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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
1801Clear Creek Financial Management, LLCWA$1.30B608+6.5%
1802Prelude Capital Management, LLCNY$1.30B1,166-3.9%
1803Sherman Porfolios, LLCID$1.30B98-11.1%
1804Himension Capital (Singapore) Pte. Ltd.Singapore$1.30B135-19.6%
1805Parkside Financial Bank & TrustMO$1.30B2,684-2.5%
1806Greenbrier Partners Capital Management, LLCTX$1.30B11+86963.6%
1807Private Wealth Partners, LLCCA$1.30B168-8.0%
1808Mainstay Capital Management LLC /AdvMI$1.30B143-0.6%
1809Mpm Bioimpact LLCMA$1.29B41+48.2%
1810Alta Capital Management LLC/UT$1.29B100-14.0%
1811A16z Capital Management, L.L.C.CA$1.29B16-18.3%
1812Penn Capital Management Company, LLCPA$1.29B172+2.9%
1813Charter Oak Capital Management, LLCNH$1.29B208-1.6%
1814Moneco Advisors, LLCCT$1.29B515+2.4%
1815Colonial Trust AdvisorsSC$1.29B721-3.2%
1816Clearline Capital LPNY$1.29B104-3.2%
1817Rvw Wealth, LLCCA$1.28B176-2.0%
1818Nilsine Partners, LLCCO$1.28B416+10.8%
1819Penobscot Investment Management Company, Inc.MA$1.28B311-3.7%
1820Sovran Advisors, LLCCA$1.27B578+8.3%
1821Cozad Asset Management IncIL$1.27B421-1.3%
1822Edgemoor Investment Advisors, Inc.MD$1.27B170-1.4%
1823Valiant Capital Management, L.P.CA$1.27B28+6.8%
1824Rmr Wealth BuildersNJ$1.27B277+1.6%
1825Summit Financial Strategies, Inc.OH$1.27B169+4.3%
1826P/E Global LLCMA$1.27B7-8.6%
1827Harbor Investment Advisory, LLCMD$1.27B1,226-4.6%
1828Ppsc Investment Service CorpJapan$1.27B8-5.4%
1829Cgn Advisors LLCKS$1.27B317+0.3%
1830Gemmer Asset Management LLCCA$1.27B172-2.6%
1831Novare Capital Management LLCNC$1.26B195-5.4%
1832Triad Wealth Partners, LLCKS$1.26B478+19.9%
1833Tweedy, Browne Co LLCCT$1.26B93+1.6%
1834Qvt Financial LPNY$1.26B66+21.2%
1835Nixon Peabody Trust CoMA$1.26B161-4.7%
1836United Asset Strategies, Inc.NY$1.26B257-3.0%
1837Dorsey Asset Management, LLCIL$1.26B11+9.2%
1838Tompkins Financial CorpNY$1.26B565-2.4%
1839Dundas Partners LLPUnited Kingdom$1.25B49-11.7%
1840Teewinot Capital Advisers, L.L.C.CT$1.25B33-7.9%
1841Perennial Investment Advisors, LLCCA$1.25B498-0.9%
1842Bangor Savings BankME$1.25B542+0.6%
1843Cardiff Park Advisors, LLCCA$1.25B372+3.0%
1844Liberty Mutual Group Asset Management Inc.MA$1.25B28+18.9%
1845Ctc LLCIL$1.25B25+14.5%
1846One Day In July LLCVT$1.25B153+2.6%
1847Fullerton Fund Management Co Ltd.Singapore$1.25B125-45.4%
1848Galvin, Gaustad & Stein, LLCAZ$1.25B251-2.6%
1849Transcend Capital Advisors, LLCNJ$1.25B718-3.3%
1850Vanguard Asset Management, LtdUnited Kingdom$1.24B38—

Showing 1,801–1,850 of 8,643

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