FBInvestor
Institutional Research

Institutional Funds

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

#FundLocationPortfolio ValueHoldingsQoQ Change
3551Iam Advisory, LLCPA$446.32M95-0.8%
3552Diameter Capital Partners LPNY$446.32M17-50.1%
3553Peavine Capital, LLCNV$446.09M9-5.7%
3554Stokes Capital Advisors, LLCSC$446.01M104+1.9%
3555Guidance Capital, IncKY$445.89M229+9.0%
3556Weil Company, Inc.CA$445.35M115+2.4%
3557Rialto Wealth Management, LLCNY$445.28M1,730+6.5%
3558Marathon Capital ManagementMD$445.24M171-4.2%
3559Fortitude Family Office, LLCAZ$445.19M1,884+4.3%
3560Northstar Asset Management CoPA$445.03M138-5.6%
3561Bulldog Investors, LLPNJ$444.98M216-0.9%
3562Benin Management CorpCT$444.81M146-0.7%
3563Mandatum Life Insurance Co LtdFinland$444.77M84+1.6%
3564Ami Investment Management IncIN$444.71M77-0.1%
3565J. Derek Lewis & Associates Inc.CA$444.63M211+4.1%
3566Abacus Fcf Advisors LLCFL$444.32M52-42.0%
3567Collective Family Office LLCPA$444.25M156+1.9%
3568Aspire Capital Advisors LLCWA$444.13M122+4.3%
3569Augustine Asset Management IncFL$444.12M112-11.3%
3570Fermata Advisors, LLCCA$444.11M232+6.6%
3571First Wilshire Securities Management IncCA$443.88M85+11.7%
3572Tiff Advisory Services, LLCPA$443.75M25-23.6%
3573Artia Global Partners LPFL$443.52M48-28.7%
3574Townsquare Capital LLCUT$443.51M252-0.6%
3575Lighthouse Financial Services Inc /AdvCA$443.39M99+2.0%
3576Prentice Wealth Management LLCNY$443.14M115+1.3%
3577Aspire Private Capital, LLCNC$443.05M170-1.4%
3578Cornerstone Planning, LLCNC$442.99M141+2.8%
3579Grey Ledge Advisors, LLCCT$442.99M238+0.2%
3580Centurion Wealth Management LLCVA$442.91M307-2.7%
3581Beacon Financial Advisory LLCOH$442.91M402+2.6%
3582Next Level Private LLCNY$442.71M175+16.0%
3583Almitas Capital LLCCA$442.55M115-2.2%
3584Opal Wealth Advisors, LLCNY$442.39M606+15.4%
3585Heartland Bank & Trust CoIL$442.37M206+87.3%
3586Empire Financial Management Company, LLCNY$442.33M211-3.9%
3587Capital Management Associates, IncMN$442.30M151-2.2%
3588Performa Ltd (Us), LLCSC$441.95M47+12.1%
3589Trybe Capital Management LPCT$441.88M6-20.6%
3590De Burlo Group IncMA$441.27M88-46.4%
3591Endeavour Capital Advisors IncCT$441.04M37+22.7%
3592Ewa, LLCPA$440.94M281+7.7%
3593Triangle Securities Wealth ManagementNC$440.61M206-7.1%
3594Decker Wealth Management LLCTN$440.43M104-3.3%
3595Cove Private Wealth, LLCNY$440.40M185+31.1%
3596Austin Wealth Management, LLCTX$440.38M118-34.9%
3597Cape Ann Asset Management LtdUnited Kingdom$440.32M11+19.8%
3598Sailingstone Capital Partners LLCTX$440.27M17+9.4%
3599Abound Wealth ManagementTN$440.09M1,482+3.1%
3600Founders Grove Wealth Partners, LLCVA$439.93M162-1.1%

Showing 3,551–3,600 of 8,643

7071727374