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Institutional (13F) Funds (N-PORT) ·
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 191 of 221  ·  4,401 managers
# Fund / Institution AUM ▼ Positions Period
3801 WFA of San Diego, LLC $125M 404 Mar 2026
3802 Kampmann Melissa S. $125M 82 Mar 2026
3803 Canandaigua National Trust Co of Florida $125M 108 Mar 2026
3804 Ponta Wealth Partners, LLC $124M 138 Mar 2026
3805 14B Captial Management LP $124M 18 Dec 2025
3806 Silver Grove Financial Group, Inc. $124M 646 Mar 2026
3807 Stephen J. Garry & Associates, Llc $124M 51 Mar 2026
3808 Coquina Private Wealth LLC $124M 96 Mar 2026
3809 Flax Pond Capital, Llc $124M 62 Mar 2026
3810 Marcho Partners LLP $124M 5 Mar 2026
3811 Ally Bridge Group (NY) LLC $124M 28 Mar 2026
3812 R.H. Dinel Investment Counsel, Inc. $124M 40 Mar 2026
3813 Farley Capital L.P. $123M 18 Mar 2026
3814 Cadia Private Client LLC $123M 76 Mar 2026
3815 Barington Companies Management, Llc $123M 8 Mar 2026
3816 Ares Systematic Credit Ltd $123M 145 Dec 2025
3817 Geremia Financial Services, LLC $123M 10 Mar 2026
3818 Blake Schutter Theil Wealth Advisors, LLC $123M 111 Mar 2026
3819 Clarity Wealth Development LLC $123M 44 Mar 2026
3820 Sageworth Trust Co of South Dakota $122M 46 Dec 2025
Page 191 of 221  ·  4,401 managers