BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Directory
Institutional (13F) Funds (N-PORT) ·
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 90 of 198  ·  3,959 managers
# Fund / Institution AUM ▼ Positions Period
1781 Aspire Private Capital, LLC $443M 292 Mar 2026
1782 Cornerstone Planning, LLC $443M 141 Mar 2026
1783 Beacon Financial Advisory LLC $443M 402 Mar 2026
1784 Heartland Bank & Trust Co $442M 350 Mar 2026
1785 Empire Financial Management Company, LLC $442M 211 Mar 2026
1786 Capital Management Associates, Inc $442M 166 Mar 2026
1787 Performa Ltd (US), LLC $442M 47 Mar 2026
1788 De Burlo Group Inc $441M 88 Mar 2026
1789 Endeavour Capital Advisors Inc $441M 42 Mar 2026
1790 Cove Private Wealth, LLC $440M 185 Mar 2026
1791 Austin Wealth Management, LLC $440M 118 Mar 2026
1792 Cape Ann Asset Management Ltd $440M 11 Mar 2026
1793 SailingStone Capital Partners LLC $440M 17 Mar 2026
1794 PKS Advisory Services, LLC $438M 255 Dec 2025
1795 Winch Advisory Services, LLC $438M 531 Mar 2026
1796 3Chopt Investment Partners, LLC $437M 240 Mar 2026
1797 Q3 Asset Management $437M 62 Dec 2025
1798 Trails Edge Capital Partners, LP $437M 27 Mar 2026
1799 Tempus Wealth Planning, LLC $436M 275 Dec 2025
1800 Roof Eidam Maycock Peralta, LLC $436M 125 Mar 2026
Page 90 of 198  ·  3,959 managers