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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
4551Svf Sponsor III (De) LLCCA$297.39M1-10.6%
4552Tmb Capital Partners, LLCAR$297.34M176+1.7%
4553Fischer Financial Services, Inc.PA$297.32M56-21.3%
4554Prudent Man Investment Management, Inc.CO$297.25M169-0.0%
4555Essential Partners LLCCA$297.15M2,848-8.5%
4556Richard W. Paul & Associates, LLCMI$297.12M299-1.4%
4557Concord Investment Counsel Inc.CA$296.97M41-3.6%
4558Trustees Of The University Of PennsylvaniaPA$296.85M4+45.8%
4559New Republic Capital, LLCNC$296.69M312-20.8%
4560Jacobsen Capital ManagementUT$296.12M124-3.3%
4561Red Lighthouse Investment Management, LLCNY$296.11M80+6.0%
4562Town & Country Bank & Trust Co Dba First Bankers Trust CoKY$296.03M146-0.5%
4563Vigilare Wealth ManagementAZ$295.95M109-0.5%
4564River Street Advisors LLCIL$295.93M172+10.9%
4565Front Row Advisors LLCCA$295.63M553-1.4%
4566Tandem Financial, LLCCO$295.57M94+257.0%
4567Cambridge Financial Group, LLCAZ$295.45M168+2.7%
4568Royal Harbor Partners, LLCTX$295.37M51-2.4%
4569Master'S Wealth Management Inc.PA$295.25M82+6.2%
4570Claar Advisors LLCNY$295.10M15-13.7%
4571Keeler & Nadler Financial Planning & Wealth ManagementOH$294.76M82+2.2%
4572Morris Financial Concepts, Inc.SC$294.56M195+3.2%
4573Adapt Investment Managers SASwitzerland$294.44M34-40.5%
4574Permit Capital, LLCPA$294.39M19-8.4%
4575Selkirk Management LLCNJ$294.17M11-22.2%
4576B&I Capital AGSwitzerland$294.07M24+4.6%
4577Thomas J. Herzfeld Advisors, Inc.FL$294.05M115-0.5%
4578Pacifica Capital Investments, LLCTX$293.75M15-20.0%
4579Deseret Mutual Benefit AdministratorsUT$293.60M508+25.2%
4580Missouri Education Pension TrustMO$293.53M2-16.0%
4581Engle Capital Management, L.P.CT$293.49M22+13.3%
4582Hf Advisory Group, LLCMD$293.45M166+2.4%
4583Consilium Wealth Advisory, LLCTX$293.17M102+8.2%
4584Montgomery Investment Management IncMD$293.09M103+5.5%
4585Firetrail Investments Pty LtdAustralia$293.07M28-4.0%
4586Roth Financial Partners LLCTX$292.87M31-3.4%
4587Family Wealth Partners, LLCNC$292.86M105+5.6%
4588Nixon Capital, LLCTX$292.76M22-22.8%
4589Sharper & Granite LLCCA$292.72M107+3.1%
4590Curio Wealth, LLCMD$292.61M1,255+3.7%
4591Thomist Capital Management, LPTX$292.47M43-20.2%
4592Walker Financial Services, Inc.KY$292.34M43+5.9%
4593Barometer Capital Management Inc.Ontario$292.15M114-29.6%
4594Pennington Partners & Co., LLCMD$291.98M114+17.0%
4595Burkett Financial Services, LLCSC$291.81M248-0.4%
4596Francisco Partners Management, LPCA$291.78M3-36.7%
4597Lcc Family Corp.Ontario$291.68M1-39.2%
4598Warner Financial, IncMD$291.59M135+101124.0%
4599Bishop & Co Investment Management, LLCPA$291.52M26-3.4%
4600Members Advisory Group LLCNY$291.52M36+9.9%

Showing 4,551–4,600 of 8,643

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