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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
7851Cpwa, LLCOR$83.70M90—
7852Marvin & Palmer Associates IncDE$83.53M21-41.0%
7853Man Investment Partners (Us) LPNY$83.47M5+32.4%
7854Caz Investments LPTX$83.03M41+43.7%
7855Empery Asset Management, LPNY$83.02M32-26.8%
7856North Ground CapitalMA$83.01M40-58.8%
7857Blantyre Capital LtdUnited Kingdom$82.79M1-21.6%
7858Wiser Advisor Group LLCAZ$82.72M224-5.4%
7859Variant Private Wealth, LLCVA$82.57M38-14.2%
7860Fifth Lane Capital, LPTX$82.34M58-2.9%
7861Msd Partners, L.P.NY$82.33M8-24.2%
78621060 Capital, LLCCO$82.26M12+110.4%
7863Axim Planning & WealthOH$82.06M83-12.6%
7864Khall LLCCA$82.02M1-5.5%
7865Bayesian Capital Management, LPNY$81.95M137+87.8%
7866Findec Wealth Services, Inc.CA$81.78M30-12.3%
7867Fund Resources Investment Holding Group Co LtdHong Kong$81.66M1-20.5%
7868Accel Growth Fund V Associates L.L.C.CA$81.66M2-34.9%
7869Stone House Capital Management, LLCFL$81.45M2+1.7%
7870Walleye Partners, LLCWI$81.43M54-9.5%
7871Kerr Financial Planning CorpCA$81.38M522+10.0%
7872Qvidtvm Management LLCTX$81.37M14-7.9%
7873Sonoma Private Wealth LLCCA$81.22M67-1.9%
7874Riverview Trust CoWA$81.20M202-2.2%
7875Morgens Waterfall Vintiadis & Co IncNY$81.20M14-40.5%
7876Significant Wealth Partners LLCIL$81.18M111-9.5%
7877Algorithmic Investment Models, LLCMA$81.04M32-0.1%
7878Formulate Financial LLCFL$80.99M26-5.1%
7879Wellment FinancialIL$80.83M38-5.1%
7880Hcep Management LtdHong Kong$80.66M4-34.2%
7881Hs Investments IV LtdGuernsey$80.60M2-26.7%
7882Pom Investment Strategies, LLCNC$80.50M433-58.6%
7883Brigade Capital Management, LPNY$80.32M8-20.3%
7884Ventas, Inc.IL$79.97M1-3.1%
7885Glaxis Capital Management, LLCFL$79.93M41+36.8%
7886Elite Life Management LLCPA$79.85M56+29.6%
7887Teachers Insurance & Annuity Association Of AmericaNY$79.74M84-6.3%
7888Children'S Medical Center CorpMA$79.70M1-10.2%
7889Kize Capital LPNY$79.64M6-6.1%
7890Kore Advisors LPFL$79.14M13+33.2%
7891Summitpoint Capital ManagementCO$78.77M35—
7892Centennial Advisors, LLCTX$78.61M83+2.1%
7893Spahn Wealth & Retirement LLCAZ$78.57M25-51.2%
7894Totem Point Management, LLCNY$78.37M17-21.8%
7895Stapp Wealth Management, PllcWA$78.33M30+0.9%
7896Yoffe Investment Management, LLCPA$78.05M111-0.4%
7897Galaxy Digital Capital Management Gp LLCNY$77.70M39-2.2%
7898State Of New Jersey Common Pension Fund ENJ$77.69M1-14.8%
7899Avory & Company, LLCFL$77.29M34-50.4%
7900Omnitrust Wealth Management, IncFL$77.22M64-1.9%

Showing 7,851–7,900 of 8,643

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