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Institutional (13F) Funds (N-PORT) ·
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 139 of 342  ·  6,838 managers
← Prev 1… 137 138 139 140 141 …342 Next →
# Fund / Institution AUM ▼ Positions Period
2761 Spirit Of America Management Corp/Ny $530M 383 Jun 2026
2762 Thrive Capital Management, LLC $530M 170 Jun 2026
2763 Ballast, Inc. $530M 156 Jun 2026
2764 New Hampshire Trust $530M 301 Jun 2026
2765 Adamsbrown Wealth Consultants Llc $530M 173 Jun 2026
2766 Baker Chad R $530M 56 Mar 2026
2767 Valicenti Advisory Services Inc $530M 83 Jun 2026
2768 DMKC Advisory Services, LLC $530M 92 Jun 2026
2769 Overbrook Management Corp $529M 51 Mar 2026
2770 J. Derek Lewis & Associates Inc. $529M 216 Jun 2026
2771 Keudell/Morrison Wealth Management $529M 260 Jun 2026
2772 Lafayette Investments, Inc. $529M 156 Dec 2025
2773 Voisard Asset Management Group, Inc. $529M 111 Jun 2026
2774 Compass Wealth Management LLC $528M 167 Jun 2026
2775 Paragon Capital Management Ltd $528M 223 Jun 2026
2776 Silverlake Wealth Management Llc $528M 394 Jun 2026
2777 Global Wealth Strategies & Associates $528M 97 Jun 2026
2778 Yelin Lapidot Holdings Management Ltd. $527M 96 Jun 2026
2779 Pinion Investment Advisors, LLC $527M 205 Jun 2026
2780 Altrius Capital Management Inc $526M 89 Jun 2026
Page 139 of 342  ·  6,838 managers
← Prev 1… 137 138 139 140 141 …342 Next →