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Institutional (13F) Funds (N-PORT) ·
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 157 of 342  ·  6,838 managers
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# Fund / Institution AUM ▼ Positions Period
3121 Cerro Pacific Wealth Advisors LLC $442M 165 Jun 2026
3122 Sagewood Asset Management LP $442M 432 Jun 2026
3123 Doliver Advisors, Lp $442M 191 Jun 2026
3124 De Burlo Group Inc $441M 88 Mar 2026
3125 Pioneer Trust Bank N A/Or $441M 136 Jun 2026
3126 Morton Brown Family Wealth, LLC $441M 416 Jun 2026
3127 Cape Ann Asset Management Ltd $440M 11 Mar 2026
3128 Roberts Wealth Advisors, LLC $440M 111 Jun 2026
3129 Turiya Advisors Asia Ltd $440M 3 Jun 2026
3130 New Capital Management LP $439M 60 Jun 2026
3131 Winch Advisory Services, LLC $438M 531 Mar 2026
3132 Astoria Strategic Wealth, Inc. $438M 36 Jun 2026
3133 Citizens & Northern Corp $438M 117 Jun 2026
3134 Prudent Man Advisors, LLC $438M 142 Jun 2026
3135 Fairway Wealth LLC $437M 239 Jun 2026
3136 Strategic Investment Solutions, Inc. /IL $437M 8,451 Jun 2026
3137 3Chopt Investment Partners, LLC $437M 240 Mar 2026
3138 Q3 Asset Management $437M 62 Dec 2025
3139 City State Bank $436M 809 Jun 2026
3140 Boltwood Capital Management $436M 192 Jun 2026
Page 157 of 342  ·  6,838 managers
← Prev 1… 155 156 157 158 159 …342 Next →