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Institutional (13F) Funds (N-PORT) ·
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 14 of 251  ·  5,004 managers
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# Fund / Institution AUM ▼ Positions Period
261 Thames Capital Management Llc $557.9B 43 Mar 2026
262 Naria Inc. $556.5B 1 Mar 2026
263 Tlwm $555.2B 69 Mar 2026
264 Heirloom Wealth Management $555.1B 87 Mar 2026
265 Arq Wealth Advisors, Llc $554.8B 191 Mar 2026
266 Studio Investment Management Llc $554.6B 184 Mar 2026
267 Bellecapital International Ltd. $554.3B 118 Mar 2026
268 Legacy Financial Strategies, LLC $554.2B 140 Mar 2026
269 Sterling Investment Advisors, Ltd. $552.4B 215 Mar 2026
270 Triata Capital Ltd $551.8B 14 Mar 2026
271 Brandywine Trust Co $551.8B 31 Mar 2026
272 Jacobson & Schmitt Advisors, Llc $551.4B 78 Mar 2026
273 Bienville Capital Management, LLC $550.0B 74 Mar 2026
274 LMG Wealth Partners, LLC $548.7B 154 Mar 2026
275 Kirr Marbach & Co Llc /In/ $548.7B 57 Mar 2026
276 Waterfront Wealth Inc. $544.6B 283 Mar 2026
277 Bank of New York Mellon Corp $543.9B 33,728 Mar 2026
278 Sunburst Financial Group, LLC $542.9B 132 Mar 2026
279 High Ground Investment Management LLP $538.6B 5 Mar 2026
280 Coerente Capital Management $537.4B 47 Mar 2026
Page 14 of 251  ·  5,004 managers
← Prev 1… 12 13 14 15 16 …251 Next →