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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
4001Prasad Wealth Partners, LLCOH$367.40M146-2.0%
4002Valueworks LLCNY$366.88M35-3.4%
4003Northcape Wealth Management, LLCNY$366.84M141+3.7%
4004Worthpointe, LLCCA$366.72M117-3.7%
4005Capco Asset Management, LLCFL$366.63M27-10.3%
4006Princeton Capital Management LLCNJ$366.61M139-5.4%
4007Central Valley Advisors, LLCCA$366.49M187+9.5%
4008Cv Advisors LLCFL$366.47M46-6.5%
4009Lexington Partners L.P.NY$366.40M3+7.9%
4010Redmond Asset Management, LLCVA$366.26M197-6.6%
4011Argent Advisors, Inc.LA$366.20M173+2.2%
4012Measured Wealth Private Client Group, LLCNH$366.11M700-3.2%
4013Triagen Wealth Management LLCCA$366.05M171-5.3%
4014Terril Brothers, Inc.MO$365.82M75-4.1%
4015Continental Grain CoNY$365.75M4+8.9%
4016First National Bank Sioux FallsSD$365.53M147+9.4%
4017New England Capital Financial Advisors LLCCT$365.27M424+42.7%
4018Pinnacle Financial Group, LLC / IlIL$364.83M111+5.9%
4019Strata Wealth Advisors, LLCTX$364.68M87+1.5%
4020Davern Capital Partners, LPNY$364.54M17+17.9%
4021Sterling Wealth Management, Inc.IL$364.25M112+3.9%
4022Three Bridge Wealth Advisors, LLCCA$364.21M86-4.0%
4023Brant Point Investment Management LLCNY$364.10M82-11.9%
4024Valtinson Bruner Financial Planning LLCMN$364.03M171+4.7%
4025Roberts Glore & Co Inc /Il/IL$363.94M216-3.0%
4026Evexia Wealth LLCWI$363.74M84+1.6%
4027Roman Butler Fullerton & CoMO$363.65M267-4.6%
4028Anfield Capital Management, LLCCA$363.45M715+14.6%
4029Modus Advisors, LLCMN$363.28M117-4.2%
4030Investment Planning Advisors, Inc.GA$363.20M107+5.7%
4031Amicus Financial Advisors, LLCTX$363.02M90+1.2%
4032Birnam Oak Advisors, LPNY$362.93M31-16.8%
4033Virtus Investment Advisers, LLCCT$362.53M450-1.5%
4034Reik & Co., LLCNY$362.51M56-0.3%
4035Wbi Investments, LLCNJ$362.37M275-5.5%
4036Highvista Strategies LLCMA$362.16M156-6.7%
4037Revisor Wealth Management LLCOH$362.07M327-3.1%
4038Advanced Asset Management Advisors IncOH$362.02M79-1.2%
4039Safeguard Investment Advisory Group, LLCCA$361.99M143-7.4%
4040Burke & Herbert Bank & Trust CoVA$361.90M235-0.0%
4041Cordoba Advisory Partners LLCNY$361.87M118-10.6%
4042Anchor @ 65 Pte. Ltd.Singapore$361.74M2-16.7%
4043Elmwood Wealth Management, Inc.CA$361.62M178+14.2%
4044Donoghue Forlines LLCMA$361.38M118+11.7%
4045Daybright Advisory Services, Inc.FL$361.34M133-3.6%
4046Benchmark Financial Wealth Advisors, LLCFL$361.10M133+3.6%
4047Pennant Investors, LPNJ$361.01M17-12.1%
4048Olio Financial PlanningVA$360.96M72+1.3%
4049Bridge City Capital, LLCOR$360.81M108+6.0%
4050Peak Planning Group, LLCCO$360.81M120+1.2%

Showing 4,001–4,050 of 8,643

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