FBInvestor
Institutional Research

Institutional Funds

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

#FundLocationPortfolio ValueHoldingsQoQ Change
2251Southeast Asset Advisors, LLCGA$912.54M217-13.4%
2252Greenvale Capital LLPUnited Kingdom$912.19M12-14.5%
2253Toth Financial Advisory CorpVA$910.75M911-1.0%
2254Nan Fung Trinity (Hk) LtdHong Kong$910.62M62-27.9%
2255Ntv Asset Management LLCWV$909.74M311-3.7%
2256Ironvine Capital Partners, LLCNE$909.56M55-9.0%
2257Cloudalpha Capital Management Limited/Hong KongHong Kong$909.52M37-18.3%
2258Perseverance Asset Management InternationalCayman Islands$909.05M21+33.2%
2259Hartline Investment Corp/IL$908.93M112-1.7%
2260Amanah Holdings TrustUnited Kingdom$908.24M20+33.0%
2261Brehaut David PascalGuernsey$907.90M1-5.2%
2262Greenwood Capital Associates LLCSC$907.56M286-1.4%
2263Villere St Denis J & Co LLCLA$906.92M76-9.0%
2264Schneider Downs Wealth Management Advisors, LPPA$906.84M156+2.2%
2265Redhawk Wealth Advisors, Inc.MN$905.79M387+1.6%
2266Hill Investment Group Partners, LLCMO$905.59M50+7.7%
2267Per Stirling Capital Management, LLC.TX$905.02M308+1.6%
2268Permian Investment Partners, LPTX$904.86M13+2.5%
2269Encap Investments L.P.TX$904.77M4—
2270Sendero Wealth Management, LLCTX$904.08M205+0.2%
2271Asset One Wealth Management LLCWA$903.84M336+23.8%
2272Octagon Capital Advisors LPNY$903.61M29+13.1%
2273Awm Investment Company, Inc.NY$903.40M98-12.8%
2274Stockman Wealth Management, Inc.MT$903.08M177+5.5%
2275Evermay Wealth Management LLCVA$902.06M594+1.2%
2276Gcm Grosvenor Holdings, LLCIL$901.15M22+27.9%
2277Teamwork Financial Advisors, LLCTX$900.03M179-4.1%
2278Barlow Wealth Partners, LLCKY$900.01M137-2.9%
2279Goldstein Advisors, LLCWI$899.99M215+2.6%
2280Bluestem Wealth Partners, LLCMN$899.87M124-0.6%
2281Denali Advisors LLCCA$899.71M307-0.1%
2282Wealthshield Partners, LLCNC$897.53M607-1.0%
2283Global Endowment Management, LPNC$896.13M126+11.9%
2284Iag Wealth Partners, LLCWI$895.87M509+3.7%
2285Insight Wealth Strategies, LLCCA$895.70M177+2.7%
2286First Turn Management, LLCCA$895.10M33+2.3%
2287Squadra Investments - Gestao De Recursos Ltda.Brazil$894.14M6+84.9%
2288Baring Fintech Fund III Managers LtdGuernsey$893.43M1-17.6%
2289Bloombergsen Inc.Ontario$892.78M27-5.7%
2290Radcliffe Capital Management, L.P.PA$892.53M382+25.3%
2291Signet Financial Management, LLCNJ$891.97M299-0.3%
2292Financial Management Professionals, Inc.TX$891.58M961-8.0%
2293Adams Asset Advisors, LLCTX$891.46M88+17.3%
2294Quantum Financial Advisors, LLCCA$891.38M231+0.1%
2295James Investment Research, Inc.OH$891.24M359-2.7%
2296Prime Capital Management Co LtdHong Kong$891.05M7+5.8%
2297Trustees Of Columbia University In The City Of New YorkNY$890.98M3+7.4%
2298Keebeck Wealth ManagementIL$888.99M426+2.6%
2299Cypress Capital GroupFL$888.91M246-0.4%
2300Foundation Resource Management IncAR$888.52M55+18.9%

Showing 2,251–2,300 of 8,643

4445464748