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Institutional (13F) Funds (N-PORT) ·
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 167 of 257  ·  5,138 managers
# Fund / Institution AUM ▼ Positions Period
3321 Westfuller Advisors, LLC $232M 761 Mar 2026
3322 SMA Capital LLC $232M 96 Mar 2026
3323 Baugh & Associates, LLC $232M 44 Mar 2026
3324 Redwood Wealth Management Group, LLC $232M 179 Mar 2026
3325 Brentview Investment Management LLC $231M 63 Mar 2026
3326 Cottage Street Advisors LLC $231M 138 Mar 2026
3327 Commonwealth Bank of Australia $231M 2 Mar 2026
3328 Evolution Advisers, Inc. $231M 170 Dec 2025
3329 Meros Investment Management, LP $231M 52 Mar 2026
3330 Catalys Pacific, LLC $231M 2 Mar 2026
3331 Corecam Pte. Ltd. $231M 65 Mar 2026
3332 Estate Planners Group, LLC $231M 512 Dec 2025
3333 Client First Capital LLC $231M 28 Mar 2026
3334 Employees' Retirement Fund of the City of Fort Worth $230M 21 Mar 2026
3335 IVC Wealth Advisors LLC $230M 174 Mar 2026
3336 Dogwood Wealth Management LLC $230M 860 Mar 2026
3337 Family Office Research LLC $230M 75 Mar 2026
3338 Banyan Capital Management, Inc. $230M 55 Dec 2025
3339 Trail Ridge Investment Advisors, LLC $230M 99 Mar 2026
3340 Mccarter Private Wealth Services Llc $230M 284 Mar 2026
Page 167 of 257  ·  5,138 managers