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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
3101Financial Gravity Asset Management, Inc.TX$561.81M962+8.1%
3102Key Financial IncPA$561.79M1,394+2.5%
3103North Point Portfolio Managers Corp/OhOH$561.45M76-5.0%
3104Twele Capital Management, Inc.MN$560.86M39+0.2%
3105Moment Partners, LLCCA$560.53M113+15.3%
3106Oakwell Private Wealth Management, LLCTX$560.20M79+4.6%
3107Harfst & Associates, Inc.WY$560.20M121+1.0%
3108Delta Investment Management, LLCCA$558.81M273-3.0%
3109Periscope Capital Inc. Ontario$558.73M408+11.5%
3110Curran Financial Partners, LLCSC$558.58M127+6.1%
3111Stone House Investment Management, LLCPA$558.05M1,067-13.4%
3112Thames Capital Management LLCNJ$557.89M43-18.9%
3113Alm First Financial Advisors, LLCTX$557.45M25+10.4%
3114Cander Asset Management LPNY$557.11M43+3.1%
3115Marino, Stram & Associates LLCMA$556.59M185+0.6%
3116Naria Inc.Bahamas$556.48M1+45.4%
3117Three Arch Wealth Management LLCCA$556.13M61+4.2%
3118TlwmTX$555.16M69+1.6%
3119Heirloom Wealth ManagementCO$555.10M87+28.3%
3120Founders Financial Alliance, LLCNC$554.89M735+4.7%
3121Arq Wealth Advisors, LLCAZ$554.79M191+49.7%
3122Studio Investment Management LLCIL$554.65M184+1.3%
3123Moody Aldrich Partners LLCMA$554.52M190+3.5%
3124Truvestments Capital LLCFL$554.50M1,169+0.8%
3125Childress Capital Advisors, LLCTX$554.36M374-11.0%
3126Bellecapital International Ltd.Switzerland$554.26M117-1.4%
3127Legacy Financial Strategies, LLCKS$554.17M140-1.9%
3128Bracebridge Capital, LLCMA$554.13M27+103.5%
3129Conrad Siegel Investment Advisors, Inc.PA$554.05M63+5.1%
3130Trivium Point Advisory, LLCCT$553.22M270-44.3%
3131Sterling Investment Advisors, Ltd.PA$552.36M212+1.7%
3132Fft Wealth Management LLCPA$552.33M99+5.2%
3133Saturn V Capital Management LPTX$552.22M21+1.3%
3134Longbow Finance SASwitzerland$552.18M55-6.5%
3135Davidson Capital Management Inc.TX$551.91M93+19.5%
3136Triata Capital LtdHong Kong$551.82M14-33.1%
3137Brandywine Trust CoDE$551.77M31-3.3%
3138Jacobson & Schmitt Advisors, LLCWI$551.35M78-7.2%
3139Flc Capital AdvisorsCA$551.35M214+1.8%
3140Integrated Quantitative Investments LLCWA$551.29M385+18.4%
3141New Harbor Financial Group, LLCMA$550.97M53+0.9%
3142Rockport Wealth LLCOH$549.26M101+6.8%
3143 Intrinsic Edge Capital Management LLCIL$549.09M101+6.5%
3144Lmg Wealth Partners, LLCLA$548.74M154+2.4%
3145Kirr Marbach & Co LLC /In/IN$548.73M57+4.9%
3146Advisorshares Investments LLCMD$548.70M280-8.4%
3147Wick Capital Partners, LLCPA$548.25M224-1.7%
3148Atlas Legacy Advisors, LLCCA$547.32M189-3.9%
3149Marino Management, LLCCT$547.17M11+8.7%
3150Harvest Investment Services, LLCIL$546.68M346+3.1%

Showing 3,101–3,150 of 8,643

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