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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
2151Fort Baker Capital Management LPCA$973.91M99+30.2%
2152Uniplan Investment Counsel, Inc.WI$973.90M183-2.2%
2153Stansberry Asset Management, LLCTX$972.71M141-1.5%
2154Broad Bay Capital Management, LPNY$972.47M24+11.1%
2155Jackson Wealth Management, LLCFL$972.10M148-5.3%
2156Cutler Investment Counsel LLCOR$971.12M146+1.0%
2157Mane Global Capital Management LPNY$970.67M57-46.9%
2158Cascade Financial Partners, LLCCA$970.17M263-1.7%
2159Liberty One Investment Management, LLCIL$969.98M154+23.9%
2160Stokes Family Office, LLCLA$968.98M276-11.4%
2161Bensler, LLCWA$968.86M194-3.0%
2162Pinnacle Wealth Planning Services, Inc.OH$968.02M2,737+1.1%
2163Wny Asset Management, LLCNY$967.15M249-6.9%
2164Great Lakes Retirement, Inc.OH$966.74M219+0.5%
2165Twinbeech Capital LPNY$965.30M536-31.4%
2166Parkman Healthcare Partners LLCCT$964.56M89-8.2%
2167Red Cedar Investment Management, LLCMI$964.52M91+4.2%
2168Hcr Wealth AdvisorsCA$964.36M241-4.5%
2169Ullmann Wealth Partners Group, LLCFL$963.27M156+0.3%
2170Masterinvest Kapitalanlage GmbhAustria$962.49M292-8.6%
2171Red Door Wealth Management, LLCTN$961.46M306+0.0%
2172Jgp Wealth Management, LLCOR$961.35M223+0.2%
2173Graves Light Lenhart Wealth, Inc.VA$961.06M197+1.9%
2174Navellier & Associates IncNV$959.53M326+7.5%
2175Center For Financial Planning, Inc.MI$958.01M657-0.3%
2176Oak Harvest Investment ServicesTX$957.90M172+4.5%
2177Bruni J V & Co /CoCO$957.76M31-6.0%
2178Capital Investment Services Of America, Inc.WI$957.71M80-9.6%
2179Focused Wealth Management, IncNY$957.02M200+1.6%
2180Pekin Hardy Strauss, Inc.IL$956.37M477-11.5%
2181Jia Investment Alliance Pte. Ltd.Singapore$955.55M24-12.1%
2182Gryphon Financial Partners LLCOH$954.31M360+2.1%
2183Paradigm Operations LPCA$954.08M3-29.7%
2184Isthmus Partners, LLCWI$953.36M217+5.9%
2185Legacy Edge Advisors, LLCNY$951.36M223+4.1%
2186Inscription Capital, LLCTX$951.11M714-2.3%
2187Dock Street Asset Management IncFL$950.81M58-12.9%
2188Summit Wealth Group LLC / CoCO$950.36M339+26.0%
2189Discipline Wealth Solutions, LLCSC$949.86M192+76.1%
2190Cva Family Office, LLCCO$949.65M1,838+9.2%
2191Gemsstock Ltd.United Kingdom$948.80M28+19.6%
2192Hbw Advisory Services LLCCA$948.79M444+3.1%
2193Steel Grove Capital Advisors, LLCTN$947.79M218-1.4%
2194Two Creeks Capital Management, LPNY$947.04M21-22.4%
2195Iron Gate Global Advisors LLCUT$946.67M105-3.1%
2196V-Square Quantitative Management LLCIL$945.93M721-1.7%
2197Great Waters Wealth ManagementMN$944.88M121+3.9%
2198Provenance Wealth Advisors, LLCFL$944.52M412+4.7%
2199Disciplina Capital Management LLCTN$943.62M68+8.0%
2200Convergence Financial, LLCMO$943.13M217+37.6%

Showing 2,151–2,200 of 8,643

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