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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
1601Certuity, LLCFL$1.52B656-4.0%
1602Toms Capital Investment Management LPNY$1.52B14+6.1%
1603Cinctive Capital Management LPNY$1.52B349-12.2%
1604Azora Capital LPFL$1.52B45-4.2%
1605Meridiem Capital Partners LPTX$1.52B62-4.7%
1606Mff Capital Investments LtdAustralia$1.52B19-6.9%
1607Ardmore Road Asset Management LPCT$1.52B64+15.1%
1608Svb Wealth LLCMA$1.52B383-10.5%
1609Eversept Partners, LPNY$1.52B104-14.9%
1610Ares Management LLCCA$1.52B37-13.3%
1611Pds Planning, IncOH$1.52B561+1.3%
1612Fairholme Capital Management LLCFL$1.51B10+5.6%
1613General American Investors Co IncNY$1.51B68-5.8%
1614Oak Ridge Investments LLCIL$1.51B181-8.4%
1615Redmile Group, LLCCA$1.51B35+11.2%
1616Howard Capital Management Group, LLCCA$1.51B143-4.8%
1617F/M Investments LLCDC$1.51B333-42.7%
1618Kepler Cheuvreux (Suisse) SASwitzerland$1.50B171-15.1%
1619Johnson Financial Group, LLCCO$1.50B185-7.0%
1620Tenor Capital Management Co., L.P.NY$1.50B396+24.5%
1621Aureus Asset Management, LLCMA$1.50B225-4.4%
1622Theleme Partners LLPUnited Kingdom$1.50B9-2.3%
1623No Street Gp LPCA$1.50B31+0.8%
1624Seven Grand Managers, LLCNY$1.50B167+14.0%
1625Earned Wealth Advisors, LLCCA$1.50B466+382.6%
1626Norris Perne & French LLP/MiMI$1.50B139-1.3%
1627Maple Capital Management, Inc.VT$1.49B119-6.0%
1628Simmons BankAR$1.49B343-0.2%
1629Quintet Private Bank (Europe) S.A.Luxembourg$1.49B187-13.3%
1630Armstrong Advisory Group, IncMA$1.49B956+0.8%
1631Rush Island Management, LPNY$1.49B22-6.9%
1632Tema Etfs LLCNY$1.49B574+15.6%
1633Uhlmann Price Securities, LLCIL$1.49B253+782.6%
1634Plato Investment Management LtdAustralia$1.49B516-2.7%
1635Lutz Financial Services LLCNE$1.49B100+1.2%
1636Angeles Investment Advisors, LLCCA$1.49B31-0.7%
1637Oak Associates Ltd /Oh/OH$1.49B140-10.7%
1638First American Trust, FsbCA$1.49B283+2.2%
1639Ally Invest Advisors Inc.NC$1.49B75+2.5%
1640Btc Capital Management, Inc.IA$1.48B207+3.1%
1641American Assets Investment Management, LLCCA$1.47B146+1.7%
1642Cahaba Wealth Management, Inc.GA$1.47B153+2.5%
1643Beaird Harris Wealth Management, LLCTX$1.47B678+1.3%
1644Sound View Wealth Advisors Group, LLCGA$1.47B422-1.4%
1645Kentucky Retirement Systems Insurance Trust FundKY$1.47B492-4.9%
1646Falcon Wealth PlanningCA$1.47B236+23.6%
1647Shufro Rose & Co LLCNY$1.47B304-0.3%
1648Pinnacle Wealth Management Advisory Group, LLCNJ$1.46B550+0.7%
1649Adelante Capital Management LLCCA$1.46B42-1.5%
1650Mcdonald Capital Investors Inc/CaCA$1.46B21-10.4%

Showing 1,601–1,650 of 8,643

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