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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
3601Doliver Advisors, LPTX$439.92M180+10.1%
3602Wealth Group LtdMN$439.06M94-1.7%
3603Harvey Capital Management IncFL$438.79M88-6.4%
3604Whitener Capital Management, Inc.NC$438.39M174-0.2%
3605Winch Advisory Services, LLCWI$438.05M530-3.1%
3606Detalus Advisors, LLCMO$437.88M186+6.7%
3607Capital City Trust Co/FlFL$437.44M114-2.7%
3608Bank Of New HampshireNH$437.23M542-1.7%
36093chopt Investment Partners, LLCVA$437.07M240-2.1%
3610Siemens Pension Trust E VGermany$437.03M1-30.4%
3611Beck Capital Management, LLCTX$437.02M115+4.0%
3612Mason & Associates, LLCVA$436.70M44-0.7%
3613Anchorage Capital Group, L.L.C.NY$436.28M3+392.6%
3614Van Den Berg Management I, IncTX$436.15M133-0.1%
3615Napier Financial, LLCMA$436.02M609+8.9%
3616Roof Eidam Maycock Peralta, LLCCA$435.99M125-1.2%
3617Seafarer Capital Partners, LLCCA$435.81M9+13.2%
3618Summit Wealth Group, LLCVT$435.80M126+1.8%
3619Mbm Wealth Consultants, LLCMO$435.60M387+3.6%
3620Stewardship Advisors, LLCPA$435.25M168+0.6%
3621Militia Capital Management LLCTX$435.12M220—
3622Integris Wealth Management, LLCCA$435.09M124-1.0%
3623Gimbel Daniel ScottFL$435.08M2+54.3%
3624Tempus Wealth Planning, LLCCA$435.00M269-0.3%
3625Jpl Wealth Management, LLCCO$434.74M1,553+5.9%
3626Rezny Wealth Management, Inc.FL$434.64M34-6.3%
3627Div Capital Phoenix Assets LtdCayman Islands$434.49M11+10.0%
3628Cornerstone Wealth Advisors, Inc.MN$434.28M49+1.0%
3629Wealthbridge Capital Management, LLCOH$434.15M221-1.1%
3630Park Edge Advisors, LLCOH$433.87M141-1.8%
3631Dafna Capital Management LLCCA$433.68M82+2.0%
3632Foyston, Gordon & Payne IncOntario$433.54M67-5.5%
3633Horiko Capital Management LLCNY$433.52M20-4.4%
3634Gagnon Securities LLCNY$433.21M85-11.8%
3635Old Port AdvisorsME$433.19M237+6.7%
3636Icon Advisers Inc/CoCO$432.98M144-6.4%
3637Seven Springs Wealth Group, LLCTN$432.49M81+23.6%
3638Ballast, Inc.KY$432.39M133+1.2%
3639Apeiron Ria LLCTX$431.45M204-12.5%
3640Mystic Asset Management, Inc.RI$431.37M218-2.4%
3641Rector, Church-Wardens & Vestrymen Of Trinity Church In The City Of New-YorkNY$431.35M2+78.6%
3642Operose Advisors LLCWI$431.31M593+0.5%
3643Berkeley Capital Partners, LLCGA$431.27M184+1.6%
3644Sage Capital Advisors,LLCSD$431.17M129+2.5%
3645Uncommon Cents Investing LLCWI$431.00M208+4.3%
3646Pks Advisory Services, LLCNY$430.25M228-1.9%
3647Generali Investments, Management Co LLCSlovenia$429.90M162-14.3%
3648Great Oak Capital Partners, LLCMA$429.82M47+7.8%
3649Laura & John Arnold FoundationTX$429.55M4-24.4%
3650Ashford Advisors, LLCNY$429.26M23-6.0%

Showing 3,601–3,650 of 8,643

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