Institutional Research

Institutional Funds

8,522 investment managers that filed Form 13F for Q4 2025, ranked by reported portfolio value.

#	Fund	Location	Portfolio Value	Holdings	QoQ Change
1051	Alpha Cubed Investments, LLC	CA	$2.92B	298	+1.9%
1052	Argent Trust Co	TN	$2.92B	686	+3.3%
1053	Tokio Marine Asset Management Co Ltd	M0	$2.90B	524	+3.3%
1054	Chilton Capital Management LLC	TX	$2.90B	665	-2.3%
1055	Hennion & Walsh Asset Management, Inc.	NJ	$2.90B	926	+5.0%
1056	Winton Group Ltd	X0	$2.90B	911	+8.4%
1057	Fulton Bank, N.A.	PA	$2.89B	668	+1.1%
1058	Hollencrest Capital Management	CA	$2.89B	1,139	+4.4%
1059	Michael & Susan Dell Foundation	NY	$2.88B	8	+17.6%
1060	Wedmont Private Capital	PA	$2.88B	806	+6.9%
1061	Bndes Participacoes S.A.	D5	$2.87B	1	—
1062	General Atlantic, L.P.	NY	$2.87B	13	-13.8%
1063	Gates Capital Management, Inc.	NY	$2.87B	28	-11.1%
1064	Focus Financial Network, Inc.	MN	$2.87B	725	+2.4%
1065	Calamos Wealth Management LLC	IL	$2.87B	396	+4.6%
1066	Parallax Volatility Advisers, L.P.	CA	$2.87B	543	-3.7%
1067	Sand Hill Global Advisors, LLC	CA	$2.87B	197	+0.9%
1068	Gerber Kawasaki Wealth & Investment Management	CA	$2.86B	334	-1.7%
1069	Corecap Advisors, LLC	MI	$2.86B	2,945	+4.1%
1070	Schwartz Investment Counsel Inc	MI	$2.86B	133	-4.0%
1071	Fifth Third Wealth Advisors LLC	OH	$2.85B	789	+5.1%
1072	Dme Capital Management, LP	NY	$2.85B	41	+12.1%
1073	Conning Inc.	CT	$2.85B	319	-0.8%
1074	Dorsal Capital Management, LP	CA	$2.85B	20	-23.1%
1075	Meridian Wealth Management, LLC	KY	$2.84B	752	+8.9%
1076	Capital International Ltd /Ca/	CA	$2.84B	145	+2.7%
1077	Bw Gestao De Investimentos Ltda.	D5	$2.84B	186	+114.8%
1078	Bip Wealth, LLC	GA	$2.83B	456	+40.0%
1079	Susquehanna Advisors Group, Inc.	PA	$2.83B	98	+6.7%
1080	Hennessy Advisors Inc	CA	$2.82B	283	-2.6%
1081	Palestra Capital Management LLC	NY	$2.81B	28	-7.7%
1082	Mkp Capital Management, L.L.C.	NY	$2.81B	22	+12.6%
1083	Banque Cantonale Vaudoise	V8	$2.80B	823	+104886.0%
1084	James Hambro & Partners LLP	X0	$2.80B	55	-0.5%
1085	Davis Asset Management, L.P.	CA	$2.79B	30	-0.6%
1086	Sprott Inc.	A6	$2.79B	207	+4.6%
1087	Altrinsic Global Advisors LLC	CT	$2.79B	44	+3.2%
1088	Azimuth Capital Investment Management LLC	MI	$2.79B	307	+0.2%
1089	Anomaly Capital Management, LP	NY	$2.78B	32	-18.2%
1090	Fideuram - Intesa Sanpaolo Private Banking S.P.A.	L6	$2.78B	435	—
1091	Nfj Investment Group, LLC	TX	$2.78B	228	-4.5%
1092	American Family Investments, Inc.	WI	$2.78B	11	+45.6%
1093	Cwa Asset Management Group, LLC	FL	$2.77B	642	+2.6%
1094	Zwj Investment Counsel Inc	GA	$2.77B	237	-2.1%
1095	Belpointe Asset Management LLC	NV	$2.77B	1,019	+5.7%
1096	Prana Capital Management, LP	CT	$2.76B	113	-8.0%
1097	Avidian Wealth Enterprises, LLC	TX	$2.75B	575	+3.5%
1098	Globalt Investments LLC / Ga	GA	$2.74B	204	+0.0%
1099	Oberweis Asset Management Inc/	IL	$2.73B	179	+4.7%
1100	Integrity Alliance, LLC.	IA	$2.73B	759	+28.8%

Showing 1,051–1,100 of 8,522

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