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Institutional (13F) Funds (N-PORT) ·
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 159 of 258  ·  5,146 managers
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# Fund / Institution AUM ▼ Positions Period
3161 Wealth Quarterback LLC $254M 163 Mar 2026
3162 Lhm, Inc. $254M 22 Mar 2026
3163 Selby Wealth Management, LLC $254M 81 Mar 2026
3164 Sellwood Investment Partners LLC $254M 59 Mar 2026
3165 TL Private Wealth $253M 44 Mar 2026
3166 5T Wealth, LLC $253M 129 Mar 2026
3167 Jupiter Wealth Management LLC $253M 90 Mar 2026
3168 DLK Investment Management, LLC $253M 92 Mar 2026
3169 Integrity Wealth Solutions LLC $253M 117 Dec 2025
3170 Shira Ridge Wealth Management $253M 79 Mar 2026
3171 FFG Partners, LLC $253M 36 Mar 2026
3172 O'Rourke & Company, Inc $253M 171 Mar 2026
3173 Stonehearth Capital Management, LLC $252M 96 Mar 2026
3174 Lodestone Wealth Management LLC $252M 832 Mar 2026
3175 PJT Investments Corp. $252M 8 Mar 2026
3176 Western Financial Corp/CA $252M 113 Dec 2025
3177 Meramec Financial Planners, LLC $252M 551 Mar 2026
3178 Carnegie Lake Advisors LLC $252M 167 Mar 2026
3179 Seneca House Advisors $252M 96 Mar 2026
3180 Trustees of Dartmouth College $252M 11 Mar 2026
Page 159 of 258  ·  5,146 managers
← Prev 1… 157 158 159 160 161 …258 Next →