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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
1701Insigneo Advisory Services, LLCFL$1.40B697+0.8%
1702Fidelis Capital Partners, LLCFL$1.40B502+1.9%
1703Edgar Lomax Co/VaVA$1.40B56+6.5%
1704Rockwood Wealth Management, LLCPA$1.40B117+4.1%
1705Atom Investors LPTX$1.40B641+10.9%
1706Trust Asset Management LLCTX$1.40B225-4.8%
1707Yhb Investment Advisors, Inc.CT$1.39B298-3.6%
1708Heitman Real Estate Securities LLCIL$1.39B57-2.1%
1709Scheer, Rowlett & Associates Investment Management Ltd.Ontario$1.39B33-4.6%
1710Provise Management Group, LLCFL$1.39B261-1.0%
1711Trans-Canada Capital Inc.Quebec$1.39B6-20.0%
1712Sagefield Capital LPTX$1.39B111+17.7%
1713Blue Chip Partners, LLCMI$1.39B170+0.7%
1714Trivest Advisors LtdHong Kong$1.39B29-36.6%
17151607 Capital Partners, LLCVA$1.39B139-5.4%
1716Fairmount Funds Management LLCPA$1.38B12+5.4%
1717Algebris (Uk) LtdUnited Kingdom$1.38B70+9.7%
1718Ranger Investment Management, L.P.TX$1.38B79-5.2%
1719Advisor Os, LLCIL$1.38B570+11.3%
1720Johns Hopkins UniversityMD$1.38B13+0.5%
1721Next Century Growth Investors LLCMN$1.38B112-4.2%
1722Carronade Capital Management, LPCT$1.38B25+26.8%
1723Robinhood Asset Management, LLCCA$1.38B81+9.9%
1724Impactive Capital LPNY$1.38B10-12.2%
1725Phillips Financial Management, LLCIN$1.38B283-11.1%
1726Aew Capital Management L PMA$1.38B40-0.3%
1727Leo Wealth, LLCTX$1.38B452-0.1%
1728City Of London Investment Management Co LtdUnited Kingdom$1.38B94+3.2%
1729Baldwin Wealth Partners LLC/MaMA$1.38B222-12.0%
1730Smith, Moore & Co.MO$1.37B558+3.9%
1731Avity Investment Management Inc.CT$1.37B114-3.6%
1732Hardy Reed LLCMS$1.37B243-2.2%
1733Capital Investment Advisory Services, LLCNC$1.37B1,192-3.0%
1734Naples Global Advisors, LLCFL$1.37B441+2.4%
1735Hill Path Capital LPNY$1.37B7-11.8%
1736Rwwm, Inc.CA$1.37B34-5.9%
1737Ethos Financial Group, LLCPA$1.37B540+1.1%
1738Mhr Fund Management LLCNY$1.37B10+17.7%
1739Silver Oak Securities, IncorporatedTN$1.37B781-7.6%
1740Moss Adams Wealth Advisors LLCWA$1.37B270-0.9%
1741Bank Of FinlandFinland$1.37B4-5.1%
1742Aquamarine Financial (Cayman) LtdCayman Islands$1.37B17+11.2%
1743Prescott General Partners LLCFL$1.37B10-2.6%
1744Fora Capital, LLCFL$1.36B413+65.0%
1745Bouchey Financial Group LtdNY$1.36B173+2.2%
1746Cramer Rosenthal Mcglynn LLCCT$1.36B86-12.2%
1747Arnhold LLCNY$1.36B118+3.3%
1748Stack Financial Management, IncMT$1.36B52+3.8%
1749Lyell Wealth Management, LPCA$1.36B216-1.5%
1750Vicus CapitalPA$1.36B250+2.0%

Showing 1,701–1,750 of 8,643

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