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Institutional (13F) Funds (N-PORT) ·
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 98 of 201  ·  4,013 managers
# Fund / Institution AUM ▼ Positions Period
1941 Mezzasalma Advisors, LLC $391M 155 Mar 2026
1942 Sinvest Investments II Ltd. $390M 1 Dec 2025
1943 CWS Financial Advisors, LLC $390M 157 Mar 2026
1944 Lead Edge Capital Management, LLC $390M 8 Dec 2025
1945 Investment Advisory Group, LLC $389M 194 Dec 2025
1946 Patriot Financial Partners GP II, L.P. $388M 12 Mar 2026
1947 Ruedi Wealth Management, Inc. $388M 58 Mar 2026
1948 World Equity Group, Inc. $386M 368 Mar 2026
1949 Bay Harbor Wealth Management, LLC $386M 1,301 Mar 2026
1950 Siena Capital Partners GP, LLC $385M 100 Mar 2026
1951 GSG Advisors LLC $385M 137 Mar 2026
1952 Delta Financial Advisors Llc $385M 149 Dec 2025
1953 Tobam $384M 250 Mar 2026
1954 Pinnbrook Capital Management Lp $384M 45 Mar 2026
1955 Milestones Administradora de Recursos Ltda. $383M 17 Mar 2026
1956 RV Capital $383M 13 Mar 2026
1957 Luminvest Wealth Management LLC $382M 55 Mar 2026
1958 Rosenblum Silverman Sutton S F Inc /ca $382M 76 Mar 2026
1959 BankPlus Trust Department $382M 502 Dec 2025
1960 Kercheville Advisors, LLC $382M 117 Dec 2025
Page 98 of 201  ·  4,013 managers