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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
4151Gill Capital Partners, LLCCO$347.61M700+5.4%
4152Weybosset Research & Management LLCRI$346.80M33+6.9%
4153Alaethes Wealth, LLCNV$346.74M114-2.4%
4154Winmill & Co. IncNH$346.64M54-7.5%
4155Fi3 Financial Advisors, LLCIN$346.44M218+6.0%
4156Vance Wealth, LLCCA$346.22M118+2.8%
4157Cgc Financial Services, LLCOR$346.06M331-7.4%
4158Prairiewood Capital, LLCND$345.84M77+7.4%
4159Osprey Private Wealth LLCNY$345.35M77-0.6%
4160Aikya Investment Management LtdUnited Kingdom$344.74M4-21.8%
4161Bouvel Investment Partners, LLCPA$344.64M78-0.6%
4162Presidio Capital Management, LLCCA$344.35M79+3.5%
4163S.E.E.D. Planning Group LLCNY$344.35M89-1.9%
4164Greenlea Lane Capital Management, LLCCT$344.29M9+0.5%
4165Threadgill Financial, LLCTX$344.21M44+41.8%
4166Field & Main BankKY$343.72M261-1.0%
4167Smart Money Group LLCTX$343.71M84+0.2%
4168Alight Capital Management LPNY$343.69M56-7.9%
4169Cowa, LLCOK$343.69M155+4.6%
4170Thrive Capital Management, LLCNY$343.69M5-2.4%
4171Cedar Wealth Management, LLCCA$343.56M89+2.8%
4172Long Walk Management LPCT$343.53M11-23.6%
4173Warburg Pincus LLCNY$343.47M3-65.1%
4174Puzo Michael JMA$343.43M67-6.5%
4175Eleva Capital SasFrance$343.41M24-9.4%
4176Joule Financial, LLCKY$343.32M114+2.9%
4177Trust Co Of OklahomaOK$343.26M139+0.1%
4178Lawson Kroeker Investment Management Inc/NeNE$343.10M59+2.1%
4179Westbourne Investment Advisors, Inc.MD$343.04M115-5.3%
4180Acorn Wealth Advisors, LLCMI$343.00M264+2.2%
4181M. Kraus & CoVT$342.86M81-4.3%
4182Fieldview Capital Management, LLCMI$342.58M468-41.8%
4183Van Strum & Towne Inc.CA$342.53M111-4.2%
4184Fc Advisory LLCPA$342.47M115-1.6%
4185Vectors Research Management, LLCNY$342.36M142+4.5%
4186Consilio Wealth Advisors, LLCWA$342.29M99+0.1%
4187Regimen Wealth, LLCGA$342.24M70+0.1%
4188Wit Partners Advisory Pte. Ltd.Singapore$342.12M16+18.4%
4189Yakira Capital Management, Inc.CT$341.71M196+14.9%
4190Grandview Asset Management LLCPA$341.67M137-6.3%
4191Smart Wealth LLCNE$341.49M207+4.1%
4192Seneca Financial Advisors LLCNY$341.27M64+3.8%
4193Entrypoint Capital, LLCNY$341.22M731+33.1%
4194K2 Principal Fund, L.P.Ontario$341.14M315+20.9%
4195Intergy Private Wealth, LLCCO$340.96M123+2.9%
4196Crestview Partners II Gp, L.P.NY$340.95M3+7.2%
4197Missouri Trust & Investment CoMO$340.83M411+0.0%
4198Keystone Financial ServicesCO$340.74M119+2.9%
4199Crown Wealth Group, LLCNC$340.47M145-4.9%
4200Cornell Pochily Investment Advisors, Inc.NY$340.45M174-1.3%

Showing 4,151–4,200 of 8,643

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