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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
3951St. Clair Advisors, LLCOH$375.85M82-3.0%
3952Northeast Financial Group, Inc.PA$375.78M76-5.7%
3953Access Investment Management LLCGA$375.59M157+0.9%
3954Jrm Investment Counsel, LLCNE$375.41M21+8.6%
3955Cim Investment Management IncPA$374.77M251-1.9%
3956Lifelong Wealth Advisors, Inc.MN$374.72M88-0.3%
3957Prism Advisors, Inc.CA$374.57M75-0.1%
3958Keystone Financial Planning, Inc.OH$374.37M40+8.6%
3959Straight Path Wealth ManagementMI$374.35M129+0.9%
3960Bankplus Trust DepartmentMS$374.30M466-2.1%
3961Rit Capital Partners PLCUnited Kingdom$374.08M12-16.4%
3962Able Wealth Management LLCNJ$374.03M138+18.3%
3963Compass Advisory Group LLCNY$373.72M86+1.0%
3964 Once Capital Management, LLCNY$373.61M22-5.8%
3965West Branch Capital LLCMA$373.48M378-3.8%
3966Landmark Wealth Management, LLCNY$373.45M148+42.9%
3967Bull Harbor Capital LLCMD$373.30M458—
3968Joho Capital LLCNY$373.06M10-20.4%
3969Freedom Day Solutions, LLCTX$372.67M96+1.3%
3970Mindset Wealth Management, LLCIN$372.50M176-2.4%
3971Doma Perpetual Capital Management LLCFL$372.40M11+4.7%
3972Gavilan Investment Partners LLCCA$372.30M14-10.6%
3973Blue Owl Capital Holdings LPNY$372.17M75+14.9%
3974Promethos Capital, LLCMA$372.12M46+1.4%
3975Acumen Wealth Advisors, LLCTN$371.78M439+7.1%
3976Kiltearn Partners LLPUnited Kingdom$371.67M25-19.5%
3977Saybrook Capital /NcNY$371.37M42-7.5%
3978Peregrine Asset Advisers, Inc.OR$371.32M189+4.8%
3979Prevatt Capital LtdBahamas$371.06M11+7.3%
3980Oxbow Capital Management (Hk) LtdHong Kong$370.98M6+2.9%
3981Paragon Advisors, LLCTX$370.81M76+0.7%
3982Fusion Capital, LLCSC$370.62M104+4.2%
3983Rfg - Bristol Wealth Advisors, LLCMA$370.62M180+3.2%
3984Teramo Advisors, LLCFL$370.29M3+10.3%
3985Atwater Malick LLCPA$370.16M95+2.1%
3986First American Financial CorpCA$369.85M3-0.9%
3987Capital Wealth Management, LLCRI$369.61M34+19.4%
3988Rock Point Advisors, LLCVT$369.59M118-7.5%
3989Edgerock Capital LLCCO$369.54M126-1.7%
3990Mizuho Bank, Ltd.Japan$369.48M4-56.0%
3991Meredith Wealth PlanningIL$369.11M70+9.9%
3992Monarch Alternative Capital LPNY$369.09M6-10.3%
3993Investment Management Associates Inc /AdvCO$368.98M27+3.2%
3994Atticus Wealth Management, LLCFL$368.91M181-8.9%
3995Ccg Wealth Management, LLCCA$368.89M136+58.1%
3996Epg Wealth Management LLCGA$368.70M320-0.8%
3997Ark & Tlk Investments, LLCOK$368.61M118+1.4%
3998Newton One Investments LLCDE$368.49M121+8.7%
3999Merk Investments LLCCA$367.87M11+2.0%
4000Pw Nova Financial Services LLCPA$367.59M175+39.2%

Showing 3,951–4,000 of 8,643

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