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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
2351New England Private Wealth Advisors LLCMA$866.18M194+7.9%
2352Makena Capital Management LLCCA$866.07M27+3.8%
2353One Madison Group LLCNY$865.78M28-0.1%
2354Cache Advisors, LLCCA$865.76M191+6.3%
2355Rodgers Brothers Inc.PA$865.52M242+3.6%
2356Discerene Group LPCT$863.73M11-12.1%
2357Price T Rowe Associates Inc /Md/MD$862.73M3,111-6.7%
2358Adams Natural Resources Fund, Inc.MD$862.62M54+30.8%
2359Two Sigma Securities, LLCNY$860.94M1,599+18.3%
2360Ascent Wealth Partners, LLCNY$860.33M188-1.0%
2361Benchstone Capital Management LPNY$859.53M38-3.2%
2362Ophir Asset Management Pty LtdAustralia$858.68M34-3.7%
2363Philosophy Capital Management LLCCA$858.07M36+0.5%
2364Night Owl Capital Management, LLCCT$858.04M30-6.0%
2365Total Investment Management IncAZ$857.80M89+10.1%
2366U S Global Investors IncTX$857.58M135-8.2%
2367Quest Investment Management LLCOR$856.75M122-7.7%
2368St. Louis Trust CoMO$856.50M145-1.8%
2369Caledonia Investments PLCUnited Kingdom$855.93M15-5.1%
2370Baldwin Investment Management, LLCPA$855.66M210-3.4%
2371Violich Capital Management, Inc.CA$855.45M118-4.5%
2372Aviance Capital Partners, LLCFL$853.97M368-1.6%
2373Greatmark Investment Partners, Inc.GA$853.60M145+1.0%
2374Form Wealth Advisors, LLCWI$853.59M58-0.1%
2375Absher Wealth Management, LLCNC$852.91M70+1.2%
2376Absolute Investment Advisers, LLCFL$852.10M122-2.9%
2377United Services Automobile AssociationTX$850.56M14-46.2%
2378Evelyn Partners Investment Management Services LtdUnited Kingdom$850.00M281+6.5%
2379Embree Financial GroupIL$849.06M261+4.4%
2380Board Of Trustees Of The Leland Stanford Junior UniversityCA$848.72M22+71.0%
2381Silverarc Capital Management, LLCMA$848.65M67+22.8%
2382Legacy Advisors, LLCPA$848.22M279-8.9%
2383Catalyst Financial Partners LLCMA$846.87M370-5.6%
2384Archon Partners LLCNJ$845.03M39-11.7%
2385Fractal Investments LLCCT$845.02M81+18.0%
2386Vr Advisory Services LtdCayman Islands$844.93M40+33.7%
2387Occidental Asset Management, LLCCA$844.09M282+1.4%
2388State Of WyomingWY$843.65M1,783-7.6%
2389Baker Ellis Asset Management LLCWA$842.46M254+1.4%
2390Patton Albertson Miller Group, LLCTN$842.32M212-0.9%
2391Bbfit Investments Pte LtdSingapore$841.94M7-16.0%
2392Marietta Wealth Management, LLCGA$841.43M129-2.7%
2393Walmart Inc.AR$840.36M3-13.8%
2394Community Bank, N.A.NY$840.11M501-0.7%
2395Seilern Investment Management LtdUnited Kingdom$838.49M24-35.0%
2396Semper Augustus Investments Group LLCCO$837.34M44-3.7%
2397Eagle Strategies LLCNY$837.08M258+6.9%
2398De Lisle Partners LLPUnited Kingdom$835.95M174+7.5%
2399Financial Partners Group, IncKS$835.91M227-3.4%
2400Mbb Public Markets I LLCIL$835.22M24-12.7%

Showing 2,351–2,400 of 8,643

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