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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
1451Founders Financial Securities LLCMD$1.77B530+4.4%
1452Grandfield & Dodd, LLCNY$1.77B209+0.3%
1453Hite Hedge Asset Management LLCMA$1.77B125+13.1%
1454Knights Of Columbus Asset Advisors LLCCT$1.77B397+0.4%
1455Contrarius Group Holdings LtdBermuda$1.77B39-14.3%
1456Simplicity Wealth,LLCNJ$1.76B748+5.2%
1457Saratoga Research & Investment ManagementCA$1.76B46-7.6%
1458Nea Management Company, LLCMD$1.76B26-10.3%
1459C2p Capital Advisory Group, LLC D.B.A. Prosperity Capital AdvisorsOH$1.76B403+5.1%
1460Campbell & Co Investment Adviser LLCMD$1.76B1,013-15.7%
1461Symmetry Partners, LLCCT$1.75B209+3.6%
1462Principle Wealth Partners LLCCT$1.75B380-1.4%
1463Foster Victor Wealth Advisors, LLCSC$1.75B242+1.9%
1464Voss Capital, LPTX$1.75B39-7.0%
1465Cas Investment Partners, LLCCT$1.75B5-25.2%
1466Guardcap Asset Management LtdUnited Kingdom$1.75B27-53.3%
1467Meeder Asset Management IncOH$1.75B890-5.9%
1468Siemens Fonds Invest GmbhGermany$1.75B548-7.0%
1469Sona Asset Management (Us) LLCNY$1.74B292+1.3%
1470Nwam LLCWA$1.74B621-2.9%
1471Roffman Miller Associates Inc /Pa/PA$1.73B85-5.3%
1472Punch & Associates Investment Management, Inc.MN$1.73B163+1.5%
1473Regal Investment Advisors LLCMI$1.73B652+3.6%
1474Mckinley Carter Wealth Services, Inc.WV$1.73B300-3.2%
1475Ocean Park Asset Management, LLCCA$1.73B56-18.7%
1476Aaron Wealth Advisors LLCIL$1.73B690-3.7%
1477Commodore Capital LPNY$1.73B36+15.1%
1478Guyasuta Investment Advisors IncPA$1.73B268-1.4%
1479Dnca FinanceFrance$1.73B83+1.6%
1480Maven Securities LtdJersey$1.73B164+119.5%
1481Rebalance, LLCCA$1.72B101+0.7%
1482Strategic Blueprint, LLCGA$1.72B635+1.7%
1483Barr E S & CoKY$1.72B108-10.5%
1484Main Street Research LLCCA$1.72B148-1.7%
1485Willis Johnson & Associates, Inc.TX$1.71B190+5.8%
1486Legacy Wealth Management, LLCTN$1.71B30-1.2%
1487Verdence Capital Advisors LLCMD$1.71B638+1.5%
1488Gobi Capital LLCCA$1.71B10-14.6%
1489Bar Harbor Wealth ManagementNH$1.71B266-1.2%
1490Financiere Des Professionnels - Fonds D'Investissement Inc.Quebec$1.71B343-3.3%
1491Segment Wealth Management, LLCTX$1.70B308-1.2%
1492Standard Investments LLCNY$1.70B11-15.1%
1493Rock Springs Capital Management LPMD$1.70B100-12.7%
1494Alpine Associates Management Inc.FL$1.70B70+14.2%
1495Pdt Partners, LLCNY$1.69B527+9.6%
1496Texas Capital Bank Wealth Management Services IncTX$1.68B346-2.8%
1497Bridgewater Advisors Inc.NY$1.68B456+8.9%
1498Ribbit Management Company, LLCCA$1.68B14-16.7%
1499Goldentree Asset Management LPNY$1.68B27-8.4%
1500Jaffetilchin Investment Partners, LLCFL$1.68B461-1.7%

Showing 1,451–1,500 of 8,643

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