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Institutional (13F) Funds (N-PORT) ·
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 137 of 210  ·  4,199 managers
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# Fund / Institution AUM ▼ Positions Period
2721 Causey Wealth LLC $236M 81 Mar 2026
2722 IMPACTfolio, LLC $235M 35 Mar 2026
2723 Cna Financial Corp $235M 15 Mar 2026
2724 Elevation Capital Advisory, LLC $235M 65 Mar 2026
2725 Elemental Capital Partners LLC $235M 12 Mar 2026
2726 Midwest Financial Group LLC $234M 126 Mar 2026
2727 Matisse Capital $234M 190 Mar 2026
2728 Saranac Partners Ltd $234M 103 Mar 2026
2729 Investmark Advisory Group LLC $234M 142 Mar 2026
2730 Ardent Capital Management, Inc. $234M 47 Mar 2026
2731 Tull Financial Group, Inc. $233M 32 Dec 2025
2732 Tree Line Advisors (Hong Kong) Ltd. $233M 3 Mar 2026
2733 ESG Planning DBA Harper Investing $232M 65 Dec 2025
2734 5th Street Advisors, LLC $232M 71 Mar 2026
2735 Kilter Group LLC $232M 1,568 Mar 2026
2736 Bontempo Ohly Capital Mgmt Llc $232M 31 Dec 2025
2737 Cambridge Capital Management, Llc $232M 44 Mar 2026
2738 Westfuller Advisors, LLC $232M 761 Mar 2026
2739 SMA Capital LLC $232M 96 Mar 2026
2740 Redwood Wealth Management Group, LLC $232M 179 Mar 2026
Page 137 of 210  ·  4,199 managers
← Prev 1… 135 136 137 138 139 …210 Next →