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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
2951Topline Capital Management, LLCCA$605.25M43-45.2%
2952Fortis Group Advisors, LLCNJ$604.73M582+1.4%
2953Elgethun Capital ManagementSD$604.62M166+4.4%
2954San Luis Wealth Advisors LLCCA$604.36M172+1.2%
2955Mak Capital One LLCNY$604.32M21-18.7%
2956Jackson Hole Capital Partners, LLCOK$603.81M312+3.4%
2957Partners In Financial PlanningVA$602.94M122+2.1%
2958Elk River Wealth Management LLCCO$602.17M99-3.2%
2959Strategic Advisors LLCNY$602.16M183-5.7%
2960Capricorn Investment Group LLCNY$601.53M7-27.2%
2961North Peak Capital Management, LLCNY$601.35M7-34.2%
2962Onex Canada Asset Management Inc.Ontario$601.14M78-16.6%
2963Clear Trail Advisors, LLCTX$600.60M149+39.3%
2964Citizens National Bank Trust DepartmentMS$600.59M382+3.6%
2965Lone Peak Global Investors LLCUT$600.44M42+2.0%
2966Matthew Goff Investment Advisor, LLCTX$599.86M107+6.3%
2967Beverly Hills Private Wealth, LLCCA$599.69M343+2.7%
2968Gsk PLCUnited Kingdom$599.15M13-25.0%
2969Stanley Capital Management, LLCTX$598.27M40+0.0%
2970Financial Strategies Group, Inc.MI$597.76M101+8.2%
2971Estuary Capital Management LPMN$597.66M22+6.3%
2972Orrstown Financial Services IncPA$597.48M117-0.4%
2973Kingdon Capital Management, L.L.C.NY$597.14M52-8.6%
2974Te Ahumairangi Investment Management LtdNew Zealand$597.04M86+7.0%
2975Laurel Oak Wealth Management, LLCNJ$595.50M360+0.3%
2976Pacific Capital Wealth Advisors, Inc.CA$595.40M87+2.0%
2977Balboa Wealth PartnersAZ$594.93M414-1.4%
2978Bornite Capital Management LPNY$594.77M17-42.0%
2979Schmidt P J Investment Management IncWI$594.62M212-3.3%
2980Prevail Innovative Wealth Advisors, LLCKS$594.13M178+6.5%
2981Endurance Services LtdNY$593.82M8+5.1%
2982Keywise Capital Management (Hk) LtdHong Kong$593.27M10-52.8%
2983Austin Asset Management Co IncTX$592.77M84+1.3%
2984Encompass More Asset ManagementCA$592.60M239+9.8%
2985Almanack Investment Partners, LLC.PA$592.40M177+0.7%
298612 West Capital Management LPNY$592.38M20-29.5%
2987Concord Asset Management, LLC/VaVA$591.83M117+2.5%
2988Ma Private WealthCA$591.37M86-1.3%
2989Land & Buildings Investment Management, LLCCT$591.37M20-1.7%
2990Sunriver Management LLCCT$591.35M18-38.0%
2991Maia Wealth LLCCO$591.07M346+0.9%
2992Seabridge Investment Advisors LLCNJ$591.06M188-2.4%
2993Beck Bode, LLCMA$590.62M92-1.7%
2994Catalyst Funds Management Pty LtdAustralia$590.61M584+37.1%
2995Bellwether Advisors, LLCNE$590.18M159-5.8%
2996Fourthstone LLCMO$589.98M62+10.4%
2997Redwood Capital Management, LLCNY$589.87M21-21.7%
2998Ritter Daniher Financial Advisory LLC / DeOH$589.41M590-1.1%
2999Elwood & Goetz Wealth Advisory Group, LLCGA$589.14M138+3.6%
3000West Financial Advisors, LLCIA$589.12M192-0.6%

Showing 2,951–3,000 of 8,643

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