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Institutional (13F) Funds (N-PORT) ·
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 204 of 342  ·  6,839 managers
# Fund / Institution AUM ▼ Positions Period
4061 Mayfair Advisory Group, LLC $286M 175 Mar 2026
4062 Garda Capital Partners Lp $286M 12 Jun 2026
4063 Penney Financial, LLC $286M 53 Jun 2026
4064 Investment Partners, Ltd. $286M 149 Dec 2025
4065 ICW Investment Advisors LLC $286M 144 Jun 2026
4066 HFM Investment Advisors, LLC $285M 1,293 Jun 2026
4067 Legal Advantage Investments, Inc. $285M 77 Jun 2026
4068 Midwest Financial Group LLC $285M 136 Jun 2026
4069 Choice Wealth Advisors LLC $285M 35 Jun 2026
4070 MBE Wealth Management, LLC $284M 170 Jun 2026
4071 Future Fund LLC $284M 127 Mar 2026
4072 Advantage Trust Co $284M 197 Jun 2026
4073 Vivid Wealth Management, LLC $284M 73 Jun 2026
4074 Mma Asset Management Llc $284M 179 Mar 2026
4075 Cumberland Advisors Inc $284M 49 Jun 2026
4076 1776 Wealth LLC $284M 152 Jun 2026
4077 William Mack & Associates, Inc. $284M 108 Jun 2026
4078 Capstone Wealth Management Group, Llc $284M 96 Jun 2026
4079 FreeGulliver LLC $284M 123 Jun 2026
4080 Sellwood Investment Partners LLC $284M 59 Jun 2026
Page 204 of 342  ·  6,839 managers