Institutional Research

Institutional Funds

8,522 investment managers that filed Form 13F for Q4 2025, ranked by reported portfolio value.

#	Fund	Location	Portfolio Value	Holdings	QoQ Change
2101	Ashe Capital Management, LP	NJ	$1.03B	6	-27.2%
2102	Deer Management Co. LLC	NY	$1.03B	8	-7.9%
2103	Avenir Tech Ltd	K3	$1.03B	24	-21.8%
2104	Bfsg, LLC	CA	$1.03B	714	-0.3%
2105	Jackson Wealth Management, LLC	FL	$1.03B	148	+2.7%
2106	Oribel Capital Management, LP	NY	$1.03B	51	-17.3%
2107	Westerkirk Capital Inc.	A1	$1.03B	235	+17.2%
2108	Palisade Asset Management, LLC	MN	$1.03B	193	-4.6%
2109	Bornite Capital Management LP	NY	$1.02B	28	-4.8%
2110	Miller Investment Management, LP	PA	$1.02B	89	+2.9%
2111	Atlas Frm LLC	CT	$1.02B	12	+19.2%
2112	Global Strategic Investment Solutions, LLC	AZ	$1.02B	150	+2.1%
2113	Unicom Systems, Inc.	NV	$1.02B	22	+1.1%
2114	Wealth Alliance, LLC	NY	$1.02B	551	+5.1%
2115	Norden Group LLC	UT	$1.02B	605	+3.8%
2116	Ibex Wealth Advisors	NJ	$1.02B	123	-2.2%
2117	Gleason Group, Inc.	KY	$1.02B	225	+2.4%
2118	Azzad Asset Management Inc /Adv	VA	$1.02B	330	+0.6%
2119	Abacus Wealth Partners, LLC	CA	$1.02B	508	+46.6%
2120	Bruni J V & Co /Co	CO	$1.02B	32	+2.8%
2121	Cheviot Value Management, LLC	CA	$1.02B	414	+8.3%
2122	Monograph Wealth Advisors, LLC	CA	$1.02B	135	+3.0%
2123	Mason Street Advisors, LLC	WI	$1.02B	15	+5.3%
2124	Coppell Advisory Solutions LLC	TX	$1.02B	392	+7.6%
2125	Tributary Capital Management, LLC	NE	$1.02B	167	-8.1%
2126	Cornerstone Capital, Inc.	CA	$1.01B	109	-0.8%
2127	Trust Co Of Toledo Na /Oh/	OH	$1.01B	772	+1.6%
2128	Vista Capital Partners, Inc.	OR	$1.01B	152	+3.1%
2129	Taikang Asset Management (Hong Kong) Co Ltd	K3	$1.01B	106	+13.0%
2130	Hcr Wealth Advisors	CA	$1.01B	255	+4.6%
2131	Goehring & Rozencwajg Associates, LLC	NY	$1.01B	43	+21.5%
2132	Wealthcare Capital Management LLC	VA	$1.01B	90	+2.3%
2133	Arrow Financial Corp	NY	$1.00B	159	+2.6%
2134	Bbfit Investments Pte Ltd	U0	$1.00B	9	—
2135	Technology Crossover Management X, Ltd.	CA	$1.00B	6	-15.6%
2136	Bath Savings Trust Co	ME	$1.00B	169	-0.8%
2137	Tanager Wealth Management LLP	X0	$1.00B	137	+5.2%
2138	Telemark Asset Management, LLC	MA	$1.00B	56	-5.0%
2139	Mmcap International Inc. Spc	E9	$1.00B	208	+16.3%
2140	Alphadyne Asset Management LP	NY	$1.00B	196	+575.2%
2141	Melqart Asset Management (Uk) Ltd	X0	$999.45M	44	+33.4%
2142	Ironvine Capital Partners, LLC	NE	$998.98M	53	-0.6%
2143	Bensler, LLC	WA	$998.81M	191	+3.8%
2144	Continuum Advisory, LLC	ID	$998.64M	456	+5.6%
2145	Strategies Wealth Advisors, LLC	MI	$998.17M	187	+3.8%
2146	True Private Wealth Advisors	OR	$998.13M	266	+1.8%
2147	Villere St Denis J & Co LLC	LA	$996.68M	80	-4.1%
2148	Lodestar Private Asset Management LLC	CA	$996.63M	224	+4.1%
2149	Uniplan Investment Counsel, Inc.	WI	$995.91M	186	-2.4%
2150	Trivium Point Advisory, LLC	CT	$993.58M	339	+1.4%

Showing 2,101–2,150 of 8,522

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