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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
4201Main Street Group, LtdVA$340.44M865+17.4%
4202Walled Lake Planning & Wealth Management, LLCIL$340.29M136+7.6%
4203Ofs Enterprise LLCNE$340.19M94—
4204Kidder Stephen WMA$340.13M76-4.1%
4205Sweeney & Michel, LLCCA$340.12M145+0.4%
4206First International Bank Of Israel Ltd.Israel$340.06M59+62.5%
4207Bell Asset Management LtdAustralia$339.79M61-9.2%
4208Neumann Capital Management, LLCCA$339.55M102-1.9%
4209Findell Capital Management LLCNY$339.54M17+12.8%
4210Sophron Capital Management L.P.NJ$339.39M41+9.1%
4211Myriad Asset Management Advisors LLCFL$339.39M47+4.5%
4212Verger Capital Management LLCNC$339.20M13+0.4%
4213Vanguard Investments Australia, Ltd.Australia$339.14M37—
4214Brilliance Asset Management LtdHong Kong$339.05M16+33.1%
4215Pinnacle Bancorp, Inc.NE$338.84M885-0.7%
4216Core Alternative CapitalGA$338.74M205-6.6%
4217Concentrum Wealth ManagementCA$338.63M111-5.4%
4218Penobscot Wealth ManagementME$338.39M107+4.6%
4219Solus Alternative Asset Management LPNJ$338.28M9+22.4%
4220Hibernia Wealth Partners, LLCLA$338.17M122+1.8%
4221Solitude Financial ServicesVA$338.14M39+11.5%
4222Brightline Capital Management, LLCFL$338.14M9+36.7%
4223Cabot-Wellington, LLCMA$338.07M5+8.4%
4224Gilliland Jeter Wealth Management LLCAR$337.58M184+2.0%
4225Selective Wealth Management, Inc.VA$337.49M119+5.4%
4226Wim Investment Management LtdHong Kong$337.33M20-12.8%
4227Sterling Financial Planning, Inc.NJ$337.26M117+1.6%
4228Freedom Investment Management, Inc.CT$336.95M106-2.0%
4229Marathon Trading Investment Management LLCPA$336.87M150-59.8%
4230Shoker Investment Counsel, Inc.OH$336.84M109-1.3%
4231Schiavi & Co LLCDE$336.80M50+8.2%
4232Independent Wealth Network Inc.IA$336.60M296+2.8%
4233Slotnik Capital, LLCTX$336.56M24-7.9%
4234Team Hewins, LLCCA$336.51M41+8.4%
4235Standard General L.P.NY$336.46M2-39.7%
4236Comprehensive Financial Consultants Institutional, Inc.IN$336.38M192+1.7%
4237Wt Wealth ManagementAZ$336.36M138-3.3%
4238Leeward Financial Partners, LLCWA$336.20M97-5.5%
4239SanofiFrance$335.96M9+8.2%
4240Haverford Financial Services, Inc.PA$335.61M46-5.9%
4241Kooman & AssociatesPA$335.41M50-0.8%
4242Lifewealth Investments, LLCFL$335.04M141+6.1%
4243Passive Capital Management, LLC.MD$334.94M104+4.7%
4244Hudson Value Partners, LLCFL$334.92M100-0.1%
4245Vsm Wealth Advisory, LLCMD$334.83M505+0.6%
4246Dld Asset Management, LPNY$334.76M309+14.0%
4247Windsor Capital Management, LLCAZ$334.74M121-2.0%
4248Red Wave Investments LLCPA$334.60M111-0.5%
4249Private Client Services, LLCKY$334.48M208+4.5%
4250Parus Finance (Uk) LtdUnited Kingdom$334.46M37-12.1%

Showing 4,201–4,250 of 8,643

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