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Institutional (13F) Funds (N-PORT) ·
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 123 of 344  ·  6,870 managers
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# Fund / Institution AUM ▼ Positions Period
2441 Prevail Innovative Wealth Advisors, Llc $671M 197 Jun 2026
2442 Armbruster Capital Management, Inc. $671M 125 Jun 2026
2443 Summit Partners L P $670M 7 Mar 2026
2444 Founders Capital Management, Llc $670M 79 Jun 2026
2445 Verum Partners LLC $669M 202 Jun 2026
2446 Montecito Bank & Trust $668M 446 Jun 2026
2447 IDG-Accel China Capital II Associates L.P. $667M 1 Mar 2026
2448 Perryman Financial Advisory Inc /Ad $667M 175 Mar 2026
2449 Annis Gardner Whiting Capital Advisors, LLC $666M 349 Jun 2026
2450 Counterpoint Mutual Funds LLC $666M 294 Mar 2026
2451 Cynosure Group, LLC $666M 374 Jun 2026
2452 Advocate Group Llc $665M 122 Jun 2026
2453 Advisory Resource Group $665M 183 Jun 2026
2454 San Luis Wealth Advisors LLC $664M 187 Jun 2026
2455 Sawgrass Asset Management Llc $664M 193 Mar 2026
2456 Citizens Business Bank $664M 234 Jun 2026
2457 Mcmorgan & Co Llc $664M 37 Jun 2026
2458 Capital Group Investment Management Pte. Ltd. $664M 143 Jun 2026
2459 Pacific Capital Wealth Advisors, Inc. $663M 92 Jun 2026
2460 Wfm Asia (Bvi) Ltd $663M 5 Jun 2026
Page 123 of 344  ·  6,870 managers
← Prev 1… 121 122 123 124 125 …344 Next →