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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
4601Canopy Partners, LLCOH$291.47M245-5.0%
4602Capital Investment Management, Inc.MO$291.17M125+1.8%
4603Key Client Fiduciary Advisors, LLCNJ$290.99M207+0.8%
4604Wilkerson Advisory Group LLCMO$290.96M617+2.5%
4605Denver Pwm, LLCCO$290.92M87-2.8%
4606Denver Wealth Management, Inc.CO$290.67M100+3.0%
4607Evelyn Partners Investment Management (Europe) Ltd Ireland$290.60M187-5.7%
4608Barrett & Company, Inc.RI$290.59M651-3.1%
4609Oak Asset Management, LLCCA$290.44M108-0.9%
4610Everpar Advisors LLCOK$290.41M282+7.7%
4611Odonnell Financial Services, LLCCA$290.33M64-0.7%
4612Fairfield Financial Advisors, LtdMA$290.22M72-5.4%
4613Friday FinancialIA$290.20M93+2.3%
4614Altrafin AGSwitzerland$290.19M52-8.0%
4615Powell Investment Advisors, LLCFL$290.10M174-0.1%
4616Glass Jacobson Investment Advisors LLCMD$289.97M607+4.3%
4617Raleigh Capital Management Inc.NC$289.77M697+5.2%
4618Orion Capital Management LLCCA$289.76M482-2.2%
4619Sonoma Allocations LLCCA$289.70M145-3.8%
4620Wealth Management Associates, Inc.NJ$289.63M234+0.7%
4621Saxon Interests, Inc.TX$289.57M222+2.4%
4622Leclair Wealth Partners LLCOH$289.38M103+67.9%
4623Blue Water Asset ManagementMI$289.38M103+4.1%
4624Windward Private Wealth Management Inc.KS$289.28M44+0.2%
4625Pinebridge Investments Asia LtdChina$289.28M7-16.4%
4626Costello Asset Management, IncPA$289.23M685-4.3%
4627Goodlander Investment Management, LLCTX$289.09M12+10.4%
4628Plum Street Advisors, LLCLA$288.80M98+2.8%
4629New Perspectives, IncMS$288.75M44+0.1%
4630Lumbard & Kellner, LLCNH$288.56M99+1.1%
4631Realta Investment AdvisorsDE$288.29M364-5.3%
4632Enzi WealthTX$288.04M70+1.6%
4633Wrapmanager IncCA$287.86M135-2.7%
4634Ticino WealthCA$287.69M138+6.6%
4635Pinnacle Holdings, LLCOK$287.58M218+5.2%
4636Horizon Investment Services, LLCIN$287.51M137+3.5%
4637Forza Wealth Management, LLCFL$287.47M188+4.0%
4638Lazari Capital Management, Inc.CA$287.45M175-3.4%
4639Psquared Asset Management AGSwitzerland$287.43M15+34.4%
4640Encompass Wealth Advisors, LLCOR$287.38M100-2.2%
4641Wealth Management Resources, Inc.RI$287.25M28+1.1%
4642Shaker Financial Services, LLCVA$286.90M145-9.1%
4643Iams Wealth Management, LLCNE$286.87M186+3.5%
4644Skyline Advisors, Inc.WA$286.64M120-4.3%
4645Avaii Wealth Management, LLCWI$286.47M157+3.8%
4646Mayfair Advisory Group, LLCAL$286.41M175+11.2%
4647Investment Research & Advisory Group, Inc.GA$286.31M277-5.2%
4648Mills Wealth Advisors LLCTX$286.28M80+12.9%
4649Goodhaven Capital Management, LLCNJ$286.21M24-7.3%
4650Valence8 Us LPMA$286.10M14-15.2%

Showing 4,601–4,650 of 8,643

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