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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
4101Wilson Asset Management (International) Pty LtdAustralia$354.05M43-9.1%
4102Accretive Wealth Partners, LLCNJ$354.01M173+5.1%
4103Pinpoint Asset Management (Singapore) Pte. Ltd.Singapore$354.00M134-26.2%
4104Strathmore Capital Advisors, Inc.NC$353.83M138+16.0%
4105Sig Brokerage, LPPA$353.66M229+18.9%
4106Financial Advisory Partners, LLCFL$353.64M66-0.3%
4107Pathway Financial Advisers, LLCIN$353.60M164+2.5%
4108Beirne Wealth Consulting Services, LLCCT$353.59M105+2.4%
4109First Washington CorpWA$353.45M50-8.4%
4110Greystone Financial Group, LLCMI$353.34M78-44.9%
4111O'Brien Greene & Co. IncPA$353.32M133+4.9%
4112Bcwm, LLCKS$352.80M57+5.6%
4113Bridgeport Financial Solutions, LLCIA$352.79M231-5.2%
4114Forthright Wealth Management, LLCGA$352.52M75+1.3%
4115Mic Capital Management Uk LLPUnited Kingdom$352.49M14-20.1%
4116Elmind Capital, LPNY$352.22M34+3.9%
4117Pcj Investment Counsel Ltd.Ontario$352.06M59-12.9%
4118Brown Miller Wealth Management, LLCVA$351.86M191-2.8%
4119Acorn Capital Advisors, LLCNY$351.84M22+19.2%
4120Vision Retirement, LLCNJ$351.56M648-5.8%
4121 Enavate Sciences Gp, LLCNY$351.51M7-30.6%
4122Cypress Capital, LLCTN$351.31M94-1.6%
4123Colton Groome Financial Advisors, LLCNC$351.24M137+0.7%
4124Trinity Financial Advisors LLCOH$351.19M89-1.8%
4125Legacy Wealth Management, LLC / MsMS$350.85M106-6.3%
4126Fiduciary Family Office, LLCFL$350.85M179+0.9%
4127Philosmith Capital CorpCT$350.59M22-3.6%
4128Spider Management Company, LLCVA$350.57M5+56.0%
4129Steph & CoWI$350.54M301+1.0%
4130Hamel Associates, Inc.PA$350.52M81+5.7%
4131Htg Investment Advisors, Inc.CT$350.46M84+7.7%
4132Columbia BankOR$350.38M156-2.7%
4133Swmg, LLCTX$350.18M120-2.8%
4134Wealth Management Partners, LLCAZ$349.87M147-0.1%
4135Retirement Financial Solutions, LLCTN$349.80M53+2.4%
4136Bruce & Co., Inc.IL$349.66M41+8.4%
4137Websterrogers Financial Advisors, LLCSC$349.52M95+1.5%
4138Pennsylvania Capital Management Inc /AdvPA$349.45M112-4.4%
4139Srh Advisors, LLCKS$349.45M278+0.6%
4140Merck & Co., Inc.NJ$349.44M14+26.5%
4141Lloyd Advisory Services, LLC.GA$349.40M833+35.6%
4142Kingdom Financial Group LLC.AZ$349.40M833+8.0%
4143Global Assets Advisory, LLCFL$349.38M477-0.1%
4144Kp Management LLCMN$349.27M61+8.8%
4145Carmel Capital Management L.L.C.CA$349.19M25+5.8%
4146Endeavor Private Wealth, Inc.KS$348.72M202-0.0%
4147Ironwood Wealth Management, LLC.AZ$348.70M47+2.5%
4148Creative Capital Management Investments LLCCA$348.48M324+5.1%
4149Lom Asset Management LtdBermuda$347.85M277+0.8%
4150Argos Wealth Advisors, LLCCA$347.78M202-6.6%

Showing 4,101–4,150 of 8,643

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