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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
3251Platform Technology PartnersNY$518.44M343+10.4%
3252Wendel SeFrance$518.29M1+10.3%
3253Whalerock Point Partners, LLCFL$518.15M197-1.4%
3254Grey Fox Wealth Advisors, LLCDE$518.00M140+6.0%
3255Lodge Hill Capital, LLCNY$517.85M22-2.2%
3256Owl Creek Asset Management, L.P.NY$517.55M21-37.7%
3257Rs Crum Inc.CA$516.94M102+3.3%
3258Wealthplan Partners, LLCNE$516.85M217-22.8%
3259Sachem Hill LLCCO$516.26M65+0.3%
3260West Paces Advisors Inc.GA$516.18M197-0.2%
3261Sivia Capital Partners, LLCCA$515.65M455+4.4%
3262Cambridge Advisors Inc.NE$515.32M178-1.9%
3263Mason & Associates IncCA$515.01M158-3.1%
3264Vertex Planning Partners, LLCIL$514.88M135+19.6%
3265Palo Duro Investment Partners, LPIL$514.59M29+54.3%
3266Systelligence, LLCMN$514.38M56-2.1%
3267Aspen Grove Capital, LLCCO$514.15M200-10.8%
3268Truemark Investments, LLCIL$513.72M167-1.9%
3269Southland Equity Partners LLCMO$513.07M273+1.3%
3270Mattern Wealth Management LLCKS$512.88M158-1.3%
3271Kozak & Associates, Inc.CO$512.85M441-0.9%
3272Banco Btg Pactual S.A.Brazil$512.64M102-9.2%
3273Goalvest Advisory LLCNY$511.98M445-1.9%
3274Cedar Mountain Advisors, LLCOR$511.38M1,152-1.4%
3275Manhattan West Asset Management, LLCCA$511.23M149+4.6%
3276Able Financial Group, LLCAZ$511.13M206+3.8%
3277Call To Action FoundationUT$511.08M1-4.4%
3278Bernardo Wealth Planning LLCPA$510.84M129-2.7%
3279Hugheslittle Investment Management Ltd.British Columbia$510.82M14+863.8%
3280Nalanda India Equity Fund LtdMauritius$510.42M1-20.4%
3281Jsf Financial, LLCCA$510.08M126+5.7%
3282Betterwealth, LLCCA$509.76M85+16.2%
3283Prestige Wealth Management Group LLCNJ$509.29M1,123-2.8%
3284Tetragon Partners Gp LtdCayman Islands$508.92M34+7.3%
3285High Note Wealth, LLCMN$508.81M934-0.4%
3286Hobart Private Capital, LLCNC$508.77M132-0.7%
3287Magnolia Capital Advisors LLCMS$508.67M281+6.9%
3288Oasis Advisors, LLCIA$508.67M210+169.5%
3289Machina Capital S.A.S.France$508.43M353-3.0%
3290Wealth Dimensions Group, Ltd.OH$508.33M170+0.9%
3291Mfa Wealth Advisors, LLCPA$508.20M88+7.4%
3292Ascentis Wealth Management, LLCTX$508.07M679+19.4%
3293Bricktown Capital, LLCMI$507.90M32-14.5%
3294Maltese Capital Management LLCNY$507.86M104-9.9%
3295Wescap Management Group, Inc.CA$507.57M107+2.9%
3296Bcm Advisors, LLCLA$506.90M78-2.9%
3297Reap Financial Group, LLCTX$506.70M533+2.9%
3298Spirit Of America Management Corp/NyNY$506.60M306+7.4%
3299Moller Wealth PartnersIL$506.50M67+6.1%
3300Ramsay, Stattman, Vela & Price, Inc.CO$506.33M79-8.8%

Showing 3,251–3,300 of 8,643

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