Institutional Research

Institutional Funds

8,522 investment managers that filed Form 13F for Q4 2025, ranked by reported portfolio value.

#	Fund	Location	Portfolio Value	Holdings	QoQ Change
4701	Sharper & Granite LLC	CA	$283.92M	107	+1.7%
4702	Wilkerson Advisory Group LLC	MO	$283.90M	579	—
4703	Townsend Asset Management Corp /Nc/ /Adv	NC	$283.87M	176	+1.0%
4704	Miller Value Partners, LLC	FL	$283.83M	34	+4.3%
4705	Collaborative Wealth Managment Inc.	FL	$283.73M	239	+14.8%
4706	Friday Financial	IA	$283.65M	90	+18.8%
4707	Enzi Wealth	TX	$283.60M	71	-0.3%
4708	Sculati Wealth Management, LLC	MI	$283.48M	115	+0.0%
4709	Highview Capital Management LLC/De/	IL	$283.46M	105	+4.2%
4710	Bank Ozk	AR	$283.26M	150	+0.2%
4711	G&S Capital LLC	CO	$283.05M	132	+4.6%
4712	Five Oceans Advisors	CA	$283.00M	192	+4.1%
4713	Sims Investment Management, LLC	OH	$282.93M	43	+2.4%
4714	Stelac Advisory Services LLC	NY	$282.83M	113	-2.2%
4715	Saxon Interests, Inc.	TX	$282.76M	208	+10.6%
4716	Aspiring Ventures, LLC	OH	$282.62M	68	+0.0%
4717	Sawyer & Company, Inc	MA	$282.60M	206	+106630.0%
4718	Sittner & Nelson, LLC	OR	$282.56M	531	+2.7%
4719	Rja Asset Management LLC	CT	$282.52M	3	+7.6%
4720	Synergy Investment Management, LLC	FL	$282.51M	130	+7.9%
4721	Elevation Wealth Partners, LLC	CA	$282.38M	955	+1.7%
4722	Curio Wealth, LLC	MD	$282.27M	471	+15.8%
4723	Denver Wealth Management, Inc.	CO	$282.20M	92	+4.0%
4724	K2 Principal Fund, L.P.	A6	$282.15M	270	-4.1%
4725	Gimbel Daniel Scott	FL	$282.02M	2	-15.7%
4726	Samalin Investment Counsel, LLC	NY	$281.95M	312	-2.8%
4727	Lountzis Asset Management, LLC	PA	$281.62M	52	-8.1%
4728	Sagewood Asset Management LP	NY	$281.60M	264	—
4729	Cutler Capital Management, LLC	MA	$281.56M	98	+7.3%
4730	Northstar Advisory Group, LLC	NJ	$281.53M	111	+14.9%
4731	Lincoln Capital Corp	RI	$281.51M	92	+1.2%
4732	Corigliano Investment Advisers, LLC	NC	$281.50M	41	-8.8%
4733	David Kennon Inc	FL	$281.35M	38	+1.3%
4734	B&I Capital AG	V8	$281.20M	25	-2.7%
4735	Tiller Private Wealth, Inc.	PA	$281.02M	65	-0.0%
4736	Geneva Partners, LLC	WI	$280.83M	69	+2.6%
4737	Plum Street Advisors, LLC	LA	$280.80M	95	+8.4%
4738	Advisor Resource Council	TX	$280.68M	231	+279.0%
4739	Gfg Capital, LLC	FL	$280.66M	63	-3.1%
4740	Strengthening Families & Communities, LLC	MA	$280.60M	401	-37.7%
4741	Colonial River Investments, LLC	VA	$280.56M	228	+3.5%
4742	Mma Asset Management LLC	NY	$280.54M	182	-6.4%
4743	Nutshell Asset Management Ltd	X0	$280.51M	34	+33.8%
4744	Rise Advisors, LLC	NY	$280.35M	98	+0.5%
4745	Tekne Capital Management, LLC	NY	$280.16M	4	-20.9%
4746	Great Hill Partners, L.P.	MA	$280.03M	1	+12.4%
4747	New Insight Wealth Advisors	CA	$279.94M	111	+5.3%
4748	Lakeshore Financial Planning, Inc.	MI	$279.86M	86	+3.9%
4749	Flynn Zito Capital Management, LLC	NY	$279.76M	140	+3.4%
4750	Seven Post Investment Office LP	CA	$279.69M	37	+0.7%

Showing 4,701–4,750 of 8,522

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