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Institutional (13F) Funds (N-PORT) ·
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 234 of 342  ·  6,839 managers
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# Fund / Institution AUM ▼ Positions Period
4661 CWC Advisors, LLC. $225M 152 Jun 2026
4662 Brucke Financial, Inc. $225M 175 Jun 2026
4663 Wealth Science Advisors LLC $225M 97 Jun 2026
4664 Beaton Management Co. Inc. $225M 146 Mar 2026
4665 Latigo Investments, LLC $224M 14 Jun 2026
4666 Moerus Capital Management LLC $224M 14 Jun 2026
4667 Tandem Wealth Advisors LLC $224M 47 Mar 2026
4668 CPV Partners, LLC $224M 4 Mar 2026
4669 MKA Charitable Fund $224M 1 Mar 2026
4670 Wynn Capital, LLC $224M 116 Jun 2026
4671 Life Line Wealth Management Llc $224M 35 Mar 2026
4672 Finer Wealth Management, Inc. $224M 88 Jun 2026
4673 Capstone Capital Management Ltd $224M 160 Jun 2026
4674 Aspect Management, LLC $224M 1 Mar 2026
4675 Catawba River Capital $223M 24 Jun 2026
4676 Spectrum Planning & Advisory Services Inc. $223M 120 Jun 2026
4677 Noble Wealth Management PBC $223M 778 Jun 2026
4678 State of New Jersey Common Pension Fund A $223M 3 Jun 2026
4679 Cadence Wealth Management LLC $223M 63 Jun 2026
4680 Cohen Investment Advisors LLC $223M 120 Jun 2026
Page 234 of 342  ·  6,839 managers
← Prev 1… 232 233 234 235 236 …342 Next →