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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
1651Keystone Financial GroupKY$1.46B524+8.1%
1652Avestar Capital, LLCNY$1.46B460+0.3%
1653Sfmg, LLCTX$1.46B313-2.1%
1654Trinity Street Asset Management LLPUnited Kingdom$1.46B22-8.4%
1655Signal Advisors Wealth, LLCMI$1.46B570+15.8%
1656Liberty 77 Capital L.P.DC$1.46B3+8.3%
1657Checchi Capital Advisers, LLCCA$1.46B598-1.0%
1658Beaumont Financial Advisors, LLCMA$1.46B369-4.1%
1659Verus Capital Partners, LLCAZ$1.45B462-8.9%
1660Cfs Investment Advisory Services, LLCNJ$1.45B353+6.0%
1661Avalon Trust CoNM$1.45B459-6.1%
1662Hikari Tsushin, Inc.Japan$1.45B78-5.5%
1663Ssi Investment Management LLCCA$1.45B240+194.9%
1664Vantage Investment Partners, LLCMO$1.45B64-3.3%
1665Strategic Investment Advisors / MiMI$1.45B386+25.2%
1666Corda Investment Management, LLC.TX$1.45B80+5.2%
1667Clear Harbor Asset Management, LLCCT$1.44B438-1.3%
1668Strategic Wealth Partners, Ltd.OH$1.44B1,452-1.2%
1669Ddd Partners, LLCWA$1.44B134-8.3%
1670International Assets Investment Management, LLCFL$1.44B2,247-1.4%
1671Westpac Banking CorpAustralia$1.44B495-9.1%
1672Private Advisory Group LLCWA$1.44B272+13.2%
1673Nexpoint Asset Management, L.P.TX$1.43B81-0.1%
1674Weitz Investment Management, Inc.NE$1.43B49-15.1%
1675Styrax Capital, LPNY$1.43B17+9.7%
1676Kopernik Global Investors, LLCFL$1.43B27+14.4%
1677Triglav Investments, D.O.O.Slovenia$1.43B166-9.8%
1678Sage Mountain Advisors LLCGA$1.43B281-24.2%
1679Stonebridge Capital Advisors LLCMN$1.43B211-1.0%
1680Asset Dedication, LLCCA$1.43B1,114-6.3%
1681Alaska Permanent Capital Management, LLCAK$1.43B39+8.1%
1682Kontiki Capital Management (Hk) Ltd.Hong Kong$1.43B7-17.1%
1683Park Presidio Capital LLCCA$1.43B13+16.0%
1684Insight Holdings Group, LLCNY$1.42B28+6.5%
1685Waterloo Capital, L.P.TX$1.42B479+2.8%
1686Nextech Invest, Ltd.Switzerland$1.42B17+37.4%
1687Kanawha Capital Management LLCVA$1.42B221-2.2%
1688Broadwood Capital IncNY$1.42B6-14.3%
1689Callodine Capital Management, LPMA$1.42B55+13.9%
1690Carrhae Capital LLPUnited Kingdom$1.42B21-5.6%
1691Kryger Capital LLCBermuda$1.41B76—
1692Caligan Partners LPNY$1.41B24+29.4%
1693Kintra Wealth, LLCPA$1.41B406+97.2%
1694Spyglass Capital Management LLCCA$1.41B25-29.3%
1695Coastal Bridge Advisors, LLCCT$1.41B445+5.5%
1696Quent Capital, LLCNY$1.41B1,529+1.7%
1697Hamilton Wealth, LLCCA$1.41B114+168.1%
1698Efficient Advisors, LLCOR$1.41B58-17.8%
1699Pine Ridge Advisers LLCNY$1.41B39-3.0%
1700Tradition Wealth Management, LLCMN$1.41B511+0.9%

Showing 1,651–1,700 of 8,643

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