BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Directory
Institutional (13F) Funds (N-PORT) ·
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 183 of 257  ·  5,138 managers
# Fund / Institution AUM ▼ Positions Period
3641 HealthCor Partners Management LP $195M 3 Dec 2025
3642 International City Management Association Retirement Corp $195M 6 Mar 2026
3643 Yardley Wealth Management LLC $195M 36 Mar 2026
3644 Castleview Partners, LLC $195M 200 Mar 2026
3645 W Advisors, Llc $195M 237 Mar 2026
3646 Crestview Partners III GP, L.P. $195M 2 Mar 2026
3647 Lantern Wealth Advisors, LLC $195M 174 Mar 2026
3648 WestCap Management, LLC $195M 2 Mar 2026
3649 Wynn Capital, LLC $195M 107 Mar 2026
3650 Clayton Financial Group LLC $195M 630 Mar 2026
3651 Exit Wealth Advisors, LLC. $195M 131 Mar 2026
3652 Friedenthal Financial $194M 251 Dec 2025
3653 Cassia Capital Partners, LLC $194M 67 Mar 2026
3654 Treasure Coast Financial Planning $194M 48 Mar 2026
3655 Pettee Investors, Inc. $194M 115 Mar 2026
3656 17 Capital Partners, Llc $194M 172 Mar 2026
3657 IFS Advisors, LLC $194M 217 Mar 2026
3658 True Vision MN LLC $194M 98 Mar 2026
3659 Evergreen Wealth Management, LLC $194M 56 Mar 2026
3660 LFA - Lugano Financial Advisors SA $194M 235 Dec 2025
Page 183 of 257  ·  5,138 managers