$88.74M72-13.6%
7814Xena Financial Planning, LLCOR$88.62M33+4.1%
7815Blue Line Capital, LLC / IlIL$88.37M65+4.7%
7816Garrison Bradford & Associates IncNY$88.36M38-4.0%
7817Warberg Asset Management LLCIL$88.22M141+99.1%
7818Arrington Capital Management, LLCFL$88.06M23-3.1%
7819Point Break Capital Management, LLCFL$88.03M13-21.9%
7820Bluefin Capital Management, LLCNY$88.02M62-75.3%
7821Parametrica Management LtdHong Kong$87.97M20+35.6%
7822Balance Capital Partners L.P.NY$87.94M6-28.6%
7823Decision Investments, IncCA$87.93M140-3.8%
7824Englebert Financial Advisers, LLCPA$87.92M55+1.2%
7825Civilization Ventures Management, LLCCA$87.90M2-47.1%
7826Xiamen Xinweidachuang Investment Partnership (Limited Partnership)China$87.83M1+5.3%
7827Daventry Group, LPNY$87.83M8-41.6%
7828Indie Asset Partners, LLCIN$87.76M83-2.2%
7829Marathon Partners Equity Management, LLCNY$87.68M16-12.8%
7830Walnut Level Capital LLCCO$87.60M35-30.1%
7831Sparta 24 Ltd.Israel$87.48M10-25.2%
7832Msd Capital, L.P.NY$87.33M3-1.7%
7833Wedgewood Investors Inc /Pa/PA$87.21M99-0.7%
7834Integrated Wealth ManagementOH$87.20M95-2.0%
7835October Effect LtdVA$86.84M64-4.4%
7836Greenline Wealth Management LLCFL$86.70M94-10.3%
7837Vertex Investment Solutions Co., Ltd.Japan$86.53M25-14.2%
7838August Group Capital LtdOntario$86.11M93-4.4%
783922c Capital LLCFL$85.98M1-46.8%
7840Deuterium Capital Management, LLCFL$85.97M26+24.7%
7841Vesey Street Capital Partners, L.L.C.NY$85.82M1+42.9%
7842Capital Advisor Network LLCIN$85.10M149—
7843Capitol Family Office, Inc.OR$84.69M480.0%
7844Triad Investment ManagementCA$84.69M36-14.2%
7845Prism Planning Partners LLCIL$84.55M42-5.1%
7846Stonebridge Advisors LLCCT$84.55M2-53.7%
7847Goodwin Investment AdvisoryGA$83.99M29-7.8%
7848Mayar Capital Ltd.United Kingdom$83.88M16+13.9%
7849Orba Wealth Advisors, L.L.C.IL$83.85M65-27.2%
7850Hunting Hill Global Capital, LLCNY$83.77M64-16.9%

Showing 7,801–7,850 of 8,643

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