FBInvestor
Institutional Research

Institutional Funds

8,643 investment managers that filed Form 13F for Q1 2026, ranked by reported portfolio value.

#FundLocationPortfolio ValueHoldingsQoQ Change
2551Fort Point Capital Partners LLCCA$762.46M220-7.7%
2552Freedom Together FoundationNY$762.21M2-3.3%
2553Boxer Capital Management, LLCCA$761.65M54+66.7%
2554Cannon Financial Strategists, Inc.GA$760.79M109+5.8%
2555Central Pacific Bank - Trust DivisionHI$759.86M801-4.3%
2556Opaleye Management Inc.MA$759.22M54+0.2%
2557Gibbs Wealth ManagementGA$758.98M430+83.6%
2558Sargent Investment Group, LLCMD$758.88M266-4.8%
2559Walkner Condon Financial Advisors LLCWI$758.67M322+5.4%
2560Cullen Investment Group, Ltd.LA$757.59M179-1.8%
2561Integrity Advisory Solutions, LLCTX$757.07M293+9.0%
2562Tennessee Valley Asset Management PartnersTN$757.05M184-1.8%
2563Ranmore Fund Management LtdUnited Kingdom$756.97M20+29.9%
2564Meridian Wealth Advisors, LLCTX$756.37M202+4.7%
2565Mcglone Suttner Wealth Management, Inc.WI$755.16M189+1.6%
2566Symphony Financial, Ltd. Co.TX$755.03M315+1.4%
2567John G Ullman & Associates IncNY$754.29M174+0.6%
2568Hmi Capital Management, L.P.CA$754.26M11-38.1%
2569Fiduciary Financial Group, LLCCA$754.15M345+6.5%
2570Eclectic Associates Inc /AdvCA$753.20M159+17.5%
2571Mark Asset Management LPNY$753.03M31-15.6%
2572Abc Arbitrage SAFrance$752.92M364-29.5%
2573Gcq Funds Management Pty LtdAustralia$752.89M11+3.7%
2574Talon Private Wealth, LLCFL$752.84M187+3.7%
2575Wallington Asset Management, LLCIN$752.33M61-4.6%
2576Technology Crossover Management Ix, Ltd.CA$752.16M6-33.3%
2577Peterson Wealth Advisors, LLCUT$751.87M108+0.2%
2578Belvedere Trading LLCIL$749.79M222+38.8%
2579American Financial Advisors, LLCGA$749.50M159-3.3%
2580Cornerstone Planning Group LLCNJ$749.24M1,818+16.8%
2581Manchester Global Management (Uk) LtdUnited Kingdom$749.12M23+0.9%
2582Bdf-GestionFrance$748.56M144-8.5%
2583Fortis Capital Management LLCWA$747.53M206-0.8%
2584Breakwater Capital GroupNJ$746.80M373+4.2%
2585Power Corp Of CanadaCanada$745.38M1-1.1%
2586Conversant Capital LLCNJ$745.10M16+41.5%
2587Capital Advisors Wealth Management, LLCWA$744.61M216+1.4%
2588Hendershot Investments Inc.VA$743.95M129-5.2%
2589Knightsbridge Asset Management, LLCCA$743.00M262+19.7%
2590Ellenbecker Investment GroupWI$742.89M134+3.9%
2591Abacus Planning Group, Inc.SC$742.86M263-1.1%
2592Sharkey, Howes & JaverCO$742.33M153-5.6%
2593Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.TX$742.26M153-0.4%
2594Allegheny Financial GroupPA$741.83M290+9.8%
2595Think Investments LPCA$741.63M30-5.2%
2596Lineweaver Wealth Advisors, LLCOH$741.55M168+1.1%
2597Running Oak Capital LLCMN$740.61M55-7.2%
2598Camden National BankME$739.30M164+1.6%
2599Canal Capital Management, LLCVA$738.81M207+4.8%
2600Oasis Management Co Ltd.Cayman Islands$738.32M98+11.1%

Showing 2,551–2,600 of 8,643

5051525354