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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
2501Sciencast Management LPNJ$785.12M243+8.6%
2502Gfs Advisors, LLCTX$784.68M160-6.8%
2503Brookwood Investment Group LLCAZ$784.33M492-5.5%
2504Nellore Capital Management LLCCA$782.64M11-12.4%
2505Mcmillan Office, Inc.MI$781.64M500-5.9%
2506Titan Investment Solutions LtdUnited Kingdom$781.46M56-5.9%
2507Quantum Capital Management, LLC / NjNJ$781.45M34-9.5%
2508High Probability Advisors, LLCNY$781.39M67+4.2%
2509Technology Crossover Management X, Ltd.CA$781.28M6-22.0%
2510Hrtg Gpe, LLCWY$781.03M3-0.5%
2511United BankVA$780.81M121+3.1%
2512Biondo Investment Advisors, LLCPA$779.85M82-5.7%
2513Lifeworks Advisors, LLCMI$779.18M296+0.9%
2514Fsm Wealth Advisors, LLCOH$778.19M316+6.4%
2515Tcp Asset Management, LLCOH$778.01M133+31.1%
2516Axq Capital, LPNJ$777.05M973+75.3%
2517Nottingham Advisors, Inc.NY$776.94M112+8.4%
2518First Pacific FinancialWA$776.53M663+1.4%
2519Bluesky Wealth Advisors, LLCNC$776.52M115+2.4%
2520Permanens Capital L.P.NY$776.25M88+1.2%
2521Twin Capital Management IncPA$775.70M271-3.7%
2522Cardinal Capital ManagementNC$775.63M136+2.7%
2523Planning Alternatives Ltd /AdvMI$774.75M111-2.4%
2524Parsifal Capital Management, LPCT$774.60M17-22.0%
2525Gilbert & Cook, Inc.IA$774.22M221-2.7%
2526Sylebra Capital LLCCA$773.70M11-32.9%
2527Thompson Investment Management, Inc.WI$773.43M498-3.0%
2528Kfg Wealth Management, LLCIN$773.42M215+3.4%
2529 Pilgrim Global Advisors LLCNV$772.37M3+43.1%
2530D'Orazio & Associates, Inc.VA$772.07M298-1.3%
2531Canyon Capital Advisors LLCTX$771.97M18+1.5%
2532Orange Investment Advisors, Inc.NY$771.51M145-14.6%
2533Lexaurum Advisors, LLCKS$771.15M400+9.4%
2534Culbertson A N & Co IncVA$770.87M131+5.8%
2535Concord Wealth PartnersVA$770.50M207+0.1%
2536Wahed Invest LLCNY$770.35M225+1.5%
2537Cra Financial Services, LLCNJ$770.10M296+0.8%
2538Slow Capital, Inc.CA$770.00M104-8.0%
2539Revolve Wealth Partners, LLCNJ$769.62M229-9.5%
2540Fund 1 Investments, LLCPR$768.34M62+11.2%
2541Arbor Investment Advisors, LLCNC$768.24M114+1.1%
2542Premier Path Wealth Partners, LLCNJ$767.38M398-0.9%
2543Fiducient Advisors LLCIL$764.99M139-5.2%
2544Capital Advantage, Inc.CA$764.98M145+3.2%
2545Alphadyne Asset Management LPNY$764.57M251-23.6%
2546Ws Management LllpFL$764.46M35+2.2%
2547Camrose Capital Investment Partners LLPUnited Kingdom$764.20M10+26.6%
2548Fortis Capital Advisors, LLCKS$763.44M371+12.7%
2549Skylands Capital, LLCWI$763.03M155+3.5%
2550Parr Mcknight Wealth Management Group, LLCMN$762.91M214+0.0%

Showing 2,501–2,550 of 8,643

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