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Institutional (13F) Funds (N-PORT) ·
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 322 of 344  ·  6,865 managers
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# Fund / Institution AUM ▼ Positions Period
6421 HFG Wealth Management, LLC $99M 42 Jun 2026
6422 Benson Wealth Management INC $99M 367 Jun 2026
6423 Willow Financial LLC $99M 37 Mar 2026
6424 Fund Advisors of America Inc/FL $99M 118 Mar 2026
6425 Mozayyx Management Llc $99M 16 Mar 2026
6426 Professional Financial Management, Inc. $99M 24 Jun 2026
6427 Financial Network Wealth Advisors LLC $99M 858 Jun 2026
6428 Michelson Medical Research Foundation, Inc. $99M 21 Mar 2026
6429 Western Pacific Wealth Management, LP $98M 197 Mar 2026
6430 Montchanin Asset Management, Llc $98M 63 Jun 2026
6431 Puff Wealth Management, Llc $98M 77 Jun 2026
6432 Zinnia Wealth Advisory, LLC $98M 97 Jun 2026
6433 Drum Hill Capital, LLC $98M 45 Jun 2026
6434 Ballast Financial Advisors LLC $98M 68 Mar 2026
6435 John & Kathleen Schreiber Foundation $98M 4 Mar 2026
6436 Schrum Private Wealth Management LLC $97M 109 Jun 2026
6437 Yu Fan $97M 8 Mar 2026
6438 Optimas Capital Ltd $97M 15 Jun 2026
6439 Standard Family Office LLC $97M 31 Mar 2026
6440 Watershed Asset Management, L.L.C. $96M 118 Mar 2026
Page 322 of 344  ·  6,865 managers
← Prev 1… 320 321 322 323 324 …344 Next →