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Institutional (13F) Funds (N-PORT) ·
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 118 of 342  ·  6,838 managers
# Fund / Institution AUM ▼ Positions Period
2341 Secure Asset Management, LLC $714M 333 Jun 2026
2342 Optas, LLC $714M 1,058 Jun 2026
2343 Insight Wealth Partners, LLC $713M 120 Mar 2026
2344 Tri Locum Partners LP $713M 17 Mar 2026
2345 Tyche Wealth Partners LLC $712M 339 Jun 2026
2346 Alvarez & Marsal Private Wealth Partners, LLC $712M 177 Mar 2026
2347 First National Advisers, LLC $712M 273 Jun 2026
2348 SageGuard Financial Group, LLC $712M 211 Jun 2026
2349 Hexagon Capital Partners LLC $711M 268 Jun 2026
2350 Trust Co of the South $710M 150 Jun 2026
2351 Alpine Bank Wealth Management $707M 252 Dec 2025
2352 Central Bank & Trust Co $705M 214 Jun 2026
2353 Kelleher Financial Advisors $705M 1,067 Jun 2026
2354 Rivermont Capital Management LP $705M 20 Jun 2026
2355 Pacific Sage Partners, LLC $705M 127 Jun 2026
2356 DSG Capital Advisors, LLC $704M 118 Jun 2026
2357 Platinum Paramount Investment Ltd. $704M 3 Jun 2026
2358 Talos Eurisko Asset Management LP $703M 25 Jun 2026
2359 Market Street Wealth Management Advisors Llc $703M 120 Jun 2026
2360 Global Wealth Management Investment Advisory, Inc. $703M 160 Jun 2026
Page 118 of 342  ·  6,838 managers