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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
3501Madrona Financial Services, LLCWA$456.90M123-2.4%
3502Farringdon Capital, Ltd.United Kingdom$456.52M359+12.0%
3503Thrive Capital Management, LLCPA$456.28M169+1.6%
3504Eldridge Investment Advisors, Inc.NH$456.20M154+0.5%
3505Brc Group Holdings, Inc.CA$456.18M20+95.1%
3506Landaas & Co /Wi /AdvWI$455.91M130+0.3%
3507Fwl Investment Management, LLCTX$455.56M346+9.6%
3508Entrust Global Partners L L CNY$455.53M5-7.6%
3509Adams Wealth ManagementUT$455.44M145-2.8%
3510Herold Advisors, Inc.NY$455.35M263+1.8%
3511West Michigan Advisors, LLCMI$455.19M298+4.5%
3512Aries Wealth ManagementME$454.82M234+0.7%
3513Dymon Asia Capital (Singapore) Pte. Ltd.Singapore$454.75M147+0.9%
3514Twelve Points Wealth Management LLCMA$454.62M200+2.3%
3515Paradiem, LLCLA$453.96M70+8.6%
3516Barry Investment Advisors, LLCMA$453.61M99+1.0%
3517Peddock Capital Advisors, LLCMA$453.46M166-5.0%
3518Vodafone Ventures LtdUnited Kingdom$453.44M1+14.1%
3519Act Two Investors LLCCA$453.18M36-18.5%
3520Waller Financial Planning Group, IncOH$453.07M73+0.6%
3521Bulltick Wealth Management, LLCFL$452.73M137-3.8%
3522Compton Financial Group, LLCMD$452.68M71+2.5%
3523Greenland Capital Management LPNY$452.68M215-31.4%
3524Wolff Financial Management LLCMI$452.53M103+1.8%
3525Addison Advisors LLCVT$452.45M980+1.6%
3526Blankinship & Foster, LLCCA$452.30M75-2.3%
3527Halter Ferguson Financial Inc.IN$452.28M36-0.3%
3528Waterway Wealth Management, LLCTX$452.28M90+2.4%
3529Essex BankCT$452.05M305-2.0%
3530Leverty Financial Group, LLCWI$451.99M44+8.1%
3531Hgc Investment Management Inc.Ontario$451.40M168-4.3%
3532Nine Masts Capital LtdHong Kong$451.13M155+1.2%
3533Cdam (Uk) LtdUnited Kingdom$450.93M11-18.0%
3534Lind Value II ApsDenmark$450.83M8+45.6%
3535Sw Investment Management LLCCO$450.75M8+19.9%
3536Marion Wealth ManagementPA$450.54M142+0.1%
3537Magnitude Capital, LLCNY$450.34M1+6.9%
3538Shelter Mutual Insurance CoMO$449.76M58+0.3%
3539Raab & Moskowitz Asset Management LLCNJ$449.64M187-1.7%
3540E&G Advisors, LPTX$449.24M236+0.5%
3541Nvwm, LLCPA$449.23M745-2.3%
3542Miramar Capital, LLCIL$449.21M56-1.8%
3543Compton Wealth Advisory Group, LLCVA$449.01M85-1.9%
3544One8zero8, LLCNC$448.87M259-2.1%
3545Wealth Advisory Solutions, LLCIN$448.83M142+4.6%
3546Post Oak Energy Holdings, LLCTX$448.76M1+52.0%
3547Chapin Davis, Inc.MD$448.61M261+5.1%
3548Financial & Tax Architects, LLCMO$448.38M108+0.8%
3549American Investment Services, Inc.MA$448.31M132+4.0%
3550Plimoth Trust Co LLCMA$447.39M173-0.3%

Showing 3,501–3,550 of 8,643

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