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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
2651Ovata Capital Management LtdHong Kong$715.43M38-13.1%
2652Strategic Planning Group, LLCUT$715.35M72-7.9%
2653Legacy Financial Advisors, Inc.KY$715.12M404-1.1%
2654Nexus Investment Management UlcOntario$715.10M70-2.5%
2655First Hawaiian BankHI$715.03M85-4.9%
2656Compass Financial Group, Inc/SdSD$714.78M105+2.1%
2657Eagleclaw Capital Managment, LLCMA$714.13M145+3.3%
2658Glen Eagle Advisors, LLCNJ$713.88M1,018-2.8%
2659Polymer Capital Management (Hk) LtdHong Kong$713.53M147+11.1%
2660Affinity Capital Advisors, LLCCA$713.15M181-1.3%
2661Leelyn Smith, LLCIL$713.06M154+3.1%
2662Zweig-Dimenna Associates LLCNY$713.05M59-49.4%
2663Tri Locum Partners LPNY$712.55M17-7.5%
2664Defilade Capital Management, L.P.CA$712.18M31-3.5%
2665Alvarez & Marsal Private Wealth Partners, LLCFL$712.16M177+36.8%
2666Asio Capital, LLCKY$712.14M110+0.5%
2667Personal Cfo Solutions, LLCNJ$711.93M520+13.0%
2668Dimension Capital Management LLCFL$711.64M121-0.3%
2669Water Island Capital LLCNY$710.81M77-7.2%
2670Sixth Street Partners Management Company, L.P.TX$710.72M7-27.0%
2671Dean Investment Associates, LLCOH$710.44M190+1.5%
2672Greenup Street Wealth Management LLCKS$710.34M127+2.6%
2673Lasalle St. Investment Advisors, LLCIL$709.96M411+114227.4%
2674Aa Financial Advisors, LLCOH$709.89M221+31.2%
2675Lee Financial CoTX$708.78M145-4.2%
2676Cypress Wealth Services, LLCCA$708.34M397-2.0%
2677Summit Street Capital Management, LLCNY$707.33M31+11.2%
2678Mirador Capital Partners LPCA$706.03M203-3.2%
2679Summit Financial Wealth Advisors, LLCLA$705.41M193+1.0%
2680J.P. Marvel Investment Advisors, LLCMA$705.16M60-2.1%
2681Wolf Hill Capital Management, LPCT$704.84M20-17.9%
2682Sava Infond D.O.O.Slovenia$704.73M230-4.8%
2683Shay Capital LLCNY$704.13M388+13.6%
2684Brown Capital Management LLCMD$703.99M56-42.3%
2685Trb Wealth Management, LLCTX$703.60M285—
2686Nishkama Capital, LLCPR$702.92M39-5.0%
2687Shellback Capital, LPMA$702.63M79-32.9%
2688Arlington Financial Advisors, LLCCA$701.94M95+0.6%
2689Enclave Advisors LLCTX$701.54M126-0.6%
2690Kora Management LPNY$701.53M9-6.6%
2691Faithward Advisors, LLCPA$700.89M261+2.8%
2692Academy Capital ManagementTX$699.42M37-7.1%
2693Ikarian Capital, LLCTX$699.01M127-9.5%
2694Ifc Advisors LLCCA$698.94M158+2.1%
2695Tensile Capital Management LPCA$698.49M25+90373.3%
2696Wilkins Investment Counsel IncMA$698.18M119+1.8%
2697Kelman-Lazarov, Inc.TN$697.58M140-0.4%
2698Allied Investment Advisors, LLCMT$697.41M100+7.8%
2699Golden Unicorn (Bvi) LtdBritish Virgin Islands$697.07M4-6.8%
2700Abundance Wealth CounselorsPA$697.01M243+17.7%

Showing 2,651–2,700 of 8,643

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