FBInvestor
Institutional Research

Institutional Funds

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

#FundLocationPortfolio ValueHoldingsQoQ Change
2101Allen Holding Inc /NyNY$1.01B9-3.9%
2102Provident Investment Management, Inc.MI$1.01B82-8.4%
2103Miller Investment Management, LPPA$1.01B86-1.7%
2104Pictet North America Advisors SASwitzerland$1.01B154-4.4%
2105Taikang Asset Management (Hong Kong) Co LtdHong Kong$1.00B75-0.6%
2106Voya Financial Advisors, Inc.CT$1.00B209-3.7%
2107Prescott Group Capital Management, L.L.C.OK$1.00B263-6.8%
2108Beacon Financial GroupTX$1.00B348-0.3%
2109Cornerstone Capital, Inc.CA$1.00B118-1.3%
2110Sym Financial CorpIN$1.00B413+2.8%
2111Tetrad CorpNE$1.00B3-3.8%
2112Wealthcare Capital Management LLCVA$999.95M94-0.7%
2113Mar Vista Investment Partners LLCCA$999.74M35-8.2%
2114Wgi Dm, LLCMA$999.53M6-25.3%
2115Numerai Gp LLCCA$997.33M746+20.2%
2116Heritage Trust CoOK$996.83M308+1.4%
2117Gladstone Capital Management LLPUnited Kingdom$995.94M32+2.8%
2118Palisade Asset Management, LLCMN$995.90M195-2.9%
2119Cheviot Value Management, LLCCA$995.58M424-2.2%
2120Strategies Wealth Advisors, LLCMI$995.40M193-0.3%
2121Relyea Zuckerberg Hanson LLCCT$994.59M276+0.5%
2122Vista Capital Partners, Inc.OR$994.15M156-1.9%
2123Arrow Financial CorpNY$994.01M157-0.9%
2124Mirabella Financial Services LLPUnited Kingdom$992.32M882+1.1%
2125Knollwood Investment Advisory, LLCMD$991.65M303-6.9%
2126Cooper Financial GroupCA$989.50M425+5.3%
2127Azzad Asset Management Inc /AdvVA$989.02M331-3.0%
2128Knighthead Capital Management, LLCNY$988.62M3-13.0%
2129 Lightspeed Management Company, L.L.C.CA$987.97M8-29.3%
2130Rock Creek Group LLCDC$987.71M56+10.8%
2131Wealth Management NebraskaNE$987.31M100+12.9%
2132Forge Financial Services LLCOK$987.26M31+322.1%
2133Planning Center, Inc.IL$987.07M78+0.8%
2134Politan Capital Management LPNY$984.91M3+17.2%
2135Rodgers & Associates, LtdPA$982.21M101-0.5%
2136Private Capital Management, LLCFL$981.88M177-6.8%
2137Medicxi Ventures Management (Jersey) LtdJersey$981.81M4+17.6%
2138Evolution Wealth Advisors, LLCFL$981.50M176-1.1%
2139Armstrong Henry H Associates IncPA$981.38M61-8.9%
2140Blueprint Investment Partners LLCNC$980.40M131+4.9%
2141Rational Advisors, Inc.PR$979.91M179+0.4%
2142Long Pond Capital, LPNY$978.11M32+14.9%
2143Mosaic Family Wealth Partners, LLCMO$977.00M286+7.2%
2144Psg Equity L.L.C.MA$976.86M1-5.6%
2145Berkshire Money Management, Inc.MA$976.42M52-6.8%
2146Unicom Systems, Inc.NV$975.77M32-4.6%
2147Viking Fund Management LLCND$975.56M142+13.1%
2148Abu Dhabi Investment Council Co P.J.S.CUnited Arab Emirates$974.75M25—
2149Readystate Asset Management LPIL$974.65M374-25.3%
2150Steigerwald, Gordon & Koch Inc.VA$974.16M779-6.5%

Showing 2,101–2,150 of 8,643

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