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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
1351Blackhill Capital IncNJ$1.94B49-0.0%
1352Fairfax Financial Holdings Ltd/ CanOntario$1.94B29-6.8%
1353Logos Global Management LPCA$1.94B63+29.4%
1354Nations Financial Group Inc, /Ia/ /AdvIA$1.94B773+2.2%
1355Midland Wealth Advisors, LLCIL$1.94B160+1.0%
13561st Source BankIN$1.94B286+1.7%
1357Heard Capital LLCIL$1.93B21-9.2%
1358Advisornet Financial, IncMN$1.93B2,251+2.9%
1359Stairway Partners, LLCMN$1.93B18-0.1%
1360Hamilton Capital, LLCOH$1.93B152-3.5%
1361Discovery Capital Management, LLC / CtCT$1.92B77+4.1%
1362Ars Investment Partners, LLCNY$1.92B182+12.4%
1363Investment House LLCCA$1.92B223-8.7%
1364Rehmann Capital Advisory GroupMI$1.92B676+0.1%
1365Rothschild Investment LLCIL$1.91B3,605+5.3%
1366Burkehill Global Management, LPNY$1.91B175+31.9%
1367Maren Capital LLCIL$1.91B19+2.8%
1368Bank Of HawaiiHI$1.91B224-5.7%
1369Generali Investments Cee, Investicni Spolecnost, A.S.Czech Republic$1.91B452+34.4%
1370Integrated Advisors Network LLCTX$1.91B687-15.6%
1371Quinn Opportunity Partners LLCVA$1.91B355-17.5%
1372Resonant Capital Advisors, LLCWI$1.90B495+4.6%
1373First Trust Capital Management L.P.IL$1.90B182+15.2%
1374Cyndeo Wealth Partners, LLCFL$1.90B478+2.5%
1375Distillate Capital Partners LLCIL$1.90B118-2.3%
1376Susquehanna Advisors Group, Inc.PA$1.90B78-33.0%
1377Sigma Investment Counselors IncMI$1.89B194-3.8%
1378Tectonic Advisors LLCTX$1.89B267-0.3%
1379Osborne Partners Capital Management, LLCCA$1.89B197-2.6%
1380Linden Advisors LPNY$1.89B434+37.2%
1381Integral Health Asset Management, LLCNY$1.89B86-4.2%
1382Highland Capital Management, LLCTN$1.89B416-5.9%
1383Oakworth Capital, Inc.AL$1.89B858+3.1%
1384S&G FoundationWY$1.88B20—
1385Tci Wealth Advisors, Inc.AZ$1.88B251+3.8%
1386Trek Financial, LLCAZ$1.88B470+9.1%
1387Lgt Capital Partners Ltd.Switzerland$1.88B38-6.6%
1388Portolan Capital Management, LLCMA$1.88B144+0.7%
1389Jordan Park Group LLCCA$1.88B69+8.8%
1390Kovack Advisors, Inc.FL$1.87B1,011-11.3%
1391Proficio Capital Partners LLCMA$1.87B248+31.4%
1392Evolve Private Wealth, LLCCA$1.87B994+10.9%
1393Progeny 3, Inc.WA$1.87B32+0.6%
1394Lansdowne Partners (Uk) LLPUnited Kingdom$1.87B22+36.9%
1395Black Creek Investment Management Inc.Ontario$1.86B25-7.5%
1396Evanson Asset Management, LLCCA$1.86B321+0.5%
1397Swan Global Investments, LLCCO$1.86B64-11.7%
1398American Capital Management IncNY$1.86B75-17.8%
1399Berkley W R CorpCT$1.86B345+6.2%
1400Centerbook Partners LPCT$1.86B628-9.1%

Showing 1,351–1,400 of 8,643

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