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Institutional (13F) Funds (N-PORT) ·
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 122 of 342  ·  6,838 managers
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# Fund / Institution AUM ▼ Positions Period
2421 Gabelli & Co Investment Advisers, Inc. $674M 297 Mar 2026
2422 WPWealth LLP $674M 103 Jun 2026
2423 Orrstown Financial Services Inc $674M 124 Jun 2026
2424 Columbus Hill Capital Management, L.P. $673M 24 Mar 2026
2425 Wellesley Asset Management $672M 54 Dec 2025
2426 MA Private Wealth $671M 88 Jun 2026
2427 Prevail Innovative Wealth Advisors, Llc $671M 197 Jun 2026
2428 Armbruster Capital Management, Inc. $671M 125 Jun 2026
2429 Summit Partners L P $670M 7 Mar 2026
2430 Founders Capital Management, Llc $670M 79 Jun 2026
2431 Verum Partners LLC $669M 202 Jun 2026
2432 Montecito Bank & Trust $668M 446 Jun 2026
2433 IDG-Accel China Capital II Associates L.P. $667M 1 Mar 2026
2434 Perryman Financial Advisory Inc /Ad $667M 175 Mar 2026
2435 Annis Gardner Whiting Capital Advisors, LLC $666M 349 Jun 2026
2436 Counterpoint Mutual Funds LLC $666M 294 Mar 2026
2437 Cynosure Group, LLC $666M 374 Jun 2026
2438 Advocate Group Llc $665M 122 Jun 2026
2439 Advisory Resource Group $665M 183 Jun 2026
2440 San Luis Wealth Advisors LLC $664M 187 Jun 2026
Page 122 of 342  ·  6,838 managers
← Prev 1… 120 121 122 123 124 …342 Next →