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Institutional (13F) Funds (N-PORT) ·
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 240 of 254  ·  5,074 managers
# Fund / Institution AUM ▼ Positions Period
4781 Mission Financial Group, LLC $108M 146 Mar 2025
4782 City Center Advisors, LLC $108M 155 Mar 2026
4783 Vanguard Capital Wealth Advisors $108M 120 Mar 2026
4784 Legacy Solutions, Llc $108M 77 Mar 2026
4785 21 West Wealth Management LLC $108M 63 Mar 2026
4786 Prospect Financial Group LLC $108M 62 Dec 2025
4787 Verus Wealth Management, Llc $107M 53 Dec 2025
4788 Accuvest Global Advisors $107M 57 Mar 2026
4789 SkyKnight Capital, L.P. $107M 3 Mar 2026
4790 Rye Brook Capital LLC $107M 27 Dec 2025
4791 LTS Liquid Investments LLC $107M 7 Mar 2026
4792 O'Domhnaill Enterprises, Inc. $107M 59 Dec 2025
4793 Haven Capital Group, Inc. $107M 34 Dec 2025
4794 Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies $107M 66 Dec 2025
4795 River'S Edge Wealth Management, Llc $107M 46 Mar 2026
4796 Wheels Up Wealth, Inc. $106M 24 Mar 2026
4797 Corient IA LLC $106M 279 Mar 2026
4798 Haven Global Partners, LLC $106M 8 Mar 2026
4799 SaddleRock Capital Management LLC $106M 20 Dec 2025
4800 RK Asset Management, LLC $106M 23 Dec 2025
Page 240 of 254  ·  5,074 managers