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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
4801Mount Lucas Management LPPA$270.80M165+19.9%
4802Prosperity Financial Group, Inc.CA$270.78M186-2.4%
4803Moerus Capital Management LLCNY$270.75M15+16.8%
4804Sculati Wealth Management, LLCMI$270.71M115-4.5%
4805Ravenswood Partners LPVA$270.69M35-9.8%
4806Punch Card Management L.P.FL$270.65M5-10.0%
4807Axis Capital Holdings LtdBermuda$270.45M3-5.1%
4808Register Financial Advisors LLCGA$270.43M386+5.3%
4809First Dallas Securities Inc.TX$270.32M118+0.6%
4810Inlight Wealth Management, LLCGA$270.09M50-1.1%
4811American Financial Group IncOH$269.70M71-0.0%
4812Searcy Financial Services Inc /AdvKS$269.64M27-0.1%
4813Aj Advisors, LLCTN$269.55M33-0.5%
4814Triton Wealth Management, PllcAZ$269.54M124+1.4%
4815Ratan Capital Management LPFL$269.37M35-25.9%
4816Mtco Ltd.Bahamas$269.30M2+8.9%
4817Union Heritage Capital, LLCMI$269.22M62-8.8%
4818Summit Investment Advisory Services, LLCMN$269.19M81+1.6%
4819Stableford Capital II LLCAZ$269.18M144-2.8%
4820Harbor Island Capital LLCMA$269.18M16+3.2%
4821Holistic Financial PartnersIN$269.03M146-2.4%
4822Wittenberg Investment Management, Inc.MA$269.01M74+3.2%
4823Spectrum Wealth Advisory Group, LLCCA$268.95M58-1.1%
4824Breakwater Investment ManagementWA$268.94M506-2.7%
4825Untitled Investments LPNY$268.57M16-19.3%
4826National Wealth Management Group, LLCOH$268.51M215-6.9%
4827Power Wealth Management LLCGA$268.46M94-5.5%
4828Prosperitas Financial LLCCA$268.42M93+4.6%
4829Nvest Financial, LLCNH$268.41M139+11.6%
4830Aip, LLCNY$268.32M3-27.2%
4831Bcu Wealth Advisors, LLCIL$268.24M60+2.6%
4832Varcov Co.CT$268.24M363+5.9%
4833Worth Asset Management, LLCTX$268.23M182+13.8%
4834Applied Capital LLCAR$267.88M50+3.1%
4835S&T Bank/PaPA$267.86M411-15.3%
4836Empower Annuity Insurance CoCO$267.77M1-1.1%
4837Powszechne Towarzystwo Emerytalne Allianz Polska S.A.Poland$267.75M10-15.2%
4838Shawspring Partners LLCMA$267.61M12-49.6%
4839Tcfg Wealth Management, LLCCA$267.47M274+4.5%
4840Tcfg Investment Advisors, LLCCA$267.47M274—
4841Alexander Labrunerie & Co., Inc.MO$267.45M122-3.2%
4842Emory UniversityGA$267.39M7+70.3%
4843Cambridge Financial Group, Inc.OH$267.38M33+2.1%
4844Indigo Partners LLCAZ$267.19M2-21.4%
4845Trv Gp IV, LLCMA$266.90M2+4.6%
4846Orland Properties LtdDC$266.80M10-50.1%
4847Weinberger Asset Management, IncCA$266.74M92-3.9%
4848Gkv Capital Management Co., Inc.CA$266.63M88-0.2%
4849S.A. Mason LLCMI$266.38M266+5.3%
4850Dynamo Internacional Gestao De Recursos Ltda.Brazil$266.32M3+114.2%

Showing 4,801–4,850 of 8,643

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