FBInvestor
Institutional Research

Institutional Funds

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

#FundLocationPortfolio ValueHoldingsQoQ Change
2001Abacus Wealth Partners, LLCCA$1.10B504+7.5%
2002Khrom Capital Management LLCFL$1.09B14+13.7%
2003Petersen Hastings Wealth Advisors Inc.WA$1.09B81+4.8%
2004Corebridge Financial, Inc.TX$1.09B3+406271.8%
2005Matrix Asset Advisors Inc/NyNY$1.09B105-2.0%
2006Mmbg Investment Advisors Co.FL$1.09B172-8.3%
2007Pitcairn Wealth Advisors LLCPA$1.09B271-2.3%
2008Sora Investors LLCPA$1.09B77-6.5%
2009Atalan Capital Partners, LPNY$1.08B10-22.8%
2010Heron Bay Capital ManagementMI$1.08B78+106.9%
2011Connors Investor Services IncPA$1.08B149-6.8%
2012Electrum Group LLCNY$1.08B8-5.5%
2013Telemark Asset Management, LLCMA$1.08B53+8.0%
2014MotcoTX$1.08B598-2.0%
2015Ibex Wealth AdvisorsNJ$1.07B203+5.2%
2016Sir Capital Management, L.P.NY$1.07B88+18.5%
2017Trust CoKS$1.07B906+0.1%
2018Silver Point Capital L.P.CT$1.07B13-37.8%
2019E20 Capital LtdHong Kong$1.07B22+284.6%
2020Infrastructure Capital Advisors, LLCNY$1.07B144+17.3%
2021Clark Asset Management, LLCNH$1.06B267+10.6%
2022Zuckerman Investment Group, LLCIL$1.06B134-5.0%
2023Hackensack Meridian Health, Inc.NJ$1.06B7-3.4%
2024Webster Bank, N. A.CT$1.06B682-0.9%
2025Cornerstone Advisory, LLCMD$1.06B258+0.7%
2026Kintegral Advisory, LLCNY$1.06B233-10.6%
2027Monograph Wealth Advisors, LLCCA$1.05B144+3.6%
2028Bfsg, LLCCA$1.05B747+2.6%
2029Shepherd Financial Partners LLCMA$1.05B240-2.3%
2030Trust Co Of Toledo Na /Oh/OH$1.05B858+3.9%
2031Syntegra Private Wealth Group, LLCMO$1.05B186-3.3%
2032Horan Wealth, LLCOH$1.05B196+61.7%
2033L2 Asset Management, LLCMA$1.05B397+40.5%
2034Spirepoint Private Client, LLCFL$1.05B322+0.5%
2035Nemes Rush Group LLCMI$1.05B936-1.1%
2036Moody National Bank Trust DivisionTX$1.05B501+1.1%
2037Compass Ion Advisors, LLCPA$1.05B279-0.1%
2038True Private Wealth AdvisorsOR$1.05B266+5.1%
2039Asset Advisors Investment Management, LLCGA$1.05B106-3.2%
2040Apriem AdvisorsCA$1.05B186-3.8%
2041Financial Synergies Wealth Advisors, Inc.TX$1.05B111+1.2%
2042American National Bank & TrustTX$1.05B615-1.1%
2043Waycross Partners, LLCKY$1.05B76-14.3%
2044Randolph Co IncOH$1.05B43+0.4%
2045Hudson Way Capital Management LLCTX$1.05B16-16.9%
2046Octavia Wealth Advisors, LLCOH$1.05B238-0.1%
2047Ccm Investment Advisers LLCSC$1.04B93-0.0%
2048Telos Capital Management, Inc.CA$1.04B191-2.7%
2049Royal Fund Management, LLCFL$1.04B257-4.2%
2050Continuum Advisory, LLCID$1.04B453+4.4%

Showing 2,001–2,050 of 8,643

3940414243