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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
2051Boussard & Gavaudan Investment Management LLPUnited Kingdom$1.04B84-21.1%
2052Norden Group LLCUT$1.04B615+1.9%
2053Rdst Capital LLCWA$1.04B20-2.2%
2054Optimus Prime Fund Management Co., Ltd.Cayman Islands$1.04B27-16.4%
2055Linden Thomas Advisory Services, LLCNC$1.04B530+5.2%
2056Nadler Financial Group, Inc.IL$1.04B135-3.5%
2057Morgan Stanley Institutional Investment Advisors LLCCO$1.04B5+9.6%
2058Marks Group Wealth Management, IncMN$1.04B337-0.7%
2059E-L Financial Corp LtdOntario$1.04B1-18.6%
2060Clough Capital Partners L PMA$1.04B95-6.9%
2061Tower Bridge AdvisorsPA$1.04B221+4.6%
2062Common Fund For Nonprofit OrganizationsCT$1.03B26-15.9%
2063Condire Management, LPTX$1.03B19+8.0%
2064Tanager Wealth Management LLPUnited Kingdom$1.03B145+3.2%
2065Rw Investment Management LLCID$1.03B113+6.5%
2066J. Stern & Co. LLPUnited Kingdom$1.03B49-12.1%
2067Tributary Capital Management, LLCNE$1.03B164+1.5%
2068Oak Thistle LLCNY$1.03B452+43.1%
2069Bison Wealth, LLCGA$1.03B453+15.8%
2070 Samsara Biocapital, LLCCA$1.03B22+6.2%
2071 Madrone Advisors, LLCCO$1.03B5-36.4%
2072Kohmann Bosshard Financial Services, LLCOH$1.03B209-8.1%
2073Lvw Advisors, LLCNY$1.03B435+3.9%
2074Ima Advisory Services, Inc.CO$1.02B1,031-1.6%
2075Mason Street Advisors, LLCWI$1.02B15+0.7%
2076O'Connor Alternative Investments LLCNY$1.02B115—
2077683 Capital Management, LLCNY$1.02B204-10.5%
2078Penn Davis Mcfarland IncTX$1.02B75-2.1%
2079 Crosslink Capital IncCA$1.02B21-20.9%
2080Carret Asset Management, LLCNY$1.02B293-3.0%
2081Eqt Fund Management S.A R.L.Luxembourg$1.02B5-8.2%
2082Silicon Valley Capital PartnersCA$1.02B453-7.1%
2083Galileo (Ptc) LtdDC$1.02B3-25.7%
2084Mv Capital Management, Inc.MD$1.02B1,197-2.1%
2085Global Strategic Investment Solutions, LLCAZ$1.02B144-0.6%
2086Connable Office IncMI$1.02B224-6.8%
2087Versant Capital Management, IncAZ$1.01B2,776+27.3%
2088Baader Bank AktiengesellschaftGermany$1.01B380-15.6%
2089Melqart Asset Management (Uk) LtdUnited Kingdom$1.01B41+1.5%
2090Lodestar Private Asset Management LLCCA$1.01B232+1.7%
2091Wealth Alliance, LLCNY$1.01B548-0.9%
2092Grs Advisors, LLCIL$1.01B32-9.2%
2093Laurel Wealth Advisors LLCNC$1.01B192+33.7%
2094Kwb WealthCA$1.01B166-4.3%
2095Laurion Capital Management LPNY$1.01B186-28.5%
2096Artal Group S.A.Luxembourg$1.01B2+41.4%
2097Btg Pactual Asset Management Us LLCNY$1.01B302+13.1%
2098Gleason Group, Inc.KY$1.01B229-1.0%
2099Crescent Grove Advisors, LLCIL$1.01B300-4.0%
2100Coastline Trust CoRI$1.01B408-5.2%

Showing 2,051–2,100 of 8,643

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