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Institutional (13F) Funds (N-PORT) ·
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 161 of 258  ·  5,146 managers
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# Fund / Institution AUM ▼ Positions Period
3201 Deane Retirement Strategies, Inc. $249M 57 Mar 2026
3202 FSA Investment Group, LLC $248M 45 Mar 2026
3203 Mount Capital Ltd $248M 18 Mar 2026
3204 Avalon Advisory Group $248M 12 Mar 2026
3205 Towerpoint Wealth, LLC $248M 93 Mar 2026
3206 Intrepid Financial Planning Group LLC $248M 125 Mar 2026
3207 American Capital Advisory, LLC $248M 1,140 Mar 2026
3208 AXS Investments LLC $248M 190 Mar 2026
3209 Capital Impact Advisors, LLC $247M 30 Mar 2026
3210 Evergreen Private Wealth LLC $247M 87 Mar 2026
3211 Anb Bank $247M 202 Mar 2026
3212 Peloton Wealth Strategists $247M 86 Mar 2026
3213 Blacksheep Fund Management Ltd $247M 8 Mar 2026
3214 Valued Wealth Advisors LLC $247M 751 Mar 2026
3215 Iridian Asset Management Llc/Ct $247M 44 Mar 2026
3216 Cherokee Insurance Co $247M 121 Dec 2025
3217 Bernard Wealth Management Corp. $246M 356 Dec 2025
3218 Cordant, Inc. $246M 75 Mar 2026
3219 Flagship Private Wealth, LLC $246M 108 Mar 2026
3220 Mitchell & Pahl Private Wealth, Llc $246M 145 Mar 2026
Page 161 of 258  ·  5,146 managers
← Prev 1… 159 160 161 162 163 …258 Next →