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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
7901Db&C Advisors, LLCMI$76.96M67-3.5%
7902Natixis Investment Managers, LLCMA$76.92M2+118.9%
7903Brx Global LPCT$76.72M3-24.9%
7904Orchard Capital Management, LLCIL$76.38M45-33.7%
7905Linden Rose Investment LLCTX$76.20M6-36.7%
7906Canaan Partners Xi LLCCA$76.07M3-44.4%
7907Pictet Bank & Trust LtdBahamas$76.06M33-8.8%
7908Brooklands Fund Management LtdUnited Kingdom$76.00M43-59.7%
7909Sunstone Asset Management, L.P.NY$75.94M50+22.6%
7910Multicoin Capital Management, LLCTX$75.92M3-33.7%
7911Applied Fundamental Research, LLCMA$75.78M10-24.7%
7912Crystal Cove Asset Management, LLCCA$75.71M17—
7913Harrison Street Private Wealth LLCCO$75.53M21—
7914 Institutional Venture Management Xv, LLCCA$75.52M3-34.6%
7915Meadowbrook Wealth Management, LLCNY$75.47M65-13.9%
7916Owlhouse Capital LPNY$75.28M21-16.7%
7917Square Peg Capital Pty LtdAustralia$75.23M10-24.8%
7918Luminist Capital LLCMI$74.82M78-7.6%
7919Spruce Point Capital Management, LLCNY$74.81M19+80.8%
7920Holland Advisory Services, Inc.FL$74.65M47+0.7%
7921Guidestone Capital Management, LLCTX$74.51M1-6.6%
7922Empower Harvest Management Services, Inc.Cayman Islands$74.45M1-22.6%
7923Ldr Capital Management LLCNY$74.38M44+3.1%
7924January Capital Advisors LLCCA$74.15M52—
7925H Capital V Gp, L.P.Cayman Islands$74.08M1-5.0%
7926Wise Wealth PartnersAZ$73.87M53+6.0%
7927Paragon Associates & Paragon Associates II Joint VentureTX$73.58M14+52.0%
7928Tripletail Wealth Management, LLCFL$73.35M255-7.1%
7929T3 Companies, LLCNY$73.29M104-6.1%
7930Benson Wealth Management IncTN$73.10M354-18.6%
7931Timelo Investment Management Inc.Ontario$73.02M48-22.5%
7932Baypointe Partners LLCCT$72.87M20+53.1%
7933Wallace Hart LLCKY$72.58M34-46.5%
7934Pursuit Wealth Strategies, LLCNC$71.96M109+1.0%
7935Natixis Advisors, LLCMA$71.89M1,684+1.9%
7936Divco West Real Estate Services, LLCCA$71.88M4-22.9%
7937Medici Capital LLCCA$71.56M9-21.5%
7938Hauser Brothers GmbhGermany$71.36M4-49.3%
7939Retireful, LLCMI$70.98M84-11.0%
7940Financial Counselors IncKS$70.86M12-1.7%
7941Acadian Asset Management LLCMA$70.49M2,011+15.7%
7942Baer Investment Advisory LLCCA$70.42M23-1.7%
7943Yorktown Energy Partners X, L.P.NY$69.49M4-10.2%
7944Wms Group LLCLA$68.77M50-12.5%
7945Fidelis Wealth Advisors LLCCO$68.66M11-0.5%
7946Charis Legacy Partners, LLCTX$68.38M27+0.9%
7947Emg Holdings, L.P.CT$68.10M18+10.5%
7948Mcgrath & Associates, Inc.NC$67.96M41-3.5%
7949Shengqi Capital (Hong Kong) LtdHong Kong$67.61M5+204533.6%
7950Blossom Wealth ManagementCA$67.41M74+11.3%

Showing 7,901–7,950 of 8,643

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