BullishAgent BullishAgent Filings Market Earnings Ratings IPOs ETFs Insiders
Screener
Sign in Register
Directory
Institutional (13F) Funds (N-PORT) ·
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 20 of 254  ·  5,074 managers
# Fund / Institution AUM ▼ Positions Period
381 Collective Family Office Llc $444.2B 156 Mar 2026
382 Aspire Capital Advisors LLC $444.1B 122 Mar 2026
383 Fermata Advisors, LLC $444.1B 232 Mar 2026
384 First Wilshire Securities Management Inc $443.9B 85 Mar 2026
385 Prentice Wealth Management LLC $443.2B 117 Mar 2026
386 Aspire Private Capital, LLC $443.1B 292 Mar 2026
387 Opal Wealth Advisors, LLC $442.4B 606 Mar 2026
388 Heartland Bank & Trust Co $442.4B 350 Mar 2026
389 Performa Ltd (US), LLC $442.0B 47 Mar 2026
390 De Burlo Group Inc $441.3B 88 Mar 2026
391 Triangle Securities Wealth Management $440.6B 206 Mar 2026
392 Cove Private Wealth, LLC $440.4B 185 Mar 2026
393 Austin Wealth Management, LLC $440.4B 118 Mar 2026
394 Cape Ann Asset Management Ltd $440.3B 11 Mar 2026
395 Abound Wealth Management $440.1B 1,492 Mar 2026
396 Doliver Advisors, Lp $439.9B 180 Mar 2026
397 Wealth Group Ltd $439.1B 94 Mar 2026
398 Whitener Capital Management, Inc. $438.4B 174 Mar 2026
399 Winch Advisory Services, LLC $438.1B 531 Mar 2026
400 Trails Edge Capital Partners, LP $436.5B 27 Mar 2026
Page 20 of 254  ·  5,074 managers