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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
1751Dendur Capital LPNY$1.36B21+41.4%
1752Alphastar Capital Management, LLCNC$1.36B235-0.5%
1753Soma Equity Partners LPCA$1.36B20-20.9%
1754Cantor Fitzgerald Investment Advisors L.P.NY$1.36B178+0.4%
1755Meteora Capital, LLCFL$1.36B384+13.6%
1756Washington Trust BankWA$1.36B207-5.0%
1757Narwhal Capital ManagementGA$1.36B168-1.5%
1758Kmg Fiduciary Partners, LLCOH$1.35B261-3.9%
1759Partners Group Holding AGSwitzerland$1.35B50-8.8%
1760Heck Capital Advisors, LLCWI$1.35B202+0.5%
1761Capwealth Advisors, LLCTN$1.35B118-7.8%
1762Van Hulzen Asset Management, LLCCA$1.34B361-1.3%
1763Holdco Asset Management, LPFL$1.34B29+1.1%
1764Verity & Verity, LLCSC$1.34B138+4.2%
1765Oaktop Capital Management II, L.P.NJ$1.34B14+13.6%
1766Fusion Family Wealth, LLCNY$1.34B47+1.5%
1767N.E.W. Advisory Services LLCWI$1.34B914-1.1%
1768Baring Fintech Manager Holding LtdGuernsey$1.34B1-5.2%
176949 Wealth Management, LLCTX$1.34B203+8.7%
1770Wbh Advisory IncMD$1.34B350-1.1%
1771Arete Wealth Advisors, LLCIL$1.33B321+81142.2%
1772Wellspring Financial Advisors, LLCOH$1.33B278+5.4%
1773Nbc Securities, Inc.AL$1.33B2,546-0.1%
1774Applied Finance Capital Management, LLCPR$1.33B218-4.6%
1775Mcilrath & Eck, LLCWA$1.33B1,637+23.6%
1776Shp Wealth ManagementMA$1.33B1,816+3.2%
1777Mantle Ridge LPNY$1.33B1-47.1%
1778Marco Investment Management LLCGA$1.33B232-0.5%
1779Turtle Creek Wealth Advisors, LLCTX$1.32B480+4.3%
1780Titleist Asset Management, LLCTX$1.32B396+7.1%
1781Wealthquest CorpOH$1.32B1480.0%
1782Hilton Capital Management, LLCNY$1.32B129-0.3%
1783Triodos Investment Management BvNetherlands$1.32B49-4.4%
1784Ascentis Independent AdvisorsTX$1.32B2,065+113.3%
1785China Universal Asset Management Co., Ltd.China$1.32B502+1.4%
1786Casdin Capital, LLCNY$1.32B40-18.0%
1787Mbl Wealth, LLCNC$1.32B331+5.9%
1788M.D. Sass, LLCNY$1.32B36+4.0%
1789Unison Advisors LLCRI$1.32B175+15.2%
1790Cumberland Partners LtdOntario$1.32B157-19.3%
1791Iq Eq Fund Management (Ireland) LtdIreland$1.32B290-9.1%
1792Mill Capital Management, LLCNC$1.31B130-5.1%
1793Levin Capital Strategies, L.P.NY$1.31B221+14.1%
1794Wilkinson Global Asset Management LLCNY$1.31B60-10.3%
1795Value Partners Investments Inc.Manitoba$1.31B105+0.5%
1796Clarkston Capital Partners, LLCMI$1.31B98-69.7%
1797Qsemble Capital Management, LPNY$1.31B430+8.3%
1798Schaper Benz & Wise Investment Counsel Inc/WiWI$1.31B158-5.4%
1799Easterly Investment Partners LLCMA$1.31B166-19.8%
1800First Heartland Consultants, Inc.MO$1.31B523-1.1%

Showing 1,751–1,800 of 8,643

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