BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Directory
Institutional (13F) Funds (N-PORT) ·
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 125 of 257  ·  5,139 managers
# Fund / Institution AUM ▼ Positions Period
2481 Cim Investment Management Inc $375M 251 Mar 2026
2482 Prism Advisors, Inc. $375M 75 Mar 2026
2483 Keystone Financial Planning, Inc. $374M 40 Mar 2026
2484 Rit Capital Partners Plc $374M 12 Mar 2026
2485 Helix Partners Management LP $374M 13 Mar 2026
2486 Compass Advisory Group LLC $374M 86 Mar 2026
2487 Once Capital Management, Llc $374M 22 Mar 2026
2488 Landmark Wealth Management, LLC $373M 148 Mar 2026
2489 Physicians Financial Services, Inc. $373M 107 Dec 2025
2490 Mindset Wealth Management, Llc $372M 176 Mar 2026
2491 Gavilan Investment Partners LLC $372M 14 Mar 2026
2492 Blue Owl Capital Holdings LP $372M 76 Mar 2026
2493 Acumen Wealth Advisors, LLC $372M 513 Mar 2026
2494 Kiltearn Partners LLP $372M 25 Mar 2026
2495 Saybrook Capital /Nc $371M 42 Mar 2026
2496 May Hill Capital, LLC $371M 199 Dec 2025
2497 Paragon Advisors, LLC $371M 76 Mar 2026
2498 Fusion Capital, LLC $371M 104 Mar 2026
2499 Cowa, Llc $371M 158 Mar 2026
2500 Atwater Malick LLC $370M 100 Mar 2026
Page 125 of 257  ·  5,139 managers