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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
2701Fourpath Capital Management, LLCOK$697.00M217-4.6%
2702Cortland Associates Inc/MoMO$696.75M62-12.0%
2703Jlb & Associates IncMI$696.45M70-6.0%
2704Auxier Asset Management LLCOR$696.36M176-2.1%
2705Calton & Associates, Inc.FL$695.67M437+2.2%
2706Blue Bell Private Wealth Management, LLCPA$695.65M724+2.0%
2707Allen Mooney & Barnes Investment Advisors LLCGA$695.30M159+4.6%
2708Manchester Capital Management LLCVT$694.28M1,306-5.5%
2709Ironwood Investment Counsel, LLCAZ$694.15M263-3.1%
2710Sio Capital Management, LLCNY$693.87M73+15.0%
2711Continental General Insurance CoTX$693.37M11+47.6%
2712Harbor Advisors LLCFL$692.18M197+4.0%
2713Matauro, LLCNY$692.02M145+4.2%
2714Harbor Group, Inc.NH$692.01M115+3.6%
2715Cim, LLCNY$691.66M166-9.3%
2716Capital Planning Advisors, LLCCA$691.56M146-7.5%
2717Pembroke Management, LtdQuebec$691.44M97-28.6%
2718Gratus Wealth Advisors, LLCVA$691.36M138-4.1%
2719South Street Advisors LLCNY$690.29M83-3.1%
2720Warwick Investment Management, Inc.TX$690.05M137+6.3%
2721Larch Capital Partners LLCFL$690.03M53-5.4%
2722Southernsun Asset Management, LLCTN$689.91M31-3.7%
2723B & T Capital Management Dba Alpha Capital ManagementTX$689.89M115-2.8%
2724Crews Bank & TrustFL$689.76M673-1.3%
2725Chatham Capital Group, Inc.GA$689.33M198-1.9%
2726Platinum Paramount Investment Ltd.Bahamas$689.22M2-14.6%
2727Baron Silver Stevens Financial Advisors, LLCFL$689.19M134-0.5%
2728Buffalo Business & Estate Services LtdNY$689.04M87-1.0%
2729Kpp Advisory Services LLCKY$688.59M349+0.0%
2730Eagle Rock Investment Company, LLCGA$688.18M158-2.9%
2731Sierra Summit Advisors LLCNV$688.12M180+5.5%
2732Strategic Point Investment Advisors, LLCRI$688.00M35-4.9%
2733Alpine Bank Wealth ManagementCO$687.78M161-2.7%
2734Lebenthal Global Advisors, LLCNY$687.71M190+6.1%
2735University Of Texas/Texas Am Investment Management CoTX$687.49M301-2.8%
2736Security National BankNE$686.66M411-1.6%
2737Human Investing LLCOR$686.57M96-3.0%
2738Maridea Wealth Management LLCNY$685.81M449+3.3%
2739Estabrook Capital ManagementNY$685.26M380+0.6%
2740Hudson Edge Investment Partners Inc.NJ$684.25M101+1.4%
2741First National Advisers, LLCNE$683.48M239-6.0%
2742Hexagon Capital Partners LLCAR$683.41M252+26.3%
2743Northstar Group, Inc.NY$682.70M164-3.8%
2744Horizon Wealth Management, LLCIL$682.19M137+5.9%
2745Drexel Morgan & Co.PA$681.84M60+6.7%
2746Torray Investment Partners LLCMD$681.69M88-2.4%
2747Well Done, LLCMI$680.78M197+1.7%
2748Night Squared LPNY$680.67M72+91.8%
2749Clearlake Capital Group, L.P.CA$680.40M6-36.3%
2750Hudock, Inc.PA$679.70M200+0.1%

Showing 2,701–2,750 of 8,643

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