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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
4401Gerald Baker Financial Group LLCTX$315.74M114—
4402Mtm Investment Management, LLCSC$315.65M709+0.8%
4403Mars Jewett Financial Group, Inc.WA$315.62M37-6.1%
4404Khis Custodian LPTX$315.59M1+9.4%
4405Waterford Advisors, LLCNY$315.28M57+23.2%
4406Orion Investment CoMO$315.13M69-4.0%
4407Vert Asset Management LLCCA$315.12M45+4.8%
4408Seven Fleet Capital Management LPCA$315.09M114+113.2%
4409Kirtland Hills Capital Management, LLCOH$314.99M156+10.4%
4410Nine Ten Capital Management LLCIL$314.82M8-0.3%
4411Spectrum Asset Management, Inc. (Nb/Ca)CA$314.78M107+5.0%
4412Monaco Asset Management SamO9$314.67M57-6.7%
4413Heritage Oak Wealth Advisors LLCFL$314.66M73+16.3%
4414Essential Planning, LLC.NH$314.51M85+0.3%
4415Whitegate Investment Counselors, Inc.NH$314.50M68-1.7%
4416Investment Advisory Services Inc /Tx /AdvTX$314.48M130-1.6%
4417Roberts Financial Services LLCMI$314.46M31-1.3%
4418Sentry LLCTN$314.30M118-14.0%
4419Moseley Investment Management IncFL$313.70M162-3.1%
4420Ameliora Wealth Management Ltd.Switzerland$313.69M232-4.4%
4421Purus Wealth Management, LLCCA$313.67M157-2.2%
4422Parafi Capital LPNY$313.61M17-11.0%
4423Etesian Wealth Advisors, Inc.OR$313.42M138-1.7%
4424Nova R Wealth, Inc.KS$313.41M90+14.3%
4425White Mountains Insurance Group LtdNH$313.37M2+19.6%
4426Silver Coast Investments LLCUnited States$313.36M119+8.0%
4427Juniper Investment Company, LLCNY$313.10M8+7.6%
4428Flynn Zito Capital Management, LLCNY$313.03M158+11.9%
4429Gfg Capital, LLCFL$313.02M88+11.5%
4430Pegasus Asset Management, Inc.NJ$312.76M67-3.7%
4431Lifeguide Financial Advisors, LLCPA$312.73M46+3.8%
4432Kercheville Advisors, LLCTX$312.66M106-18.1%
4433Strongbox Wealth, LLCMO$312.50M95+2.7%
4434Philadelphia Financial Management Of San Francisco, LLCCA$312.09M42-35.5%
4435California First Leasing CorpCA$312.05M39+1.3%
4436Elyxium Wealth, LLCCA$311.83M165-13.5%
4437Midwest Heritage Bank, FsbIA$311.66M51+7.6%
4438Portland Investment Counsel Inc.Ontario$311.62M55-6.2%
4439Towne Trust Company, N.AVA$311.36M318-2.9%
4440Boothe Investment Group, Inc.DE$310.69M40+11.2%
4441Tradewinds, LLC.NC$310.32M153-25.9%
4442Ironbridge Private Wealth, LLCTX$310.05M45-1.9%
4443Redwood Grove Capital, LLCNY$309.81M22-11.7%
4444Cutler Capital Management, LLCMA$309.81M95+10.0%
4445Atle Fund Management AbSweden$309.69M39-1.2%
4446Consolidated Capital Management, LLCCA$309.61M74-6.3%
4447Iat Reinsurance Co Ltd.NY$309.61M67-9.3%
4448Seven Post Investment Office LPCA$309.54M36+10.7%
4449Tsa Wealth Managment LLCTX$309.45M105+2.5%
4450Cloverfields Capital Group, LPMN$309.09M91-4.2%

Showing 4,401–4,450 of 8,643

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