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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
4251Hobbs Group Advisors, LLCSC$334.42M160+0.9%
4252Baron Wealth Management LLCMI$334.41M279+3.1%
4253Montanaro Asset Management LtdUnited Kingdom$334.35M42-6.8%
4254Pine Harbor Wealth Management, LLCVA$334.31M102+2.5%
4255Claris Advisors, LLC / Mo /MO$334.14M70+1.8%
4256Martin Investment Management, LLCFL$334.10M46-6.5%
4257Sandy Cove Advisors, LLCMA$334.07M144-1.0%
4258Valley Forge Investment Consultants Inc AdvPA$333.64M83-3.0%
4259Atlas Wealth LLCOH$333.61M115+1.3%
4260Tilson Financial Group, Inc.NJ$333.24M79+2.5%
4261Hoxton Planning & Management, LLCWV$333.21M216-0.4%
4262Prudent Man Advisors, LLCIL$333.21M132+21.6%
4263Independence Financial Advisors, LLCNH$333.19M51-8.4%
4264Aurdan Capital Management, LLCPA$333.18M88+2.7%
4265Westend Capital Management, LLCCA$333.15M253-6.6%
4266Family Legacy, Inc.SC$332.85M124-0.4%
4267Baker Boyer National BankWA$332.83M91+0.5%
4268Harbor Advisory Corp /Ma/NH$332.77M79+0.7%
4269Mccollum Christoferson Group LLCNY$332.77M77-3.7%
4270Msa Advisors, LLCCA$332.66M50-16.7%
4271Bear Mountain Capital, Inc.WA$332.64M197+7.4%
4272Madden Securities CorpTX$332.58M113+1.4%
4273Sara-Bay FinancialFL$332.53M81-0.6%
4274Lfl Advisers, LLCIL$332.41M9+9.1%
4275Rench Wealth Management, Inc.TX$332.39M62-4.7%
4276Blackbarn Capital Partners LPNY$332.36M14+19.2%
4277Atlas Brown,Inc.KY$332.17M226-1.2%
4278Silverleafe Capital Partners, LLCTN$332.05M95-1.3%
4279Juniper Capital Advisors, L.P.TX$331.95M2+8.8%
4280Knuff & Co LLCCA$331.86M134-2.2%
4281360 Financial, Inc.MN$331.82M80+0.3%
4282Edentree Asset Management LtdUnited Kingdom$331.75M65+1.6%
4283Crestview Partners IV Gp, L.P.NY$331.68M2+5.7%
4284Pl Capital Advisors, LLCFL$331.63M30+4.5%
4285Greenfield Seitz Capital Management, LLCTX$331.56M111+8.8%
4286Snider Financial GroupWA$331.41M102-11.7%
4287Fiduciary Planning LLCFL$331.10M76+0.5%
4288Reliant Wealth PlanningKY$330.84M51+3.4%
4289Nokomis Capital, L.L.C.TX$330.72M47-7.9%
4290Impact Capital Partners LLCCO$330.60M276-2.0%
4291Provident Wealth Management, LLCTN$330.59M134-2.1%
4292Argonautica Private Wealth Management, IncMA$330.51M183-3.0%
4293Ht Partners LLCCT$330.22M55-1.8%
4294Next Capital Management LLCNY$330.19M134+5.7%
4295Quattro Financial Advisors LLCTX$330.15M90-1.4%
4296Payne Capital Management, LLCNY$330.15M78+4.2%
4297Maniro LtdBahamas$330.05M25+12.6%
4298Guardian Wealth Management, LLCTN$329.62M30+4.5%
4299Blueshift Asset Management, LLCNJ$329.53M484-4.9%
4300Anchyra Partners LLCGA$329.52M275+1.1%

Showing 4,251–4,300 of 8,643

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