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Institutional (13F) Funds (N-PORT) ·
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 182 of 218  ·  4,360 managers
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# Fund / Institution AUM ▼ Positions Period
3621 Cogent Private Wealth, Inc. $139M 98 Mar 2026
3622 RMR Capital Management, LLC $138M 75 Mar 2026
3623 Atlantic Family Wealth, Llc $138M 59 Mar 2026
3624 Lepercq De Neuflize Asset Management LLC $138M 26 Mar 2026
3625 Factorial Partners, LLC $138M 60 Mar 2026
3626 Tannin Capital LLC $138M 152 Mar 2026
3627 Pine Brook Road Advisors, L.P. $138M 1 Mar 2026
3628 Demming Financial Services Corp /Adv $138M 37 Mar 2026
3629 Octahedron Capital Management L.P. $138M 18 Mar 2026
3630 AI-Squared Management Ltd $137M 19 Mar 2026
3631 Northern Financial Advisors Inc $137M 105 Mar 2026
3632 Bank of Marin $137M 152 Mar 2026
3633 Generation Capital Management LLC $137M 74 Mar 2026
3634 Evolution Wealth Management Inc. $137M 854 Mar 2026
3635 URS Advisory LLC $137M 51 Mar 2026
3636 Broadwater Capital Management Llc $137M 217 Sep 2025
3637 Muirfield Wealth Advisors Llc $136M 75 Dec 2025
3638 LuminArx Capital Management LP $136M 84 Mar 2026
3639 Moon Capital Management Lp $136M 11 Sep 2025
3640 Womack Financial LLC $136M 71 Mar 2026
Page 182 of 218  ·  4,360 managers
← Prev 1… 180 181 182 183 184 …218 Next →