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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
1901Amplius Wealth Advisors, LLCPA$1.20B175+0.7%
1902Anchor Investment Management, LLCSC$1.20B1,066-2.6%
1903Callahan Advisors, LLCTX$1.20B177-1.5%
1904Kwmg, LLCKS$1.20B147+3.2%
1905Shaolin Capital Management LLCFL$1.20B465-8.7%
1906Condor Capital ManagementNJ$1.20B174-3.1%
1907Tcv Trust & Wealth Management, Inc.VA$1.19B215-3.7%
1908Koss-Olinger Consulting, LLCFL$1.19B254-7.6%
1909Maplelane Capital, LLCNY$1.19B35-32.2%
1910Sone Capital Management, LLCNY$1.19B101-3.4%
1911Talbot Financial, LLCWA$1.19B66-2.0%
1912Brandywine Oak Private Wealth LLCPA$1.19B229-0.2%
1913Pko Investment Management Joint-Stock CoPoland$1.19B220-5.2%
1914Aequim Alternative Investments LPCA$1.19B52+40.7%
1915Parvus Asset Management Jersey LtdJersey$1.18B1-38.8%
1916Ars Wealth Advisors Group, LLCFL$1.18B198+6.8%
1917Forbes J M & Co LLPMA$1.18B150-4.3%
1918Chai Trust Co LLCIL$1.18B11+1.8%
1919Naya Capital Management Uk LtdUnited Kingdom$1.18B4-11.1%
1920Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.Poland$1.18B51+4.7%
1921Mcdaniel Terry & CoTX$1.18B81+2.5%
1922Oxbow Advisors, LLCTX$1.18B245+3.5%
1923Everhart Financial Group, Inc.OH$1.17B464+8.8%
1924Transamerica Financial Advisors, LLCIA$1.17B1,930-2.0%
1925Crewe Advisors LLCUT$1.17B1,038+3.8%
1926Fiduciary Group, LLCGA$1.17B295-1.7%
1927Journey Advisory Group, LLCKY$1.17B242-2.0%
1928Bank Of Nova Scotia Trust CoOntario$1.16B161+1.3%
1929German American Bancorp, Inc.IN$1.16B148-1.0%
1930Anderson Hoagland & CoMO$1.16B135+0.0%
1931Sandhill Capital Partners LLCNY$1.16B95-17.2%
1932Flagship Pioneering, LLCMA$1.16B5+258.5%
1933Altravue Capital, LLCWA$1.16B27-4.3%
1934Bramshill Investments, LLCFL$1.16B155-34.4%
1935Sns Financial Group, LLCMN$1.16B208-0.0%
1936Townsend & Associates, IncCO$1.16B113+3.5%
1937Fourthought Financial Partners, LLCFL$1.16B384-2.1%
1938Mmcap International Inc. SpcCayman Islands$1.16B244+15.8%
1939Ledyard National BankNH$1.15B236-0.6%
1940Hartford Funds Management Co LLCPA$1.15B96-5.6%
1941Trust Point Inc.WI$1.15B521-9.1%
1942Klcm Advisors, Inc.WI$1.15B256-1.2%
1943Godsey & Gibb, IncVA$1.15B389+3.2%
1944Newsquare Capital LLCPA$1.15B202+1.3%
1945Concentric Capital Strategies, LPCT$1.15B306-40.6%
1946Swf LLCNE$1.15B11+16.0%
1947Heartwood Wealth Advisors LLCVA$1.15B223+5.6%
1948Means Investment Co., Inc.ME$1.15B192-3.5%
1949Hengehold Capital Management LLCOH$1.14B212-3.6%
1950Spartan Wealth Advisory Services LLCMI$1.14B310—

Showing 1,901–1,950 of 8,643

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