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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
2301Sheets Smith Wealth ManagementNC$888.48M393-2.5%
2302Fj Capital Management LLCVA$888.14M126-1.9%
2303Howard Financial Services, Ltd.TX$887.94M222+3.8%
2304Bluecrest Capital Management LtdJersey$887.24M173-63.5%
2305Griffin Asset Management, Inc.NY$886.61M228-4.1%
2306Jag Capital Management, LLCMO$886.57M136-3.7%
2307Nwf Advisory Services Inc.CA$885.46M407-2.1%
2308Mcguire Investment Group, LLCRI$885.33M121-5.4%
2309Grove Bank & TrustFL$884.38M856-0.5%
2310Invst, LLCIN$884.37M331-3.9%
2311Motley Fool Wealth Management, LLCVA$884.21M124-31.4%
2312George Kaiser Family FoundationOK$882.84M71+18.2%
2313American Express CoNY$880.45M1-27.1%
2314Romano Brothers And CompanyIL$880.19M319+0.0%
2315180 Wealth Advisors, LLCWA$879.71M471+0.2%
2316Advent Capital Management /De/NY$878.78M52-20.6%
2317Dupont Capital Management CorpDE$878.72M101-0.9%
2318Oak Hill Advisors LPNY$877.94M12+46.7%
2319Headlands Technologies LLCIL$877.92M712-26.7%
2320Quadcap Wealth Management, LLCTX$877.46M383+0.4%
2321True North Advisors, LLCTX$877.26M245+13.4%
2322Middleton & Co Inc/MaMA$876.86M164-6.9%
2323Souders Financial AdvisorsOH$876.43M216+0.4%
2324Lvz, Inc.MI$876.28M160-2.0%
2325Stillwater Capital Advisors, LLCPA$876.09M68-5.8%
2326Absolute Gestao De Investimentos Ltda.Brazil$875.27M70-8.2%
2327Parthenon LLCKY$874.71M127-5.6%
2328Atlas Capital Advisors Inc.WY$874.63M988-2.6%
2329Power Alpha Investment LtdBritish Virgin Islands$874.24M5-10.1%
2330Archford Capital Strategies, LLCIL$873.43M341+1.8%
2331Burns J W & Co Inc/NyNY$872.77M183-3.4%
2332Genus Capital Management Inc.British Columbia$872.62M189+1.6%
2333Private Capital Advisors, Inc.CT$872.03M73-11.0%
2334Boulay Financial Advisors, LLCMN$871.32M5+2.5%
2335Wallace Capital Management Inc.TX$870.84M75+4.9%
2336River Wealth Advisors LLCPA$870.76M205-2.4%
2337Pacific Life Fund Advisors LLCCA$870.52M21-10.3%
2338Twin Focus Capital Partners, LLCMA$870.14M172+0.3%
2339Bedel Financial Consulting, Inc.IN$869.96M293-6.4%
2340Novem GroupNY$869.69M424+0.7%
2341Philip James Wealth Mangement, LLCGA$869.65M157+0.8%
2342Cabot Wealth Management IncMA$869.48M139-3.9%
2343Idg China Capital Fund III Associates L.P.China$868.32M2+8.4%
2344Blue Grotto Capital, LLCGA$867.64M21-10.8%
2345L. Roy Papp & Associates, LLPAZ$867.41M184-4.1%
2346Hhm Wealth Advisors, LLCTN$866.87M873+2.3%
2347Northcape Capital Pty LtdAustralia$866.68M8-0.0%
2348Havemeyer Place LPCT$866.65M498+70.8%
2349Rmg Wealth Management LLCWI$866.37M605+12.2%
2350Informed Momentum Co LLCCA$866.24M273-3.5%

Showing 2,301–2,350 of 8,643

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