FBInvestor
Institutional Research

Institutional Funds

8,643 investment managers that filed Form 13F for Q1 2026, ranked by reported portfolio value.

#FundLocationPortfolio ValueHoldingsQoQ Change
2901Rbo & Co LLCCA$619.61M57-1.4%
2902Chicago Trust Co NaIL$619.31M375-2.2%
2903Keating Financial Advisory Services, Inc.KS$618.83M2,566-16.0%
2904Kps Global Asset Management Uk LtdUnited Kingdom$618.77M4-24.3%
2905Richmond Investment Services, LLCWI$618.75M255+7.0%
2906Asset Management Group, Inc.CT$618.51M138+0.0%
2907Burling Wealth Partners, LLCIL$618.31M177-3.9%
2908Mcmorgan & Co LLCCA$618.15M40+2.4%
2909Woodson Capital Management, LPCT$618.15M28-4.5%
2910Albar Capital Partners LLPUnited Kingdom$618.09M36+46.1%
2911Mackay Shields LLCNY$617.85M37-6.7%
2912Riversedge Advisors, LLCDE$617.74M216+0.4%
2913Alpha Omega Wealth Management LLCVA$616.75M206+2.3%
2914Cpc Advisors, LLCGA$616.75M144-37.7%
2915Affiance Financial, LLCMN$616.60M105-0.8%
2916Third Avenue Management LLCNY$616.04M53+12.0%
2917Tarbox Family Office, Inc.CA$615.76M95-0.9%
2918Rainey & Randall Wealth Advisors Inc.FL$615.62M76+0.5%
2919Dynamic Technology Lab Private LtdSingapore$614.83M832+39.3%
2920Clearstead Trust, LLCME$613.41M981-3.4%
2921Princeton Global Asset Management LLCNJ$612.93M829-0.7%
2922Mason Capital Management LLCNY$612.85M7+9.1%
2923Providence Capital Advisors, LLCNC$612.68M200+3.1%
2924Calydon CapitalTN$612.64M247+3.3%
292512th Street Asset Management Company, LLCTN$611.36M32+0.7%
2926Dudley & Shanley, Inc.FL$611.24M37-1.8%
2927Verbena Value LPCT$610.95M26+5.2%
2928Boston Standard Wealth Management, LLCMA$610.86M56+0.8%
2929Convergence Investment Partners, LLCFL$610.68M235+21.4%
2930Ifg Advisors, LLCMO$610.60M149+1.6%
2931Citizens Business BankCA$610.32M135+0.8%
2932Frg Family Wealth Advisors LLCWA$610.22M154-5.3%
2933Armbruster Capital Management, Inc.NY$610.19M132+2.5%
2934Prosight Management, LPTX$609.82M46+26.0%
2935Pandi, LLCMO$609.80M4-3.2%
2936Blue Fin Capital, Inc.RI$609.64M150-5.5%
2937Strategy Asset Managers LLCCA$609.36M263+0.2%
2938American International Group, Inc.NY$609.19M2-59.8%
2939Fourth Sail Capital LPCayman Islands$608.40M25-2.4%
2940Founders Capital Management, LLCCT$608.36M74-9.6%
2941Nfsg CorpFL$608.26M1,180-5.6%
2942K.J. Harrison & Partners IncOntario$608.23M225-19.1%
2943Laffer Tengler Investments, Inc.AZ$607.83M152-7.6%
2944Montecito Bank & TrustCA$607.35M266-3.2%
2945Everest Financial Group LLCMN$607.32M199+35.9%
2946Altiora Financial Group, LLCOH$607.11M110+4.6%
2947Dgs Capital Management, LLCNJ$607.10M619+4.1%
2948Smi Advisory Services, LLCIN$606.93M60+4.6%
2949Wexford Capital LPFL$606.57M162+56.0%
2950Pier Capital, LLCCT$606.17M122-3.2%

Showing 2,901–2,950 of 8,643

5758596061