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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
3801Brown, Lisle/Cummings, Inc.RI$400.43M1,021-1.3%
3802Joseph Group Capital ManagementOH$400.36M379+5.2%
3803Home Federal Bank Of TennesseeTN$399.86M94+3.9%
3804Dumont & Blake Investment Advisors LLCNJ$399.75M202+95964.0%
3805Rda Financial NetworkIA$399.63M273-3.8%
3806Mokosak Advisory Group, LLCIA$399.50M34+0.3%
3807One Charles Private Wealth Services, LLCMA$399.18M158+3.2%
3808Monument Capital ManagementVA$399.11M217-0.7%
3809Kettle Hill Capital Management, LLCNY$399.10M45-11.0%
3810Legacy Wealth Partners, LLCCO$398.92M176+3.3%
3811Ironsides Asset Advisors, LLCNC$398.71M80+1.1%
3812Turim 21 Investimentos Ltda.Brazil$398.60M117+53.9%
3813Novapoint Capital, LLCGA$398.59M79+2.6%
3814Fosun International LtdChina$398.59M66-7.2%
3815Fortem Financial Group, LLCCA$398.52M173+6.5%
3816Bard Associates IncIL$398.46M292+2.3%
3817Tillman Hartley LLCFL$398.30M88-0.0%
3818May Hill Capital, LLCMA$398.24M223+7.4%
3819Bcgm Wealth Management, LLCIN$398.11M178+1.6%
3820Longview Wealth ManagementGA$398.06M247-3.9%
3821Searle & Co.CT$397.69M194+2.6%
3822Kelly Financial Group LLCCT$397.65M100+1.1%
3823Truewealth Advisors, LLCAL$397.55M233+2.9%
3824Elevated Capital Advisors, LLCUT$397.34M843-7.4%
3825Twin Peaks Wealth Advisors, LLCCA$397.08M2,364+15.7%
3826Rfg Holdings, Inc.TX$396.98M70-0.5%
3827Lisanti Capital Growth, LLCNY$396.84M103-6.0%
3828Gray FoundationNY$396.76M11-0.4%
3829Platinum Investment Management LtdAustralia$396.75M89-8.3%
3830Navalign, LLCCA$396.50M127-2.7%
3831Lpwm LLCMN$396.34M94-0.0%
3832Singapore Technologies Telemedia Pte LtdSingapore$396.28M1+15.4%
3833Lansing Street AdvisorsPA$396.28M150+2.0%
3834Index Venture Life Associates Vi LtdJersey$395.68M1+58.8%
3835Pcg Wealth Advisors, LLCKS$395.47M164+11.9%
3836Greenstone Partners & Co., LLCCA$395.07M9-23.2%
3837Tyro Capital Management LLCFL$395.02M23+22.9%
3838Raub Brock Capital Management LPCA$394.96M43-12.0%
3839Kelleher Financial AdvisorsNY$394.91M698-9.4%
3840Z3 Capital Partners, LLCVA$394.86M187-5.1%
3841Henderson Brothers Financial Partners, LLCPA$394.86M105—
3842Dkrt Investments Corp.Ontario$394.56M48+11.7%
3843Vela Investment Management, LLCOH$394.29M136+6.0%
3844Pacific Center For Financial ServicesCA$394.28M512+0.6%
3845Peak Financial Management, Inc.MA$393.91M100+1.6%
3846Roberts Wealth Advisors, LLCCA$393.91M110+2.8%
3847Astoria Strategic Wealth, Inc.TX$393.90M37-0.9%
3848Starr Indemnity & Liability CoNY$393.53M4+11.8%
3849Clear Wave Wealth Management LLCNJ$393.53M170—
3850Tidemark, LLCCA$393.47M901+11.8%

Showing 3,801–3,850 of 8,643

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