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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
2601Qtron Investments LLCMA$737.61M421-4.1%
2602James J. Burns & Company, LLCNY$737.04M155+1.7%
2603Portside Wealth Group, LLCUT$736.69M458-0.2%
2604Burton Enright WelchCA$735.55M134+3.5%
2605Glassman Wealth ServicesVA$735.54M187-0.7%
2606Tfo Wealth Partners, LLCOH$735.39M72+10.1%
2607Colonial Trust Co / ScSC$735.16M1,134-2.0%
2608Seeds Investor LLCNY$734.72M350+40.8%
2609Arvest Investments, Inc.AR$733.37M199+3.0%
2610Berman Mcaleer LLCMD$732.97M162+0.2%
2611Rice Partnership, LLCHI$731.81M178-1.1%
2612Intellus Advisors LLCFL$731.81M125-2.9%
2613Gfi Investment Counsel Ltd.Ontario$731.47M24+82902.9%
2614Third View Private Wealth, LLCCT$730.32M267-1.7%
2615Acorn Financial Advisory Services Inc /AdvVA$729.82M215+7.7%
2616Capital Investment Counsel, LLCCO$729.81M143+1.4%
2617Horst & Graben Wealth Management LLCOR$728.97M195+10.0%
2618Meridian Wealth Partners, LLCPA$728.56M118+0.4%
2619Skba Capital Management LLCCA$728.44M79+3.4%
2620Sloy Dahl & Holst, LLCWA$728.42M112-12.5%
2621Tran Capital Management, L.P.CA$728.33M71-12.8%
2622Fifthdelta LtdUnited Kingdom$724.81M11+52.3%
2623Financial Advisors Network, Inc.CA$724.25M204-0.7%
2624Klaas Financial Asset Advisors, LLCIL$724.25M59+5.0%
2625Tlt Family Holdco UlcOntario$724.10M8-20.5%
2626Fenghe Fund Management Pte. Ltd.Singapore$723.60M31-59.3%
2627Vivaldi Capital Management LPIL$723.23M281-1.7%
2628Unique Wealth, LLCFL$723.23M182+1.0%
2629Apollon Financial, LLCSC$723.10M260+5.0%
2630Zevin Asset Management LLCMA$723.00M93-3.1%
2631Castellan GroupKY$722.57M34-8.8%
2632Mechanics Bank Trust DepartmentCA$722.21M199-5.4%
2633Fcpm III Services B.V.Netherlands$722.21M10-5.3%
2634Pasadena Private Wealth, LLCCA$720.84M237-1.5%
2635White Lighthouse Investment Management Inc.MA$720.80M145+0.6%
2636Financial Advisory CorpMI$719.77M51+4.7%
2637Fagan Associates, Inc.NY$719.24M135-4.1%
2638Ellevest, Inc.NY$719.11M431-0.6%
2639Summit Asset Management, LLCTN$718.83M172+1.7%
2640Physician Wealth Advisors, Inc.UT$718.52M2,057-0.0%
2641Kadensa Capital LtdHong Kong$718.46M39-25.4%
2642Tobias Financial Advisors, Inc.FL$718.29M143+1.5%
2643Werba Rubin Papier Wealth ManagementCA$718.13M278+94.6%
2644Herald Investment Management LtdUnited Kingdom$717.65M97-6.3%
2645Live Oak Private Wealth LLCNC$717.31M207-2.3%
2646Nuance Investments, LLCMO$717.10M43-21.0%
2647Arkansas Financial Group, Inc.AR$717.04M94+3.4%
2648Cambient Family Office, LLCMI$716.38M261+2.2%
2649Anatole Investment Management LtdHong Kong$716.28M15+19.4%
2650Biltmore Family Office, LLCNC$715.52M325-1.2%

Showing 2,601–2,650 of 8,643

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