Institutional Research

Institutional Funds

8,522 investment managers that filed Form 13F for Q4 2025, ranked by reported portfolio value.

#	Fund	Location	Portfolio Value	Holdings	QoQ Change
4901	Heights Capital Management, Inc	CA	$264.23M	191	-13.0%
4902	Tencap Wealth Coaching, LLC	UT	$264.22M	7	—
4903	Silchester International Investors LLP	X0	$264.21M	3	-13.5%
4904	Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna	R9	$264.01M	181	+5.7%
4905	Long Road Investment Counsel, LLC	MI	$263.98M	79	-6.6%
4906	Adams Street Partners LLC	IL	$263.91M	5	+72.2%
4907	Cura Wealth Advisors, LLC	IL	$263.81M	141	+1.5%
4908	Cumberland Advisors Inc	FL	$263.79M	49	+1.3%
4909	Game Creek Capital, LP	MA	$263.56M	78	+13.2%
4910	Lineage Point Capital LP	FL	$263.55M	169	—
4911	Fwg Holdings, LLC	FL	$263.48M	127	+13.7%
4912	Af Advisors, Inc.	CA	$263.20M	29	+6.9%
4913	Intrepid Financial Planning Group LLC	IN	$263.10M	122	+0.3%
4914	One Fin Capital Management LP	CA	$263.04M	17	-2.0%
4915	Owen Larue, LLC	KY	$262.92M	120	+3.4%
4916	Wheelhouse Advisory Group LLC	MO	$262.86M	49	+13.2%
4917	Camarda Financial Advisors, LLC	FL	$262.69M	102	-3.2%
4918	Ashoka Whiteoak Capital Pte Ltd	U0	$262.57M	17	+2.2%
4919	Carnegie Lake Advisors LLC	NJ	$262.56M	165	+1.0%
4920	Fluent Financial, LLC	TX	$262.41M	57	+2.7%
4921	Scoggin Management LP	NY	$262.39M	36	+4.0%
4922	Redw Wealth LLC	NM	$262.31M	102	-0.9%
4923	White Mountains Insurance Group Ltd	NH	$261.93M	2	+28.9%
4924	Goodlander Investment Management, LLC	TX	$261.83M	11	-0.2%
4925	Cambridge Financial Group, Inc.	OH	$261.80M	33	+1.5%
4926	Kaleidoscope Capital LP	MA	$261.76M	11	-25.2%
4927	Heathbridge Capital Management Ltd.	A6	$261.74M	29	+0.5%
4928	Wills Financial Group LLC	VA	$261.68M	73	+7.3%
4929	True Wind Capital Management, L.P.	CA	$261.61M	2	-4.1%
4930	Bcu Wealth Advisors, LLC	IL	$261.33M	61	+5.7%
4931	Kondo Wealth Advisors, Inc.	CA	$261.32M	71	+5.4%
4932	Landmark Wealth Management, LLC	NY	$261.32M	88	+3.8%
4933	Twin Securities, Inc.	NY	$261.07M	16	+31.5%
4934	Richards, Merrill & Peterson, Inc.	WA	$260.89M	273	+12.6%
4935	Atlatl Advisers LLC	WI	$260.84M	156	+3.6%
4936	Harbor Island Capital LLC	MA	$260.81M	15	+11.6%
4937	Wittenberg Investment Management, Inc.	MA	$260.70M	72	+3.4%
4938	Garner Asset Management Corp	TX	$260.63M	425	+5.0%
4939	Penderfund Capital Management Ltd.	A1	$260.49M	199	+0.7%
4940	Murphy Pohlad Asset Management LLC	MN	$260.44M	125	+2.2%
4941	Militia Capital Partners, LP	NV	$260.32M	177	+22.7%
4942	Compass Capital Corp /Ma/ /Adv	MA	$260.16M	187	+13.6%
4943	Disciplined Investments, LLC	OK	$260.14M	130	+3.6%
4944	Titan Wealth (Ci) Ltd	Y7	$260.09M	66	—
4945	Green Court Capital Management Ltd	K3	$260.08M	4	+18.3%
4946	Phoenix Wealth Advisors	NC	$259.98M	127	-0.1%
4947	Applied Capital LLC	AR	$259.85M	52	+4.7%
4948	Tl Private Wealth	TX	$259.82M	46	+4.2%
4949	Grey Rock Energy Management, LLC	TX	$259.75M	1	-13.1%
4950	Tensor Edge Capital, LLC	MA	$259.74M	13	—

Showing 4,901–4,950 of 8,522

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