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Institutional (13F) Funds (N-PORT) ·
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 169 of 257  ·  5,138 managers
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# Fund / Institution AUM ▼ Positions Period
3361 BlueChip Wealth Advisors LLC $228M 147 Mar 2026
3362 Cascade Wealth Advisors, Inc $228M 60 Mar 2026
3363 Financial Futures Ltd Liability Co. $228M 72 Mar 2026
3364 Arbor Trust Wealth Advisors, Llc $228M 90 Mar 2026
3365 eCIO, Inc. $228M 42 Mar 2026
3366 Maripau Wealth Management Llc $227M 166 Mar 2026
3367 Latitude Advisors, LLC $227M 224 Dec 2025
3368 Wealthstar Advisors, LLC $227M 125 Dec 2025
3369 Keyvantage Wealth, Llc $227M 92 Mar 2026
3370 Yong Rong (HK) Asset Management Ltd $227M 10 Mar 2026
3371 Hiley Hunt Wealth Management $227M 47 Mar 2026
3372 Oakcliff Capital $227M 8 Mar 2026
3373 GEM Asset Management, LLC $227M 107 Mar 2026
3374 Steadview Capital Management LLC $227M 12 Mar 2026
3375 Asset Planning Services Inc /La/ /Adv $226M 35 Dec 2025
3376 BancFirst Trust & Investment Management $226M 57 Mar 2026
3377 Patron Partners, Llc $226M 185 Mar 2026
3378 Robbins Farley $226M 143 Mar 2026
3379 State of New Jersey Common Pension Fund A $226M 3 Mar 2026
3380 Heritage Family Offices, LLP $225M 196 Mar 2026
Page 169 of 257  ·  5,138 managers
← Prev 1… 167 168 169 170 171 …257 Next →