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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
901Vestal Point Capital, LPNY$3.58B90+31.2%
902Wcg Wealth Advisors LLCNV$3.57B519+0.2%
903Florida Trust Wealth Management CoFL$3.57B436-1.3%
904Robertson Stephens Wealth Management, LLCCA$3.57B615+0.6%
905Vestgen Advisors, LLCIL$3.57B1,032+51.8%
906Addenda Capital Inc.Quebec$3.55B129+4.2%
907Arax Advisory PartnersCO$3.54B3,766+3.1%
908Avior Wealth Management, LLCNE$3.53B825+9.9%
909Texas Yale Capital Corp.FL$3.52B500+6.8%
910Plancorp, LLCMO$3.52B378+6.3%
911Tctc Holdings, LLCTX$3.51B220+5.0%
912Anchor Capital Advisors LLCMA$3.51B251+1.8%
913Aspiriant, LLCCA$3.51B338+0.9%
914Bdt Capital Partners, LLCIL$3.51B3+10.5%
915Intact Investment Management Inc.Quebec$3.51B269+0.9%
916Tcg Crossover Management, LLCCA$3.50B49+15.7%
917Dai-Ichi Life Insurance Company, LtdJapan$3.49B464-10.1%
918Aquatic Capital Management LLCIL$3.48B1,302-1.1%
919Reinhart Partners, LLC.WI$3.48B70+4.2%
920Zevenbergen Capital Investments LLCWA$3.48B110-22.7%
921Mufg Securities (Canada), Ltd.NY$3.48B43-3.3%
922Private Management Group IncCA$3.47B310+1.1%
923Peak6 LLCTX$3.46B808-5.5%
924Davis Asset Management, L.P.CA$3.46B85+23.8%
925Lincoln National CorpPA$3.45B19+1.0%
926Richard Bernstein Advisors LLCNY$3.45B227+1.3%
927Performance Wealth Partners, LLCIL$3.45B212-6.6%
928Par Capital Management IncMA$3.44B45-8.8%
929Caledonia (Private) Investments Pty LtdAustralia$3.44B16-34.1%
930Fisher Funds Management LtdNew Zealand$3.41B169-11.9%
931Sigfig Wealth Management, LLCCA$3.41B139+1.7%
932Salem Investment Counselors IncNC$3.41B1,236-3.8%
933Marsico Capital Management LLCCO$3.40B65-5.3%
934Becker Capital Management IncOR$3.40B298-2.7%
935Oversea-Chinese Banking Corp LtdSingapore$3.40B324-6.1%
936Oberweis Asset Management Inc/IL$3.39B180+23.8%
937Valley Forge Capital Management, LPFL$3.38B7-23.5%
938E Fund Management Co., Ltd.China$3.37B489+60.5%
939Foster Group, Inc.IA$3.36B284+1.6%
940Dana Investment Advisors, Inc.WI$3.35B556-2.4%
94159 North Capital Management, LPTX$3.35B17+4.4%
942Troy Asset Management LtdUnited Kingdom$3.35B30-13.6%
943Kedalion Capital Management LLPUnited Kingdom$3.35B2-17.8%
944Ontario Teachers Pension Plan BoardOntario$3.35B145-22.5%
945Quadrant Capital Group LLCOH$3.34B2,707+1.0%
946Bli - Banque De Luxembourg InvestmentsLuxembourg$3.34B175-2.0%
947Hancock Prospecting Pty LtdAustralia$3.33B36+2.3%
948Scge Management, L.P.CA$3.30B21-24.8%
949Sprott Inc.Ontario$3.29B228+18.1%
950Freestone Capital Holdings, LLCWA$3.28B528-2.6%

Showing 901–950 of 8,643

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