Institutional Research

Institutional Funds

8,522 investment managers that filed Form 13F for Q4 2025, ranked by reported portfolio value.

#	Fund	Location	Portfolio Value	Holdings	QoQ Change
3951	Towle & Co	CO	$378.32M	44	-4.5%
3952	Level Financial Advisors	NY	$378.24M	95	+6.6%
3953	Selkirk Management LLC	NJ	$378.12M	12	+3.7%
3954	Centennial Wealth Advisory LLC	MI	$378.07M	166	+5.2%
3955	Measured Wealth Private Client Group, LLC	NH	$378.05M	719	+1.9%
3956	Fischer Financial Services, Inc.	PA	$377.95M	63	+1.8%
3957	Rubicon Global Capital Ltd	X0	$377.49M	11	-16.6%
3958	Camden Asset Management L P /Ca	CA	$377.23M	7	+30.3%
3959	Buckley Wealth Management, LLC	NV	$377.16M	103	+3.3%
3960	Sicart Associates LLC	NY	$376.89M	76	+2.1%
3961	Serenity Capital Management Pte. Ltd.	U0	$376.78M	9	-4.4%
3962	Platform Wealth Management, LLC	UT	$376.08M	60	—
3963	Sw Investment Management LLC	CO	$375.94M	7	-19.5%
3964	Lifelong Wealth Advisors, Inc.	MN	$375.91M	88	+12.0%
3965	Keewaydin Investments LLC	NY	$375.84M	16	—
3966	Edgerock Capital LLC	CO	$375.78M	129	+4.6%
3967	Carr Financial Group Corp	MA	$375.46M	179	+3.1%
3968	Roberts Glore & Co Inc /Il/	IL	$375.38M	223	+2.6%
3969	Snider Financial Group	WA	$375.25M	108	+2.4%
3970	Prism Advisors, Inc.	CA	$375.13M	76	+1.4%
3971	Winmill & Co. Inc	NH	$374.93M	56	-9.1%
3972	Prasad Wealth Partners, LLC	OH	$374.83M	145	+4.5%
3973	Daybright Advisory Services, Inc.	FL	$374.83M	133	—
3974	New Republic Capital, LLC	NC	$374.74M	369	+14.8%
3975	Legacy Wealth Management, LLC / Ms	MS	$374.56M	100	+12.7%
3976	Private Wealth Management Group, LLC	NJ	$374.41M	1,466	+3.1%
3977	Bochk Asset Management Ltd	K3	$374.36M	81	-1.3%
3978	Bwm Planning, LLC	TX	$374.23M	94	+11.4%
3979	Tikvah Management LLC	NC	$374.23M	23	+10.5%
3980	Bell Asset Management Ltd	C3	$374.13M	59	+2.3%
3981	Fortem Financial Group, LLC	CA	$374.08M	173	+7.4%
3982	Tiger Pacific Capital LP	NY	$373.82M	10	-5.4%
3983	Cgc Financial Services, LLC	OR	$373.75M	340	+3.1%
3984	Bos Asset Management, LLC	IL	$373.58M	194	+5.3%
3985	Revisor Wealth Management LLC	OH	$373.51M	330	+28.9%
3986	First American Financial Corp	CA	$373.38M	3	+22.4%
3987	Retail Employees Superannuation Pty Ltd As Trustee For Retail Employees Superannuation Trust	C3	$373.15M	29	—
3988	Walter & Keenan Wealth Management LLC /In/ /Adv	IN	$373.14M	155	+3.5%
3989	Diametric Capital, LP	MA	$373.13M	367	+38.4%
3990	Alight Capital Management LP	NY	$373.09M	57	-10.8%
3991	Truefg, LLC	TX	$372.68M	69	+3.0%
3992	Siena Capital Partners Gp, LLC	IL	$372.47M	100	+6.6%
3993	Argos Wealth Advisors, LLC	CA	$372.24M	212	—
3994	Phraction Management LLC	CT	$372.23M	66	+7.4%
3995	Bridgeport Financial Solutions, LLC	IA	$372.23M	240	+0.0%
3996	Pya Waltman Capital, LLC	TN	$372.19M	75	-0.3%
3997	Access Investment Management LLC	GA	$372.15M	167	0.0%
3998	Eaton Financial Holdings Company, LLC	FL	$372.05M	134	+4.8%
3999	Vela Investment Management, LLC	OH	$371.87M	131	+7.1%
4000	Muhlenkamp & Co Inc	PA	$371.82M	28	+1.1%

Showing 3,951–4,000 of 8,522

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