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Institutional (13F) Funds (N-PORT) ·
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 143 of 342  ·  6,838 managers
# Fund / Institution AUM ▼ Positions Period
2841 55 North Private Wealth, LLC $508M 304 Jun 2026
2842 Mcrae Capital Management Inc $508M 113 Jun 2026
2843 Beacon Financial Advisory LLC $508M 417 Jun 2026
2844 Roof Eidam Maycock Peralta, LLC $508M 127 Jun 2026
2845 WESCAP Management Group, Inc. $508M 107 Mar 2026
2846 Old Port Advisors $508M 267 Jun 2026
2847 Liberty Street Advisors, Inc. $507M 4 Jun 2026
2848 Lightrock Netherlands B.V. $506M 37 Jun 2026
2849 West Wealth Group, LLC $506M 130 Mar 2026
2850 Herold Advisors, Inc. $506M 273 Jun 2026
2851 Rialto Wealth Management, LLC $505M 1,934 Jun 2026
2852 Banc Funds Co Llc $505M 98 Dec 2025
2853 Builder Investment Group Inc /Adv $505M 107 Jun 2026
2854 Community Bank & Trust, Waco, Texas $505M 161 Mar 2026
2855 Abound Wealth Management $504M 1,361 Jun 2026
2856 JPL Wealth Management, LLC $504M 2,530 Jun 2026
2857 Triangle Securities Wealth Management $504M 217 Jun 2026
2858 Ddfg, Inc $504M 92 Jun 2026
2859 WealthBridge Capital Management, LLC $503M 235 Jun 2026
2860 Smith & Howard Wealth Management, LLC $503M 112 Jun 2026
Page 143 of 342  ·  6,838 managers