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Institutional (13F) Funds (N-PORT) ·
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 165 of 214  ·  4,277 managers
# Fund / Institution AUM ▼ Positions Period
3281 Sterling Investment Management, Llc $167M 65 Mar 2026
3282 Shotwell Rutter Baer Inc $167M 39 Dec 2025
3283 Marin Bay Wealth Advisors, LLC $166M 127 Mar 2026
3284 Gentry Private Wealth, Llc $166M 98 Mar 2026
3285 Jericho Financial, Llp $166M 40 Dec 2025
3286 Civilization Ventures Management, LLC $166M 3 Dec 2025
3287 Lighthouse Financial LLC $166M 76 Mar 2026
3288 Pillar Financial Advisors, LLC $166M 111 Dec 2025
3289 Twin Lions Management LLC $165M 20 Mar 2026
3290 Bravias Capital Group, LLC $165M 108 Dec 2025
3291 ZynergyRetirementPlanningLLC $165M 26 Mar 2026
3292 Granite Group Advisors, LLC $165M 86 Mar 2026
3293 Ameraudi Asset Management, Inc. $165M 67 Sep 2025
3294 Gould Capital, LLC $165M 204 Mar 2026
3295 Grand Alliance Asset Management Ltd $165M 13 Mar 2026
3296 Taylor Financial Group, Inc. $165M 99 Mar 2026
3297 Capital & Planning, Llc $165M 172 Mar 2026
3298 Bitterroot Capital Advisors Llc $165M 60 Mar 2026
3299 Pandora Wealth, Inc. $165M 224 Dec 2025
3300 Foresite Capital Management V, LLC $164M 7 Dec 2025
Page 165 of 214  ·  4,277 managers