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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
3651Broadleaf Partners, LLCOH$428.89M84-9.6%
3652High Net Worth Advisory Group LLCFL$428.77M244-1.2%
3653Whitcomb & Hess, Inc.OH$428.76M64+1.1%
3654Pinion Investment Advisors, LLCKS$428.14M180+4.5%
3655Arvin Capital Management LPTX$427.88M23-7.8%
3656Crow'S Nest Holdings LPVA$427.74M11-2.6%
3657Genworth Financial IncVA$427.74M2-4.1%
3658Sand Grove Capital Management LLPUnited Kingdom$427.55M18+44.9%
3659Navigation Group, LLCCA$427.27M113—
3660Cordgrass Capital Advisors, LLCNC$427.04M276+2.5%
3661Grandeur Peak Global Advisors, LLCUT$426.79M86-42.5%
3662Paulson Wealth Management Inc.FL$426.71M137-1.4%
3663Warther Private Wealth, LLCOH$426.53M40+2.0%
3664Paradigm Asset Management Co LLCNY$426.47M424-1.5%
3665Plan Group Financial, LLCOK$426.12M228+10.6%
3666Ipswich Investment Management Co., Inc.MA$425.88M185-1.4%
3667 Battery Management Corp.MA$425.81M5-31.6%
3668Evergreen Advisors, LLCTN$425.79M168+3.8%
3669Total Clarity Wealth Management, Inc.IL$425.75M311+2.9%
3670Farmers & Merchants Trust Co Of Long BeachCA$425.72M187-2.8%
3671Trails Edge Capital Partners, LPGA$424.90M26+5.0%
3672Atlas Private Wealth AdvisorsNJ$424.76M132-0.8%
3673Midwest Professional Planners, Ltd.WI$424.53M137+0.6%
3674Cypress Point Investment Management LPCA$424.48M32-8.7%
3675Dunhill Financial, LLCUnited Kingdom$424.40M1,857+33.9%
3676Mcdonald Partners LLCOH$424.02M208+33.6%
3677Myda Advisors LLCNY$423.60M118+19.2%
3678Sector Gamma AsNorway$423.49M42-3.5%
3679Dalal Street, LLCTX$422.89M3+5.2%
3680Retirement Solution LLCWA$422.77M57-6.4%
3681Shakespeare Wealth Management, LLCWI$422.33M98-6.7%
3682Amj Financial Wealth ManagementVA$422.23M83+1.4%
3683Lorne Steinberg Wealth Management Inc.Canada$422.11M68-2.9%
3684Wealthspring Capital LLCNY$421.31M195-0.5%
3685Sands Capital Alternatives, LLCVA$421.20M21-18.8%
3686Brave Asset Management IncNJ$420.78M156-0.7%
3687Triune Financial Partners, LLCKS$420.52M47-1.7%
3688Hilltop National BankWY$420.50M795+1.7%
3689Cordatus Wealth Management LLCPA$420.22M164-2.8%
3690Milwealth Group LLCWI$420.12M81+0.0%
3691Hurlow Wealth Management Group, Inc.IN$420.09M120+2.8%
3692Archpoint InvestorsFL$420.03M78-0.4%
3693Meridian Investment Counsel Inc.CA$419.91M237+1.2%
3694Parisi Gray Wealth ManagementNJ$419.75M137-4.7%
3695Cvc Management Holdings II Ltd.Jersey$419.74M3-29.4%
3696Franklin, Parlapiano, Turner & Welch, LLCTX$419.70M55+4.2%
3697Weaver Consulting GroupCA$419.59M275+2.6%
3698Harrell Investment Partners, LLCTX$419.18M144-1.1%
3699Summit Wealth & Retirement Planning, Inc.ID$419.09M108-1.3%
3700Core Wealth Advisors, Inc.FL$419.03M114+8.7%

Showing 3,651–3,700 of 8,643

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