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Institutional (13F) Funds (N-PORT) ·
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 131 of 342  ·  6,838 managers
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# Fund / Institution AUM ▼ Positions Period
2601 Covenant Asset Management, LLC $595M 164 Jun 2026
2602 Edge Wealth Management LLC $594M 87 Jun 2026
2603 Kirr Marbach & Co Llc /In/ $594M 57 Jun 2026
2604 Drake & Associates, LLC $594M 108 Jun 2026
2605 ALM First Financial Advisors, LLC $594M 22 Jun 2026
2606 Jmac Enterprises Llc $593M 122 Jun 2026
2607 Astoria Portfolio Advisors LLC. $593M 360 Jun 2026
2608 Matthew Goff Investment Advisor, LLC $593M 91 Jun 2026
2609 Almanack Investment Partners, LLC. $592M 177 Mar 2026
2610 Florida Financial Advisors, Llc $592M 362 Jun 2026
2611 Studio Investment Management Llc $592M 181 Jun 2026
2612 Anatole Investment Management Ltd $590M 13 Jun 2026
2613 Elwood & Goetz Wealth Advisory Group, LLC $589M 138 Mar 2026
2614 CenterStar Asset Management, LLC $589M 234 Jun 2026
2615 New World Advisors LLC $588M 125 Jun 2026
2616 Triata Capital Ltd $588M 12 Jun 2026
2617 Martin & Co Inc /Tn/ $587M 101 Mar 2026
2618 WestHill Financial Advisors, Inc. $587M 82 Jun 2026
2619 Premier Financial Group $587M 46 Mar 2026
2620 Curbstone Financial Management Corp $587M 215 Jun 2026
Page 131 of 342  ·  6,838 managers
← Prev 1… 129 130 131 132 133 …342 Next →