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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
3301West Wealth Group, LLCCA$506.00M130+5.0%
3302Bright Rock Capital Management, LLCMA$505.91M75-0.5%
3303Manitou Investment Management Ltd.Ontario$505.59M52-11.4%
3304Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LtdIsrael$505.59M57-0.8%
3305Independent Investors IncNY$503.58M70-6.4%
3306Tradewinds Capital Management, LLCWA$503.55M717+6.2%
3307Allegiance Financial Group Advisory Services LLCVA$502.73M198+5.7%
3308Single Point Partners, LLCMA$502.55M83-0.6%
3309Altrius Capital Management IncNC$502.51M87+6.5%
3310Northwest Bancshares, Inc.PA$502.44M168-2.9%
3311Mycio Wealth Partners, LLCPA$501.71M49+3.9%
3312Whitaker-Myers Wealth Managers, Ltd.OH$501.62M108+4.6%
3313Peak Retirement Planning, Inc.OH$501.49M152+17.4%
3314Uptick Partners, LLCTX$501.35M292+6.9%
3315Serenus Wealth Advisors, LLCCA$501.33M68-2.9%
3316Mission Creek Capital Partners, Inc.CA$501.26M219+1.2%
3317Auxano Advisors, LLCWA$501.26M199-1.0%
3318Dividend Assets Capital, LLCSC$501.25M138-4.2%
3319Aspen Wealth Management LLCTX$501.21M124+5.3%
3320Massar Capital Management, LPCT$500.96M230-1.4%
3321Centric Wealth ManagementIL$500.91M203+5.8%
3322Precedent Wealth Partners, LLCTX$499.60M166+4.8%
3323Marietta Investment Partners LLCWI$499.44M161-0.8%
3324Harraden Circle Investments, LLCNY$499.01M180-8.5%
3325Kr Capital LPNY$498.94M49—
3326Park Place Capital CorpAL$498.73M848+3.8%
3327Sig North Trading, UlcPA$498.53M81-12.7%
3328Inspire Investing, LLCID$498.48M313-55.1%
3329Holderness Investments CoNC$497.94M252+1.3%
3330Scissortail Wealth Management, LLCOK$497.62M115+13.5%
3331Light Street Capital Management, LLCCA$497.32M23-23.5%
3332Westchester Capital Management, Inc.NE$496.53M45+2.6%
3333Tbh Global Asset Management, LLCTN$496.53M245-17.1%
3334Turiya Advisors Asia LtdHong Kong$496.25M5-24.0%
3335New Hampshire TrustNH$495.84M156-3.5%
3336Canton Hathaway, LLCRI$495.65M268-4.4%
3337Talaria Asset Management Pty LtdAustralia$495.31M12-5.1%
3338Wagner Wealth Management, LLCSC$495.22M279+5.2%
3339Bedell Frazier Investment Counselling, LLCCA$495.03M128-4.5%
3340Stelac Advisory Services LLCNY$494.25M163+74.8%
3341Chemung Canal Trust CoNY$494.11M112-2.2%
3342Lafayette Investments, Inc.MD$493.86M158-6.7%
3343Avidity Partners Management LPTX$493.81M45+42.4%
3344Rowlandmiller & Partners.AdvGA$493.28M189-4.8%
3345Scott Capital Advisors, LLCOR$493.19M58+9.3%
3346Broad Peak Investment Advisers Pte LtdSingapore$492.73M23-11.7%
3347Financial Sense Advisors, Inc.CA$492.71M142-8.0%
3348Crossingbridge Advisors, LLCNY$491.79M153+191.4%
3349Cranbrook Wealth Management, LLCMI$491.59M385-3.1%
3350Blue Zone Wealth Advisors, LLCCA$491.48M130-6.0%

Showing 3,301–3,350 of 8,643

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