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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
2751Independent Solutions Wealth Management, LLCNY$679.13M185+24.8%
2752Advisors Preferred, LLCMD$678.99M215+10.5%
2753Mraz, Amerine & Associates, Inc.CA$678.25M190+0.8%
2754Topsail Wealth Management, LLCNC$677.90M294-0.7%
2755Mitchell Mcleod Pugh & Williams IncAL$677.61M283-3.3%
2756Hoey Investments, IncPA$677.58M415-8.0%
2757Arch Venture Management, LLCIL$677.09M10+3.9%
2758Masters Capital Management LLCGA$676.98M44-6.4%
2759Sentinel Pension Advisors, LLCMA$676.43M137+3.9%
2760Noesis Capital Mangement CorpFL$676.39M125-1.9%
2761Radnor Capital Management, LLCPA$675.76M308+0.3%
2762Polymer Capital Management (Us) LLCNY$675.08M733-12.7%
2763Blueprint Financial Advisors LLCNC$674.91M100+3.0%
2764Dream Peak Capital LtdHong Kong$674.79M6+5.1%
2765Jbf Capital, Inc.CO$674.31M110-2.5%
2766Smithbridge Asset Management Inc/DePA$674.20M183-42.4%
2767Gabelli & Co Investment Advisers, Inc.NY$674.15M297+1.3%
2768Mountain Capital Investment Advisors Inc.CO$673.91M88+8.7%
2769Corsair Capital Management, L.P.NY$673.03M151+11.3%
2770Stablepoint Partners, LLCMA$672.59M260+4.9%
2771Retail Employees Superannuation Pty Ltd As Trustee For Retail Employees Superannuation TrustAustralia$672.42M27+80.2%
2772Morton Capital Management LLC/CaCA$672.23M139+3.2%
2773S-Bank Fund Management LtdFinland$671.22M178-13.0%
2774Titan Global Capital Management USA LLCNY$671.13M59-3.9%
2775Thrive Wealth Management, LLCPA$670.85M231-1.4%
2776Summit Partners L PMA$670.15M7-36.2%
2777Allen Operations LLCNY$669.75M35-16.2%
2778Ls Investment Advisors, LLCMI$668.25M126-6.4%
2779Crane Advisory, LLCCA$668.06M52+1.0%
2780Oliver Luxxe Assets LLCNJ$667.86M200+1.7%
2781Idg-Accel China Capital II Associates L.P.CA$667.50M1+20.3%
2782Tsg Advice Partners, LLCOH$667.39M135+1.9%
2783Cfm Wealth Partners LLCTX$667.24M143-3.7%
2784Perryman Financial Advisory Inc /AdTX$666.97M173-2.1%
2785Marquette Asset Management, LLCMN$666.81M795-1.6%
2786Wellington Shields Capital Management, LLCNY$666.16M325-2.9%
2787Bain Capital Prairie, LLCMA$665.96M1-20.3%
2788Counterpoint Mutual Funds LLCCA$665.93M294-50.7%
2789Northwest Wealth Management, LLCIA$665.32M252+4.7%
2790Mainstreet Investment Advisors LLCIL$664.54M158-4.5%
2791Sawgrass Asset Management LLCFL$664.16M193-17.0%
2792Sc&H Financial Advisors, Inc.MD$663.23M155+2.6%
2793Gilman Hill Asset Management, LLCCT$662.54M225+4.4%
2794Fulcrum Asset Management LLPUnited Kingdom$661.76M219+84.1%
2795Triasima Portfolio Management Inc.Quebec$661.48M137-0.9%
2796Decheng Capital LLCCA$661.32M14-11.0%
2797Artemis Wealth Advisors, LLCNY$660.99M44+10.0%
2798Optas, LLCTX$660.87M482+3.4%
2799Globeflex Capital L PCA$660.82M387+1.2%
2800Heritage Investment Group, Inc.FL$660.81M123+0.6%

Showing 2,751–2,800 of 8,643

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