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Institutional (13F) Funds (N-PORT) ·
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 6 of 346  ·  6,918 managers
# Fund / Institution AUM ▼ Positions Period
101 Creekside Partners $276.1B 193 Jun 2026
102 Boulder Wealth Advisors, LLC $274.3B 35 Jun 2026
103 Bonness Enterprises Inc $273.2B 58 Mar 2026
104 Lunt Capital Management, Inc. $272.6B 90 Jun 2026
105 Letson Investment Management, Inc. $272.5B 104 Jun 2026
106 Burford Brothers, Inc. $272.5B 182 Jun 2026
107 Union Heritage Capital, LLC $269.2B 62 Mar 2026
108 Moneywise, Inc. $268.1B 86 Jun 2026
109 Vawter Financial, Ltd. $265.5B 131 Jun 2026
110 Greenfield Savings Bank $263.7B 148 Jun 2026
111 Purkiss Capital Advisors LLC $262.7B 189 Jun 2026
112 First Affirmative Financial Network $257.7B 325 Mar 2026
113 Cherry Creek Investment Advisors, Inc. $254.1B 128 Jun 2026
114 Optima Capital Llc $253.4B 281 Jun 2026
115 Regency Capital Management Inc.\DE $251.4B 64 Jun 2026
116 Level Wealth Management LLC $249.7B 70 Jun 2026
117 Kieckhefer Group Llc $245.7B 65 Jun 2026
118 Westhampton Capital, LLC $241.0B 131 Jun 2026
119 Cobblestone Asset Management LLC $239.8B 74 Jun 2026
120 Grove Street Fiduciary, LLC $236.8B 75 Jun 2026
Page 6 of 346  ·  6,918 managers