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Institutional (13F) Funds (N-PORT) ·
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 112 of 258  ·  5,141 managers
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# Fund / Institution AUM ▼ Positions Period
2221 Venator Management LLC $444M 27 Dec 2025
2222 Prentice Wealth Management LLC $443M 117 Mar 2026
2223 Aspire Private Capital, LLC $443M 292 Mar 2026
2224 Cornerstone Planning, LLC $443M 141 Mar 2026
2225 Beacon Financial Advisory LLC $443M 402 Mar 2026
2226 Next Level Private LLC $443M 175 Mar 2026
2227 Opal Wealth Advisors, LLC $442M 606 Mar 2026
2228 Heartland Bank & Trust Co $442M 350 Mar 2026
2229 Empire Financial Management Company, LLC $442M 211 Mar 2026
2230 Capital Management Associates, Inc $442M 166 Mar 2026
2231 Performa Ltd (US), LLC $442M 47 Mar 2026
2232 De Burlo Group Inc $441M 88 Mar 2026
2233 Endeavour Capital Advisors Inc $441M 42 Mar 2026
2234 Triangle Securities Wealth Management $441M 206 Mar 2026
2235 Parisi Gray Wealth Management $440M 135 Dec 2025
2236 Cove Private Wealth, LLC $440M 185 Mar 2026
2237 Austin Wealth Management, LLC $440M 118 Mar 2026
2238 Cape Ann Asset Management Ltd $440M 11 Mar 2026
2239 SailingStone Capital Partners LLC $440M 17 Mar 2026
2240 Abound Wealth Management $440M 1,492 Mar 2026
Page 112 of 258  ·  5,141 managers
← Prev 1… 110 111 112 113 114 …258 Next →