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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
3401Dash Acquisitions Inc.CA$480.23M68+0.1%
3402Yelin Lapidot Holdings Management Ltd.Israel$480.14M83-3.8%
3403Longfellow Investment Management Co LLCMA$479.79M243+8.2%
3404Rpg Family Wealth Advisory, LLCMA$479.14M140+5.3%
3405Catalio Capital Management, LPNY$478.70M41-15.4%
3406Rossby Financial, LccFL$478.68M2,257+50.5%
3407Frisch Financial Group, Inc.NY$478.34M167+7.2%
3408Clare Market Investments LLCTX$477.99M167-4.3%
3409Towneley Capital Management, Inc / DeCA$477.84M42+0.7%
3410Medina Value Partners, LLCCA$477.46M30+11.6%
3411Beacon Harbor Wealth Advisors, Inc.VA$477.17M70+5.8%
3412Frontier Asset Management, LLCWY$476.99M91+10.6%
3413Jackson Square Capital, LLCCA$476.96M129-5.6%
3414Eagle Health Investments LPCT$476.30M26+4.7%
3415Aisling Capital Management LPNY$476.29M13-0.5%
3416Twin Tree Management, LPTX$476.18M385-51.2%
3417Crumly & Associates Inc.IL$475.95M200-0.2%
3418Brooklyn Fi, LLCNY$475.87M78+1.8%
3419Churchill Financial Advisors, LLCKY$475.83M123+45.4%
3420Vickerman Investment Advisors, Inc.WA$475.77M94-4.9%
3421Devon Energy Corp/DeTX$475.72M1—
3422Rempart Asset Management Inc.Canada$475.50M36-10.1%
3423Accel Leaders 4 Associates L.P.CA$475.32M1+24.0%
3424Leading Edge Financial Planning LLCTN$475.24M72+8.3%
3425Newman Dignan & Sheerar, Inc.RI$475.05M192-1.0%
3426Kickstand Ventures, LLC.NY$475.01M130+0.1%
3427Poehling Capital Management, Inc.WI$474.95M153-2.8%
3428Rivermont Capital Management LPNY$474.68M20+12.8%
3429Paragon Capital Management LtdCO$474.31M198-3.6%
3430Silverlake Wealth Management LLCVT$473.98M374+6.5%
3431Reverence Capital Partners, L.P.NY$473.87M1+4.6%
3432Keenan Capital, LLCCA$473.87M9-13.7%
3433Drive Wealth Management, LLCUT$473.86M376-7.5%
3434Hedeker Wealth, LLCIL$473.73M87-0.6%
3435Pamplona Capital Management, LLCNY$473.06M5-13.9%
3436Coyle Financial Counsel LLCIL$472.80M113+1.1%
3437Coreview Capital Management LtdHong Kong$472.75M5-40.4%
3438Cherry Tree Wealth Management, LLCMN$472.72M582-0.2%
3439Msh Capital Advisors LLCAZ$472.49M273+1.0%
3440Bregal Sagemount IV General Partner Jersey LtdJersey$472.44M1-17.0%
3441Sovereign Investment Advisors, LLCAZ$472.13M106+18.1%
3442Shulman Demeo Asset Management LLCNY$470.90M140+6.8%
3443Rb Capital Management, LLCNV$470.30M184-4.5%
3444Wespac Advisors Socal, LLCCA$470.23M119-5.2%
3445Intel CorpCA$470.01M2-35.1%
3446Riverpoint Wealth Management Holdings, LLCIL$470.00M62+0.9%
3447Granite Bay Wealth Management, LLCNH$469.92M93+13.9%
3448Uniting Wealth Partners, LLCCO$469.71M205+44.0%
3449Stonebrook Private Inc.MI$469.57M225-1.7%
3450Cm Wealth Advisors LLCOH$469.54M146+6.1%

Showing 3,401–3,450 of 8,643

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