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Institutional (13F) Funds (N-PORT) ·
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 84 of 258  ·  5,141 managers
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# Fund / Institution AUM ▼ Positions Period
1661 Klaas Financial Asset Advisors, LLC $724M 59 Mar 2026
1662 TLT Family Holdco ULC $724M 8 Mar 2026
1663 Avalon Global Asset Management LLC $724M 41 Mar 2026
1664 Vivaldi Capital Management LP $723M 290 Mar 2026
1665 Mechanics Bank Trust Department $722M 354 Mar 2026
1666 Gratus Wealth Advisors, LLC $721M 128 Dec 2025
1667 White Lighthouse Investment Management Inc. $721M 145 Mar 2026
1668 J.P. Marvel Investment Advisors, LLC $720M 60 Dec 2025
1669 Silverarc Capital Management, Llc $720M 68 Dec 2025
1670 Walkner Condon Financial Advisors LLC $720M 308 Dec 2025
1671 Oak Thistle LLC $720M 481 Dec 2025
1672 Fagan Associates, Inc. $719M 135 Mar 2026
1673 Werba Rubin Papier Wealth Management $718M 278 Mar 2026
1674 Sycomore Asset Management $718M 74 Mar 2026
1675 Arkansas Financial Group, Inc. $717M 94 Mar 2026
1676 Cambient Family Office, Llc $716M 261 Mar 2026
1677 Fractal Investments LLC $716M 80 Dec 2025
1678 Ovata Capital Management Ltd $715M 38 Mar 2026
1679 Nexus Investment Management ULC $715M 70 Mar 2026
1680 First Hawaiian Bank $715M 136 Mar 2026
Page 84 of 258  ·  5,141 managers
← Prev 1… 82 83 84 85 86 …258 Next →