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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
1051Conning Inc.CT$2.90B290+1.9%
1052Gates Capital Management, Inc.NY$2.90B31+0.9%
1053Silvant Capital Management LLCGA$2.89B315-2.3%
1054Zhang Financial LLCMI$2.89B367+7.9%
1055Ascent Group, LLCVA$2.89B752-1.2%
1056Potomac Fund Management Inc /AdvMD$2.88B105+6.1%
1057Dixon Mitchell Investment Counsel Inc.British Columbia$2.88B140-5.1%
1058Calamos Wealth Management LLCIL$2.88B489+0.3%
1059Chilton Capital Management LLCTX$2.87B657-1.2%
1060Crake Asset Management LLPUnited Kingdom$2.86B20+12.1%
1061Adventist Health System Sunbelt Healthcare CorpFL$2.86B21-14.9%
1062Covea FinanceFrance$2.86B146-5.9%
1063Yarbrough Capital, LLCTN$2.85B85-11.2%
1064Winton Group LtdUnited Kingdom$2.85B1,080-1.6%
1065Michael & Susan Dell FoundationNY$2.85B8-1.2%
1066Fideuram - Intesa Sanpaolo Private Banking S.P.A.Italy$2.85B462+2.3%
1067Systematic Alpha Investments, LLCNJ$2.84B234-11.3%
1068Atlas Infrastructure Partners (Uk) Ltd.United Kingdom$2.84B9+42.4%
1069Adams Diversified Equity Fund, Inc.MD$2.84B99-5.6%
1070Fulton Bank, N.A.PA$2.84B656-2.0%
1071Summitry LLCCA$2.83B285+18.1%
1072Gts Securities LLCNY$2.83B1,482-3.5%
1073Empyrean Capital Partners, LPCA$2.82B115+4.9%
1074Meridian Wealth Management, LLCKY$2.82B762-0.8%
1075Aviso Financial Inc.Ontario$2.82B338+7.0%
1076Schwartz Investment Counsel IncMI$2.82B129-1.6%
1077Palisade Capital Management, LPNJ$2.81B250-7.8%
1078Globalt Investments LLC / GaGA$2.80B202+2.4%
1079Spruce House Investment Management LLCNY$2.80B11-18.8%
1080Hill City Capital, LPMA$2.80B23+5.7%
1081Altrinsic Global Advisors LLCCT$2.79B43+0.1%
1082Hosking Partners LLPUnited Kingdom$2.79B99-5.2%
1083Focus Financial Network, Inc.MN$2.79B729-2.9%
1084Tokio Marine Asset Management Co LtdJapan$2.79B512-4.1%
1085Geowealth Management, LLCIL$2.78B853+2.3%
1086Eagle Global Advisors LLCTX$2.78B276+2.6%
1087Zwj Investment Counsel IncGA$2.77B241+0.1%
1088Hennessy Advisors IncCA$2.77B278-1.9%
1089Smartleaf Asset Management LLCMA$2.77B3,501+4.9%
1090Leonard Green & Partners, L.P.CA$2.77B6+7.7%
1091Nan Shan Life Insurance Co., Ltd.Taiwan$2.76B87-15.0%
1092Johnson Financial Group, Inc.WI$2.76B889+3.4%
1093Cantor Fitzgerald, L. P.NY$2.76B203-17.8%
1094Stonehage Fleming Financial Services Holdings LtdJersey$2.75B226-15.5%
1095Hawk Ridge Capital Management LPCA$2.74B47+26.7%
1096Belpointe Asset Management LLCNV$2.74B1,066-1.0%
1097Cbiz Investment Advisory Services, LLCOH$2.74B413+3.4%
1098Lockheed Martin Investment Management CoMD$2.73B111-8.8%
1099Western Wealth Management, LLCCO$2.73B2,673+26.0%
1100Giverny Capital Inc.Quebec$2.73B51-8.9%

Showing 1,051–1,100 of 8,643

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