FBInvestor
Institutional Research

Institutional Funds

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

#FundLocationPortfolio ValueHoldingsQoQ Change
3901Quadratic Capital Management LLCCT$383.25M2-2.0%
3902Miller Value Partners, LLCFL$383.18M55+35.0%
3903Milestones Administradora De Recursos Ltda.Brazil$383.15M17+26.5%
3904Rv Capital AGSwitzerland$382.63M13-10.9%
3905Droms Strauss Advisors Inc /Mo/ /AdvMO$382.56M77+0.6%
3906Luminvest Wealth Management LLCAZ$382.47M55+6.1%
3907Rosenblum Silverman Sutton S F Inc /CaCA$382.30M76-11.5%
3908Science & Technology Partners, L.P.CT$381.82M42+6.7%
3909Diametric Capital, LPMA$381.74M471+2.3%
3910Narus Financial Partners, LLCUT$381.59M162+5.1%
3911Briaud Financial Planning IncTX$381.38M38-6.0%
3912Cerro Pacific Wealth Advisors LLCCA$381.22M159+2.8%
3913Private Wealth Management Group, LLCNJ$380.84M1,426+1.7%
3914Globe Life Inc.TX$380.80M2-4.3%
3915ETF Portfolio Partners, Inc.KS$380.67M68-1.8%
3916Strategic Family Wealth Counselors, L.L.C.NJ$380.62M161-14.6%
3917Aquire Wealth Advisors, LLCUT$380.23M48-1.0%
3918Oco Capital Partners, L.P.NY$380.19M8+8.3%
3919Marks Wealth, LLCMD$380.08M12+27.2%
3920Butensky & Cohen Financial Security, IncFL$379.88M98+2.8%
3921Muhlenkamp & Co IncPA$379.79M29+2.1%
3922Attestor Capital LtdCayman Islands$379.54M8+79.2%
3923Rooted Wealth Advisors, Inc.IL$379.22M144+6.7%
3924Cardinal Strategic Wealth GuidanceKY$379.20M63-0.9%
3925Hwg Holdings LPTX$379.12M53-8.1%
3926Bwm Planning, LLCTX$379.12M87+1.3%
3927Neo Ivy Capital ManagementNY$379.08M315-40.1%
3928Somerville Kurt FMA$379.07M91-35.7%
3929Carr Financial Group CorpMA$379.05M174+1.0%
3930Mps Loria Financial Planners, LLCIL$379.00M89-2.6%
3931Fairway Wealth LLCOH$378.94M191+2.2%
3932Progressive Investment Management CorpOR$378.74M58-9.4%
3933Highland Financial Advisors, LLCNJ$378.70M67+5.0%
3934Legacy Financial Group, Inc.OK$378.43M89-0.8%
3935Morton Brown Family Wealth, LLCPA$378.41M292+3.0%
3936Bare Financial Services, IncPA$378.34M1,730+5.2%
3937Adamsbrown Wealth Consultants LLCKS$378.34M138+5.3%
3938Ifrah Financial Services, Inc.AR$378.28M200-2.8%
3939Empirical Asset Management, LLCMA$378.17M395+6.7%
3940Cadent Capital Advisors, LLCOK$378.04M186-0.1%
3941Alta Fox Capital Management, LLCTX$377.80M9-18.7%
3942Vista Investment Partners LLCOK$377.79M167-0.8%
3943Delta Air Lines, Inc.GA$377.74M3-14.7%
3944Wakefield Asset Management LllpCO$377.42M211+2.4%
3945Fivespan Partners, LPCA$377.37M4+3.4%
3946Cliffwater LLCCA$377.36M20-20.8%
3947Truefg, LLCTX$377.28M71+1.2%
3948Enrich Financial Partners LLCWI$377.07M64+2.8%
3949Global View Capital Management LLCWI$376.70M140-29.8%
3950Mcmill Wealth ManagementNE$376.12M58+5.7%

Showing 3,901–3,950 of 8,643

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