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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
3701Fairvoy Private Wealth, LLCAL$418.96M201-6.2%
3702Mattson Financial Services, LLCMI$418.78M232-2.2%
3703Monetary Management Group IncMO$418.72M332-3.2%
3704D.B. Root & Company, LLCPA$418.59M191+2.1%
3705Praesidium Investment Management Company, LLCNY$418.54M12-22.5%
3706Vega Investment SolutionsFrance$418.40M175-33.5%
3707Garden State Investment Advisory Services LLCNJ$418.20M292-0.7%
3708Trigran Investments, Inc.IL$418.17M17-17.6%
3709Walter Public Investments Inc.Canada$418.10M48-26.1%
3710Florida Financial Advisors, LLCFL$418.01M317+13.6%
3711Millstreet Capital Management LLCMA$417.59M2-4.8%
3712Psi Advisors, LLCFL$417.51M156+4.9%
3713Finepoint Capital LPMA$417.11M6-21.7%
3714Bill Few Associates, Inc.PA$416.92M211+2.6%
3715Bender Robert & AssociatesCA$416.89M45-13.4%
3716Alpine Woods Capital Investors, LLCNY$416.68M199-0.7%
3717Kfa Private Wealth Group, LLCVA$416.63M160+1.3%
3718Clark Estates Inc/NyNY$416.21M97+1.0%
3719Spruce Street Capital LPNY$415.94M28+37.4%
3720Stevens Capital PartnersNE$415.88M126+8.9%
3721Venator Management LLCPA$415.88M28-6.3%
3722Howard Hughes Medical InstituteMD$415.82M31+138.0%
3723Syverson Strege & CoIA$415.61M169-1.6%
3724Inceptionr LLCCA$415.39M617+15.3%
3725Retirement Management Systems Inc.MD$414.91M51+6.2%
3726Serenity Capital Management Pte. Ltd.Singapore$414.37M10+10.0%
3727Milestone Investment Advisors LLCWI$414.00M139+0.2%
3728Kelly Financial Services LLCMA$413.89M128+3.7%
3729Strategic Investment Solutions, Inc. /IlIL$413.84M687-0.4%
3730Sequent Planning LLCNE$413.58M242+5.3%
3731Square Wave Capital, LLCNY$413.38M12-3.9%
3732Watchman Group, Inc.TX$413.24M73-1.4%
3733Outlook Wealth Advisors, LLCTX$413.12M310-6.6%
3734Lionstone Capital Management LLCNY$413.01M12-4.5%
3735Centennial Wealth Advisory LLCMI$412.99M160+9.2%
3736Channel Wealth LLCCA$412.81M173+4.5%
3737Timber Creek Capital Management LLCMA$412.46M78-4.2%
3738Standpoint Asset Management, LLCAZ$412.30M8-5.8%
3739Symmetry Investments LPJersey$412.07M70-23.2%
3740Pioneer Trust Bank N A/OrOR$412.06M83-4.4%
3741Guidance Point Advisors, LLCMA$411.88M94-2.2%
3742Cincinnati Specialty Underwriters Insurance CoOH$411.65M46-5.0%
3743Hill Island Financial LLCMI$411.60M84-1.5%
3744Sollinda Capital Management LLCNC$411.44M75+5.1%
3745G2 Capital Management, LLC / OhOH$411.37M73-0.8%
3746Baker Tilly Wealth Management, LLCWI$411.21M280+1.3%
3747Legacy Wealth Asset Management, LLCMN$410.98M374+1.0%
3748Palumbo Wealth Management LLCNY$409.80M221+1.1%
3749Intesa Sanpaolo Wealth ManagementLuxembourg$409.74M293-15.3%
3750Grace & Mercy Foundation, Inc.NY$409.69M21-7.4%

Showing 3,701–3,750 of 8,643

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