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Institutional (13F) Funds (N-PORT) ·
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 153 of 342  ·  6,838 managers
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# Fund / Institution AUM ▼ Positions Period
3041 DeDora Capital, Inc. $460M 129 Jun 2026
3042 RIA Advisory Group LLC $460M 154 Jun 2026
3043 Atwater Malick LLC $459M 130 Jun 2026
3044 Arrowpoint Investment Partners (Singapore) Pte. Ltd. $459M 129 Jun 2026
3045 RDA Financial Network $459M 286 Jun 2026
3046 Peterson Wealth Services $459M 245 Jun 2026
3047 Global Assets Advisory, LLC $458M 322 Jun 2026
3048 United American Securities Inc. (d/b/a UAS Asset Management) $458M 19 Mar 2026
3049 Westmount Partners, LLC $457M 275 Jun 2026
3050 Atlas Private Wealth Advisors $457M 139 Jun 2026
3051 Canal Insurance CO $456M 76 Jun 2026
3052 Eldridge Investment Advisors, Inc. $456M 154 Mar 2026
3053 Landaas & Co /Wi /Adv $456M 130 Mar 2026
3054 Carderock Capital Management Inc $456M 67 Jun 2026
3055 Alliance Wealth Management Group $456M 94 Dec 2025
3056 Cordatus Wealth Management LLC $455M 168 Jun 2026
3057 Natural Investments, Llc $455M 301 Jun 2026
3058 Miramar Capital, LLC $455M 57 Jun 2026
3059 Twelve Points Wealth Management LLC $455M 200 Mar 2026
3060 Highland Financial Advisors, LLC $455M 73 Jun 2026
Page 153 of 342  ·  6,838 managers
← Prev 1… 151 152 153 154 155 …342 Next →