The full directory
Every 13F filer, ranked by book value
All 8,741 institutional managers that filed a Form 13F for the quarter ending 2026-03-31, largest first. Showing 3,251–3,500. Managers with a full holdings pg are linked; the rest are listed with the numbers we hold for them.
Page 14 of 35 — the hub search covers all 8,741
| Manager | State | Book value | Positions | Largest holding | |
|---|---|---|---|---|---|
| BOURGEON CAPITAL MANAGEMENT LLC | CT | $574.2M | 106 | — | |
| Periscope Capital Inc. | A6 | $574.2M | 414 | — | |
| Intelligence Driven Advisers, LLC | CA | $573.6M | 130 | — | |
| Tempo Wealth, LLC | OH | $573.4M | 213 | — | |
| Drucker Wealth 3.0, LLC | NJ | $572.8M | 266 | — | |
| Ironwood Financial, llc | AZ | $572.7M | 168 | — | |
| Nordwand Advisors, LLC | PA | $571.7M | 150 | — | |
| FOX RUN MANAGEMENT, L.L.C. | CT | $571.6M | 856 | — | |
| McLean Asset Management Corp | VA | $571.6M | 165 | — | |
| Marble Wealth, LLC | AL | $571.4M | 222 | — | |
| Black Swift Group, LLC | CO | $571.1M | 117 | — | |
| RPTC Inc. | WY | $570.7M | 7 | — | |
| XXEC, Inc. | OK | $570.6M | 23 | — | |
| Tulsa Wealth Advisors, INC | OK | $570.4M | 150 | — | |
| PERSHING SQUARE INC. | NY | $569.3M | 1 | — | |
| RAM Investment Partners, LLC | WA | $569.3M | 121 | — | |
| Activest Wealth Management | FL | $569.2M | 1,359 | — | |
| New World Advisors LLC | MA | $568.8M | 83 | — | |
| Chemistry Wealth Management LLC | NY | $568.5M | 204 | — | |
| Community Financial Services Group, LLC | VT | $568.2M | 460 | — | |
| Broad Run Investment Management, LLC | VA | $567.9M | 24 | — | |
| PRESILIUM PRIVATE WEALTH, LLC | PA | $567.2M | 75 | — | |
| Peak Asset Management, LLC | CO | $566.8M | 147 | — | |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | WA | $566.7M | 235 | — | |
| MinichMacGregor Wealth Management, LLC | NY | $566.7M | 136 | — | |
| Beacon Capital Management, LLC | TN | $566.7M | 166 | — | |
| SATOVSKY ASSET MANAGEMENT LLC | NY | $566.5M | 73 | — | |
| Essex LLC | IL | $566.5M | 175 | — | |
| GRACE & WHITE INC /NY | NY | $566.2M | 136 | — | |
| Foresight Group Ltd Liability Partnership | X0 | $566.2M | 59 | — | |
| AMARILLO NATIONAL BANK | TX | $566.2M | 91 | — | |
| Stenger Family Office, LLC | IL | $566.1M | 117 | — | |
| Generali Powszechne Towarzystwo Emerytalne | R9 | $565.6M | 28 | — | |
| Providence Equity Partners L.L.C. | RI | $565.1M | 3 | — | |
| OPAL CAPITAL LLC | FL | $564.7M | 141 | — | |
| KAHN BROTHERS GROUP INC | NY | $564.1M | 48 | — | |
| Adventist Health System/ West | CA | $563.9M | 13 | — | |
| Patient Square Capital LP | CA | $563.6M | 29 | — | |
| ThornTree Capital Partners LP | MA | $563.5M | 16 | — | |
| KKM Financial LLC | IL | $563.2M | 168 | — | |
| Asset Allocation Strategies LLC | MI | $563.1M | 167 | — | |
| ARTHUR M. COHEN & ASSOCIATES, LLC | IL | $562.6M | 127 | — | |
| Portfolio Design Labs, LLC | CA | $562.3M | 232 | — | |
| Garrett Wealth Advisory Group, LLC | TX | $562.3M | 133 | — | |
| Addison Capital Co | PA | $562.2M | 182 | — | |
| Financial Gravity Asset Management, Inc. | TX | $562.0M | 973 | — | |
| Maytus Capital Management, LLC | NY | $561.9M | 62 | — | |
| Key Financial Inc | PA | $561.8M | 1,394 | — | |
| NORTH POINT PORTFOLIO MANAGERS CORP/OH | OH | $561.4M | 76 | — | |
| Twele Capital Management, Inc. | MN | $560.9M | 39 | — | |
| Moment Partners, LLC | CA | $560.5M | 113 | — | |
| Oakwell Private Wealth Management, LLC | TX | $560.2M | 79 | — | |
| Harfst & Associates, Inc. | WY | $560.2M | 121 | — | |
| Delta Investment Management, LLC | CA | $558.8M | 273 | — | |
| Curran Financial Partners, LLC | SC | $558.6M | 127 | — | |
| Stone House Investment Management, LLC | PA | $558.1M | 1,069 | — | |
| THAMES CAPITAL MANAGEMENT LLC | NJ | $557.9M | 43 | — | |
| ALM First Financial Advisors, LLC | TX | $557.5M | 25 | — | |
| Cander Asset Management LP | NY | $557.1M | 43 | — | |
| MARINO, STRAM & ASSOCIATES LLC | MA | $556.6M | 185 | — | |
| Naria Inc. | C5 | $556.5M | 1 | — | |
| Bracebridge Capital, LLC | MA | $556.2M | 28 | — | |
| Three Arch Wealth Management LLC | CA | $556.1M | 61 | — | |
| TLWM | TX | $555.2M | 69 | — | |
| Heirloom Wealth Management | CO | $555.1M | 87 | — | |
| Founders Financial Alliance, LLC | NC | $554.9M | 735 | — | |
| ARQ WEALTH ADVISORS, LLC | AZ | $554.8M | 191 | — | |
| STUDIO INVESTMENT MANAGEMENT LLC | IL | $554.6M | 184 | — | |
| Moody Aldrich Partners LLC | MA | $554.5M | 190 | — | |
| Truvestments Capital LLC | FL | $554.5M | 1,176 | — | |
| CHILDRESS CAPITAL ADVISORS, LLC | TX | $554.4M | 374 | — | |
| Bellecapital International Ltd. | V8 | $554.3M | 117 | — | |
| Legacy Financial Strategies, LLC | KS | $554.2M | 140 | — | |
| Conrad Siegel Investment Advisors, Inc. | PA | $554.0M | 63 | — | |
| Trivium Point Advisory, LLC | CT | $553.2M | 270 | — | |
| Crossingbridge Advisors, LLC | NY | $552.7M | 156 | — | |
| Sterling Investment Advisors, Ltd. | PA | $552.4M | 212 | — | |
| FFT WEALTH MANAGEMENT LLC | PA | $552.3M | 99 | — | |
| Saturn V Capital Management LP | TX | $552.2M | 21 | — | |
| Longbow Finance SA | V8 | $552.2M | 55 | — | |
| Davidson Capital Management Inc. | TX | $551.9M | 93 | — | |
| Triata Capital Ltd | K3 | $551.8M | 14 | — | |
| BRANDYWINE TRUST CO | DE | $551.8M | 31 | — | |
| JACOBSON & SCHMITT ADVISORS, LLC | WI | $551.4M | 78 | — | |
| FLC Capital Advisors | CA | $551.3M | 214 | — | |
| Integrated Quantitative Investments LLC | WA | $551.3M | 385 | — | |
| New Harbor Financial Group, LLC | MA | $551.0M | 53 | — | |
| Tufton Capital Management | MD | $549.7M | 126 | — | |
| Rockport Wealth LLC | OH | $549.3M | 101 | — | |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC | IL | $549.1M | 101 | — | |
| LMG Wealth Partners, LLC | LA | $548.7M | 154 | — | |
| KIRR MARBACH & CO LLC /IN/ | IN | $548.7M | 57 | — | |
| AdvisorShares Investments LLC | MD | $548.7M | 280 | — | |
| ADVISORS MANAGEMENT GROUP INC /ADV | WI | $548.5M | 158 | — | |
| Wick Capital Partners, LLC | PA | $548.2M | 224 | — | |
| Atlas Legacy Advisors, LLC | CA | $547.3M | 189 | — | |
| Marino Management, LLC | CT | $547.2M | 11 | — | |
| Harvest Investment Services, LLC | IL | $546.7M | 346 | — | |
| AIRE ADVISORS, LLC | CA | $546.6M | 167 | — | |
| VeraBank, N.A. | TX | $546.3M | 173 | — | |
| SkyOak Wealth, LLC | MI | $546.1M | 255 | — | |
| DELTEC ASSET MANAGEMENT LLC | NY | $545.4M | 235 | — | |
| MITCHELL CAPITAL MANAGEMENT CO | KS | $545.0M | 113 | — | |
| Sompo Asset Management Co., Ltd. | M0 | $544.7M | 180 | — | |
| Waterfront Wealth Inc. | KS | $544.6M | 283 | — | |
| Financial Security Advisor, Inc. | VA | $544.5M | 160 | — | |
| BRASADA CAPITAL MANAGEMENT, LP | TX | $544.3M | 143 | — | |
| HUTCHINSON CAPITAL MANAGEMENT/CA | CA | $544.1M | 97 | — | |
| Iowa State Bank | IA | $543.4M | 117 | — | |
| Westover Capital Advisors, LLC | DE | $543.4M | 235 | — | |
| Marotta Asset Management | VA | $543.1M | 103 | — | |
| MILESTONE ASSET MANAGEMENT, LLC | PA | $542.5M | 235 | — | |
| Broderick Brian C | MA | $542.3M | 95 | — | |
| Great Point Wealth Advisors, LLC | MA | $541.7M | 62 | — | |
| Caitong International Asset Management Co., Ltd | K3 | $541.0M | 2,563 | — | |
| FTV Management Company, L.P. | CA | $540.7M | 1 | — | |
| Simcoe Capital Management, LLC | NY | $539.0M | 14 | — | |
| Palidye Holdings (Caymans) Ltd | E9 | $539.0M | 14 | — | |
| High Ground Investment Management LLP | X0 | $538.6M | 5 | — | |
| Francis Financial, Inc. | NY | $538.4M | 112 | — | |
| Lavaca Capital LLC | TX | $538.0M | 277 | — | |
| MAYPORT, LLC | MA | $538.0M | 130 | — | |
| CoreCommodity Management, LLC | CT | $537.9M | 119 | — | |
| Newbrook Capital Advisors LP | NY | $537.7M | 15 | — | |
| MAGNOLIA GROUP, LLC | NE | $537.5M | 12 | — | |
| COERENTE CAPITAL MANAGEMENT | A6 | $537.4M | 47 | — | |
| Gibson Capital, LLC | PA | $537.2M | 87 | — | |
| BANC FUNDS CO LLC | IL | $537.2M | 97 | — | |
| Hazelview Securities Inc. | A6 | $537.2M | 45 | — | |
| Trust Co of Tennessee | TN | $537.0M | 8 | — | |
| CADINHA & CO LLC | HI | $536.8M | 103 | — | |
| Requisite Capital Management, LLC | TX | $536.7M | 114 | — | |
| Clayton, Dubilier & Rice, LLC | NY | $536.5M | 2 | — | |
| America First Investment Advisors, LLC | NE | $536.5M | 41 | — | |
| M. Kulyk & Associates, LLC | GA | $535.8M | 119 | — | |
| CORRECT CAPITAL WEALTH MANAGEMENT | MO | $535.7M | 109 | — | |
| KCM Capital Inc | KS | $535.6M | 31 | — | |
| Freemont Management S.A. | V8 | $535.3M | 119 | — | |
| SAGE RHINO CAPITAL LLC | CA | $534.5M | 328 | — | |
| LATHROP INVESTMENT MANAGEMENT CO | AR | $534.3M | 83 | — | |
| LYNCH & ASSOCIATES/IN | IN | $532.6M | 126 | — | |
| ASK CAPITAL MANAGEMENT, LLC | CA | $532.4M | 3 | — | |
| Paradice Investment Management LLC | CO | $532.4M | 23 | — | |
| Ellsworth Advisors, LLC | OH | $532.2M | 164 | — | |
| Proactive Wealth Strategies LLC | GA | $532.0M | 210 | — | |
| ERn Financial, LLC | WI | $531.8M | 150 | — | |
| Factor Wealth Management LTD | IL | $531.7M | 162 | — | |
| Strong Tower Advisory Services | MN | $531.4M | 92 | — | |
| Pettinga Financial Advisors LLC | IN | $531.2M | 147 | — | |
| Kapitalo Investimentos Ltda | D5 | $530.9M | 48 | — | |
| Balefire, LLC | TX | $530.7M | 439 | — | |
| USA FINANCIAL FORMULAS | MI | $530.5M | 437 | — | |
| Baker Chad R | OH | $530.1M | 56 | — | |
| ELEMENT POINTE ADVISORS, LLC | FL | $530.0M | 86 | — | |
| SOA Wealth Advisors, LLC. | NY | $529.8M | 867 | — | |
| Taproot Management LP | NY | $529.7M | 180 | — | |
| Overbrook Management Corp | NY | $529.5M | 51 | — | |
| LOUISBOURG INVESTMENTS INC. | A3 | $528.8M | 216 | — | |
| McNamara Financial Services, Inc. | MA | $528.4M | 99 | — | |
| ZEGA Investments, LLC | FL | $528.2M | 190 | — | |
| Second Line Capital, LLC | LA | $528.0M | 185 | — | |
| Lincoln Capital LLC | NE | $527.8M | 135 | — | |
| Bienville Capital Management, LLC | NY | $526.8M | 73 | — | |
| OAKMONT Corp | CA | $526.5M | 31 | — | |
| Vanderbilt University | TN | $526.5M | 71 | — | |
| Verum Partners LLC | NC | $526.4M | 175 | — | |
| Praetorian Wealth Management, Inc. | CA | $526.2M | 77 | — | |
| DUNCKER STREETT & CO INC | MO | $526.1M | 535 | — | |
| Insight Advisors, LLC/ PA | PA | $525.5M | 243 | — | |
| Fonville Wealth Management LLC | VA | $525.3M | 138 | — | |
| Virtus Wealth Solutions LLC | NJ | $525.3M | 54 | — | |
| Columbia Asset Management | MI | $525.1M | 170 | — | |
| Harbour Capital Advisors, LLC | VA | $525.0M | 280 | — | |
| Drake & Associates, LLC | WI | $524.8M | 97 | — | |
| Greenfield FTC, Inc. | NV | $524.4M | 3 | — | |
| Shannon River Fund Management LLC | NY | $524.1M | 28 | — | |
| Conifer Management, L.L.C. | NY | $523.8M | 6 | — | |
| ESL Trust Services, LLC | NY | $523.6M | 258 | — | |
| Investors Research Corp | GA | $523.3M | 848 | — | |
| WestHill Financial Advisors, Inc. | CA | $523.0M | 76 | — | |
| Curbstone Financial Management Corp | NH | $522.6M | 202 | — | |
| GWN SECURITIES INC. | FL | $522.6M | 462 | — | |
| Diameter Capital Partners LP | NY | $522.4M | 20 | — | |
| JMAC ENTERPRISES LLC | PA | $522.1M | 117 | — | |
| KEB ASSET MANAGEMENT, LLC | IL | $522.0M | 97 | — | |
| Legacy Trust | MI | $521.9M | 203 | — | |
| TruNorth Capital Management, LLC | MI | $521.6M | 114 | — | |
| SHAH CAPITAL MANAGEMENT | NC | $521.2M | 11 | — | |
| MANCHESTER FINANCIAL INC | CA | $520.9M | 136 | — | |
| Solidarity Wealth, LLC | UT | $520.7M | 83 | — | |
| Spectrum Financial Alliance Ltd LLC | KY | $520.3M | 30 | — | |
| Perkins Coie Trust Co | WA | $520.1M | 257 | — | |
| Sunburst Financial Group, LLC | AL | $519.7M | 128 | — | |
| Family Investment Center, Inc. | MO | $519.6M | 91 | — | |
| Great Diamond Partners, LLC | ME | $519.5M | 228 | — | |
| Grant Street Asset Management, Inc. | PA | $519.0M | 96 | — | |
| CacheTech Inc. | UT | $518.9M | 177 | — | |
| OKABENA INVESTMENT SERVICES INC | MN | $518.9M | 144 | — | |
| Platform Technology Partners | NY | $518.4M | 343 | — | |
| Wendel SE | I0 | $518.3M | 1 | — | |
| WHALEROCK POINT PARTNERS, LLC | FL | $518.2M | 197 | — | |
| Grey Fox Wealth Advisors, LLC | DE | $518.0M | 140 | — | |
| Lodge Hill Capital, LLC | NY | $517.9M | 22 | — | |
| Owl Creek Asset Management, L.P. | NY | $517.5M | 21 | — | |
| AR ASSET MANAGEMENT INC | CA | $517.3M | 119 | — | |
| RS CRUM INC. | CA | $516.9M | 102 | — | |
| WealthPLAN Partners, LLC | NE | $516.8M | 217 | — | |
| SACHEM HILL LLC | CO | $516.3M | 65 | — | |
| WEST PACES ADVISORS INC. | GA | $516.2M | 197 | — | |
| Sivia Capital Partners, LLC | CA | $515.6M | 455 | — | |
| Cambridge Advisors Inc. | NE | $515.3M | 178 | — | |
| Mason & Associates Inc | CA | $515.0M | 158 | — | |
| Vertex Planning Partners, LLC | IL | $514.9M | 135 | — | |
| WINSLOW ASSET MANAGEMENT INC | OH | $514.7M | 80 | — | |
| Palo Duro Investment Partners, LP | IL | $514.6M | 29 | — | |
| Systelligence, LLC | MN | $514.4M | 56 | — | |
| Aspen Grove Capital, LLC | CO | $514.1M | 200 | — | |
| TrueMark Investments, LLC | IL | $513.7M | 167 | — | |
| Southland Equity Partners LLC | MO | $513.1M | 273 | — | |
| Mattern Wealth Management LLC | KS | $512.9M | 158 | — | |
| Kozak & Associates, Inc. | CO | $512.8M | 452 | — | |
| Banco BTG Pactual S.A. | D5 | $512.6M | 102 | — | |
| STEMPOINT CAPITAL LP | NY | $512.5M | 70 | — | |
| GoalVest Advisory LLC | NY | $512.0M | 445 | — | |
| Cedar Mountain Advisors, LLC | OR | $511.4M | 1,152 | — | |
| Manhattan West Asset Management, LLC | CA | $511.2M | 149 | — | |
| ABLE Financial Group, LLC | AZ | $511.1M | 206 | — | |
| Call To Action Foundation | UT | $511.1M | 1 | — | |
| Bernardo Wealth Planning LLC | PA | $510.8M | 129 | — | |
| HughesLittle Investment Management Ltd. | A1 | $510.8M | 14 | — | |
| Nalanda India Equity Fund Ltd | O4 | $510.4M | 1 | — | |
| JSF Financial, LLC | CA | $510.1M | 126 | — | |
| BetterWealth, LLC | CA | $509.8M | 85 | — | |
| Prestige Wealth Management Group LLC | NJ | $509.3M | 1,123 | — | |
| Tetragon Partners GP Ltd | E9 | $508.9M | 34 | — | |
| High Note Wealth, LLC | MN | $508.8M | 937 | — | |
| Hobart Private Capital, LLC | NC | $508.8M | 132 | — | |
| MAGNOLIA CAPITAL ADVISORS LLC | MS | $508.7M | 281 | — | |
| Oasis Advisors, LLC | IA | $508.7M | 210 | — | |
| Machina Capital S.A.S. | I0 | $508.4M | 353 | — | |
| Wealth Dimensions Group, Ltd. | OH | $508.3M | 170 | — | |
| MFA WEALTH ADVISORS, LLC | PA | $508.2M | 88 | — | |
| Ascentis Wealth Management, LLC | TX | $508.1M | 679 | — | |
| Bricktown Capital, LLC | MI | $507.9M | 32 | — | |
| MALTESE CAPITAL MANAGEMENT LLC | NY | $507.9M | 104 | — | |
| WESCAP Management Group, Inc. | CA | $507.6M | 107 | — | |
| SILVERBACK ASSET MANAGEMENT LLC | NC | $507.1M | 45 | — | |
| BCM ADVISORS, LLC | LA | $506.9M | 78 | — | |
| REAP Financial Group, LLC | TX | $506.7M | 533 | — | |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | NY | $506.6M | 306 | — |
This box filters the 250 rows on this pg only. To search all 8,741 filers at once, use the search on the main pg.
What a 13F cannot show you
A 13F is a long-only equity snapshot, and the holes in it are structural. Anyone selling you this data as "what the smart money is doing" is selling you one leg of a position:
- No short positions. None, ever. A fund shown here as bullish may be net short the same name through a book you cannot see.
- No cash, bonds, FX, commodities or non-US listings. A macro fund's entire thesis can be invisible.
- No intra-quarter round trips. Bought and sold inside the same quarter means it never appears at all.
- Options are notional, not ownership. We keep puts and calls in a separate bucket rather than adding their notional into a fund's book size, which is how a $2B fund gets reported as a $20B one.
- Confidential treatment. Managers can ask the SEC to withhold a position while they build it. Those holdings are legally absent from the filing, so a "new" position may be months old.
Tested and published by IndicatorEdge · backtest grid generated 2026-06-25 · base rates recomputed 2026-07-31 · how we test