FBInvestor
Institutional Research

Institutional Funds

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

#FundLocationPortfolio ValueHoldingsQoQ Change
4651Argentarii, LLCOH$285.97M198-6.9%
4652Muzinich & Co., Inc.NY$285.90M38-10.1%
4653New Wave Wealth Advisors LLCAR$285.88M186+4.6%
465444 Wealth Management LLCOR$285.87M183-4.1%
4655Hs Management Partners, LLCNY$285.79M24-39.0%
4656Sinvest Investments II Ltd.Bahamas$285.77M1-26.8%
4657Leisure Capital ManagementCA$285.72M154-5.4%
4658Owls Nest Partners Ia, LLCPA$285.71M13-20.9%
4659Kenora Financial, LLCIL$285.51M132-4.0%
4660West Family Investments, Inc.CA$285.25M259-33.0%
4661Westshore Wealth, LLCCA$285.02M102-5.7%
4662Theory Financial LLCCO$284.94M94-4.0%
4663Vantage Point Financial LLCIL$284.78M175+1.9%
4664Bennett Selby Investments LPME$284.71M81-8.3%
4665G&S Capital LLCCO$284.57M133+0.5%
4666Providence First Trust CoAZ$284.40M179-1.5%
4667Future Fund LLCIL$284.36M127-10.0%
4668Axiom Financial Strategies, LLCIN$284.09M32+19.5%
4669Mma Asset Management LLCNY$284.08M179+1.3%
4670Mach-1 Financial Group, LLCAR$284.05M161-41.7%
4671Wealthspan Partners, LLCIA$283.79M123+3.2%
4672Rise Advisors, LLCNY$283.75M94+1.2%
4673Chaney Capital Management, Inc.WA$283.66M41-2.1%
4674Powers Advisory Group, LLCIL$283.58M125+6.8%
4675Beacon Wealthcare LLCNC$283.55M26-2.6%
4676Foundation Wealth Management, LLC\PaPA$283.52M91+2.9%
4677Bank OzkAR$283.47M149+0.1%
4678Hall Laurie J TrusteeMA$283.36M104-5.8%
4679Davis Investment Partners, LLCNC$283.09M167-1.0%
4680Urban Financial Advisory CorpIL$282.87M56+11.1%
4681Tagstone Capital, Inc.NC$282.82M137+5.3%
4682Drummond Knight Asset Management Pty LtdAustralia$282.72M14-20.9%
4683Delaney Dennis RMA$282.44M60+41.9%
4684Wealth Effects LLCMA$282.19M237-11.6%
4685Access Financial Services, Inc.MN$282.09M95+2.7%
4686First Citizens Asset Management, Inc.NC$282.06M28-1.4%
4687Samalin Investment Counsel, LLCNY$282.02M319+0.0%
4688Defender Capital, LLC.NC$281.92M34-8.7%
4689Inca Investments LLCFL$281.79M10-1.4%
46903g Capital Partners LPNY$281.71M10-33.6%
4691Monte Financial Group, LLCCT$281.60M100+4.9%
4692Financial Symmetry IncNC$281.47M63+14.8%
4693Tiller Private Wealth, Inc.PA$281.42M66+0.1%
4694Bluesphere Advisors LLCPA$281.31M121+24.4%
4695Biltmore Wealth Management, LLCAZ$281.20M60+6.1%
4696Remedium Capital Partners, LLCFL$281.15M6+165077.4%
4697Iyo Bank, Ltd.Japan$281.13M35-10.3%
4698Investment Partners, Ltd.OH$281.10M152-1.6%
4699Northern Right Capital Management, L.P.CT$281.01M25-26.2%
4700Freedom Financial Partners LLCMN$280.76M88+2.1%

Showing 4,651–4,700 of 8,643

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