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Institutional (13F) Funds (N-PORT) ·
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 140 of 344  ·  6,870 managers
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# Fund / Institution AUM ▼ Positions Period
2781 Baker Chad R $530M 56 Mar 2026
2782 Valicenti Advisory Services Inc $530M 83 Jun 2026
2783 DMKC Advisory Services, LLC $530M 92 Jun 2026
2784 Overbrook Management Corp $529M 51 Mar 2026
2785 J. Derek Lewis & Associates Inc. $529M 216 Jun 2026
2786 Keudell/Morrison Wealth Management $529M 260 Jun 2026
2787 Lafayette Investments, Inc. $529M 156 Dec 2025
2788 Voisard Asset Management Group, Inc. $529M 111 Jun 2026
2789 Compass Wealth Management LLC $528M 167 Jun 2026
2790 Paragon Capital Management Ltd $528M 223 Jun 2026
2791 Silverlake Wealth Management Llc $528M 394 Jun 2026
2792 Global Wealth Strategies & Associates $528M 97 Jun 2026
2793 Yelin Lapidot Holdings Management Ltd. $527M 96 Jun 2026
2794 Pinion Investment Advisors, LLC $527M 205 Jun 2026
2795 Altrius Capital Management Inc $526M 89 Jun 2026
2796 Duncker Streett & Co Inc $526M 535 Mar 2026
2797 Stevens Capital Partners $526M 218 Jun 2026
2798 Insight Advisors, LLC/ PA $525M 243 Mar 2026
2799 Beverly Hills Private Wealth, LLC $525M 406 Jun 2026
2800 Beacon Bank & Trust $524M 255 Jun 2026
Page 140 of 344  ·  6,870 managers
← Prev 1… 138 139 140 141 142 …344 Next →