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Institutional (13F) Funds (N-PORT) ·
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 183 of 342  ·  6,839 managers
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# Fund / Institution AUM ▼ Positions Period
3641 Joule Financial, LLC $343M 114 Mar 2026
3642 PFW Advisors LLC $343M 124 Jun 2026
3643 Wealthstar Advisors, LLC $343M 114 Jun 2026
3644 M. Kraus & Co $343M 81 Mar 2026
3645 Nova R Wealth, Inc. $343M 86 Jun 2026
3646 Orion Investment Co $343M 73 Jun 2026
3647 Saranac Partners Ltd $343M 117 Jun 2026
3648 Fieldview Capital Management, LLC $343M 468 Mar 2026
3649 Idaho Trust Co $342M 146 Jun 2026
3650 Jacobsen Capital Management $342M 126 Jun 2026
3651 Owl Creek Wealth Partners LLC $342M 1,289 Jun 2026
3652 Western Financial Corp/CA $341M 132 Jun 2026
3653 Roberts Financial Services LLC $341M 33 Jun 2026
3654 Yeomans Consulting Group, Inc. $341M 113 Dec 2025
3655 McCollum Christoferson Group LLC $341M 80 Jun 2026
3656 Missouri Trust & Investment Co $341M 411 Mar 2026
3657 Hixon Zuercher, LLC $341M 88 Jun 2026
3658 Aikya Investment Management Ltd $341M 5 Jun 2026
3659 Coalescence Partners Investment Management, LP $341M 12 Jun 2026
3660 Avaii Wealth Management, Llc $341M 176 Jun 2026
Page 183 of 342  ·  6,839 managers
← Prev 1… 181 182 183 184 185 …342 Next →