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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
2801Regatta Capital Group, LLCCA$660.77M215-0.2%
2802Affinity Wealth Management LLCDE$660.63M103-6.1%
2803United Capital Management Of Ks, Inc.KS$659.58M110-7.6%
2804Chandler Asset Management, Inc.CA$659.39M23+4.4%
2805Parker Investment Management, LLCCA$658.16M37-6.3%
2806Oribel Capital Management, LPNY$657.46M41-36.0%
2807Virtue Capital Management, LLCTN$657.24M322+1.3%
2808Ardsley Advisory Partners LPCT$656.41M117-16.4%
2809Cfo4life Group, LLCTX$655.98M210-6.5%
2810Ion Fund Management LtdIsrael$655.70M59-16.3%
2811Bwcp, LPTX$655.64M27+8.8%
2812Diversify Advisory Services, LLCUT$655.00M210-79.3%
2813Wpwealth LLPTX$654.25M97+2.4%
2814General Pension Society Pzu Joint Stock CoPoland$654.25M15+32.2%
2815Palo Alto Investors LPCA$653.86M51-9.0%
2816Round Rock Advisors LLCCT$653.50M318-1.7%
2817Financial Management Network IncCA$652.96M191+3.3%
2818Westside Investment Management, Inc.CA$652.67M1,477+4.4%
2819Alibaba Group Holding LtdHong Kong$652.57M2-15.5%
2820Johnson & JohnsonNJ$652.36M16+17.5%
2821Hughes Financial Services, LLCVA$650.86M1,720+2.2%
2822Carrera Capital AdvisorsMI$649.14M188+9.1%
2823Hamilton Point Investment Advisors, LLCNC$649.14M185-1.3%
2824Graticule Asia Macro Advisors LLCNY$648.68M2+44.5%
2825Tyche Wealth Partners LLCTX$648.47M347+3.0%
2826Apis Capital Advisors, LLCNY$648.33M52+13.0%
2827Cornerstone Advisors Asset Management, LLCPA$648.01M134+5.2%
2828Rather & Kittrell, Inc.TN$647.95M113+4.3%
2829Primavera Capital Management LtdCayman Islands$647.91M3-1.4%
2830Inspire Trust Co, N.A.NV$647.73M106+6.3%
2831Formidable Asset Management, LLCOH$647.71M381-5.8%
2832Ignite Planners, LLCCA$647.61M393-0.8%
2833Huber Capital Management LLCCA$647.45M99-4.6%
2834Proffitt & Goodson IncTN$646.88M283-9.6%
2835Quadrant Private Wealth Management, LLCPA$646.30M282+6.0%
2836Sageguard Financial Group, LLCTN$646.25M196+2.9%
2837Trifecta Capital Advisors, LLCIL$646.02M274-4.4%
2838Softvest Advisors, LLCTX$645.21M3+45.1%
2839Cohen Capital Management, Inc.CA$644.40M154-2.9%
2840Cat Rock Capital Management LPCT$643.62M14-7.7%
2841Permanent Capital Management, LPIL$643.01M155+25.3%
2842Oslo Pensjonsforsikring AsNorway$642.58M450—
2843Towercrest Capital ManagementPA$641.78M103+1.2%
2844Capricorn Fund Managers LtdUnited Kingdom$641.43M114+54.6%
2845Robotti RobertNY$641.24M59+15.2%
2846Stamos Capital Partners, L.P.CA$639.67M142+2.8%
2847Advocate Group LLCMN$639.36M126+3.4%
2848Bell Investment Advisors, IncCA$639.15M1,860+1.1%
2849Global Wealth Management Investment Advisory, Inc.FL$638.45M158+2.3%
2850St. James Investment Company, LLCTX$638.42M22+2.5%

Showing 2,801–2,850 of 8,643

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