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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
3001Patton Fund Management, Inc.NY$588.75M488-21.1%
3002Canvas Wealth Advisors, LLCKS$587.97M240-0.2%
3003Martel Wealth Advisors LLCWA$587.48M73+0.3%
3004Martin & Co Inc /Tn/TN$587.42M101+0.8%
3005Blume Capital Management, Inc.CA$587.32M336+7.9%
3006Premier Financial GroupCA$587.26M44+53.1%
3007Frec Markets, Inc.CA$587.24M644+71.7%
3008Brady Martz Wealth Solutions, LLCND$586.88M195+3.3%
3009Pax Financial Group, LLCTX$586.23M199+1.1%
3010Opes Wealth Management LLCCA$585.74M141-0.5%
3011Garden Investment Management, L.P.CT$585.56M2+16.5%
3012Lynrock Lake LPNY$585.38M20+114905.8%
3013Talos Eurisko Asset Management LPNY$585.26M23+3.6%
3014Capital Management Corp /VaVA$585.14M71-4.1%
3015Retirement Income Solutions, IncMI$585.09M173-0.8%
3016Capital Group Investment Management Pte. Ltd.Singapore$584.98M140-5.0%
3017Huntleigh Advisors, Inc.MO$584.90M282-1.2%
3018Edge Wealth Management LLCNY$584.87M85+3.2%
3019Genwealth Group, Inc.NJ$584.49M85-0.3%
3020Ktf Investments, LLCCA$584.24M91-4.1%
3021Arcadia Investment Management Corp/MiMI$583.95M366-5.2%
3022Mountain Pacific Investment Advisers LLCID$583.72M141-5.4%
3023Diversified Management IncWI$583.24M262+36.1%
3024Brickley Wealth ManagementCA$583.07M60-1.7%
3025Perennial Advisors, LLCNY$582.59M122-2.3%
3026Cmh Wealth Management LLCNH$582.54M113+24.8%
3027Oak Grove Capital LLCNH$582.29M82+15.6%
3028Ipg Investment Advisors LLCCA$582.27M242+2.1%
3029Goodman Financial CorpTX$581.90M77+10.2%
3030D L Carlson Investment Group IncNH$581.80M135-1.9%
3031Tensor Edge Capital, LLCMA$581.75M17+124.0%
3032Technology Crossover Management Xi, Ltd.CA$581.66M2-21.4%
3033Sphera Funds Management Ltd.Israel$581.48M92+21.5%
3034Advisory Resource GroupOK$581.14M172+2.2%
3035Mengis Capital Management, Inc.OR$581.01M212+2.7%
3036Kesler, Norman & Wride, LLCUT$580.74M245-0.5%
3037Gibraltar Capital Management, Inc.OK$580.58M124-1.3%
3038Jb Capital Partners LPNY$580.51M85-0.2%
3039Aegis Financial CorpVA$580.48M37+38.4%
3040Atmos Capital Gestao De Recursos Ltda.Brazil$579.57M15-12.2%
3041Bleichroeder LPNY$578.57M81+1.8%
3042Hel Ved Capital Management LtdHong Kong$578.15M52+99.8%
3043Leonard Rickey Investment Advisors P.L.L.C.WA$577.87M118+4.5%
3044Webs Creek Capital Management LPTX$577.52M14+3.4%
3045Massachusetts Institute Of TechnologyMA$576.96M5-23.4%
3046Deltroit Asset Management (Uk) LLPUnited Kingdom$576.54M39-5.5%
3047Columbus Hill Capital Management, L.P.NJ$576.51M20-13.9%
3048Portman Square Capital LLPUnited Kingdom$576.16M39+64.3%
3049Ellis Investment Partners, LLCPA$575.77M267+0.4%
3050Gould Asset Management LLC /Ca/CA$575.72M171+2.0%

Showing 3,001–3,050 of 8,643

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