Coverage

Institutional Managers

Institutional filers with quarterly SEC 13F disclosures.

Top Funds by AUM
Name Location Most recent filing
&PARTNERS Nashville, TN 2/17/2026
1 NORTH WEALTH SERVICES LLC Annapolis, MD 2/13/2026
10-15 ASSOCIATES, INC. 10/13/2020
1060 Capital Opportunity Fund, LP 8/15/2022
1060 Capital, LLC Denver, CO 2/13/2026
10Elms LLP Tulsa, OK 2/13/2026
11 Capital Partners LP Darien, CT 2/13/2026
11.2 Capital Management, LLC Las Vegas, NV 2/13/2026
111 Capital Paris, I0 2/11/2026
12 West Capital Management LP New York, NY 2/17/2026
1248 Management, LLC Kansas City, MO 2/13/2026
12th Street Asset Management Company, LLC Nashville, TN 2/9/2026
13D Management LLC New York, NY 2/17/2026
140 Summer Partners LP New York, NY 2/17/2026
1492 Capital Management LLC Milwaukee, WI 2/10/2026
14B Captial Management LP La Jolla, CA 2/17/2026
1607 Capital Partners, LLC Richmond, VA 2/17/2026
1620 INVESTMENT ADVISORS, INC. Plymouth, MA 2/5/2026
1623 Capital LLC 11/6/2025
17 CAPITAL PARTNERS, LLC Pheonix, AZ 2/13/2026
1776 Wealth LLC Atlanta, GA 2/11/2026
180 GPS Investments IC Ltd St Peter Port, Y7 2/13/2026
180 WEALTH ADVISORS, LLC Federal Way, WA 1/9/2026
1832 Asset Management L.P. Toronto, A6 2/13/2026
1834 INVESTMENT ADVISORS CO Milwaukee, WI 1/29/2026
1858 WEALTH MANAGEMENT, LLC 11/14/2025
1888 Investments, LLC Denver, CO 2/11/2026
1900 WEALTH MANAGEMENT LLC San Antonio, TX 1/20/2026
1922 Investment Co LLC Houston, TX 2/12/2026
1st Global Advisors, Inc. 8/15/2017
1ST SOURCE BANK South Bend, IN 2/5/2026
20/20 Capital Management, Inc. 7/12/2021
2018 Madaket Sunset Investment Trust 11/14/2023
2018 Maxey Pond Investment Trust 11/14/2023
21 West Wealth Management LLC Tustin, CA 1/13/2026
22C Capital LLC Boca Raton, FL 2/17/2026
22NW, LP Seattle, WA 2/13/2026
25 LLC St. Louis, MO 1/15/2026
26North Partners LP New York, NY 2/17/2026
272 Capital LP Dallas, TX 2/17/2026
2Xideas AG Kusnacht, V8 2/17/2026
300 NORTH CAPITAL, LLC 7/30/2015
325 CAPITAL LLC New York, NY 2/17/2026
36 SOUTH CAPITAL ADVISORS LLP 11/15/2021
360 Financial, Inc. Wayzata, MN 2/13/2026
361 CAPITAL LLC 8/14/2020
3Chopt Investment Partners, LLC Richmond, VA 2/10/2026
3D ASSET MANAGEMENT, INC 11/9/2020
3D/L Capital Management, LLC 2/14/2024
3EDGE Asset Management, LP Naples, FL 2/6/2026
3G Capital Partners LP New York, NY 2/17/2026
3I INVESTMENTS PLC 10/23/2017
400 Capital Management LLC 10/21/2025
44 WEALTH MANAGEMENT LLC Eugene, OR 2/9/2026
440 INVESTMENT GROUP, LLC 1/16/2018
46 Peaks LLC Newtown, PA 2/26/2026
49 WEALTH MANAGEMENT, LLC Austin, TX 2/4/2026
4D Advisors, LLC Redondo Beach, CA 2/17/2026
4J Wealth Management LLC Mclean, VA 1/15/2026
4Thought Financial Group Inc. Syosset, NY 1/29/2026
4WEALTH ADVISORS, INC. Burr Ridge, IL 1/21/2026
53 HOUSE LLP London, X0 2/17/2026
55 North Private Wealth, LLC Winter Park, FL 1/27/2026
55I, LLC 11/14/2022
59 North Capital Management, LP Houston, TX 2/17/2026
5AM Venture Management, LLC San Francisco, CA 2/17/2026
5T Wealth, LLC Napa, CA 1/27/2026
5th Street Advisors, LLC Southport, CT 1/30/2026
6 Meridian 2/1/2022
626 Financial, LLC Portage, MI 2/5/2026
683 Capital Management, LLC New York, NY 2/17/2026
6elm Capital LP 7/5/2023
71 West Capital Partners Boston, MA 2/17/2026
72 Investment Holdings, LLC Stamford, CT 2/17/2026
734 Agriculture, LLC 2/14/2019
7G CAPITAL MANAGEMENT, LLC New York, NY 2/17/2026
7x7 Asset Management LLC San Francisco, CA 1/28/2014
8 KNOTS MANAGEMENT, LLC Dallas, TX 2/13/2026
8VC GP I, LLC Austin, TX 2/18/2026
9258 Wealth Management, LLC 11/12/2024
93 Financial Group, LLC Woburn, MA 2/20/2026
9823 Capital, L.P. Dallas, TX 2/17/2026
A&I FINANCIAL SERVICES, LLC Lone Tree, CO 1/28/2026
A. D. Beadell Investment Counsel, Inc. Mequon, WI 1/14/2026
A.P. Gilfoyle & Co., L.P. 7/3/2024
A.R.T. Advisors, LLC 11/15/2021
a16z Capital Management, L.L.C. Menlo Park, CA 2/17/2026
a16z Perennial Management, L.P. Menlo Park, CA 2/10/2026
A4 Wealth Advisors LLC Huntersville, NC 2/13/2026
AA Financial Advisors, LLC Columbus, OH 1/14/2026
AAF Wealth Management, LLC Westborough, MA 2/6/2026
AAFMAA Wealth Management & Trust LLC Fayetteville, NC 1/7/2026
Aaron Wealth Advisors LLC Chicago, IL 1/21/2026
AB CarVal Investors, LP 8/12/2022
Abacus FCF Advisors LLC Orlando, FL 1/29/2026
Abacus Planning Group, Inc. Columbia, SC 1/16/2026
Abacus Wealth Partners, LLC Santa Monica, CA 2/5/2026
ABANCO INVESTORS LTD., LLC 2/14/2023
ABBINGTON INVESTMENT GROUP Westport, CT 1/26/2026
Abbot Financial Management, Inc. Andover, MA 2/13/2026
Abbrea Capital, LLC 8/8/2024
ABC ARBITRAGE SA Paris, I0 2/4/2026
Abdiel Capital Advisors, LP New York, NY 2/17/2026
ABEILLE ASSET MANAGEMENT SA 2/10/2023
Abel Hall, LLC Baton Rouge, LA 2/17/2026
ABERDEEN ASSET MANAGEMENT PLC/UK 8/10/2017
Aberdeen Group plc Edinburgh, X0 1/16/2026
Aberdeen Wealth Management LLC Lake Bluff, IL 2/12/2026
ABG Innovation Capital Partners III GP Ltd Central, Hong Kong, K3 2/17/2026
ABG-WTT Global Life Science Capital Partners GP Ltd Central, Hong Kong, K3 2/17/2026
Abich Financial Wealth Management LLC 11/6/2025
Abingworth LLP 2/10/2023
ABLE Financial Group, LLC Scottsdale, AZ 1/23/2026
Able Wealth Management LLC Toms River, NJ 1/27/2026
ABLES, IANNONE, MOORE & ASSOCIATES, INC. Savannah, GA 1/5/2026
ABN AMRO Bank N.V. Amsterdam, P7 2/4/2026
ABN AMRO INVESTMENT SOLUTIONS Paris Cedex 008, I0 2/6/2026
ABNER HERRMAN & BROCK LLC Jersey City, NJ 1/6/2026
ABOUND FINANCIAL, LLC Granite Bay, CA 2/17/2026
Abound Wealth Management Franklin, TN 1/12/2026
ABRAMS BISON INVESTMENTS, LLC Bethesda, MD 2/17/2026
ABRAMS CAPITAL MANAGEMENT, L.P. Boston, MA 2/13/2026
ABS Capital Partners V Trust 2/7/2018
ABS Direct Equity Fund LLC Stamford, CT 1/30/2026
ABSHER WEALTH MANAGEMENT, LLC Chapel Hill, NC 1/28/2026
ABSOLUTE CAPITAL MANAGEMENT, LLC Pittsburgh, PA 2/12/2026
Absolute Gestao de Investimentos Ltda. Sao Paulo, D5 2/13/2026
ABSOLUTE INVESTMENT ADVISERS, LLC Rosemary Beach, FL 1/28/2026
Absolute Return Capital, LLC 11/14/2016
Absoluto Partners Gestao de Recursos Ltda Leblon, Rio De Janeiro, Rj, D5 3/3/2026
Abu Dhabi Investment Council 10/13/2015
Abundance Wealth Counselors State College, PA 1/26/2026
ACACIA RESEARCH CORP 11/14/2023
ACADEMY CAPITAL MANAGEMENT Waco, TX 2/2/2026
ACADIA TRUST NA 11/15/2016
ACADIAN ASSET MANAGEMENT LLC Boston, MA 2/10/2026
ACAS, LLC 8/14/2025
Acasta Partners UK LLP London, X0 2/13/2026
Accel Growth Fund IV Associates L.L.C. 11/13/2024
Accel Growth Fund V Associates L.L.C. Palo Alto, CA 2/6/2026
Accel Leaders 3 Associates L.P. Palo Alto, CA 2/6/2026
Accel Leaders 4 Associates L.P. Palo Alto, CA 2/6/2026
Accel Leaders Fund Associates L.L.C. 5/16/2022
Accel Leaders Fund II Associates L.L.C. 11/14/2022
Accel London III Associates L.P. 11/14/2022
ACCEL VIII ASSOCIATES LLC 11/14/2019
Accel Wealth Management Waverly, IA 1/20/2026
Accel X Associates L.L.C. 11/13/2020
Accel XI Associates L.L.C. Palo Alto, CA 2/6/2026
Accel XII Associates L.L.C. 11/13/2020
Accelerate Investment Advisors LLC Aliso Viejo, CA 1/12/2026
Accent Capital Management, LLC Centerville, OH 2/9/2026
Accenture plc 10/31/2024
ACCESS FINANCIAL SERVICES, INC. Minneapolis, MN 1/21/2026
Access Investment Management LLC Atlanta, GA 2/2/2026
ACCIDENT COMPENSATION CORP 8/17/2020
ACCIPITER CAPITAL MANAGEMENT, LLC 11/14/2018
Accomplice Associates II, LLC 5/12/2022
Accomplice Management, LLC 11/10/2022
Accordant Advisory Group Inc Annapolis, MD 1/22/2026
ACCOUNT MANAGEMENT LLC Boxford, MA 2/2/2026
ACCREDITED INVESTOR SERVICES, LLC St. Cloud, MN 2/9/2026
Accredited Investors Inc. Edina, MN 2/5/2026
Accredited Wealth Management, LLC 11/12/2025
Accretive Wealth Partners, LLC Parsippany, NJ 1/28/2026
ACCURATE INVESTMENT SOLUTIONS, INC. 8/13/2020
Accurate Wealth Management, LLC Wesley Chapel, FL 1/14/2026
Accuvest Global Advisors Provo, UT 2/11/2026
Ace Management Global Ltd. 4/9/2025
Acertus Capital Management, LLC 8/3/2017
ACG Wealth 11/3/2022
Achievement Holdings L.P. 7/27/2016
Achmea Investment Management B.V. Zeist, P7 2/18/2026
ACIMA PRIVATE WEALTH, LLC Richmond, VA 1/15/2026
ACK Asset Management LLC Greenwich, CT 2/13/2026
Ackerman Asset Management, LLC Rockville, MD 2/13/2026
Ackerman Capital Advisors, LLC Dallas, TX 2/11/2026
ACME, LLC San Francisco, CA 2/17/2026
ACON Equity Management, L.L.C. 11/6/2023
Acorn Advisory Capital L.P. 11/6/2019
ACORN CAPITAL ADVISORS, LLC New York, NY 2/17/2026
ACORN CREEK CAPITAL LLC Fort Collins, CO 2/2/2026
ACORN FINANCIAL ADVISORY SERVICES INC /ADV Reston, VA 2/3/2026
Acorn Wealth Advisors, LLC Grand Blanc, MI 2/10/2026
Acorns Advisers, LLC Irvine, CA 2/13/2026
ACORNS SECURITIES, LLC 2/14/2018
ACR Alpine Capital Research, LLC St. Louis, MO 2/5/2026
Acrisure Capital Management, LLC 7/12/2023
Acropolis Investment Management, LLC St. Louis, MO 1/14/2026
Acrospire Investment Management LLC 10/26/2017
ACT Advisors, LLC. Asheville, NC 1/14/2026
ACT CAPITAL MANAGEMENT, LLC Wayne, PA 2/17/2026
ACT II MANAGEMENT, LP 5/12/2020
Act Two Investors LLC Santa Cruz, CA 2/10/2026
ACT WEALTH MANAGEMENT, LLC Plano, TX 1/15/2026
Activest Wealth Management Aventura, FL 1/30/2026
Acuitas Investments, LLC Seattle, WA 1/27/2026
ACUITY INVESTMENT MANAGEMENT INC 5/11/2015
Acumen Wealth Advisors, LLC Chattanooga, TN 2/13/2026
ACUTA CAPITAL PARTNERS, LLC Redwood City, CA 2/17/2026