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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
8451Value Holdings Management Co. LLCUT$616.8K24+3.2%
8452Bank Hapoalim BmIsrael$611.2K105-45.1%
8453Annandale Capital, LLCTX$609.0K117-0.9%
8454Steginsky Capital LLCNY$605.1K8+2.0%
8455Matrix Trust CoCO$602.1K178-0.6%
8456Tufton Capital ManagementMD$549.7K126-3.9%
8457Advisors Management Group Inc /AdvWI$548.5K158-0.2%
8458Piper Sandler & Co.MN$545.1K2-38.3%
8459Vk Services, LLCCA$542.8K1-81.2%
8460Mint Tower Capital Management B.V.Netherlands$537.4K314+46.4%
8461Lathrop Investment Management CoAR$534.3K83-3.0%
8462Ar Asset Management IncCA$517.3K119+5.7%
8463Winslow Asset Management IncOH$514.7K80-5.1%
8464Community Bank & Trust, Waco, TexasTX$504.5K161+3.6%
8465H/2 Credit Manager LPCT$499.7K19+9.4%
8466First Fiduciary Investment Counsel, Inc.OH$497.1K66-3.6%
8467Ayalon Insurance Comp Ltd.Israel$489.6K61+18.8%
8468Avion WealthTX$483.8K1,548+1.5%
8469F&V Capital Management, LLCFL$473.3K59+0.6%
8470Canal Insurance CoSC$465.4K76+12.8%
8471Valicenti Advisory Services IncNY$458.9K84-4.0%
8472Olstein Capital Management, L.P.NY$458.1K99-6.1%
8473Maxi Investments Cy LtdCyprus$457.7K83-16.8%
8474Am Investment Strategies LLCTN$455.0K111-5.4%
8475Welch Capital Partners LLC/NyNY$444.2K26-11.0%
8476Coston, Mcisaac & PartnersME$443.1K937+2.8%
8477Speece Thorson Capital Group IncMN$439.0K38-5.0%
8478Von Borstel & Associates, Inc.OR$437.0K42+2.4%
8479First Premier BankSD$433.2K375-0.7%
8480White Pine Investment CoMI$430.4K67+1.4%
8481Avalon Global Asset Management LLCCA$424.9K26-5.6%
8482Hunter Perkins Capital Management, LLCIL$424.3K141-1.7%
8483Boston Research & Management IncMA$421.0K114-2.9%
8484Turner Capital Investments, LLCTX$420.7K1-99.5%
8485Westwind CapitalNM$416.4K77-14.9%
8486Q3 Asset ManagementMI$412.1K64-5.7%
8487Natural Investments, LLCCA$405.4K288+0.9%
8488M3f, Inc.UT$403.5K28+10.8%
8489Fruth Investment ManagementTX$401.3K229+8.2%
8490Capital Innovations LLCWI$399.2K53-99.9%
8491Lester Murray Antman Dba SimplyrichCA$390.9K233+2.2%
8492Winthrop Capital Management, LLCIN$389.5K356-9.2%
8493Polunin Capital Partners LtdUnited Kingdom$385.4K16-40.6%
8494TobamFrance$384.2K250-5.7%
8495One Degree Advisors IncCA$381.2K72+4.8%
8496Chase Investment Counsel CorpVA$380.9K149+6.5%
8497Farmers & Merchants Trust Co Of Chambersburg PaPA$367.5K335+2.9%
8498Birinyi Associates IncCT$367.2K60-8.2%
8499Physicians Financial Services, Inc.NC$365.2K104-2.0%
8500Ogorek Anthony Joseph /Ny/ /AdvNY$364.9K692+0.4%

Showing 8,451–8,500 of 8,643

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