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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
3051Patten Group, Inc.TN$575.28M296+6.4%
3052Sovereign Financial Group, Inc.CT$574.88M362+2.4%
3053Bourgeon Capital Management LLCCT$574.23M106-6.5%
3054Intelligence Driven Advisers, LLCCA$573.60M130-18.0%
3055Tempo Wealth, LLCOH$573.41M213+2.1%
3056Drucker Wealth 3.0, LLCNJ$572.78M266+0.7%
3057Ironwood Financial, LLCAZ$572.71M168-2.9%
3058Credit Industriel Et CommercialFrance$571.77M213-2.6%
3059Nordwand Advisors, LLCPA$571.74M150-0.1%
3060Fox Run Management, L.L.C.CT$571.61M856-11.8%
3061Mclean Asset Management CorpVA$571.56M165+2.4%
3062Marble Wealth, LLCAL$571.39M222-20.6%
3063Black Swift Group, LLCCO$571.05M117-4.6%
3064Rptc Inc.WY$570.74M7-4.2%
3065Xxec, Inc.OK$570.58M23+470.2%
3066Tulsa Wealth Advisors, IncOK$570.37M150+89.6%
3067Sky Investment Group LLCCT$569.51M131-3.6%
3068Pershing Square Inc.NY$569.34M1-20.7%
3069Ram Investment Partners, LLCWA$569.33M121+3.0%
3070Activest Wealth ManagementFL$569.19M1,224+6.3%
3071New World Advisors LLCMA$568.79M83-2.7%
3072Chemistry Wealth Management LLCNY$568.55M204+6.4%
3073Community Financial Services Group, LLCVT$568.20M459+4.3%
3074Broad Run Investment Management, LLCVA$567.86M24+5.5%
3075Presilium Private Wealth, LLCPA$567.24M75+3.6%
3076Peak Asset Management, LLCCO$566.84M147-3.5%
3077Kiley Juergens Wealth Management, LLCWA$566.74M235+22.4%
3078Minichmacgregor Wealth Management, LLCNY$566.71M136+2.7%
3079Beacon Capital Management, LLCTN$566.71M166-12.2%
3080Satovsky Asset Management LLCNY$566.50M73+9.8%
3081Essex LLCIL$566.46M175+0.4%
3082Grace & White Inc /NyNY$566.23M136+1.0%
3083Foresight Group Ltd Liability PartnershipUnited Kingdom$566.21M59-14.8%
3084Amarillo National BankTX$566.20M91-0.5%
3085Stenger Family Office, LLCIL$566.15M117+16.9%
3086Alpine Global Management, LLCNY$565.81M181+25.8%
3087Generali Powszechne Towarzystwo EmerytalnePoland$565.57M28-3.3%
3088Providence Equity Partners L.L.C.RI$565.09M3-15.8%
3089Opal Capital LLCFL$564.67M141+41.1%
3090Kahn Brothers Group IncNY$564.07M48-0.1%
3091Adventist Health System/ WestCA$563.92M13-5.2%
3092Patient Square Capital LPCA$563.61M29+20.7%
3093Thorntree Capital Partners LPMA$563.53M16-5.7%
3094Kkm Financial LLCIL$563.18M168-0.0%
3095Asset Allocation Strategies LLCMI$563.07M167+4.2%
3096Arthur M. Cohen & Associates, LLCIL$562.55M127-8.2%
3097Portfolio Design Labs, LLCCA$562.31M232-7.3%
3098Garrett Wealth Advisory Group, LLCTX$562.28M133+6.3%
3099Addison Capital CoPA$562.18M182+40.4%
3100Maytus Capital Management, LLCNY$561.94M62+32.8%

Showing 3,051–3,100 of 8,643

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