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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
3451Abel Hall, LLCLA$469.48M811+9.6%
3452Kraft, Davis & Associates, LLCMO$469.33M151+5.2%
3453Archer Investment CorpIN$469.16M1,247+5.8%
3454Regents Gate Capital LLPUnited Kingdom$469.01M36+50.1%
3455Mass General Brigham, IncMA$468.92M6-42.1%
3456Gator Capital Management, LLCFL$468.87M90-3.1%
3457Voisard Asset Management Group, Inc.MI$468.77M104+1.2%
3458Astoria Portfolio Advisors LLC.NY$468.21M292+6.5%
3459Stieven Capital Advisors, L.P.MO$468.09M35-13.2%
3460Lightrock Netherlands B.V.Netherlands$468.07M38-3.0%
3461Solel Partners LPMA$467.67M19-24.4%
3462Verde Capital ManagementMI$467.65M69-0.3%
3463Keystone Wealth Services, LLCCA$467.59M293-1.5%
3464Panview Capital LtdHong Kong$467.22M12+67.8%
3465Jones Hill Capital LPNY$466.47M26—
3466Unio Capital LLCNJ$466.44M21-12.2%
3467Liquid Strategies, LLCGA$465.48M9+1.3%
3468Renaissance Investment Group LLCMA$465.46M81-6.2%
3469Atlanta Consulting Group Advisors, LLCGA$465.29M143+5.4%
3470Rwc Asset Advisors (Us) LLCFL$464.39M14-12.0%
3471Cypress Point Wealth Management, LLCTX$464.27M123+1.3%
3472Ddfg, IncCA$464.00M86+1.6%
3473Curtis Advisory Group, LLCCA$463.95M118-2.7%
3474Decisionpoint Financial, LLCAZ$463.89M678+2.1%
3475Wiser Wealth Management, IncGA$463.74M58+3.1%
3476First National Bank & Trust Co Of NewtownPA$463.62M142-15.0%
3477Hussman Strategic Advisors, Inc.MD$462.55M268+11.8%
3478Coalescence Partners Investment Management, LPNY$462.51M12+9.0%
3479Smith & Howard Wealth Management, LLCGA$462.44M88+5.8%
3480Sanchez Wealth Management GroupFL$462.36M53-1.1%
3481Richard P Slaughter Associates IncTX$462.25M97-3.1%
3482Natwest Group PLCUnited Kingdom$462.23M44+7.6%
3483Castle Rock Wealth Management, LLCCA$461.90M262-0.1%
3484Trinity Legacy Partners, LLCTX$461.86M106+5.9%
3485Pacific Ridge Capital Partners, LLCOR$461.84M137+1.4%
3486Gardner Lewis Asset Management L PPA$461.80M78+17.1%
3487Dagco, Inc.OH$461.32M353+6.6%
3488Hartree Partners, LPNY$461.30M114+68.6%
3489Alliance Wealth Advisors, LLC /UtUT$461.18M226-0.1%
3490Builder Investment Group Inc /AdvGA$460.81M101-0.4%
3491Fulcrum Capital LLCWA$460.64M101-7.5%
3492Weaver Capital Management LLCGA$460.47M172-2.6%
3493Foresite Capital Management Vi LLCCA$460.27M17+39.1%
3494Morton Community BankIL$460.16M115-0.6%
3495Rockline Wealth Management, LLCNY$460.07M108-6.2%
3496Prudent Investors Network, Inc.CA$459.23M74+5.4%
3497Fielder Capital Group LLCTN$459.10M290-2.3%
3498Ancient Art, L.P.TX$458.61M16+3.7%
3499United American Securities Inc. (D/B/A Uas Asset Management)NY$458.33M11-3.3%
3500Alliance Wealth Management GroupNJ$457.10M97+0.3%

Showing 3,451–3,500 of 8,643

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