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Institutional (13F) Funds (N-PORT) ·
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 131 of 210  ·  4,199 managers
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# Fund / Institution AUM ▼ Positions Period
2601 Westwood Wealth Management $255M 42 Mar 2026
2602 1776 Wealth LLC $254M 146 Mar 2026
2603 Beach Point Capital Management LP $254M 11 Mar 2026
2604 Aubrey Capital Management Ltd $254M 53 Dec 2025
2605 Wealth Quarterback LLC $254M 163 Mar 2026
2606 Lhm, Inc. $254M 22 Mar 2026
2607 Sellwood Investment Partners LLC $254M 59 Mar 2026
2608 5T Wealth, LLC $253M 129 Mar 2026
2609 Jupiter Wealth Management LLC $253M 90 Mar 2026
2610 Integrity Wealth Solutions LLC $253M 117 Dec 2025
2611 O'Rourke & Company, Inc $253M 171 Mar 2026
2612 Lodestone Wealth Management LLC $252M 832 Mar 2026
2613 PJT Investments Corp. $252M 8 Mar 2026
2614 Western Financial Corp/CA $252M 113 Dec 2025
2615 Meramec Financial Planners, LLC $252M 551 Mar 2026
2616 Carnegie Lake Advisors LLC $252M 167 Mar 2026
2617 Seneca House Advisors $252M 96 Mar 2026
2618 Trustees of Dartmouth College $252M 11 Mar 2026
2619 Hapanowicz & Associates Financial Services, Inc $251M 31 Mar 2026
2620 Maltin Wealth Management, Inc. $251M 132 Dec 2025
Page 131 of 210  ·  4,199 managers
← Prev 1… 129 130 131 132 133 …210 Next →