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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
3751Lineage Point Capital LPFL$409.32M271+55.3%
3752Quaker Capital Investments, LLCPA$408.87M21+5.5%
3753Ria Advisory Group LLCIA$408.79M144-1.1%
3754Monarch Capital Management IncIN$408.60M127+0.4%
3755Great Point Partners LLCCT$408.27M39+32.4%
3756Parkwoods Wealth Partners, LLCNY$407.93M111+20.0%
3757Lead Edge Capital Management, LLCNY$407.88M12+4.6%
3758Dedora Capital, Inc.CA$407.85M123-3.5%
3759Coleford Investment Management Ltd.Canada$407.76M24-0.8%
3760Dodds Wealth, LLCCO$407.40M51-0.1%
3761Hfr Wealth Management, LLCNY$407.35M49-3.8%
3762Global Wealth Strategies & AssociatesCO$406.98M535+1.5%
3763M & L Capital Management LtdUnited Kingdom$406.67M19-15.2%
3764Wealthtrust Axiom LLCPA$406.43M290+4.6%
3765Perbak Capital Partners LLPUnited Kingdom$406.38M294+24.0%
3766Renaissancere Holdings LtdBermuda$406.25M5-45.4%
3767G2 Investment Partners Management LLCNY$406.14M71-3.3%
3768111 CapitalFrance$405.90M328-11.5%
3769Westmount Partners, LLCCA$405.87M262+1.2%
3770Evelyn Partners Asset Management LtdUnited Kingdom$405.81M308-4.8%
3771Rothschild Capital Partners, LLCNY$405.79M88-4.2%
3772Atlantic Edge Private Wealth Management, LLCFL$405.77M593+0.9%
3773New Capital Management LPTX$405.65M59+1.9%
3774Colony Family Offices, LLCNC$405.51M62+1.2%
3775Strategic Financial Concepts, LLCTX$405.48M298+270.7%
3776Sws PartnersOH$405.43M112-2.1%
3777Camden Asset Management L P /CaCA$405.36M10+7.5%
3778Nikulski Financial, Inc.IA$405.11M175-3.1%
3779Carderock Capital Management IncMD$404.81M73-1.9%
3780O'Keefe Stevens Advisory, Inc.NY$404.74M76+5.0%
3781Peterson Wealth ServicesUT$404.72M215+3.5%
3782Compass Wealth Management LLCCT$404.55M75+0.9%
3783Meiji Yasuda America IncNY$404.44M57-7.1%
3784Cofg Advisors, LLCIL$404.41M241-0.1%
3785Aspen Capital Management, LLCID$403.97M77+0.0%
3786Keating Investment Counselors IncFL$403.77M59+11.9%
3787Diligent Investors, LLCCA$403.70M346-0.7%
3788Mcelhenny Sheffield Capital Management, LLCTX$403.38M95-1.8%
3789Varenne Capital PartnersFrance$402.98M27-16.2%
3790Flagstone Financial ManagementNE$402.86M71+3.3%
3791Clg LLCCA$402.72M134+0.3%
3792Steamboat Capital Partners, LLCNY$402.54M56+10.4%
3793Bridgefront Capital, LLCTX$402.32M503+1.1%
3794United Wealth Management, LLCVA$402.26M24+4.1%
3795Meridian Management CoAR$401.92M81-0.5%
3796Integral Investment Advisors, Inc.CA$401.89M174-0.4%
3797Beam Wealth Advisors, Inc.LA$401.73M108+10.3%
3798Trv Gp V, LLCMA$401.00M3-6.6%
3799Citizens & Northern CorpPA$401.00M119-0.6%
3800Strengthening Families & Communities, LLCMA$400.82M587+42.8%

Showing 3,751–3,800 of 8,643

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