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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
4901Mercuria Capital Strategies, LLCTX$261.63M31+48.6%
4902Global Trust Asset Management, LLCFL$261.52M456+3.3%
4903Excelsior Advisor Network LLCAZ$261.42M225+27.1%
4904Dc Investments Management, LLCVA$261.23M76+15.5%
4905Luken Investment Analytics, LLCTN$261.21M160+3.1%
4906Adaptive Financial Consulting, LLCOH$261.13M18+1.6%
4907Gallacher Capital Management LLCCO$260.70M299+0.8%
4908Penney Financial, LLCTX$260.64M48+0.6%
4909Southern Michigan Bank & TrustMI$260.60M424—
4910Nwk Group, Inc.CA$260.59M66-9.5%
4911Game Creek Capital, LPMA$260.58M78-1.1%
4912Thomas Story & Son LLCIN$260.53M51-3.2%
4913Owen Larue, LLCKY$260.53M128-0.9%
4914Lunt Capital Management, Inc.UT$260.46M97-2.4%
4915Wj Interests, LLCTX$260.40M20+12.0%
4916Adams Street Partners LLCIL$260.32M3-1.4%
4917Mba Advisors LLCPA$260.30M146+4.9%
4918Letson Investment Management, Inc.GA$260.27M101-4.6%
4919Crux Wealth AdvisorsCA$260.24M179-3.2%
4920Silver Heights Capital Management IncOntario$260.21M4+3.2%
4921Bull Oak Capital, LLCCA$260.18M38+6.3%
4922Hfm Investment Advisors, LLCNJ$260.05M1,204+1.7%
4923Robertson Opportunity Capital, LLCTX$259.92M30-5.7%
4924Miller Wealth Advisors, LLCCO$259.73M117-4.0%
4925Kaleidoscope Capital LPMA$259.70M15-0.8%
4926Sawyer & Company, IncMA$259.68M197-8.1%
4927Barbara Oil Co.IL$259.49M69-3.7%
4928Jdm Financial Group LLCTX$259.35M318+0.7%
4929Financial Council, LLCMD$259.23M101+3.5%
4930Toews Corp /AdvNJ$259.21M6-62.3%
4931Potentia WealthCA$259.00M89-5.1%
4932Bluestem Financial Advisors, LLCIL$258.95M33+0.0%
4933Quartz Partners, LLCNY$258.82M168-3.7%
4934Colrain Capital LLCMA$258.68M26+42.2%
4935Codex Capital Asset Management L.L.C.TX$258.62M31-6.0%
4936Hms Capital Management, LLCTN$258.53M113+7.0%
4937Ping Capital Management, Inc.NY$258.53M66+3.0%
4938Beacon Financial Planning, IncMA$258.19M76+24.5%
4939Glass Wealth Management Co LLCTX$258.10M67+5.9%
4940Mendon Capital Advisors CorpFL$257.96M53+1.1%
4941Omc Financial Services LtdNY$257.95M64-3.9%
4942Stash Investments, LLCNY$257.89M5+3.4%
4943TrustbankIL$257.82M154+7.6%
4944Aafmaa Wealth Management & Trust LLCNC$257.78M96+1.0%
4945First Affirmative Financial NetworkCO$257.75M325+21.3%
4946Carroll Advisory Group, LLCTX$257.55M67+11.4%
4947Towle & CoCO$257.47M54-31.9%
4948Persistent Asset Partners LtdHong Kong$257.40M238+23.7%
4949Cruiser Capital Advisors, LLCCT$257.30M52+118.1%
4950Hillman CoPA$257.16M14-10.8%

Showing 4,901–4,950 of 8,643

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