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Institutional (13F) Funds (N-PORT) ·
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 150 of 257  ·  5,138 managers
# Fund / Institution AUM ▼ Positions Period
2981 Checkpoint Capital L.P. $279M 8 Mar 2026
2982 ShoreHaven Wealth Partners, LLC $278M 103 Mar 2026
2983 Quantum Financial Planning Services, Inc. $278M 53 Mar 2026
2984 Aventura Private Wealth, LLC $278M 859 Dec 2025
2985 Alliance Private Wealth, LLC $278M 80 Mar 2026
2986 Arcus Capital Partners, LLC $278M 121 Mar 2026
2987 Kanen Wealth Management LLC $278M 36 Mar 2026
2988 Rede Wealth, LLC $278M 109 Mar 2026
2989 Centerline Wealth Advisors, LLC $278M 73 Mar 2026
2990 Clarus Group, Inc. $278M 103 Dec 2025
2991 Armor Investment Advisors, LLC $278M 160 Mar 2026
2992 Seaview Investment Managers Llc $277M 205 Mar 2026
2993 Berkshire Capital Holdings Inc $277M 114 Mar 2026
2994 Eley Financial Management, Inc $277M 69 Mar 2026
2995 Carmel Capital Partners, LLC $277M 118 Mar 2026
2996 Henry James International Management Inc. $277M 94 Mar 2026
2997 Resurgent Financial Advisors LLC $277M 260 Mar 2026
2998 1 North Wealth Services Llc $277M 270 Mar 2026
2999 Tounjian Advisory Partners, Llc $277M 150 Mar 2026
3000 Townsend Asset Management Corp /Nc/ /Adv $277M 187 Mar 2026
Page 150 of 257  ·  5,138 managers