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Institutional (13F) Funds (N-PORT) ·
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 154 of 344  ·  6,865 managers
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# Fund / Institution AUM ▼ Positions Period
3061 Peterson Wealth Services $459M 245 Jun 2026
3062 Global Assets Advisory, LLC $458M 322 Jun 2026
3063 United American Securities Inc. (d/b/a UAS Asset Management) $458M 19 Mar 2026
3064 Westmount Partners, LLC $457M 275 Jun 2026
3065 Atlas Private Wealth Advisors $457M 139 Jun 2026
3066 Canal Insurance CO $456M 76 Jun 2026
3067 Eldridge Investment Advisors, Inc. $456M 154 Mar 2026
3068 Landaas & Co /Wi /Adv $456M 130 Mar 2026
3069 Carderock Capital Management Inc $456M 67 Jun 2026
3070 Alliance Wealth Management Group $456M 94 Dec 2025
3071 Cordatus Wealth Management LLC $455M 168 Jun 2026
3072 Natural Investments, Llc $455M 301 Jun 2026
3073 Miramar Capital, LLC $455M 57 Jun 2026
3074 Twelve Points Wealth Management LLC $455M 200 Mar 2026
3075 Highland Financial Advisors, LLC $455M 73 Jun 2026
3076 Progressive Investment Management Corp $454M 56 Jun 2026
3077 Markowski Investments $454M 619 Jun 2026
3078 Integral Investment Advisors, Inc. $454M 181 Jun 2026
3079 Weaver Capital Management LLC $454M 172 Jun 2026
3080 Gray Foundation $454M 9 Jun 2026
Page 154 of 344  ·  6,865 managers
← Prev 1… 152 153 154 155 156 …344 Next →