Institutional Research

Institutional Funds

8,522 investment managers that filed Form 13F for Q4 2025, ranked by reported portfolio value.

#	Fund	Location	Portfolio Value	Holdings	QoQ Change
1801	Shaolin Capital Management LLC	FL	$1.31B	363	+23.5%
1802	Stack Financial Management, Inc	MT	$1.31B	59	+8.8%
1803	Charter Oak Capital Management, LLC	NH	$1.31B	208	+2.9%
1804	Rvw Wealth, LLC	CA	$1.31B	181	+2.2%
1805	Washington Trust Advisors, Inc.	MA	$1.31B	585	-0.4%
1806	First Light Asset Management, LLC	MN	$1.31B	33	+23.3%
1807	Magnus Financial Group LLC	NY	$1.31B	414	+3.3%
1808	Hemenway Trust Co LLC	NH	$1.31B	127	+0.0%
1809	American Securities LLC	NY	$1.31B	1	+21.1%
1810	Bain Capital Life Sciences Investors, LLC	MA	$1.31B	19	-13.3%
1811	Mainstay Capital Management LLC /Adv	MI	$1.31B	127	+30.9%
1812	Styrax Capital, LP	NY	$1.31B	17	-4.0%
1813	Value Partners Investments Inc.	A2	$1.30B	100	+6.5%
1814	Readystate Asset Management LP	IL	$1.30B	339	+27.0%
1815	China Universal Asset Management Co., Ltd.	F4	$1.30B	493	+7.6%
1816	Kimelman & Baird, LLC	NY	$1.30B	262	+1.7%
1817	Weatherly Asset Management L. P.	CA	$1.30B	190	+7.0%
1818	Gemmer Asset Management LLC	CA	$1.30B	169	+4.7%
1819	United Asset Strategies, Inc.	NY	$1.30B	262	+3.9%
1820	Digitalbridge Group, Inc.	FL	$1.30B	60	+5.6%
1821	Kryger Capital Ltd	X0	$1.29B	50	+49.6%
1822	Crosslink Capital Inc	CA	$1.29B	20	-6.1%
1823	Koss-Olinger Consulting, LLC	FL	$1.29B	269	+6.6%
1824	Cozad Asset Management Inc	IL	$1.29B	422	+2.6%
1825	Seilern Investment Management Ltd	X0	$1.29B	24	-6.8%
1826	Motley Fool Wealth Management, LLC	VA	$1.29B	128	-12.6%
1827	Tema Etfs LLC	NY	$1.29B	558	+7.0%
1828	Transcend Capital Advisors, LLC	NJ	$1.29B	681	-9.0%
1829	Edgemoor Investment Advisors, Inc.	MD	$1.29B	175	-0.6%
1830	Verity & Verity, LLC	SC	$1.29B	152	+3.1%
1831	Novo Holdings A/S	G7	$1.29B	24	-17.0%
1832	Tompkins Financial Corp	NY	$1.29B	636	+7.5%
1833	Covalis Capital LLP	X0	$1.28B	73	+49.2%
1834	140 Summer Partners LP	NY	$1.28B	19	+13.5%
1835	Galvin, Gaustad & Stein, LLC	AZ	$1.28B	249	+4.1%
1836	Capital Impact Advisors, LLC	MA	$1.28B	30	+185.9%
1837	Petredis Investment Advisors LLC	PA	$1.28B	111	+2.4%
1838	Bsn Capital Partners Ltd	—	$1.27B	16	0.0%
1839	E-L Financial Corp Ltd	A6	$1.27B	1	+0.9%
1840	Highbridge Capital Management LLC	NY	$1.27B	165	+76.7%
1841	Turtle Creek Wealth Advisors, LLC	TX	$1.27B	385	+13.5%
1842	Private Advisory Group LLC	WA	$1.27B	249	+10.7%
1843	M.D. Sass, LLC	NY	$1.27B	35	+3.6%
1844	Trust Point Inc.	WI	$1.27B	479	+2.2%
1845	Lgt Fund Management Co Ltd.	N2	$1.27B	218	+2.4%
1846	Sp Asset Management LLC	CA	$1.26B	137	+0.4%
1847	Perennial Investment Advisors, LLC	CA	$1.26B	491	+4.5%
1848	Wellspring Financial Advisors, LLC	OH	$1.26B	274	+16.2%
1849	Cgn Advisors LLC	KS	$1.26B	313	+3.8%
1850	Windward Capital Management Co /Ca	CA	$1.26B	73	+0.7%

Showing 1,801–1,850 of 8,522

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