FBInvestor
Institutional Research

Institutional Funds

8,643 investment managers that filed Form 13F for Q1 2026, ranked by reported portfolio value.

#FundLocationPortfolio ValueHoldingsQoQ Change
8551Asset Planning Services Inc /La/ /AdvLA$228.1K35+0.8%
8552Pfc Capital Group, Inc.CA$226.8K90-6.5%
8553Beaton Management Co. Inc.MA$224.6K146-1.1%
8554Elite Financial, Inc.ID$223.1K54+1.5%
8555Tealwood Asset Management IncMN$219.8K118-1.4%
8556Yong Rong (Hk) Asset Management LtdHong Kong$218.5K8-33.5%
8557Cmt Capital Markets Trading GmbhIL$217.1K102+43.7%
8558R. W. Roge & Company, Inc.NY$209.7K65+3.6%
8559Citadel Investment Advisory, Inc.OH$209.5K78-9.5%
8560Campbell Capital Management IncFL$209.1K31-99.9%
8561Horizon Bancorp Inc /In/IN$207.9K206+1.2%
8562Warburton Capital Management, LLCOK$205.1K68+15.8%
8563Bull Street Advisors, LLCGA$201.9K94-6.1%
8564Sowa Financial Group, Inc.RI$201.8K30+5.1%
8565Cairn Investment Group, Inc.WA$201.2K63-4.5%
8566Stonehill Capital Management LLCNY$197.3K15-36.8%
8567Cunning Capital Partners, LPNC$196.5K56-9.1%
8568Mitsubishi Ufj Asset Management (Uk) Ltd.United Kingdom$193.5K96-5.7%
8569Lipe & DaltonNY$191.0K92-5.6%
8570Cederberg Capital LtdUnited Kingdom$186.3K11-39.5%
8571Forum Finance Group S.A.Switzerland$184.4K321—
8572Ring Mountain Capital, LLCCA$182.8K94-6.3%
8573Trust Co Of KansasKS$181.1K56-16.6%
8574Delta Capital Management LLCNJ$180.7K103+2.1%
8575Lancaster Investment ManagementUnited Kingdom$179.7K8-7.8%
8576Santa Monica Partners LPFL$179.1K13+8.6%
8577Uscf Advisers LLCCA$176.9K1-66.4%
8578Pensionfund PdnNetherlands$172.9K76+13.9%
8579Bullseye Asset Management LLCCO$172.7K59-6.9%
8580Sander Capital Advisors IncWA$172.7K12-17.8%
8581Columbia River Financial Group, LLCWA$172.3K58+5.7%
8582Lbj Family Wealth Advisors, Ltd.TX$170.6K28-6.2%
8583Navigoe, LLCCA$169.3K228+4.5%
8584Little Harbor Advisors, LLCMA$168.4K4-13.1%
8585Old North State Trust, LLCNC$168.4K150-0.4%
8586Industrial Alliance Investment Management Inc.Quebec$167.3K8-5.1%
8587Empirical Capital Management, LLCTN$166.9K15+9.7%
8588A. D. Beadell Investment Counsel, Inc.WI$156.6K100+1.7%
8589Doheny Asset Management /CaCA$153.4K60-6.3%
8590Mcginn Penninger Investment Management, Inc.VA$153.0K34-11.2%
8591Banco De Sabadell, S.AFL$150.8K62-1.8%
8592Crown Advisors Management, Inc.CA$150.7K40-0.9%
8593Magnolia Capital Management LtdNY$148.3K74+10.3%
8594Lakehouse Capital Pty LtdAustralia$148.2K13+6.9%
8595Pinnacle West Asset Management, Inc.WY$147.1K114-4.4%
8596Lesa Sroufe & CoWA$146.9K68+9.4%
8597Cygnus Capital Advisors, LLCGA$146.3K111+6.8%
8598Sentry Investment Management LLCWI$145.7K1-4.3%
8599Covestor LtdUnited Kingdom$144.3K2,810-24.4%
8600Mount Vernon Associates Inc /Md/MD$141.5K60-4.8%

Showing 8,551–8,600 of 8,643

170171172173