FBInvestor
Institutional Research

Institutional Funds

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

#FundLocationPortfolio ValueHoldingsQoQ Change
3351Professional Financial Advisors, LLCNE$491.13M137+0.3%
3352Spinnaker Investment Group, LLCCA$490.95M147-11.0%
3353New York Life Insurance CoNY$490.55M6+7.6%
3354Regent Peak Wealth Advisors LLCGA$490.32M198-3.3%
3355Mudita Advisors LLPUnited Kingdom$490.07M28+5.9%
3356Bcs Wealth ManagementTN$489.95M248-50.5%
3357Intellectus Partners, LLCCA$489.88M290-5.3%
3358Exane Asset ManagementFrance$489.21M32+2.9%
3359Keudell/Morrison Wealth ManagementOR$489.02M245+2.8%
3360Aigh Capital Management LLCMD$488.27M40+44.3%
3361Contravisory Investment Management, Inc.MA$488.06M366-3.3%
3362Rosenberg Matthew HamiltonCO$488.04M799+1.1%
3363Ackerman Capital Advisors, LLCTX$487.98M114-2.1%
3364Kendall Capital ManagementMD$487.95M231+2.1%
3365Covenant Asset Management, LLCNJ$487.84M141-6.0%
3366Beacon Bank & TrustMA$487.68M157-1.0%
3367Headinvest, LLCME$487.51M225-3.1%
3368University Of Illinois FoundationIL$487.42M31+67.4%
3369Aljian Capital Management, LLCNV$486.80M131-3.1%
3370Summit Creek Advisors LLCMN$486.78M65-23.4%
3371Pcm Encore, LLCCO$486.07M445+3.4%
3372Clarity Wealth Advisors, LLCCA$485.86M107-0.9%
3373Triumph Capital ManagementCO$485.74M1,834+4.9%
3374Riggs Asset Managment Co. Inc.PA$485.65M127-2.1%
3375Stordahl Capital Management, Inc.CO$485.52M63-0.1%
3376Legacy Capital Wealth Partners, LLCAR$485.36M385+4.2%
3377Golden Reserve Retirement LLCOH$484.66M104-10.5%
3378Noble Family Wealth, LLCFL$484.42M76+2.1%
3379Wedgewood Partners IncMO$484.29M22-9.6%
3380Crusonia Wealth Advisors LLCCO$484.28M192+6.6%
3381Old Second National Bank Of AuroraIL$483.92M280-3.2%
3382Mascoma Wealth Management LLCNH$483.81M514+3.8%
3383Lantz Financial LLCIL$483.69M239+2.1%
3384Montis Financial, LLCMA$483.51M150-4.4%
3385Bochk Asset Management LtdHong Kong$483.27M117+29.1%
3386Quarry LPNY$483.25M1,347-17.4%
3387Olp Capital Management LtdHong Kong$482.40M5-6.0%
3388Net Worth Advisory GroupUT$482.36M436-2.5%
3389Bridgewealth Advisory Group, LLCCA$482.15M135+6.5%
3390Mcrae Capital Management IncNJ$482.11M105-1.6%
3391Ithaka Group LLCVA$481.92M38-14.1%
3392Schwarz Dygos Wheeler Investment Advisors LLCMN$481.76M173-0.5%
3393Evernest Financial Advisors, LLCIN$481.41M180+0.9%
3394Morse Asset Management, IncCT$481.12M401-3.8%
3395Northwest Quadrant Wealth Management, LLCOR$481.11M67-0.5%
3396Tb Alternative Assets Ltd.Hong Kong$481.08M36-21.2%
3397Hourglass Capital, LLCTX$480.50M130+3.6%
3398Benedict Financial Advisors IncGA$480.50M133+1.3%
3399Privium Fund Management B.V.Netherlands$480.31M60-11.6%
3400Firestone Capital ManagementFL$480.25M160+1.9%

Showing 3,351–3,400 of 8,643

6667686970