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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
4701Owl Creek Wealth Partners LLCCO$280.67M1,238—
4702Venbio Partners LLCCA$280.55M6+29.7%
4703Borer Denton & Associates, Inc.PA$280.35M66-5.5%
4704Panoramic Hills Capital LtdBritish Virgin Islands$280.33M2-1.7%
4705Acorn Creek Capital LLCCO$280.15M84+0.7%
4706Veracity Capital LLCGA$279.92M201-17.0%
4707Hall Capital Management Co IncRI$279.79M107+8.0%
4708Pivotal Bioventure Partners Investment Advisor LLCCA$279.78M13+8.2%
4709Joseph P. Lucia & Associates, LLCNY$279.72M169+0.9%
4710Balanced Wealth Group LLCOH$279.41M73+2.2%
4711Ketron FinancialCA$279.34M55-7.0%
4712Ncm Capital Management, LLCNJ$279.27M185+3.6%
4713Compass Capital Corp /Ma/ /AdvMA$279.25M202+7.3%
4714Colonial River Investments, LLCVA$279.19M229-0.5%
4715Elevation Wealth Partners, LLCCA$279.13M1,075-1.1%
4716Murphy Pohlad Asset Management LLCMN$278.98M134+7.1%
4717Clarus Group, Inc.TX$278.96M113+0.5%
4718Lee Johnson Capital Management, LLCTX$278.90M80-4.3%
4719New Insight Wealth AdvisorsCA$278.88M107-0.4%
4720David Kennon IncFL$278.88M41-0.9%
4721Sof LtdCayman Islands$278.88M1-3.8%
4722Centennial Bank/Ar/AR$278.67M322+10.8%
4723Checkpoint Capital L.P.CA$278.65M8-11.7%
4724Disciplined Investments, LLCOK$278.54M141+7.1%
4725Excalibur Management CorpMA$278.48M160+0.4%
4726Shorehaven Wealth Partners, LLCNJ$278.44M103+0.0%
4727Quantum Financial Planning Services, Inc.WA$278.39M53+0.9%
4728Alliance Private Wealth, LLCMA$278.31M80-3.2%
4729Malaga Cove Capital, LLCCA$278.29M192-3.7%
4730Arcus Capital Partners, LLCGA$278.25M121-0.1%
4731Kanen Wealth Management LLCFL$278.05M36+84316.6%
4732Rede Wealth, LLCVA$278.03M108-3.4%
4733Centerline Wealth Advisors, LLCKY$278.00M73+0.7%
4734Rba Wealth Management, LLCCA$277.65M92-5.9%
4735Prosperity Planning, Inc.MO$277.59M83+2.8%
4736Armor Investment Advisors, LLCNC$277.51M160+2.1%
4737Seaview Investment Managers LLCFL$277.38M73+4.3%
4738Berkshire Capital Holdings IncCA$277.18M114-8.1%
4739Mad River InvestorsMA$277.17M31+26.3%
4740Eley Financial Management, IncVT$277.07M69-0.5%
4741Carmel Capital Partners, LLCCA$277.06M118-2.7%
4742Henry James International Management Inc.NY$276.95M94-12.7%
47431 North Wealth Services LLCMD$276.92M268-2.6%
4744Tounjian Advisory Partners, LLCFL$276.89M150-6.2%
4745Townsend Asset Management Corp /Nc/ /AdvNC$276.71M187-2.5%
4746Icw Investment Advisors LLCAZ$276.65M147+0.6%
4747Independence Asset Advisors, LLCPA$276.60M24+52.5%
4748Tanglewood Legacy Advisors, LLCTX$276.45M269+3.8%
4749Five Oceans AdvisorsCA$276.44M193-2.3%
4750Envision Financial Planning, LLCTN$276.39M51+4.5%

Showing 4,701–4,750 of 8,643

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