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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
801Geneos Wealth Management Inc.CO$4.31B2,465+5.4%
802Caxton Associates LLPUnited Kingdom$4.31B752-14.7%
803Oaktree Capital Management LPCA$4.31B52-5.1%
804Pointstate Capital LPNY$4.31B42-26.4%
805Creativeone Wealth, LLCKS$4.31B1,171+4.4%
806Iht Wealth Management, LLCIL$4.30B1,244+4.6%
807Chilton Investment Co Inc.CT$4.26B280-11.0%
808Sumitomo Life Insurance CoJapan$4.25B282+16.5%
809Advent International, L.P.MA$4.24B30-12.2%
810Mizuho Securities USA LLCNY$4.24B689-29.9%
811Weiss Asset Management LPMA$4.24B445+882.1%
812Nearwater Capital Markets, LtdNY$4.24B82-27.5%
813Ashton Thomas Private Wealth, LLCAZ$4.23B1,500+3.2%
814Alphacore Capital LLCCA$4.22B1,201-5.4%
815Old Mission Capital LLCIL$4.22B1,000+62.9%
816Elevation Point Wealth Partners, LLCCO$4.21B1,088+102.4%
817Bellevue Group AGSwitzerland$4.20B155-20.4%
818Wilmington Savings Fund Society, FsbDE$4.20B1,423-1.5%
819Valeo Financial Advisors, LLCIN$4.18B722-7.0%
820Itau Unibanco Holding S.A.Brazil$4.18B351+2.5%
821Banque Transatlantique SAFrance$4.17B442+1.1%
822Sachem Head Capital Management LPNY$4.15B19-2.7%
823Hamlin Capital Management, LLCNY$4.14B30-0.7%
824Westend Advisors, LLCNC$4.14B391-3.6%
825Stockbridge Partners LLCMA$4.14B16-8.9%
826Bank Of KoreaSouth Korea$4.13B3+81.0%
827Altarock Partners LPFL$4.13B8-19.1%
828Caprock Group, LLCID$4.12B1,109-13.0%
829Bowen Hanes & Co IncFL$4.11B151+102935.0%
830Atreides Management, LPMA$4.10B51-12.9%
831Hub Investment Partners, LLCTX$4.09B1,005+11.6%
832Riverbridge Partners LLCMN$4.09B192-23.4%
833Metis Global Partners, LLCCA$4.07B724-3.7%
834Munich Reinsurance Co Stock Corp In MunichGermany$4.07B175-1.1%
835Ilex Capital Partners (Uk) LLPUnited Kingdom$4.06B77+14.5%
836Brave Warrior Advisors, LLCNY$4.04B36-5.4%
837Cary Street Partners Financial LLCVA$4.04B985-0.0%
838Journey Strategic Wealth LLCNJ$4.03B821+5.9%
839Arbejdsmarkedets TillaegspensionDenmark$4.02B169+2.4%
840Alphabet Inc.CA$4.02B26+55.7%
841Martingale Asset Management L PMA$3.99B794+1.4%
842U.S. Capital Wealth Advisors, LLCTX$3.98B999+3.9%
843Zimmer Partners, LPNY$3.95B119+4.1%
844American Securities LLCNY$3.93B2+201.0%
845Donor Advised Charitable Giving, Inc.CA$3.92B32-12.0%
846Alesco Advisors, LLC, An Esl CoNY$3.92B243+1.4%
847Navera Investment Management Ltd.United Kingdom$3.92B56-17.3%
848Channing Capital Management, LLCIL$3.91B108+0.4%
849Mitsui Sumitomo Insurance Co LtdJapan$3.90B1+10.0%
850Frazier Life Sciences Management, L.P.CA$3.89B38+4.4%

Showing 801–850 of 8,643

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