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Institutional (13F) Funds (N-PORT) ·
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 67 of 192  ·  3,822 managers
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# Fund / Institution AUM ▼ Positions Period
1321 Summit Wealth Group Llc / Co $754M 273 Dec 2025
1322 Front Street Capital Management, Inc. $754M 73 Mar 2026
1323 Gcq Funds Management Pty Ltd $753M 11 Mar 2026
1324 Talon Private Wealth, LLC $753M 315 Mar 2026
1325 Peterson Wealth Advisors, LLC $752M 108 Mar 2026
1326 Colonial Trust Co / SC $750M 1,094 Dec 2025
1327 Monarch Alternative Capital LP $745M 5 Sep 2025
1328 Capital Advisors Wealth Management, LLC $745M 219 Mar 2026
1329 Hendershot Investments Inc. $744M 129 Mar 2026
1330 Ellenbecker Investment Group $743M 134 Mar 2026
1331 Technology Crossover Management XI, Ltd. $740M 2 Dec 2025
1332 Skylands Capital, LLC $737M 150 Dec 2025
1333 James J. Burns & Company, LLC $737M 155 Mar 2026
1334 Seeds Investor Llc $735M 350 Mar 2026
1335 Live Oak Private Wealth LLC $734M 198 Dec 2025
1336 AIGH Capital Management LLC $733M 85 Mar 2026
1337 Global Frontier Investments LLC $732M 21 Mar 2026
1338 GFI Investment Counsel Ltd. $731M 24 Mar 2026
1339 Culbertson A N & Co Inc $729M 128 Dec 2025
1340 Meridian Wealth Partners, LLC $729M 118 Mar 2026
Page 67 of 192  ·  3,822 managers
← Prev 1… 65 66 67 68 69 …192 Next →