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Institutional (13F) Funds (N-PORT) ·
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 7 of 254  ·  5,073 managers
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# Fund / Institution AUM ▼ Positions Period
121 Breakwater Capital Group $746.8B 373 Mar 2026
122 Capital Advisors Wealth Management, LLC $744.9B 219 Mar 2026
123 Abacus Planning Group, Inc. $742.9B 264 Mar 2026
124 Sharkey, Howes & Javer $742.3B 153 Mar 2026
125 Allegheny Financial Group $741.8B 290 Mar 2026
126 James J. Burns & Company, LLC $737.0B 155 Mar 2026
127 AIGH Capital Management LLC $733.2B 85 Mar 2026
128 Berman McAleer LLC $733.0B 162 Mar 2026
129 Capital World Investors $732.9B 620 Mar 2026
130 GFI Investment Counsel Ltd. $731.5B 24 Mar 2026
131 Acorn Financial Advisory Services Inc /Adv $729.8B 215 Mar 2026
132 Meridian Wealth Partners, LLC $728.6B 118 Mar 2026
133 Tran Capital Management, L.P. $728.3B 71 Mar 2026
134 Klaas Financial Asset Advisors, LLC $724.2B 59 Mar 2026
135 TLT Family Holdco ULC $724.1B 8 Mar 2026
136 Vivaldi Capital Management LP $723.5B 290 Mar 2026
137 Fagan Associates, Inc. $719.2B 135 Mar 2026
138 Nexus Investment Management ULC $715.1B 70 Mar 2026
139 Tri Locum Partners LP $712.5B 17 Mar 2026
140 Defilade Capital Management, L.P. $712.2B 31 Mar 2026
Page 7 of 254  ·  5,073 managers
← Prev 1… 5 6 7 8 9 …254 Next →