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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
4851Roehl & Yi Investment Advisors, LLCOR$266.31M180+6.5%
4852Texas Bank & Trust CoTX$266.24M176-3.2%
4853Strategic Equity ManagementAZ$266.04M70-9.8%
4854Lecap Asset Management LtdUnited Kingdom$265.91M267+5.9%
4855Whetstone Capital Advisors, LLCKS$265.81M54-17.1%
4856Aerodigm Wealth, LLCOR$265.72M86+2.6%
4857Tencap Wealth Coaching, LLCUT$265.70M7+0.6%
4858Kondo Wealth Advisors, Inc.CA$265.61M69+1.6%
4859Ulysses Management LLCNY$265.46M28-30.4%
4860Weitzel Financial Services, Inc.IA$265.38M50+2.7%
4861Wills Financial Group LLCVA$265.35M75+1.4%
4862Buckhead Capital Management LLCGA$265.27M144-4.8%
4863Dcf Advisers, LLCSC$265.26M72-12.4%
4864Wind River Trust CoWY$265.17M11-1.0%
4865Landmark Wealth Management, Inc.IL$265.14M42+0.1%
4866Tranquility Partners, LLCTN$265.09M226-4.5%
4867Veridan Wealth LLCOR$265.05M79-10.9%
4868Beacon Investment Advisors LLCMD$264.92M171+6.3%
4869Nyl Investors LLCNY$264.66M31-10.1%
4870Retirement Capital StrategiesCA$264.60M62-1.9%
4871Fwg Holdings, LLCFL$264.59M125+0.4%
4872Imz Advisory IncFL$264.43M39-3.2%
4873Fidelis Im, LLCOR$264.25M25+2.6%
4874Saiph Capital, LLCNJ$264.24M76-5.1%
4875S Squared Technology, LLCNY$264.21M35+2.3%
4876Brown Financial AdvisorsOH$264.04M209-3.4%
4877Sgl Investment Advisors, Inc.MT$264.03M124+7.2%
4878Silphium Asset Management LtdUnited Kingdom$263.98M48+11.9%
4879Fourth Dimension Wealth, LLCOH$263.71M593-3.8%
4880Zullo Investment Group, Inc.PA$263.51M158-3.6%
4881Ashoka Whiteoak Capital Pte LtdSingapore$263.51M18+0.4%
4882Cherokee Insurance CoMI$263.46M121+6.8%
4883Signature Wealth Management GroupGA$263.37M128+7.4%
4884Meridian Financial Partners LLCVA$263.12M121+4.1%
4885Laurore LtdHong Kong$263.03M1-39.7%
4886Doubleline ETF Adviser LPFL$262.78M176-21.2%
4887Trellis Wealth Advisors LLCCA$262.77M47+2.8%
4888Legacy Capital Group California, Inc.CA$262.77M277-36.3%
4889Kerrisdale Advisers, LLCFL$262.72M112+23.7%
48901492 Capital Management LLCWI$262.50M128+3.3%
4891Peachtree Investment Partners, LLCFL$262.41M129-12.9%
4892Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance GroupPoland$262.34M28+28.0%
4893Legacy Bridge, LLCIA$262.21M320+6.4%
4894Ananym Capital Management, LPNY$262.14M10+7.8%
4895Northstar Advisory Group, LLCNJ$262.09M112-6.9%
4896Hatch Cove Capital, LLCIL$262.08M19+2.3%
4897Three Seasons Wealth, LLCUT$262.02M187-75.0%
4898Strait & Sound Wealth Management LLCCA$262.00M157-2.5%
4899Traveka Wealth, LLCCA$261.97M186+6.6%
4900Maltin Wealth Management, Inc.NJ$261.65M136+4.1%

Showing 4,851–4,900 of 8,643

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