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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
8501Wood Tarver Financial Group, LLCID$361.9K155+1.6%
8502Nfc Investments, LLCTN$359.2K41+1.4%
8503Stolper CoOK$352.5K93+3.8%
8504Seascape Capital ManagementNH$347.3K91-1.3%
8505Shikiar Asset Management IncNY$346.8K103-13.7%
8506Ballast Advisors LLCMN$343.8K393-99.9%
8507Jackson Creek Investment Advisors LLCCO$339.5K293+0.3%
8508Nkcfo LLCIL$337.4K106-2.4%
8509National Mutual Funds Management LtdAustralia$336.6K1+34.1%
8510Wealthbridge Investment Counsel Inc.Alberta$327.6K42-1.7%
8511Aspen Investment Management IncMI$326.5K171-1.4%
8512Investor'S Fiduciary Advisor Network, LLCWA$326.4K270-30.0%
8513Verde Servicos Internacionais S.A.Brazil$326.4K50+4.7%
8514Ceeto Capital Group, LLCFL$325.9K164-4.9%
8515Athos Capital LtdHong Kong$324.3K44+30.3%
8516Select Asset Management & TrustPA$320.2K77-0.4%
8517Hazlett, Burt & Watson, Inc.WV$319.7K912+2.1%
8518Bcr Wealth Strategies, LLCAL$319.1K36+5.8%
8519Neumann Advisory Hong Kong LtdHong Kong$317.5K6-16.0%
8520Olde Wealth Management, LLCWA$316.0K116-2.8%
8521Point72 Private Investments, LLCCT$315.1K1-37.3%
8522Fdx Advisors, Inc.PA$313.2K183+59.7%
8523Centerpoint Advisors, LLCMA$307.3K414-5.5%
8524Hayek Kallen Investment ManagementAL$307.0K92-3.1%
8525Usadvisors Wealth Management, LLCMN$301.0K137-0.8%
8526Tieton Capital Management, LLCWA$298.6K35+2.1%
8527X-Square Capital, LLCPR$296.7K164-2.8%
8528Nicollet Investment Management, Inc.MN$292.0K76-7.6%
8529Arch Capital Group Ltd.Bermuda$290.4K4-0.6%
8530Financial Connections Group, Inc.CA$287.6K251-1.1%
8531Soundview Advisors Inc.WA$281.0K31-2.0%
8532Mathes Company, Inc.NY$273.7K126-2.4%
8533Hendley & Co IncOH$270.3K45-3.4%
8534Asset Allocation & Management Company, LLCIL$269.6K94+7.4%
8535Martin Capital Partners, LLCOR$269.1K68+1.2%
8536Colorado Capital Management, Inc.CO$268.2K105+0.7%
8537Packer & Co LtdAustralia$267.4K10-28.8%
8538Palisades Hudson Asset Management, L.P.FL$256.6K108-0.5%
8539Krensavage Asset Management, LLCNY$255.7K20-9.7%
8540Eagle Capital Management, LLCLA$253.7K49-7.7%
8541Peloton Wealth StrategistsIN$247.2K86-4.2%
8542Keener Financial Planning LLCTX$237.9K58+2.8%
8543Evolution Advisers, Inc.VA$237.3K160+2.7%
8544Aso Group LtdBritish Virgin Islands$237.1K56-7.3%
8545Birmingham Capital Management Co Inc/AlAL$237.1K89-99.9%
8546Silver Oak Advisory Group, Inc.OR$231.8K80+4.8%
8547Wayfinding Financial, LLCWA$230.3K157-2.5%
8548Cloud Capital Management, LLCWA$229.4K105+8.4%
8549Keyframe Capital Partners, L.P.NY$229.2K1-98.9%
8550Fny Investment Advisers, LLCNY$228.1K728-35.3%

Showing 8,501–8,550 of 8,643

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