FBInvestor
Institutional Research

Institutional Funds

8,643 investment managers that filed Form 13F for Q1 2026, ranked by reported portfolio value.

#FundLocationPortfolio ValueHoldingsQoQ Change
1951Wescott Financial Advisory Group, LLCPA$1.14B192-0.4%
1952Northside Capital Management, LLCOR$1.14B193-1.0%
1953Pale Fire Capital SeCzech Republic$1.14B60+46.7%
1954Arlington Trust Co LLCAL$1.13B844+15.7%
1955Rossmore Private CapitalCT$1.13B329+1.5%
1956Sp Asset Management LLCCA$1.13B119-10.4%
1957Hook Mill Capital Partners, LPNY$1.13B39+6.7%
1958Oriental Harbor Investment Master FundHong Kong$1.13B12-13.9%
1959140 Summer Partners LPNY$1.13B20-11.6%
1960Park West Asset Management LLCCA$1.13B48-4.7%
1961American TrustKY$1.13B313-4.8%
1962Indivisible PartnersFL$1.13B482+22.5%
1963Lri Investments, LLCFL$1.13B1,415-8.8%
1964Dark Forest Capital Management LPNY$1.13B766-48.6%
1965First Business Financial Services, Inc.WI$1.12B192+3.3%
1966Woodstock CorpMA$1.12B156-3.6%
1967Estate Counselors, LLCWI$1.12B97-6.0%
1968Wealth Architects, LLCCA$1.12B244+1.1%
1969Fishman Jay A Ltd/MiMI$1.12B76-7.9%
1970Salomon & Ludwin, LLCVA$1.12B2,097-1.0%
1971Folger Nolan Fleming Douglas Capital Management, IncDC$1.12B175+14.8%
1972Caldwell Trust CoFL$1.12B784-0.5%
1973Private Trust Co NaOH$1.12B2,606-1.9%
1974Canandaigua National CorpNY$1.12B310—
1975Waratah Capital Advisors Ltd.Ontario$1.12B98-15.1%
1976Advyzon Investment Management, LLCIL$1.12B675+29.5%
1977First Light Asset Management, LLCMN$1.12B35-14.7%
1978Certified Advisory CorpFL$1.12B318+1.6%
1979Verus Financial Partners, Inc.VA$1.11B121+2.6%
1980North Of South Capital LLPUnited Kingdom$1.11B29+0.0%
1981Rockbridge Investment Management, LccNY$1.11B137+3.5%
1982Td Capital Management LLCTN$1.11B851-1.3%
1983Emerald Investment Advisers, LLCPA$1.11B251—
1984Rkl Wealth Management LLCPA$1.11B179-8.8%
1985Jackson Thornton Wealth Management, LLCAL$1.11B286+5.0%
1986Allen Capital Group, LLCNE$1.11B282+2.1%
1987J. L. Bainbridge & Co., Inc.FL$1.11B103-9.1%
1988Bain Capital Life Sciences Investors, LLCMA$1.11B20-15.1%
1989Rothschild Wealth LLCIL$1.11B596+6.3%
1990Ycg, LLCTX$1.10B42-16.6%
1991Awm Capital, LLCAZ$1.10B113+0.3%
1992Highbridge Capital Management LLCNY$1.10B239-13.2%
1993Conservest Capital Advisors, Inc.PA$1.10B127-0.5%
1994Irenic Capital Management LPNY$1.10B41+52.5%
1995Hilltop Holdings Inc.TX$1.10B634-33.8%
1996Pinkerton Wealth, LLCID$1.10B138+12.7%
1997Legato Capital Management LLCCA$1.10B726-5.4%
1998Dv Trading LLCIL$1.10B322-5.0%
1999Delta Asset Management LLC/TnTN$1.10B595-5.8%
2000Consolidated Portfolio Review CorpNY$1.10B34-5.3%

Showing 1,951–2,000 of 8,643

3839404142