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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
1501Lmcg Investments, LLCMA$1.68B220-3.9%
1502Traynor Capital Management, Inc.PA$1.68B307-7.4%
1503L1 Capital International Pty LtdAustralia$1.68B23-13.3%
1504Affinity Asset Advisors, LLCNY$1.68B92+23.7%
1505Hhlr Advisors, Ltd.Cayman Islands$1.67B38-46.1%
1506Garde Capital, Inc.WA$1.67B198-1.0%
1507Wealthspire Retirement, LLCCA$1.67B310+1.3%
1508Cerity Partners Ocio LLCNY$1.67B25-7.8%
1509Gds Wealth ManagementTX$1.66B200+4.1%
1510Global Alpha Capital Management Ltd.Quebec$1.66B54+1.4%
1511Recurrent Investment Advisors LLCTX$1.66B67+22.8%
1512Fragasso Financial Advisors IncPA$1.66B321+0.4%
1513Fiduciary Alliance LLCSC$1.66B547+8.3%
1514Patten & Patten Inc/TnTN$1.66B338-2.8%
1515Bok Financial Private Wealth, Inc.CO$1.66B424+1.3%
1516Compass Capital Management, IncMN$1.66B87-8.0%
1517Bpifrance SAFrance$1.65B2-30.1%
1518Leonteq Securities AGSwitzerland$1.65B1,192-11.9%
1519Anomaly Capital Management, LPNY$1.65B21-40.7%
1520Adar1 Capital Management, LLCTX$1.65B291+23.5%
1521North Star Investment Management Corp.IL$1.65B1,700+3.6%
1522Cacti Asset Management LLCGA$1.65B78-0.4%
1523Empire Life Investments Inc.Ontario$1.65B110-7.3%
1524Tiaa Trust, National AssociationNC$1.65B390-96.1%
1525Creative Financial Designs Inc /AdvIN$1.65B2,158+3.7%
1526Greenspring Advisors, LLCMD$1.64B318+0.7%
1527Lbmc Investment Advisors, LLCTN$1.64B230+1.6%
1528Adell Harriman & Carpenter IncTX$1.64B163-2.1%
1529Cardinal Point Capital Management UlcOntario$1.63B286+6.6%
1530Ae Industrial Partners, LPFL$1.63B4+1.4%
1531Franklin Street Advisors Inc /NcNC$1.63B172-7.0%
1532Stratos Wealth Advisors, LLCOH$1.63B609-21.3%
1533Srb CorpMA$1.63B23-10.6%
1534Sather Financial Group IncTX$1.63B109-12.6%
1535Granite Investment Partners, LLCCA$1.63B263-3.6%
1536Covalis Capital LLPUnited Kingdom$1.62B122+26.9%
1537Woodmont Investment Counsel LLCTN$1.62B263+1.7%
1538Check Capital Management Inc/CaCA$1.62B49-3.0%
1539Hsg Holding LtdHong Kong$1.62B20-14.4%
1540True Link Financial Advisors, LLCCA$1.62B418-1.6%
1541Legacy Private Trust Co.WI$1.62B257-4.7%
1542Browning West LPCA$1.62B5+2.5%
1543Invictus Private Wealth, LLCCO$1.62B84-2.2%
1544Osterweis Capital Management IncCA$1.62B197-7.4%
1545Morningstar Investment Management LLCIL$1.62B315+95259.0%
1546Parcion Private Wealth LLCWA$1.61B434-1.8%
1547Kathmere Capital Management, LLCPA$1.61B617+8.8%
1548Aristotle Capital Boston, LLCMA$1.61B122-11.6%
1549Jana Partners Management, LPNY$1.61B10-16.4%
1550Roundview Capital LLCNJ$1.61B340-1.2%

Showing 1,501–1,550 of 8,643

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