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Institutional (13F) Funds (N-PORT) ·
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 111 of 201  ·  4,013 managers
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# Fund / Institution AUM ▼ Positions Period
2201 Snow Phipps Group, LLC $318M 2 Mar 2026
2202 Mcdonald Partners Llc $317M 204 Dec 2025
2203 Cisco Systems, Inc. $317M 3 Mar 2026
2204 Able Wealth Management LLC $316M 113 Dec 2025
2205 Jeppson Wealth Management, Llc $316M 225 Dec 2025
2206 Gerald Baker Financial Group LLC $316M 114 Mar 2026
2207 Kirtland Hills Capital Management, Llc $315M 156 Mar 2026
2208 Spectrum Asset Management, Inc. (NB/CA) $315M 121 Mar 2026
2209 Whitegate Investment Counselors, Inc. $315M 68 Mar 2026
2210 Roberts Financial Services LLC $314M 31 Mar 2026
2211 Sentry LLC $314M 118 Mar 2026
2212 Boxer Capital Management, LLC $314M 34 Sep 2025
2213 Etesian Wealth Advisors, Inc. $313M 138 Mar 2026
2214 Silver Coast Investments LLC $313M 119 Mar 2026
2215 Regents Gate Capital LLP $312M 37 Dec 2025
2216 California First Leasing Corp $312M 39 Mar 2026
2217 Harvest Management Llc $312M 62 Dec 2025
2218 Portland Investment Counsel Inc. $312M 55 Mar 2026
2219 Towne Trust Company, N.A $311M 349 Mar 2026
2220 Bennett Selby Investments Lp $311M 83 Dec 2025
Page 111 of 201  ·  4,013 managers
← Prev 1… 109 110 111 112 113 …201 Next →