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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
2451Johnson Bixby & Associates, LLCWA$806.49M127-0.0%
2452Financial Enhancement Group LLCIN$805.91M132+4.8%
2453Flaharty Asset Management, LLCFL$805.53M133+0.6%
2454Oarsman Capital, Inc.WI$805.34M235+4.6%
2455Emerald Advisors, LLCWA$805.32M117+9.6%
2456Cvfg LLCIN$804.35M239+451.5%
2457Glendon Capital Management LPCA$804.16M24-52.1%
2458Ally Financial Inc.MI$803.75M125-1.9%
2459Lafleur & Godfrey LLCMI$803.24M141-2.7%
2460One Wealth Advisors, LLCCA$803.05M304-1.9%
2461Financial Consulate, IncMD$802.59M1,402+9.7%
2462Inspirion Wealth Advisors, LLCIL$802.51M177-1.7%
2463Governors Lane LPNY$801.50M167-25.8%
24641834 Investment Advisors CoWI$801.30M206+0.5%
2465Ack Asset Management LLCCT$801.14M20+0.6%
2466Naviter Wealth, LLCAR$800.61M271+4.5%
2467Liberty Wealth Management LLCCA$800.42M268+3.3%
2468Cynosure Group, LLCUT$800.29M198-18.6%
2469City Holding CoWV$799.76M570-1.6%
2470Infinitum Asset Management, LLCFL$799.11M21+18.2%
2471Geometric Wealth AdvisorsDC$798.64M85+2.7%
2472Kavar Capital Partners Group, LLCKS$798.42M213+10.1%
2473Jamison Private Wealth Management, Inc.GA$797.59M211-0.7%
2474Ashe Capital Management, LPNJ$797.37M7-22.7%
2475Rovida Investment Management LtdCayman Islands$797.35M17+8.5%
2476Barton Investment ManagementPA$797.33M54-14.1%
2477Ashton Thomas Securities, LLCNY$796.48M443+51.2%
2478Css LLC/IlIL$795.68M652+14.9%
2479Legacy Financial Group LLCIA$795.08M121-1.8%
2480L & S Advisors IncCA$794.87M233-18.9%
2481Curated Wealth Partners LLCCA$793.61M228-14.2%
2482Soundwatch Capital LLCCT$793.23M47+23.0%
2483Hound Partners, LLCNY$792.32M34+9.8%
2484Vision Capital Management, Inc.OR$791.87M150-4.5%
2485Aperture Investors, LLCNY$791.34M87+10.5%
2486Parkway Wealth Management Group, LLCTX$790.53M137+6.1%
2487Alpha Wave Global, LPNY$790.52M20-3.1%
2488Atlas Venture Life Science Advisors, LLCMA$790.03M6-8.7%
2489Avenir Tech LtdHong Kong$789.51M21-23.2%
2490Independence Bank Of KentuckyKY$789.36M623-1.8%
2491Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)Israel$789.35M44+9.4%
2492V3 Holding LtdCayman Islands$789.15M1-12.8%
2493Strategic Wealth Investment Group, LLCKY$788.06M94-3.1%
2494Schwerin Boyle Capital Management IncMA$787.98M47-13.7%
2495Anson Funds Management LPTX$787.12M102+5.3%
2496Fideuram Asset Management (Ireland) DacIreland$786.67M445-37.5%
2497New England Asset Management IncCT$786.21M99+2.8%
2498Jt Stratford LLCGA$785.56M297+0.9%
2499Lake Street Private Wealth, LLCIL$785.43M270-3.9%
2500Mcgowan Group Asset Management, Inc.TX$785.12M152-1.7%

Showing 2,451–2,500 of 8,643

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