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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
1201Brighton Jones LLCWA$2.37B24-12.5%
1202Staley Capital Advisers IncPA$2.36B184-2.6%
1203Cookson Peirce & Co IncPA$2.36B303-2.2%
1204Bell BankND$2.36B188+0.8%
1205Capital Counsel LLC/NyNY$2.35B62-10.2%
1206Ecor1 Capital, LLCCA$2.34B29+6.8%
1207Gentrust, LLCFL$2.34B282+1.2%
1208Moors & Cabot, Inc.MA$2.34B923+0.0%
1209Berkshire Asset Management LLC/PaPA$2.33B263+2.3%
1210Ninety One SA (Pty) LtdSouth Africa$2.33B96+0.5%
1211Sageworth Trust CoPA$2.33B172-0.4%
1212Motley Fool Asset Management LLCVA$2.33B237-9.3%
1213First Beijing Investment LtdHong Kong$2.32B12-8.6%
1214Wolverine Asset Management LLCIL$2.32B1,183+13.8%
1215Davidson Investment AdvisorsMT$2.32B126-3.5%
1216Cercano Management LLCWA$2.32B139-12.4%
1217North Dakota State Investment BoardND$2.31B752-14.0%
1218Abrams Bison Investments, LLCMD$2.31B11+71.3%
1219Elm Partners Management LLCPA$2.31B158+4.7%
1220Baltimore-Washington Financial Advisors, Inc.MD$2.31B185-3.6%
1221North Star Asset Management IncWI$2.31B356-7.0%
1222Lgt Fund Management Co Ltd.Liechtenstein$2.30B242+82.0%
1223Madison Avenue Partners, LPNY$2.30B27-1.2%
1224Greenoaks Capital Partners LLCCA$2.30B10-23.0%
1225Cartenna Capital, LPCT$2.29B41+20.7%
1226Rpoa Advisors, Inc.TX$2.29B6-42.0%
1227Nationwide Fund AdvisorsOH$2.28B9-2.2%
1228Route One Investment Company, L.P.CA$2.28B18-4.7%
1229Mcf Advisors LLCKY$2.28B1,337+26.1%
1230Long Focus Capital Management, LLCPR$2.28B84+13.5%
123171 West Capital PartnersMA$2.27B313+4.6%
1232Flagship Harbor Advisors, LLCMA$2.27B726+7.3%
1233Acropolis Investment Management, LLCMO$2.26B384+1.8%
1234Advocacy Wealth Management, LLCGA$2.26B143-5.4%
1235Visionary Wealth AdvisorsIL$2.26B638+2.0%
1236Saudi Electronic Games Holding CoSaudi Arabia$2.25B1-22.9%
1237Port Capital LLCIL$2.25B82-3.0%
1238Bw Gestao De Investimentos Ltda.Brazil$2.25B258-20.8%
1239Linscomb Wealth, Inc.TX$2.25B335-5.7%
1240Prosperity Consulting Group, LLCMD$2.25B519+1.0%
1241Trilogy Capital Inc.CA$2.25B385+0.4%
1242Ausdal Financial Partners, Inc.IA$2.24B964+3.8%
1243Ns Partners LtdUnited Kingdom$2.23B71-12.5%
1244Birch Hill Investment Advisors LLCMA$2.23B195-6.9%
1245Ninety One North America, Inc.NY$2.23B100-9.7%
1246Darlington Partners Capital Management, LPCA$2.23B10-11.0%
1247Index Fund Advisors, Inc.CA$2.22B127+4.3%
1248Venturi Wealth Management, LLCTX$2.22B602-1.4%
1249Mcadam, LLCPA$2.22B442+1.6%
1250Nippon Life Global Investors Americas, Inc.NY$2.22B106-8.1%

Showing 1,201–1,250 of 8,643

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