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Institutional (13F) Funds (N-PORT) ·
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 161 of 342  ·  6,839 managers
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# Fund / Institution AUM ▼ Positions Period
3201 Birinyi Associates Inc $423M 61 Jun 2026
3202 Globe Life Inc. $422M 2 Jun 2026
3203 Sands Capital Alternatives, LLC $421M 21 Mar 2026
3204 Atlatl Advisers LLC $421M 459 Jun 2026
3205 Delta Financial Advisors Llc $421M 152 Jun 2026
3206 EnRich Financial Partners LLC $421M 67 Jun 2026
3207 True Wealth Design, LLC $420M 2,656 Jun 2026
3208 Atticus Wealth Management, Llc $420M 177 Jun 2026
3209 ArchPoint Investors $420M 78 Mar 2026
3210 Liberty Square Wealth Partners Llc $420M 140 Jun 2026
3211 CVC Management Holdings II Ltd. $420M 3 Mar 2026
3212 Xcel Wealth Management, LLC $419M 140 Jun 2026
3213 Daybright Advisory Services, Inc. $419M 145 Jun 2026
3214 Somerville Kurt F $419M 407 Jun 2026
3215 D.B. Root & Company, LLC $419M 191 Mar 2026
3216 Praesidium Investment Management Company, LLC $419M 12 Mar 2026
3217 Vega Investment Solutions $418M 175 Mar 2026
3218 New England Capital Financial Advisors LLC $418M 432 Jun 2026
3219 Centurion Wealth Management LLC $418M 283 Jun 2026
3220 Concentrum Wealth Management $418M 127 Jun 2026
Page 161 of 342  ·  6,839 managers
← Prev 1… 159 160 161 162 163 …342 Next →