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Institutional (13F) Funds (N-PORT) ·
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 306 of 343  ·  6,854 managers
# Fund / Institution AUM ▼ Positions Period
6101 Cornerstone Financial Management LLC $125M 1,471 Jun 2026
6102 Box Hill Private Wealth LLC $125M 67 Jun 2026
6103 WFA of San Diego, LLC $125M 404 Mar 2026
6104 Kennebec Savings Bank $125M 284 Jun 2026
6105 Canandaigua National Trust Co of Florida $125M 108 Mar 2026
6106 14B Captial Management LP $124M 18 Dec 2025
6107 Platt Wealth Management LLC $124M 57 Jun 2026
6108 Bristlecone Value Partners, LLC $124M 70 Jun 2026
6109 Miller Financial Services LLC $124M 148 Jun 2026
6110 Palatine Hill Wealth Management, LLC $124M 55 Jun 2026
6111 Prospect Financial Group LLC $124M 70 Jun 2026
6112 Connecticut Capital Management Group, LLC $124M 195 Jun 2026
6113 Burnham & Co LLC $124M 197 Jun 2026
6114 Conquis Financial Llc $124M 54 Jun 2026
6115 Robocap Asset Management Ltd $124M 22 Jun 2026
6116 Corps Capital Advisors, LLC $124M 99 Jun 2026
6117 Clarion Wealth Managment Partners, LLC $124M 87 Jun 2026
6118 Ally Bridge Group (NY) LLC $124M 28 Mar 2026
6119 AG Asset Advisory, LLC $124M 28 Jun 2026
6120 R.H. Dinel Investment Counsel, Inc. $124M 40 Mar 2026
Page 306 of 343  ·  6,854 managers