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Institutional (13F) Funds (N-PORT) ·
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 119 of 344  ·  6,876 managers
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# Fund / Institution AUM ▼ Positions Period
2361 Alvarez & Marsal Private Wealth Partners, LLC $712M 177 Mar 2026
2362 First National Advisers, LLC $712M 273 Jun 2026
2363 SageGuard Financial Group, LLC $712M 211 Jun 2026
2364 Hexagon Capital Partners LLC $711M 268 Jun 2026
2365 Trust Co of the South $710M 150 Jun 2026
2366 Alpine Bank Wealth Management $707M 252 Dec 2025
2367 Central Bank & Trust Co $705M 214 Jun 2026
2368 Kelleher Financial Advisors $705M 1,067 Jun 2026
2369 Rivermont Capital Management LP $705M 20 Jun 2026
2370 Pacific Sage Partners, LLC $705M 127 Jun 2026
2371 DSG Capital Advisors, LLC $704M 118 Jun 2026
2372 Platinum Paramount Investment Ltd. $704M 3 Jun 2026
2373 Talos Eurisko Asset Management LP $703M 25 Jun 2026
2374 Market Street Wealth Management Advisors Llc $703M 120 Jun 2026
2375 Global Wealth Management Investment Advisory, Inc. $703M 160 Jun 2026
2376 Mountain Capital Investment Advisors Inc. $702M 95 Jun 2026
2377 Summit Wealth Partners, LLC $702M 280 Jun 2026
2378 Atlas Wealth LLC $701M 178 Jun 2026
2379 Faithward Advisors, LLC $701M 326 Mar 2026
2380 Rainey & Randall Wealth Advisors Inc. $700M 77 Jun 2026
Page 119 of 344  ·  6,876 managers
← Prev 1… 117 118 119 120 121 …344 Next →