FBInvestor
Institutional Research

Institutional Funds

8,643 investment managers that filed Form 13F for Q1 2026, ranked by reported portfolio value.

#FundLocationPortfolio ValueHoldingsQoQ Change
3851Investment Advisory Group, LLCMA$393.40M194+1.2%
3852Oldfield Partners LLPUnited Kingdom$393.35M18+11.5%
3853Arjuna CapitalMA$393.27M109-3.7%
3854Eldred Rock Partners, LLCTX$392.95M31+1.9%
3855Hartford Financial Management Inc.CT$392.42M344+2.0%
3856Divisar Capital Management LLCCA$392.41M26+10.2%
3857Wellington Shields & Co., LLCNY$392.38M321-3.2%
3858Sunflower Bank, N.A.TX$392.38M155-1.1%
3859Euclidean Capital LLCNY$392.31M10+6.2%
3860Level Financial AdvisorsNY$392.08M92+3.7%
3861Boltwood Capital ManagementCA$392.07M184+2.0%
3862Hollow Brook Wealth Management LLCNY$391.95M70+1.4%
3863Buckley Wealth Management, LLCNV$391.85M103+3.9%
3864Fortress Investment Group LLCNY$391.82M32-7.8%
3865Inlet Private Wealth, LLCFL$391.57M128-9.2%
3866Turas Capital Management LPMA$391.55M37+31.3%
3867Cary Street Partners Investment Advisory LLCVA$391.54M689+5.7%
3868Bos Asset Management, LLCIL$391.52M200+4.8%
3869Mezzasalma Advisors, LLCNJ$391.36M155-6.0%
3870Schusterman Interests, LLCOK$391.27M9-10.5%
3871Rinkey InvestmentsCA$390.97M125-0.7%
3872Warren Street Wealth Advisors, LLCCA$390.92M127+12.3%
3873Highline Wealth Partners LLCCA$390.78M1,295+9.9%
3874Prostatis Group LLCMD$390.72M167-6.7%
387555 North Private Wealth, LLCFL$390.60M210+2.9%
3876Cws Financial Advisors, LLCMI$390.27M157+6.0%
3877Hilltop Partners LLCIN$389.67M126+0.4%
3878Sicart Associates LLCNY$389.28M74+3.3%
3879Brown Wealth Management, LLCIL$389.28M116+2.4%
3880Aigen Investment Management, LPNY$389.22M496-9.9%
3881Patriot Financial Partners Gp II, L.P.PA$388.33M12+21.1%
3882Ruedi Wealth Management, Inc.IL$388.28M58+1.8%
3883Cavalier Investments, LLCGA$388.22M60+20.7%
3884Little House Capital LLCMA$387.35M112-2.8%
3885Scott & Selber, Inc.TX$387.32M91-2.9%
3886Hudson Capital Management LLCNJ$386.95M75-2.9%
3887Wp Advisors, LLCCA$386.55M115-3.7%
3888World Equity Group, Inc.IL$386.10M368+7.8%
3889Gradient Capital Advisors, LLCCA$385.76M177-0.6%
3890Bay Harbor Wealth Management, LLCMD$385.71M1,299+0.8%
3891Siena Capital Partners Gp, LLCIL$385.47M100+3.5%
3892Goodman Advisory Group, LLCMA$385.45M183-5.1%
3893Phraction Management LLCCT$385.33M64+3.5%
3894City State BankIA$385.30M784+5.5%
3895Gsg Advisors LLCNJ$384.99M137-0.6%
3896Decagon Asset Management LLPUnited Kingdom$384.91M74+61.9%
3897Brand Asset Management Group, Inc.MO$384.55M193+7.5%
3898Delta Financial Advisors LLCLA$383.81M149-0.2%
3899Davis-Rea Ltd.Ontario$383.70M54-4.0%
3900Accel Wealth ManagementIA$383.36M290+4.8%

Showing 3,851–3,900 of 8,643

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