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Institutional (13F) Funds (N-PORT) ·
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 208 of 224  ·  4,472 managers
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# Fund / Institution AUM ▼ Positions Period
4141 Michelson Medical Research Foundation, Inc. $99M 21 Mar 2026
4142 Inkwell Capital Llc $98M 29 Dec 2025
4143 Western Pacific Wealth Management, LP $98M 197 Mar 2026
4144 Financial Network Wealth Advisors LLC $98M 772 Mar 2026
4145 Urban Wealth Management, LLC $98M 93 Mar 2026
4146 Bluebird Wealth Management LLC $98M 77 Mar 2026
4147 Broadhurst Jeffrey B $98M 41 Mar 2026
4148 Sensenig Capital Advisors, Inc $98M 33 Mar 2026
4149 Ballast Financial Advisors LLC $98M 68 Mar 2026
4150 John & Kathleen Schreiber Foundation $98M 4 Mar 2026
4151 Partners Wealth Management, Llc $97M 109 Mar 2026
4152 Yu Fan $97M 8 Mar 2026
4153 Standard Family Office LLC $97M 31 Mar 2026
4154 truNorth Financial Services, Inc. $97M 49 Mar 2026
4155 Watershed Asset Management, L.L.C. $96M 118 Mar 2026
4156 Steel Partners Holdings L.P. $96M 10 Mar 2026
4157 Unify Financial Advisors $96M 94 Dec 2025
4158 Oregon Pacific Wealth Management, LLC $96M 125 Mar 2026
4159 IFC & Insurance Marketing, Inc. $96M 72 Mar 2026
4160 Red Reef Advisors Llc $96M 179 Mar 2026
Page 208 of 224  ·  4,472 managers
← Prev 1… 206 207 208 209 210 …224 Next →