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Institutional (13F) Funds (N-PORT) ·
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 106 of 258  ·  5,141 managers
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# Fund / Institution AUM ▼ Positions Period
2101 Golden Reserve Retirement LLC $485M 104 Mar 2026
2102 Avion Wealth $484M 1,558 Mar 2026
2103 Mascoma Wealth Management LLC $484M 515 Mar 2026
2104 Lantz Financial LLC $484M 239 Mar 2026
2105 BOCHK Asset Management Ltd $483M 117 Mar 2026
2106 JSF Financial, LLC $482M 132 Dec 2025
2107 Bridgewealth Advisory Group, LLC $482M 135 Mar 2026
2108 Mcrae Capital Management Inc $482M 106 Mar 2026
2109 Ithaka Group Llc $482M 38 Mar 2026
2110 Northwest Quadrant Wealth Management, LLC $481M 67 Mar 2026
2111 TB Alternative Assets Ltd. $481M 36 Mar 2026
2112 Headwater Capital Co Ltd $481M 17 Dec 2025
2113 Hourglass Capital, Llc $480M 130 Mar 2026
2114 Benedict Financial Advisors Inc $480M 133 Mar 2026
2115 Privium Fund Management B.V. $480M 60 Mar 2026
2116 Longfellow Investment Management Co Llc $480M 243 Mar 2026
2117 Silverlake Wealth Management Llc $479M 377 Mar 2026
2118 RPg Family Wealth Advisory, LLC $479M 146 Mar 2026
2119 Valicenti Advisory Services Inc $478M 80 Dec 2025
2120 Towneley Capital Management, Inc / DE $478M 42 Mar 2026
Page 106 of 258  ·  5,141 managers
← Prev 1… 104 105 106 107 108 …258 Next →