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Institutional (13F) Funds (N-PORT) ·
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 308 of 343  ·  6,854 managers
# Fund / Institution AUM ▼ Positions Period
6141 Cooke Wealth Management, LLC $122M 39 Jun 2026
6142 JHP Wealth Management, LLC $122M 40 Jun 2026
6143 Coral Wealth Management, LLC $122M 17 Jun 2026
6144 Hicks Capital Management Llc $122M 39 Jun 2026
6145 Clientfirst Wealth Management, LLC $122M 53 Jun 2026
6146 Greenline Wealth Management LLC $122M 131 Jun 2026
6147 Atlas Venture Advisors, Inc. $122M 3 Mar 2026
6148 Torrey-Payne Wealth Management, LLC $122M 39 Jun 2026
6149 Verus Wealth Management, Llc $121M 60 Jun 2026
6150 Nan Fung Group Holdings Ltd $121M 24 Mar 2026
6151 Chapman Investment Management, LLC $121M 27 Jun 2026
6152 Connective Capital Management, LLC $121M 66 Mar 2026
6153 Miller Global Investments, LLC $121M 295 Jun 2026
6154 Stoic Point Capital Management LLC $121M 69 Jun 2026
6155 Roan Capital Partners $121M 78 Jun 2026
6156 KDK Private Wealth Management, LLC $121M 57 Jun 2026
6157 Mission Financial Group, LLC $121M 158 Jun 2026
6158 Viaable, LLC $121M 36 Jun 2026
6159 Lunate Capital Ltd $120M 6 Mar 2026
6160 Helium Advisors LLC $120M 107 Jun 2026
Page 308 of 343  ·  6,854 managers