FBInvestor
Institutional Research

Institutional Funds

8,643 investment managers that filed Form 13F for Q1 2026, ranked by reported portfolio value.

#FundLocationPortfolio ValueHoldingsQoQ Change
4451Pines Wealth Management, LLCNC$308.95M215-0.1%
445211 Capital Partners LPCT$308.83M19-8.2%
4453Alteri Wealth LLCCA$308.63M292+0.0%
4454Financial Insights, Inc.WA$308.60M130+3.4%
4455Castle Wealth Management LLCFL$308.55M132+2.2%
4456Bell & Brown Wealth Advisors, LLCCA$308.29M68-0.8%
4457General Electric CoOH$308.24M2-52.9%
4458Elite Wealth Management, Inc.WA$308.04M49-16.1%
4459Alfreton Capital LLPUnited Kingdom$308.02M5+29.6%
4460Pecaut & Co.IA$307.98M66-0.6%
4461Alta Wealth Advisors LLCMA$307.95M161+2.9%
4462First United Bank & TrustMD$307.92M395-1.7%
4463Argyle Capital Management, LLCPA$307.72M137+2.7%
4464Idaho Trust CoID$307.61M97+1.9%
4465Capital Planning LLCWA$307.45M82-13.9%
4466Tpg Financial Advisors, LLCOR$307.43M76+2.6%
4467Crawford Fund Management, LLCMA$306.61M31-1.7%
4468Norris Financial Group, LLCSC$306.37M97+4.1%
4469Medallion Wealth Advisors, LLCCT$306.25M1,121+2.9%
4470Lifestyle Asset Management, Inc.TX$306.17M134-0.4%
4471Fearnley Asset Management AsNorway$306.03M19+40.5%
4472Aster Capital Management (Difc) LtdUnited Arab Emirates$305.95M809+34.0%
4473Synergy Investment Management, LLCFL$305.75M910+8.2%
4474Global Financial Private Client, LLCFL$305.60M236+7.1%
4475Eaton Financial Holdings Company, LLCFL$305.43M125-17.9%
4476Manatuck Hill Partners, LLCCT$305.29M115+6.8%
4477Sunpointe, LLCMO$305.27M266+1.2%
4478Breach Inlet Capital Management, LLCSC$304.57M12+43.4%
4479Demars Financial Group, LLCWA$303.73M103+1.6%
4480Boundless Plain Holdings LtdHong Kong$303.68M22-3.2%
4481East Coast Asset Management, LLC.MA$303.45M68-10.8%
4482Engaged Capital LLCCA$303.41M8-22.6%
4483Tejara Capital LtdUnited Kingdom$303.38M73+26.1%
4484Omega Financial Group, LLCCA$303.34M92+0.9%
4485Rpd Fund Management LLCNY$303.20M5+31.6%
4486Bain Capital Credit, LPMA$302.97M6-20.8%
4487Planned Solutions, Inc.CA$302.96M138-2.0%
4488Proem Advisors LLCTX$302.76M29+2.5%
4489Slagle Financial, LLCIL$302.71M121+5.7%
4490Bayberry Capital Partners LPNY$302.59M28-2.7%
4491Arrowroot Family Office, LLCCA$302.50M156+10.0%
4492L.K. Benson & Company, P.C.MD$302.50M113+51.8%
4493Norman Fields, Gottscho Capital Management, LLCNY$302.49M65-2.5%
4494Oneascent Wealth Management LLCAL$302.46M157+0.7%
4495Aspiring Ventures, LLCOH$302.41M78+7.0%
4496Wealth Advisors Of Tampa Bay, LLCFL$302.38M93+4.3%
4497American Financial Group Inc 401(K) Retirement & Savings PlanOH$302.25M1-7.5%
4498Cora Capital Advisors LLCNJ$302.05M134+17.7%
4499Greenbush Financial Group, LLCNY$302.03M36+2.7%
4500Wheelhouse Advisory Group LLCMO$301.78M51+14.8%

Showing 4,451–4,500 of 8,643

8889909192