FBInvestor
Institutional Research

Institutional Funds

8,643 investment managers that filed Form 13F for Q1 2026, ranked by reported portfolio value.

#FundLocationPortfolio ValueHoldingsQoQ Change
3201Pettinga Financial Advisors LLCIN$531.19M147+0.7%
3202Kapitalo Investimentos LtdaBrazil$530.91M48+1.6%
3203Balefire, LLCTX$530.72M439+3.4%
3204USA Financial FormulasMI$530.50M437-3.5%
3205Baker Chad ROH$530.15M56-4.9%
3206Element Pointe Advisors, LLCFL$529.96M86+2.5%
3207Soa Wealth Advisors, LLC.NY$529.79M864-10.5%
3208Taproot Management LPNY$529.70M180-14.2%
3209Overbrook Management CorpNY$529.45M51-8.6%
3210Louisbourg Investments Inc.New Brunswick$528.82M216+5.4%
3211Mcnamara Financial Services, Inc.MA$528.42M99+0.2%
3212Zega Investments, LLCFL$528.23M190+2.5%
3213Second Line Capital, LLCLA$527.98M185+8.5%
3214Lincoln Capital LLCNE$527.78M135-4.4%
3215Bienville Capital Management, LLCNY$526.84M73-16.3%
3216Oakmont CorpCA$526.50M31-8.9%
3217Vanderbilt UniversityTN$526.47M71-10.1%
3218Verum Partners LLCNC$526.38M175+6.1%
3219Praetorian Wealth Management, Inc.CA$526.20M77+4.5%
3220Duncker Streett & Co IncMO$526.13M535-6.5%
3221Insight Advisors, LLC/ PaPA$525.47M243-20.4%
3222Fonville Wealth Management LLCVA$525.31M138+7.4%
3223Virtus Wealth Solutions LLCNJ$525.26M54-0.3%
3224Columbia Asset ManagementMI$525.09M170-6.7%
3225Harbour Capital Advisors, LLCVA$524.97M280+6.9%
3226Drake & Associates, LLCWI$524.76M97+4.5%
3227Greenfield Ftc, Inc.NV$524.35M3-31.0%
3228Shannon River Fund Management LLCNY$524.08M28-17.8%
3229Conifer Management, L.L.C.NY$523.83M6-13.2%
3230Esl Trust Services, LLCNY$523.62M258+0.5%
3231Investors Research CorpGA$523.26M848-4.2%
3232Westhill Financial Advisors, Inc.CA$522.95M76-0.7%
3233Curbstone Financial Management CorpNH$522.64M202-0.0%
3234Gwn Securities Inc.FL$522.60M462+5.7%
3235Jmac Enterprises LLCPA$522.10M117-0.2%
3236Keb Asset Management, LLCIL$521.95M97+5.8%
3237Legacy TrustMI$521.90M203-2.4%
3238Trunorth Capital Management, LLCMI$521.60M114-1.0%
3239Shah Capital ManagementNC$521.23M11+0.5%
3240Manchester Financial IncCA$520.91M136-2.6%
3241Solidarity Wealth, LLCUT$520.75M83+6.5%
3242Spectrum Financial Alliance Ltd LLCKY$520.31M30+2.8%
3243Stempoint Capital LPNY$520.25M70-10.7%
3244Perkins Coie Trust CoWA$520.09M257-3.1%
3245Sunburst Financial Group, LLCAL$519.66M128+5.1%
3246Family Investment Center, Inc.MO$519.61M91+4.9%
3247Great Diamond Partners, LLCME$519.51M228-0.0%
3248Grant Street Asset Management, Inc.PA$519.05M96+4.5%
3249Cachetech Inc.UT$518.92M177-3.9%
3250Okabena Investment Services IncMN$518.89M144-1.0%

Showing 3,201–3,250 of 8,643

6364656667