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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
3151Aire Advisors, LLCCA$546.65M167-0.0%
3152Verabank, N.A.TX$546.32M173-0.6%
3153Skyoak Wealth, LLCMI$546.07M255-1.8%
3154Deltec Asset Management LLCNY$545.37M235-9.6%
3155Mitchell Capital Management CoKS$544.98M113-2.6%
3156Sompo Asset Management Co., Ltd.Japan$544.75M180-6.6%
3157Waterfront Wealth Inc.KS$544.64M283+3.5%
3158Financial Security Advisor, Inc.VA$544.45M160+5.4%
3159Brasada Capital Management, LPTX$544.28M143-6.4%
3160Hutchinson Capital Management/CaCA$544.09M97-6.7%
3161Iowa State BankIA$543.44M117+1.9%
3162Westover Capital Advisors, LLCDE$543.41M235-1.1%
3163Marotta Asset ManagementVA$543.10M103+0.5%
3164Milestone Asset Management, LLCPA$542.53M235+2.3%
3165Broderick Brian CMA$542.35M95+2.5%
3166Great Point Wealth Advisors, LLCMA$541.68M62-1.1%
3167Caitong International Asset Management Co., LtdHong Kong$540.96M2,563+32.5%
3168Context Capital Management, LLCCA$540.78M299+38.5%
3169Ftv Management Company, L.P.CA$540.66M1-17.5%
3170Simcoe Capital Management, LLCNY$539.02M14-3.6%
3171Palidye Holdings (Caymans) LtdCayman Islands$538.96M14+9.7%
3172High Ground Investment Management LLPUnited Kingdom$538.63M5-21.6%
3173Francis Financial, Inc.NY$538.45M112+5.4%
3174Lavaca Capital LLCTX$538.02M277-9.0%
3175Mayport, LLCMA$537.96M130+8.4%
3176Corecommodity Management, LLCCT$537.95M119+12.9%
3177Newbrook Capital Advisors LPNY$537.72M15-32.6%
3178Magnolia Group, LLCNE$537.51M12-11.4%
3179Coerente Capital ManagementOntario$537.38M47-1.9%
3180Gibson Capital, LLCPA$537.25M87-1.5%
3181Banc Funds Co LLCIL$537.19M97+6.3%
3182Hazelview Securities Inc.Ontario$537.19M45+3.4%
3183Trust Co Of TennesseeTN$537.03M8+6.7%
3184Cadinha & Co LLCHI$536.78M103-17.2%
3185Requisite Capital Management, LLCTX$536.70M114+1.8%
3186Clayton, Dubilier & Rice, LLCNY$536.49M2-9.8%
3187America First Investment Advisors, LLCNE$536.47M41-2.3%
3188M. Kulyk & Associates, LLCGA$535.80M119+2.4%
3189Correct Capital Wealth ManagementMO$535.69M109+0.9%
3190Kcm Capital IncKS$535.65M31+7.6%
3191Freemont Management S.A.Switzerland$535.29M119+5.5%
3192Sage Rhino Capital LLCCA$534.51M328+1.0%
3193Lynch & Associates/InIN$532.58M126+0.7%
3194Ask Capital Management, LLCCA$532.43M3-10.5%
3195Paradice Investment Management LLCCO$532.37M23+3.7%
3196Ellsworth Advisors, LLCOH$532.21M164+5.2%
3197Proactive Wealth Strategies LLCGA$532.02M210+110.8%
3198Ern Financial, LLCWI$531.78M150-0.0%
3199Factor Wealth Management LtdIL$531.67M162+14.8%
3200Strong Tower Advisory ServicesMN$531.41M92-4.8%

Showing 3,151–3,200 of 8,643

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