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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
2401Mattern Capital Management, LLCCO$834.89M170-1.4%
2402Managed Asset Portfolios, LLCMI$834.42M51+0.8%
2403Family Manage LLCNY$833.95M305+5.4%
2404Suncoast Equity ManagementFL$833.22M94-15.8%
2405Nicola Wealth Management Ltd.British Columbia$833.04M62-24.2%
2406Alaska Wealth Advisors, LLCAK$832.81M85+6.1%
2407Icici Prudential Asset Management Co LtdIndia$832.56M155-2.6%
2408Ramirez Asset Management, Inc.NY$831.73M349+9.7%
2409Accurate Wealth Management, LLCFL$830.95M533+5.4%
2410Claro Advisors Inc.MA$830.12M506+13.1%
2411Rpg Investment Advisory, LLCCA$829.04M92-5.9%
2412Engine Capital Management, LPNY$828.37M26+14.4%
2413Fort Sheridan Advisors LLCIL$827.63M282+5.2%
2414Wealth Enhancement Trust Services, Inc.SD$826.48M779+4.4%
2415Passaic Partners LLCNJ$825.79M13-14.5%
2416Sirios Capital Management L PMA$824.77M81+2.7%
2417Mjp Associates Inc /AdvCT$823.22M227+3.0%
2418Parkside Investments, LLCIL$823.12M98+3.7%
2419Mayflower Financial Advisors, LLCMA$822.78M442-0.4%
2420Arista Wealth Management, LLCNV$821.55M253+1.0%
2421Cadian Capital Management, LPNY$821.20M23-40.7%
2422Alley Investment Management Company, LLCIL$821.03M85-3.9%
2423Avenir CorpVA$820.50M72-11.0%
2424Dumac, Inc.NC$820.39M10+26.0%
2425Oak Root LLCCA$820.05M10-0.9%
2426Maytech Global Investments, LLCNY$819.83M23-17.0%
2427Bsw Wealth PartnersCO$819.44M312-1.7%
2428Nelson Capital Management, LLCCA$819.22M108-4.1%
2429Sjs Investment Consulting Inc.OH$818.64M2,473+3.6%
2430Bay Colony Advisory Group, Inc D/B/A Bay Colony AdvisorsMA$818.28M489-1.9%
2431Hohimer Wealth Management, LLCWA$818.25M367+10.1%
2432Brio Consultants, LLCCA$818.00M152+6.3%
2433Capital Investment Counsel, IncNC$816.12M249-4.0%
2434Kera Capital Partners, Inc.CA$814.70M569+0.5%
2435Stanley-Laman Group, Ltd.PA$814.45M294+3.5%
2436Victory Financial Group, LLCTX$813.86M347+2.4%
2437Rtd Financial Advisors, Inc.PA$813.72M114-0.7%
2438Advisory Research IncIL$813.48M137+2.2%
2439Tfc Financial Management, Inc.MA$811.64M998+1.8%
2440Portfolio Strategies, Inc.NJ$811.09M75-6.1%
2441Rhenman & Partners Asset Management AbSweden$810.49M86-24.3%
2442Baxter Bros IncCT$810.11M166-6.3%
2443Buck Wealth Strategies, LLCCO$809.84M166+2.8%
2444Impact Partnership Wealth, LLCGA$809.68M363+3.8%
2445Ashford Capital Management IncDE$809.20M99-9.9%
2446B&D White Capital Company, LLCTX$808.79M74-6.3%
2447Pathway Financial Advisors LLCVT$808.29M136+1.5%
2448United Advisor Group, LLCOH$807.24M497+3.6%
2449Dorsey Wright & AssociatesCA$806.96M158+75.6%
2450Strid Group, LLCPA$806.89M85+0.4%

Showing 2,401–2,450 of 8,643

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