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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
4301Kentucky Farm Bureau Mutual Insurance CoKY$329.35M65-11.1%
4302Bcs Private Wealth Management, Inc.NJ$329.09M186+12.4%
4303Client 1st Advisory Group, LLCFL$328.86M140+3.1%
4304Sensible Money, LLCAZ$328.72M86+5.0%
4305Graybill Wealth Management, Ltd.IL$328.46M83-3.1%
4306Cjm Wealth Advisers, Ltd.VA$328.31M72-1.8%
4307Ferguson Shapiro LLCGA$328.28M84+1.0%
4308Metropolitan Life Insurance Co/NyNY$328.26M11-0.4%
4309B.O.S.S. Retirement Advisors, LLCUT$328.07M174+3.3%
4310King Street Capital Management, L.P.NY$328.01M11-46.3%
4311Bastion Asset Management Inc.Canada$327.96M65+81.1%
4312Your Advocates Ltd., LLPTX$327.90M231+7.0%
4313Aft, Forsyth & Sober, LLCFL$327.79M62-0.7%
4314Sava Penzisko Drushtvo A.D. Skopje1U$327.47M26+5.8%
4315Stiles Financial Services IncMN$327.25M177+0.7%
4316Harmony Asset Management LLCAZ$327.25M195+9.7%
4317Menlo Ventures Management, L.P.CA$326.86M3—
4318Long Corridor Asset Management LtdHong Kong$326.79M32+81.2%
4319Jcic Asset Management Inc.Ontario$326.49M113-0.1%
4320Reston Wealth Management LLCVA$326.44M62-0.1%
4321J. H. Whitney Equity Partners Vi, LLCCT$326.43M1-40.3%
4322Boone Capital Management LLCGA$326.41M13+2.4%
4323Alpha Financial Advisors, LLCNC$326.38M62-0.2%
4324Core Wealth Management, Inc.FL$326.35M40+1.6%
4325Er Collective Holdings, LLCDC$326.25M1-29.8%
4326Veery Capital, LLCDE$326.10M96+0.1%
4327Somerset Trust CoPA$326.06M174-0.2%
4328Northstar Asset Management IncMA$325.85M86-15.9%
4329Tfr Capital, LLC.TX$325.82M163+7.9%
4330Congress Park Capital LLCNY$325.71M131-2.7%
4331Chesapeake Wealth ManagementVA$325.70M159-3.0%
4332Boyd Watterson Asset Management LLC/OhOH$325.59M390-6.0%
4333Sage Financial Management Group, Inc.VA$325.36M57-0.6%
4334Knox Lane LPCA$325.16M10.0%
4335Wellington Grp LLCIN$324.63M394+8.1%
4336Taylor Hoffman Capital Management LLCVA$324.59M116-1.4%
4337Westerly Capital Management, LLCCA$324.50M36-2.4%
4338Oak Family Advisors, LLCIL$324.48M95-0.6%
433925 LLCMO$324.45M69+3.0%
4340One Advisory Partners, LLCKS$324.44M72-2.2%
4341Morling Financial Advisors, LLCCA$324.44M107+2.3%
4342Grey Rock Energy Management, LLCTX$324.41M1+24.9%
4343Indiana Trust & Investment Management CoIN$323.82M486-4.5%
4344Quantum Private Wealth, LLCFL$323.71M165-5.5%
4345Cherrydale Wealth Management, LLCNJ$323.67M77-1.8%
4346Focused Alpha, LLCCO$323.65M247-4.9%
4347Aimz Investment Advisors, LLCCA$323.64M139-7.4%
4348Shayne & Jacobs, LLCTN$323.60M94-2.0%
4349Bank Of StocktonCA$323.44M133-7.4%
4350University Of ChicagoIL$323.41M13+56.4%

Showing 4,301–4,350 of 8,643

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