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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
4751Alta Advisers LtdUnited Kingdom$276.38M206+0.1%
4752Arcadia Wealth Management, LLCNH$276.35M67+2.8%
4753Flagstar Advisors IncNY$276.13M174-7.5%
4754Family Capital Trust CoMA$276.10M89-9.8%
4755Adapt Wealth Advisors, LLCGA$276.08M106-5.0%
4756Lakeshore Financial Planning, Inc.MI$275.85M85-1.4%
4757Arohi Asset Management Pte Ltd.Singapore$275.49M7-17.4%
4758Victrix Investment AdvisorsFL$275.39M106+6.6%
4759Ted Buchan & CoCA$275.32M88+1.1%
4760Heathbridge Capital Management Ltd.Ontario$275.20M29+5.1%
4761Highview Capital Management LLC/De/IL$275.07M101-3.0%
4762Renesas Electronics America Inc.CA$275.03M1-6.3%
4763Praetorian Pr LLCPR$274.86M12+33.2%
4764Allred Capital Management, LLCTX$274.59M155-0.7%
4765325 Capital LLCNY$274.49M12-3.8%
4766Resurgent Financial Advisors LLCGA$274.40M256+37.6%
4767Maestria Partners LLCGA$274.06M13-19.7%
4768Odyssean, LLCCT$273.92M418+96.7%
4769Jessup Wealth Management, IncOH$273.91M77-9.4%
4770Bkm Wealth Management, LLCWI$273.87M148+0.1%
4771Shrier Wealth Management, LLCCA$273.60M131+7.8%
4772Sittner & Nelson, LLCOR$273.58M569-3.2%
4773Ranch Capital Advisors Inc.FL$273.52M153+0.7%
4774Aventura Private Wealth, LLCFL$273.49M900-1.7%
4775Fluent Financial, LLCTX$273.29M43+4.1%
4776Bonness Enterprises IncDC$273.18M39-5.7%
4777Firethorn Wealth Partners, LLCGA$272.66M189+2.0%
4778Lountzis Asset Management, LLCPA$272.64M52-3.2%
4779Richards, Merrill & Peterson, Inc.WA$272.60M283+4.5%
4780Blackhawk Capital Partners, LLCWI$272.53M141+2.4%
4781Spinecap SasFrance$272.50M15+17.1%
4782Stonebridge Financial Planning Group, LLCFL$272.32M171-1.7%
4783Trinity Wealth Management, LLCPA$272.30M70+0.3%
4784Autumn Glory Partners, LLCTX$272.29M204-4.6%
4785Wealthedge Investment Advisors, LLCNY$272.21M141+0.7%
4786Sims Investment Management, LLCOH$272.13M35-3.8%
4787Bourne Lent Asset Management IncNY$272.04M63-9.8%
4788Swan Capital LLCFL$272.03M553+5.8%
4789Seldon Capital LPCA$272.00M65-5.8%
4790Franchise Gp LtdCayman Islands$271.94M36+206.4%
4791Rja Asset Management LLCCT$271.80M4-3.8%
4792Bryant Woods Investment Advisors, LLCNY$271.79M58+5.3%
4793Lincoln Capital CorpRI$271.70M99-3.5%
4794Tritonpoint Partners, LLCMD$271.66M200+45.0%
4795Siemens AGGermany$271.60M1-30.4%
4796Vertrix Wealth Management, LLCMI$271.52M95—
4797Cornerstone National Bank & Trust CoIL$271.42M209+8.3%
4798Sonata Capital Group IncWA$271.09M123-2.1%
4799Foresite Capital Management V, LLCCA$271.00M9+64.8%
4800Mullooly Asset Management, Inc.NJ$270.96M51-0.9%

Showing 4,751–4,800 of 8,643

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