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Institutional (13F) Funds (N-PORT) ·
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 161 of 257  ·  5,138 managers
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# Fund / Institution AUM ▼ Positions Period
3201 Evergreen Private Wealth LLC $247M 87 Mar 2026
3202 Anb Bank $247M 202 Mar 2026
3203 Peloton Wealth Strategists $247M 86 Mar 2026
3204 Blacksheep Fund Management Ltd $247M 8 Mar 2026
3205 Valued Wealth Advisors LLC $247M 751 Mar 2026
3206 Iridian Asset Management Llc/Ct $247M 44 Mar 2026
3207 Cherokee Insurance Co $247M 121 Dec 2025
3208 Bernard Wealth Management Corp. $246M 356 Dec 2025
3209 Cordant, Inc. $246M 75 Mar 2026
3210 Flagship Private Wealth, LLC $246M 108 Mar 2026
3211 Mitchell & Pahl Private Wealth, Llc $246M 145 Mar 2026
3212 Retirement Planning Co of New England, Inc. $246M 248 Mar 2026
3213 MY.Alpha Management HK Advisors Ltd $246M 11 Mar 2026
3214 Mirabaud & Cie SA $246M 54 Mar 2026
3215 Pilgrim Partners Asia Pte Ltd $246M 126 Mar 2026
3216 HighMark Wealth Management LLC $246M 555 Mar 2026
3217 Tumwater Wealth Management, LLC $245M 35 Dec 2025
3218 Bayshore Asset Management, Llc $245M 42 Dec 2025
3219 Exeter Financial, LLC $245M 98 Mar 2026
3220 Melone Private Wealth, LLC $245M 60 Mar 2026
Page 161 of 257  ·  5,138 managers
← Prev 1… 159 160 161 162 163 …257 Next →