FBInvestor
Institutional Research

Institutional Funds

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

#FundLocationPortfolio ValueHoldingsQoQ Change
4051Vci Wealth Management LLCMO$360.76M123+0.3%
4052Pya Waltman Capital, LLCTN$360.71M67-3.1%
4053Duncan Williams Asset Management, LLCTN$360.68M154-10.4%
4054Monimus Capital Management, LPNJ$360.67M55+138.0%
4055Proathlete Wealth Management LLCFL$360.51M296-1.7%
4056Sk Wealth Management, LLCRI$360.47M77+0.5%
4057Rr Advisors, LLCTX$360.46M27+12.7%
4058True Wealth Design, LLCOH$360.43M2,699+5.7%
4059Wealthcare Investment Partners, LLCRI$360.41M191+5.0%
4060Bnc Wealth Management, LLCOR$360.36M106-7.6%
40615am Venture Management, LLCCA$360.21M20+13.2%
4062Logan Stone Capital, LLCIL$360.10M133-11.2%
4063Legacy Cg, LLCTX$360.05M45+0.8%
4064Naman Capital LtdaBrazil$359.80M13+1.2%
4065Squire Investment Management Company, LLCUT$359.77M76+8.9%
4066Kelly Lawrence W & Associates Inc/CaCA$359.71M124-12.5%
4067Xcel Wealth Management, LLCFL$359.62M132-7.9%
4068Arcataur Capital Management LLCWI$359.40M103+2.9%
4069Rhino Investment Partners, IncPA$359.36M39+1.8%
4070Stone Summit Wealth LLCFL$359.34M142-2.5%
4071Cypress Financial Planning LLCNJ$358.82M99+0.3%
4072Liberty Square Wealth Partners LLCPA$358.42M140+2.2%
4073Bond & Devick Financial Network, Inc.MN$358.37M188+0.9%
4074Granger Management LLCNY$358.22M6-5.3%
4075Financial Perspectives, IncMN$358.19M715-3.5%
4076Rudius Management LPNY$357.61M6-22.4%
4077Heights Capital Management, IncCA$357.11M264+35.1%
4078Manske Wealth ManagementTX$356.96M215+5.5%
4079Sterling Investment Counsel, LLCNY$356.85M196+2.2%
4080Contrarian Capital Management, L.L.C.CT$356.69M21-6.1%
4081Holowesko Partners Ltd.Bahamas$356.68M31+24.1%
4082Pioneer Wealth Management GroupTX$356.53M50+8.3%
4083Bigsur Wealth Management LLCFL$356.48M163-13.5%
4084Henrickson Nauta Wealth Advisors, Inc.MI$356.32M106-47.4%
4085Sandbox Financial Partners, LLCMD$355.62M117-1.6%
4086Private Wealth Advisors, LLCCA$355.61M95+28.1%
4087Seaside Wealth Management, Inc.CA$355.55M65+1.4%
4088Walter & Keenan Wealth Management LLC /In/ /AdvIN$355.24M156-4.8%
4089White Pine Capital LLCMN$355.23M228-2.3%
4090Clean Yield GroupVT$355.23M384-1.4%
4091Eq LLCWA$354.97M74+2.4%
4092Headland Capital, LLCSC$354.93M61-1.2%
4093Elequin Capital, LPNY$354.91M614-45.8%
4094Supplemental Annuity Collective Trust Of NjNJ$354.85M297-8.3%
4095Libra Wealth LLCCA$354.85M66-0.7%
4096Shankervalleau Wealth Advisors, Inc.IL$354.82M39-3.8%
4097Tactive Advisors, LLCFL$354.67M268+3.9%
4098Courage Miller Partners, LLCVA$354.24M92+6.7%
4099Avalon Capital ManagementCA$354.23M121-15.3%
4100Fca Corp /TxTX$354.06M191-0.0%

Showing 4,051–4,100 of 8,643

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