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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
2201Harbour Trust & Investment Management CoIN$942.79M155-3.8%
2202Pertento Partners LLPUnited Kingdom$942.42M15+3.5%
2203Minneapolis Portfolio Management Group, LLCMN$941.72M33+7.2%
2204Synergy Asset Management, LLCWA$941.70M252-2.1%
2205Bronte Capital Management Pty Ltd.Australia$940.92M51-1.7%
2206Leuthold Group, LLCMN$938.75M211+1.4%
2207Portland Global Advisors LLCME$938.13M146+0.7%
2208Columbus Macro, LLCPA$936.15M200+2.5%
2209Bath Savings Trust CoME$936.05M168-6.6%
2210Intrua Financial, LLCTX$936.01M456+2.7%
2211Newtyn Management, LLCNY$935.76M33-1.0%
2212Private Wealth Asset Management, LLCNE$935.39M921+1.8%
2213Seacrest Wealth Management, LLCNY$935.01M635-5.4%
2214Altfest L J & Co IncNY$934.89M326+2.3%
2215Pbcay One Rsc LtdUnited Arab Emirates$934.89M17+64.8%
2216Spear Holdings Rsc LtdUnited Arab Emirates$934.89M17+64.8%
2217Netease, Inc.China$934.47M2+116.1%
2218Tritonpoint Wealth, LLCMD$933.96M268-5.3%
2219Pfm Health Sciences, LPCA$933.32M76-4.0%
2220Financial Plan, Inc.WA$932.94M94+7.1%
2221Tamar Securities, LLCCA$932.43M80-1.4%
2222Institute For Wealth Management, LLC.CO$931.33M540-1.3%
2223Moisand Fitzgerald Tamayo, LLCFL$930.48M512+5.1%
2224Greenline Partners, LLCNY$930.27M144+6.4%
2225Onyx Bridge Wealth Group LLCNY$930.02M373-1.1%
2226Biglari Capital Corp.TX$929.39M12-0.4%
2227Westerkirk Capital Inc.British Columbia$928.89M208-9.5%
2228Van Cleef Asset Management,IncOH$928.66M118-5.8%
2229Dinuzzo Private Wealth, Inc.PA$928.12M1,345+1.0%
2230Innovator Capital Management, LLCIL$925.02M10+27047.2%
2231Tairen Capital LtdHong Kong$924.33M44-3.8%
2232Cahill Financial Advisors IncMN$923.89M286+1.0%
2233Troluce Capital Advisors LLCPR$923.85M45+614.7%
2234Marble Harbor Investment Counsel, LLCMA$922.90M192-1.3%
2235Old West Investment Management, LLCCA$922.57M123+64.7%
2236Goldstone Financial Group, LLCIL$922.07M225+2.7%
2237Consolidated Investment Group LLCCO$921.97M77+10.3%
2238Koch, Inc.KS$921.85M8+27.6%
2239Clarity Financial LLCTX$919.30M118-15.0%
2240Assuredpartners Investment Advisors, LLCFL$919.18M402+36.8%
2241Black Diamond Financial, LLCMD$916.47M185-3.4%
2242Tt International Asset Management LtdUnited Kingdom$916.01M48+193343.5%
2243Sr One Capital Management, LPCA$915.44M14+29.6%
2244Alua Capital Management LPNY$915.11M14-32.2%
2245Petrus Trust Company, LtaTX$915.06M27-7.4%
2246Golden State Wealth Management, LLCCA$914.80M1,609-3.4%
2247Destiny Wealth Partners, LLCFL$914.43M1,143+4.9%
2248Caliber Wealth Management, LLC / KsKS$913.91M270-1.7%
2249Scarborough Advisors, LLCMD$913.58M759+54.2%
2250Goodnow Investment Group, LLCCT$912.89M29-14.8%

Showing 2,201–2,250 of 8,643

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