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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
4501Dhjj Financial Advisors, Ltd.IL$301.75M1,080+0.2%
4502Aristides Capital LLCKY$301.60M154+4.6%
4503Elevated Financial Group LLCIN$301.56M133+4.3%
4504Gr Financial Group, LLCAZ$301.48M22-32.3%
4505Precision Wealth Strategies, LLCMO$301.45M156-2.3%
4506Tred Avon Family Wealth, LLCMD$301.34M261-2.0%
4507Charles-Lim Capital LtdHong Kong$301.30M5-18.3%
4508Pacifica Partners Inc.Canada$301.20M451+33.8%
4509Matthew 25 Management CorpPA$301.11M20-7.9%
4510Absolute Capital Management, LLCPA$301.04M146+9.7%
4511Cape Investment Advisory, Inc.GA$300.67M227-7.5%
4512United BankGA$300.64M124+1.9%
4513Forum Private Client Group LLCIN$300.07M80+2.3%
4514Sykon Capital LLCNY$300.05M88-3.7%
4515Riverwater Partners LLCWI$299.97M213+16.1%
4516United Community BankSC$299.92M565+13.4%
4517Flat Footed LLCWY$299.80M14-29.4%
4518Pca Investment Advisory Services Inc.OH$299.70M57+4.8%
4519Riverview Capital Advisers, LLCMA$299.67M86-9.3%
4520Rogco, LPOK$299.52M205-0.8%
4521Jackson, Grant Investment Advisers, Inc.CT$299.51M398-1.4%
4522Prodigy Asset Management LLCNE$299.51M28+5.1%
4523Carlton Hofferkamp & Jenks Wealth Management, LLCTX$299.49M142+0.0%
4524Kimmeridge Energy Management Company, LLCNY$299.40M1-52.2%
4525Goepper Burkhardt LLCSC$299.28M97-2.5%
4526Corundum Group, Inc.CO$299.20M108+0.4%
4527Amtrust Financial Services, Inc.NY$299.19M14-4.7%
4528Bhk Investment Advisors, LLCAL$299.19M79-1.7%
4529Juncture Wealth Strategies, LLCAZ$299.19M133-1.5%
4530Parkshore Wealth Management, Inc.CA$299.13M69+12.3%
4531Kaydan Wealth Management, Inc.MI$299.04M109-13.4%
4532Buttonwood Financial Advisors Inc.MD$298.83M108-0.4%
4533Beacon Bridge Wealth Partners, LLCPA$298.76M101-0.7%
4534Nepsis Inc.MN$298.58M29-7.7%
4535American Assets IncCA$298.48M30-5.5%
4536Technology Crossover Management Viii, Ltd.CA$298.42M5-27.3%
4537Vista Investment ManagementPA$298.41M173-1.4%
4538Mkt Advisors LLCCA$298.27M157+1.8%
4539Jvl Associates LLCMI$298.27M63-2.9%
4540Congruence Capital, LLCCA$298.21M30+9.7%
4541Lynch Asset Management, Inc.PA$298.19M51-6.2%
4542Cpa Asset Management Group, LLCFL$298.16M99+4.6%
4543Berkeley, IncID$298.06M81-5.2%
4544Hassell Wealth Management, LLCLA$298.03M28-0.3%
4545Range Financial Group LLCOR$297.97M190+3.1%
4546Act Wealth Management, LLCTX$297.83M62-2.6%
4547Sustainable Insight Capital Management, LLCNY$297.75M86-0.6%
4548Towarzystwo Funduszy Inwestycyjnych Pzu SAPoland$297.65M687-25.1%
4549Adirondack Trust CoNY$297.62M544-2.1%
4550Lcnb CorpOH$297.48M186-0.3%

Showing 4,501–4,550 of 8,643

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