FBInvestor
Institutional Research

Institutional Funds

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

#FundLocationPortfolio ValueHoldingsQoQ Change
1301Nlb Skladi, Upravljanje Premozenja, D.O.O.Slovenia$2.09B335-4.6%
1302Third Point LLCNY$2.08B33-71.3%
1303Avantyr Capital Partners, LPNY$2.08B22+24.7%
1304Truwealth Advisors, LLCLA$2.08B182+1.8%
1305Avala Global LPNY$2.08B22-0.4%
1306Longaeva Partners L.P.IL$2.08B193+147.2%
1307Sofi Wealth, LLCCA$2.08B52+3.5%
1308Sound Income Strategies, LLCFL$2.07B2,586-2.0%
1309Aventail Capital Group, LPNY$2.07B169+19.2%
1310Hills Bank & Trust CoIA$2.07B355+20.3%
13113edge Asset Management, LPFL$2.07B91+7.4%
1312Goelzer Investment Management, Inc.IN$2.07B297-4.1%
1313Granahan Investment Management, LLCMA$2.07B149-11.5%
1314Westchester Capital Management, LLCNY$2.07B297-2.8%
1315Klingman & Associates, LLCNY$2.06B330-0.4%
1316Sax Wealth Advisors, LLCNJ$2.06B482-2.9%
1317Emerald Mutual Fund Advisers TrustPA$2.06B199+0.4%
1318Bryn Mawr Trust Advisors, LLCPA$2.06B438-0.9%
1319Elser Financial Planning, IncIN$2.06B132+1390.0%
1320Halbert Hargrove Global Advisors, LLCCA$2.06B358-1.6%
1321Woodley Farra Manion Portfolio Management IncIN$2.05B122-2.1%
1322Pfg AdvisorsAZ$2.05B788-0.3%
1323Tandem Investment Advisors, Inc.SC$2.04B83-24.0%
1324Procyon Advisors, LLCCT$2.04B580+0.8%
1325Investure, LLCVA$2.04B17+14.0%
1326Rbf Capital, LLCNV$2.04B487-7.1%
1327Parallax Volatility Advisers, L.P.CA$2.03B589-29.0%
1328Southeastern Asset Management Inc/Tn/TN$2.03B49-9.5%
1329Generate Investment Management LtdNew Zealand$2.03B70-7.4%
1330Leeward Investments, LLC - MaMA$2.03B142+2.6%
1331Yaupon Capital Management LPNY$2.03B87-0.2%
1332Alerus Financial NaND$2.02B510-1.2%
1333Consulta LtdUnited Kingdom$2.01B13-1.4%
1334Cushing Asset Management, LP Dba Nxg Investment ManagementTX$2.01B64+15.2%
1335Lowe Brockenbrough & Co IncVA$2.01B329-1.3%
1336Meiji Yasuda Asset Management Co Ltd.Japan$2.00B548-3.7%
1337Rivernorth Capital Management, LLCFL$2.00B542-5.4%
1338Cornerstone Wealth Management, LLCMO$2.00B711+4.0%
1339Sofinnova Investments, Inc.CA$2.00B61-13.9%
1340Smith Salley Wealth ManagementNC$1.99B267-1.5%
1341Syon Capital LLCCA$1.99B906-0.9%
1342Cormorant Asset Management, LPMA$1.98B46+12.4%
1343First Western Trust BankCO$1.98B205-2.6%
1344Tang Capital Management LLCCA$1.97B51-2.7%
1345Basswood Capital Management, L.L.C.NY$1.96B105-13.3%
1346Heartland Advisors IncWI$1.96B244+5.6%
1347Smith Group Asset Management, LLCTX$1.96B162+4.0%
1348Needham Investment Management LLCNY$1.96B176+23.7%
1349Global X Japan Co., Ltd.Japan$1.95B378+48.0%
1350Waters Parkerson & Co., LLCLA$1.95B188-4.4%

Showing 1,301–1,350 of 8,643

2526272829