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Institutional (13F) Funds (N-PORT) ·
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 113 of 203  ·  4,041 managers
# Fund / Institution AUM ▼ Positions Period
2241 TSA Wealth Managment LLC $309M 105 Mar 2026
2242 Stephens Consulting, LLC $309M 476 Dec 2025
2243 Cloverfields Capital Group, Lp $309M 91 Mar 2026
2244 Financial Insights, Inc. $309M 130 Mar 2026
2245 Castle Wealth Management Llc $309M 132 Mar 2026
2246 General Electric Co $308M 2 Mar 2026
2247 Alfreton Capital LLP $308M 5 Mar 2026
2248 Alta Wealth Advisors LLC $308M 161 Mar 2026
2249 Capital Planning LLC $307M 82 Mar 2026
2250 Tred Avon Family Wealth, Llc $307M 258 Dec 2025
2251 Hayek Kallen Investment Management $307M 92 Mar 2026
2252 Fairfield Financial Advisors, LTD $307M 72 Dec 2025
2253 Your Advocates Ltd., LLP $306M 240 Dec 2025
2254 Norris Financial Group, LLC $306M 97 Mar 2026
2255 Medallion Wealth Advisors, LLC $306M 12,534 Mar 2026
2256 Investidor Profissional Gestao de Recursos Ltda. $306M 27 Mar 2026
2257 Synergy Investment Management, LLC $306M 2,562 Mar 2026
2258 Eaton Financial Holdings Company, LLC $305M 125 Mar 2026
2259 Eaton-Cambridge Inc. $305M 45 Dec 2025
2260 Jackson, Grant Investment Advisers, Inc. $304M 395 Dec 2025
Page 113 of 203  ·  4,041 managers