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Institutional (13F) Funds (N-PORT) ·
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 17 of 251  ·  5,004 managers
# Fund / Institution AUM ▼ Positions Period
321 Spinnaker Investment Group, LLC $491.0B 147 Mar 2026
322 Regent Peak Wealth Advisors LLC $490.3B 198 Mar 2026
323 Mudita Advisors LLP $490.1B 28 Mar 2026
324 BCS Wealth Management $489.9B 248 Mar 2026
325 Intellectus Partners, LLC $489.9B 290 Mar 2026
326 Keudell/Morrison Wealth Management $489.0B 245 Mar 2026
327 Kendall Capital Management $488.0B 231 Mar 2026
328 Clarity Wealth Advisors, LLC $486.4B 108 Mar 2026
329 Golden Reserve Retirement LLC $484.7B 104 Mar 2026
330 Noble Family Wealth, LLC $484.4B 76 Mar 2026
331 Mascoma Wealth Management LLC $483.8B 515 Mar 2026
332 BOCHK Asset Management Ltd $483.3B 117 Mar 2026
333 Mcrae Capital Management Inc $482.1B 106 Mar 2026
334 TB Alternative Assets Ltd. $481.1B 36 Mar 2026
335 Hourglass Capital, Llc $480.5B 130 Mar 2026
336 Benedict Financial Advisors Inc $480.5B 133 Mar 2026
337 Longfellow Investment Management Co Llc $479.8B 243 Mar 2026
338 RPg Family Wealth Advisory, LLC $479.1B 146 Mar 2026
339 Beacon Harbor Wealth Advisors, Inc. $477.2B 71 Mar 2026
340 Frontier Asset Management, LLC $477.0B 91 Mar 2026
Page 17 of 251  ·  5,004 managers