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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
8001Capital Management Associates /Ny/NY$60.23M36-11.7%
8002Ncp Inc.NC$60.11M74-51.5%
8003Greencape Capital Pty LtdAustralia$59.91M1-67.7%
8004Gordian Capital Singapore Pte LtdSingapore$59.84M124-17.2%
8005Gigafund Management Company, LLCTX$59.35M1-34.7%
8006Jat Capital Mgmt LPCT$59.33M10-36.1%
8007Pmv Capital Advisers, LLCTX$59.28M119+8.0%
8008Magma Venture Partners General Partner Ltd.Israel$59.20M2-31.5%
8009Working Capital Advisors (Uk) Ltd.United Kingdom$59.10M2-21.2%
8010Sl Advisors, LLCFL$59.07M32+21.0%
8011Qp Wealth Management, LLCFL$58.36M65-48.6%
801226north Partners LPNY$57.93M1-18.3%
8013Cohen & Steers, Inc.NY$57.57M442+4.1%
8014Yorktown Energy Partners Ix, L.P.NY$57.54M3-24.0%
8015Triton Financial Group IncOK$57.35M62-62.0%
8016Sullivan Wood Capital Management LLCDC$57.12M21-13.8%
8017Lattice Capital Management, LLCWA$56.93M18-20.1%
8018Virginia Estate & Retirement Planning Advisors Inc.VA$56.76M158—
8019Oaktree Fund Advisors, LLCCA$56.47M12+5.7%
8020Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A.Poland$56.17M38+19.5%
8021Data Collective IV Gp, LLCCA$55.95M4-4.4%
8022Canada Life Assurance CoManitoba$55.82M1,841-2.9%
8023Lockerman Financial Group, Inc.CA$55.56M87+6.6%
8024Bestgate Wealth Advisors, LLCMD$55.44M45-2.6%
8025Mio Partners, Inc.NY$55.24M1-4.9%
8026Ecofi Investissements SAFrance$54.89M36-62.1%
8027Ascent Advisors, LLCMN$54.45M40+10383.8%
8028Copperwood Asset Management LPTX$54.38M1-34.7%
8029Mercato Management Legacy, LLCUT$54.28M1—
8030Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.Israel$53.84M26+23.7%
8031M28 Capital Management LPCT$53.80M9-60.9%
8032 Notable Capital Management, L.L.C.CA$53.39M7-27.2%
8033Oberndorf William ECA$53.34M7-32.5%
8034Evolutionary Tree Capital Management, LLCVA$53.21M26-38.2%
8035Toronado Partners, LLCCA$53.00M11-49.4%
8036Global Media & Entertainment Investments LtdBahamas$52.97M1-29.8%
8037First Reserve Gp Xiii LtdCT$52.87M1-88.0%
8038Bios Capital Management, LPTX$52.87M6-36.0%
8039Betterment LLCNY$52.79M615+0.6%
8040Irth Capital Management LPNY$52.78M1-15.8%
8041Symbiosis Capital Partners, LLCAR$52.77M6-51.8%
8042Gallo Partners, LPNJ$52.29M39-53.9%
8043Abdiel Capital Advisors, LPNY$52.05M5-26.7%
8044One William Street Capital Management, L.P.NY$52.03M11+21.9%
8045Northwest Financial AdvisorsVA$51.82M66+6.6%
8046Northwestern UniversityIL$51.46M3+48597.1%
8047Thrivent Financial For LutheransMN$51.34M2,442-7.0%
8048Axon Capital LPNY$51.11M13-38.6%
8049Biglari, SardarTX$50.91M10+5.3%
8050First Trust Bank, Ltd.Bahamas$50.88M7+13.2%

Showing 8,001–8,050 of 8,643

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