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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
4351Wealth Advisors Of Iowa, LLCIA$323.24M87+6.1%
4352Gold Investment Management Ltd.Alberta$322.92M201+3.1%
4353Tikvah Management LLCNC$322.78M21-13.7%
4354Commonwealth Retirement Investments LLCVA$322.52M120+3.9%
4355Dorval CorpMN$322.30M45+2.9%
4356Bluescape Energy Partners LLCTX$322.14M5-16.0%
4357Whelan FinancialCA$322.11M88+0.6%
4358Balance Wealth, LLCOH$322.08M149+3.4%
4359Glassy Mountain Advisors, Inc.MD$321.98M77-2.6%
4360Kim, LLCKS$321.68M17-16.4%
4361Santori & Peters, Inc.PA$321.25M79+9.6%
4362Hixon Zuercher, LLCOH$321.14M85-2.6%
4363Darwin Wealth Management, LLCFL$321.02M598-0.3%
4364Financial Life AdvisorsTX$320.99M52-1.0%
4365All Terrain Financial Advisors, LLCMN$320.74M96-1.5%
4366Watershed Private Wealth LLCIL$320.69M111-3.8%
4367Windmill Hill Asset Management LtdUnited Kingdom$320.69M23-24.9%
4368Brady Family Wealth, LLCMO$320.64M110-1.0%
4369Hamilton Capital Partners, LLCGA$320.38M30+6.4%
4370Quaker Wealth Management, LLCNJ$320.09M972+1.4%
4371Stephens Greth FoundationTX$319.97M4+84.0%
4372Eaton-Cambridge Inc.AZ$319.56M56+4.8%
4373Fortress Private Ledger, LLCNC$319.51M245+5.2%
4374Paragon Private Wealth Management, LLCKY$319.50M218-1.9%
4375Oxler Private Wealth LLCNY$319.42M92-7.5%
4376Fsb Premier Wealth Management, Inc.IA$319.24M251+1.3%
4377Sagewood Asset Management LPNY$319.24M337+13.4%
4378Sam Advisors, LLCCA$319.03M47+0.9%
4379Jeppson Wealth Management, LLCCA$319.00M235+1.0%
4380Storen Legacy Partners, LLCIN$318.99M102+0.1%
4381Acima Private Wealth, LLCVA$318.63M177-1.1%
4382Hi-Line Capital Management, LLCSD$318.18M32+5.9%
4383Equita Financial Network, Inc.PA$318.03M87-4.2%
4384Pfw Advisors LLCGA$317.93M118-4.0%
4385Auour Investments LLCMA$317.93M91+1.2%
4386Ascension Capital Advisors, Inc.TX$317.78M82+9.0%
4387Wright Investors Service IncCT$317.71M148-4.6%
4388Genesis Private Wealth, LLCVA$317.69M182-1.4%
4389Snow Phipps Group, LLCNY$317.60M2-9.4%
4390Tigeroak Management, L.L.C.TN$317.49M126-3.2%
4391Omnia Family Wealth, LLCFL$317.36M90-6.3%
4392Gen-Wealth Partners IncMI$317.34M727+1.7%
4393Crestmont Private Wealth LLCTX$317.31M105+3.1%
4394Cisco Systems, Inc.CA$317.10M3-3.6%
4395Keewaydin Investments LLCNY$316.98M16-15.7%
4396Whitefort Capital Management, LPNY$316.95M18-0.3%
4397C Partners Holding GmbhSwitzerland$316.75M7-14.8%
4398Hutchens & Kramer Investment Management Group, LLCIN$316.51M149+9.3%
4399Interchange Capital Partners, LLCPA$316.41M279-41.3%
4400Arkfeld Wealth Strategies, L.L.C.NE$316.19M115+8.7%

Showing 4,351–4,400 of 8,643

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