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 7,751–8,000. Managers with a full holdings pg are linked; the rest are listed with the numbers we hold for them.
Page 32 of 35 — the hub search covers all 8,741
| Manager | State | Book value | Positions | Largest holding | |
|---|---|---|---|---|---|
| WAYSTONE ADVISORS LLC | WA | $111.9M | 101 | — | |
| Vitruvian Partners LLP | X0 | $111.8M | 7 | — | |
| RED TREE MANAGEMENT, LLC | CA | $111.8M | 3 | — | |
| Jacobs Equity LLC | UT | $111.8M | 105 | — | |
| Smith Partners Wealth Management, LLC | NC | $111.6M | 76 | — | |
| Odyssey Capital Advisors, Inc. | PA | $111.6M | 97 | — | |
| Financial Concepts Unlimited, Inc. | ME | $111.6M | 44 | — | |
| Larry Mathis Financial Planning, LLC | AZ | $111.5M | 156 | — | |
| LB Partners LLC | VA | $111.5M | 37 | — | |
| ATLas Financial Planning LLC | GA | $111.5M | 69 | — | |
| Vericrest Private Wealth | PA | $111.5M | 39 | — | |
| EMERGENCE GP PARTNERS, LLC | CA | $111.5M | 4 | — | |
| OBSIDIAN CIO, LLC | NY | $111.4M | 215 | — | |
| Benchmark Financial, LLC | DE | $111.4M | 52 | — | |
| Wagner Wealth Management, Corp | PA | $111.4M | 103 | — | |
| Kennebec Savings Bank | ME | $111.4M | 249 | — | |
| Stone Wealth Partners | LA | $111.4M | 59 | — | |
| Niles Investment Management, LLC | FL | $111.3M | 25 | — | |
| Corecam AG | V8 | $111.3M | 50 | — | |
| Lynch Investment Planning, LLC | PA | $111.3M | 54 | — | |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | VA | $111.3M | 63 | — | |
| Capital Markets Trading UK LLP | X0 | $111.2M | 77 | — | |
| Roxbury Financial LLC | NJ | $111.2M | 392 | — | |
| Integrity Wealth Partners, LLC | CA | $111.1M | 99 | — | |
| Fortune Financial Group, Inc. | FL | $111.1M | 84 | — | |
| Capital Developers, LLC | NC | $111.0M | 52 | — | |
| Drystone LLC | VA | $110.9M | 18 | — | |
| Bolthouse Investments, LLC | CA | $110.6M | 70 | — | |
| Momentum Wealth Planning, LLC | FL | $110.6M | 33 | — | |
| SHUTTLEWORTH & Co | OH | $110.5M | 52 | — | |
| Frankly Finances, LLC | FL | $110.5M | 64 | — | |
| Clarion Wealth Managment Partners, LLC | VA | $110.4M | 84 | — | |
| Minot DeBlois Advisors LLC | MA | $110.2M | 226 | — | |
| CFG Wealth Management Services, Inc. | XX | $110.2M | 152 | — | |
| Credit Capital Investments LLC | NJ | $110.2M | 39 | — | |
| First Growth Capital LLC | MD | $110.1M | 128 | — | |
| AWH Capital, L.P. | TX | $110.1M | 20 | — | |
| nVerses Capital, LLC | FL | $110.0M | 348 | — | |
| Forefront Analytics, LLC | PA | $110.0M | 39 | — | |
| Peak XV Partners Operations LLC | O4 | $109.9M | 1 | — | |
| OakTrust Wealth Advisors, LLC | CT | $109.8M | 68 | — | |
| Masterton Capital Management, LP | NY | $109.8M | 19 | — | |
| NWM ADVISORS, LLC | CA | $109.8M | 23 | — | |
| New Mountain Capital, L.L.C. | NY | $109.8M | 1 | — | |
| Bond Capital Management, LP | CA | $109.8M | 4 | — | |
| Belleair Asset Management, LLC | FL | $109.7M | 77 | — | |
| Kultura Capital Management LP | UT | $109.6M | 25 | — | |
| S Harris Financial Group, LLC | TX | $109.6M | 107 | — | |
| Heronetta Management, L.P. | NY | $109.6M | 16 | — | |
| Directional Asset Management | IL | $109.4M | 90 | — | |
| Searchlight Capital Partners, L.P. | NY | $109.4M | 2 | — | |
| Twin Cities Retirement Group LLC | MN | $109.4M | 24 | — | |
| Bretton Capital Management, LLC | CA | $109.3M | 18 | — | |
| KDK Private Wealth Management, LLC | TX | $109.3M | 60 | — | |
| Paradigm Capital Management, LLC/NV | NV | $109.1M | 59 | — | |
| Miller Global Investments, LLC | TX | $109.0M | 279 | — | |
| Torrey-Payne Wealth Management, LLC | CA | $109.0M | 40 | — | |
| Cornerstone Financial Management LLC | RI | $109.0M | 1,311 | — | |
| Simcoe Capital LLC | WA | $109.0M | 31 | — | |
| JS Capital Management LLC | NY | $109.0M | 1 | — | |
| WealthSpring Partners, LLC | CA | $109.0M | 72 | — | |
| PeakShares LLC | FL | $108.9M | 116 | — | |
| Payne Capital LLC | OR | $108.9M | 55 | — | |
| Drum Hill Capital, LLC | CT | $108.9M | 46 | — | |
| Kassira Wealth Management LLC | TN | $108.9M | 59 | — | |
| Infinity Wealth Counsel, LLC | OH | $108.9M | 63 | — | |
| Dougherty & Associates, LLC | FL | $108.8M | 52 | — | |
| Elevation Wealth Management LLC | MN | $108.8M | 136 | — | |
| Board of the Pension Protection Fund | X0 | $108.8M | 156 | — | |
| Sherman Asset Management, Inc. | CA | $108.7M | 154 | — | |
| TABR Capital Management, LLC | CA | $108.7M | 54 | — | |
| KITCHING PARTNERS, LLC | PA | $108.7M | 40 | — | |
| Beryl Capital Management LLC | CA | $108.6M | 8 | — | |
| Morangie Management LLC | NY | $108.6M | 33 | — | |
| H Squared Management LP | NY | $108.5M | 14 | — | |
| GRANITE ISLANDS PRIVATE WEALTH, LLC | CT | $108.5M | 70 | — | |
| Rye Brook Capital LLC | CT | $108.4M | 28 | — | |
| University of Cambridge Investment Management Ltd | X0 | $108.4M | 1 | — | |
| Finhabits Advisors LLC | NY | $108.4M | 15 | — | |
| Eagle Wealth Advisors LLC | CT | $108.4M | 98 | — | |
| Prospect Financial Group LLC | VA | $108.3M | 63 | — | |
| City Center Advisors, LLC | MI | $108.2M | 155 | — | |
| North Forty Two & Co. | OR | $108.2M | 97 | — | |
| Roan Capital Partners | TN | $108.1M | 76 | — | |
| Cypress Capital Management LLC (WY) | WY | $108.1M | 205 | — | |
| Green Court Capital Management Ltd | K3 | $108.1M | 5 | — | |
| Vanguard Capital Wealth Advisors | CO | $108.0M | 119 | — | |
| Fremen Capital Management LP | CT | $108.0M | 16 | — | |
| LEGACY SOLUTIONS, LLC | PA | $107.9M | 77 | — | |
| Investors Portfolio Services LLC | WA | $107.9M | 702 | — | |
| Heights Point Management, LP | NY | $107.9M | 21 | — | |
| SFAM, LLC | IL | $107.8M | 269 | — | |
| HEFFERNAN ADVISORY, INC | AZ | $107.8M | 24 | — | |
| LAWOOD & CO | PA | $107.8M | 90 | — | |
| Haven Capital Group, Inc. | CA | $107.8M | 37 | — | |
| VERUS WEALTH MANAGEMENT, LLC | WI | $107.7M | 49 | — | |
| 21 West Wealth Management LLC | CA | $107.7M | 63 | — | |
| Bannerstone Capital Management, LLC | MN | $107.6M | 97 | — | |
| Central Asset Investments & Management Holdings (HK) Ltd | K3 | $107.6M | 24 | — | |
| Bedminster, LLC | SC | $107.5M | 53 | — | |
| WestBridge Capital Management, LLC | O4 | $107.4M | 1 | — | |
| Intentional Wealth Strategies, LLC | CO | $107.4M | 942 | — | |
| Accuvest Global Advisors | UT | $107.2M | 57 | — | |
| Wealth Group, Ltd. | NC | $107.2M | 88 | — | |
| LRT Capital Management, LLC | TX | $107.2M | 90 | — | |
| SkyKnight Capital, L.P. | CA | $107.1M | 3 | — | |
| Elevation Advisory Partners LLC | FL | $107.1M | 97 | — | |
| BRC-Global BAH Investments Ltd. | C5 | $107.0M | 1 | — | |
| Arnold Financial Planning LLC | IA | $107.0M | 26 | — | |
| NANO CAP NEW MILLENNIUM GROWTH FUND L P | NY | $107.0M | 145 | — | |
| APEIRON CAPITAL Ltd | K3 | $106.9M | 12 | — | |
| ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC | FL | $106.9M | 35 | — | |
| LTS Liquid Investments LLC | C5 | $106.9M | 7 | — | |
| Hardworking Capital Advisors, LLC | CA | $106.8M | 83 | — | |
| Explore Capital Management, LLC | TX | $106.8M | 11 | — | |
| PERKINS CAPITAL MANAGEMENT INC | MN | $106.7M | 86 | — | |
| Emissary Wealth LLC | NJ | $106.7M | 54 | — | |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | PA | $106.5M | 46 | — | |
| CURTIS WEALTH MANAGEMENT LLC | NV | $106.5M | 50 | — | |
| Wheels Up Wealth, Inc. | CA | $106.4M | 24 | — | |
| Corient IA LLC | FL | $106.4M | 279 | — | |
| AK GLOBAL ASSET MANAGEMENT, LLC | CA | $106.3M | 28 | — | |
| Colter Lewis Investment Partners LLC | CT | $106.3M | 111 | — | |
| Haven Global Partners, LLC | GA | $106.3M | 8 | — | |
| TrustWell Financial Advisors, LLC | FL | $106.3M | 70 | — | |
| Alpine Fox Capital LLC | NV | $106.2M | 13 | — | |
| Mann Financial Group, Inc. | MN | $106.2M | 31 | — | |
| Portus Wealth Advisors, LLC | NC | $106.2M | 568 | — | |
| Wildcat Capital Management, LLC | NY | $106.2M | 2 | — | |
| TANDEMGROWTH FINANCIAL ADVISORS LLC | GA | $106.2M | 22 | — | |
| Red Mountain Financial, LLC | CO | $106.2M | 79 | — | |
| Opus Financial Solutions LLC | IL | $106.2M | 103 | — | |
| Valtrion Capital Management, LLC | TN | $106.1M | 93 | — | |
| Midway Capital Research & Management | IL | $106.1M | 117 | — | |
| SNOWWATER INVESTMENT PARTNERS, LLC | CT | $106.1M | 89 | — | |
| Merrithew & Thorsten Inc | CA | $106.0M | 122 | — | |
| TOWN LANE MANAGEMENT LP | NY | $106.0M | 4 | — | |
| 3 FACTOR INDEXING, LLC | CA | $105.9M | 453 | — | |
| Connecticut Capital Management Group, LLC | CT | $105.8M | 109 | — | |
| CONTINENTAL INVESTORS SERVICES, INC. | WA | $105.8M | 81 | — | |
| PATHWAY WEALTH MANAGEMENT LLC | TX | $105.8M | 30 | — | |
| KIDS CAPITAL MANAGEMENT, L.P. | CA | $105.7M | 12 | — | |
| Trask Adam Roland | MI | $105.7M | 190 | — | |
| GRATIA CAPITAL, LLC | CA | $105.7M | 24 | — | |
| Bayhunt Capital LLC | CA | $105.6M | 20 | — | |
| Timmons Wealth Management, LLC | MA | $105.5M | 73 | — | |
| LITTLEJOHN & CO LLC | CT | $105.5M | 9 | — | |
| DARA CAPITAL US, INC. | FL | $105.5M | 119 | — | |
| AUCTUS ADVISORS LLC | NC | $105.4M | 29 | — | |
| Aldebaran Financial Inc. | TN | $105.3M | 76 | — | |
| PARK CIRCLE Co | MD | $105.3M | 49 | — | |
| Sentinel Dome Partners, LLC | CA | $105.1M | 29 | — | |
| ALPHA CAPITAL ADVISORS INC /ADV | ME | $105.1M | 32 | — | |
| NORTHLAND SECURITIES, INC. | MN | $105.0M | 107 | — | |
| Safe Harbor Fiduciary, LLC | FL | $105.0M | 56 | — | |
| American National Bank of Texas | TX | $104.9M | 57 | — | |
| Artesa Financial Group, LLC | TX | $104.9M | 55 | — | |
| Expressive Wealth LLC | IL | $104.9M | 130 | — | |
| Weaver C. Barksdale & Associates, Inc. | TN | $104.9M | 62 | — | |
| PALLADIEM, LLC | PA | $104.8M | 158 | — | |
| FELL CAPITAL MANAGEMENT /ADV | CA | $104.8M | 91 | — | |
| Helium Advisors LLC | WA | $104.8M | 92 | — | |
| Signet Private Wealth LLC | IL | $104.7M | 117 | — | |
| Waycross Investment Management Co | WA | $104.7M | 44 | — | |
| McLaughlin Asset Management, Inc. | IL | $104.6M | 91 | — | |
| JHP Wealth Management, LLC | CO | $104.6M | 32 | — | |
| Guardian Capital, LLC | PA | $104.5M | 81 | — | |
| CDM FINANCIAL COUNSELING SERVICES, INC. | CT | $104.5M | 80 | — | |
| FORTERIS WEALTH MANAGEMENT INC. | NY | $104.5M | 68 | — | |
| HANSEATIC MANAGEMENT SERVICES INC | NM | $104.5M | 80 | — | |
| TFJ Management, LLC | MA | $104.5M | 12 | — | |
| KILNER CAPITAL ADVISORS, LLC | MD | $104.4M | 18 | — | |
| Stonebridge Wealth Management, LLC | IL | $104.3M | 36 | — | |
| Purewater Capital LLC | TX | $104.3M | 66 | — | |
| BFI Wealth Solutions, LLC | TX | $104.3M | 75 | — | |
| Expect Equity LLC | MD | $104.2M | 48 | — | |
| Trailhead Planners LLC | MN | $104.2M | 49 | — | |
| Breachway Investments LLC | RI | $104.2M | 96 | — | |
| J.M. Arbour, LLC | ME | $104.2M | 119 | — | |
| Fiscal Wisdom Wealth Management, LLC | CT | $104.2M | 90 | — | |
| Q Global Advisors, LLC | TX | $104.0M | 48 | — | |
| Luma Capital S.A. - SPF | N4 | $103.9M | 12 | — | |
| FinArc Investments, Inc. | MA | $103.9M | 43 | — | |
| Birchwood Financial Partners, Inc. | MN | $103.7M | 348 | — | |
| SCALAR GAUGE MANAGEMENT, LLC | TX | $103.7M | 25 | — | |
| CenterStar Asset Management, LLC | IL | $103.6M | 87 | — | |
| Reality Financial Planning Services, LLC | FL | $103.6M | 20 | — | |
| High Point Wealth Management, LLC | NJ | $103.6M | 250 | — | |
| ELWOOD CAPITAL PARTNERS LP | NY | $103.6M | 27 | — | |
| Monetary Solutions, Ltd | OH | $103.5M | 318 | — | |
| Ruggiero Investments, Inc. | FL | $103.4M | 78 | — | |
| Crescent Sterling, Ltd. | LA | $103.3M | 80 | — | |
| Townsend Financial Planning, LLC | KY | $103.3M | 29 | — | |
| MY Wealth Management Inc. | MD | $103.3M | 26 | — | |
| Dalton Investments, Inc. | CA | $103.3M | 17 | — | |
| SVRN Asset Management, LLC | TX | $103.3M | 37 | — | |
| BLUEFIN CAPITAL MANAGEMENT, LLC | NY | $103.2M | 76 | — | |
| Alan B Lancz & Associates, Inc. | OH | $103.0M | 129 | — | |
| Generations Wealth, LLC | OH | $103.0M | 29 | — | |
| Envision Financial Transparency, LLC | NC | $102.9M | 56 | — | |
| Vavra Capital Management, LLC | PA | $102.9M | 24 | — | |
| 1015 Capital Partners, LLC | PA | $102.9M | 597 | — | |
| CASPIAN CAPITAL LP | NY | $102.8M | 9 | — | |
| Fulcrum Equity Management | TX | $102.7M | 123 | — | |
| Park Capital Management, LLC / WI | WI | $102.7M | 75 | — | |
| Olympus Peak Asset Management LP | CT | $102.7M | 1 | — | |
| ETF Store, Inc. | KS | $102.7M | 100 | — | |
| Investment Management Trust, LLC | MA | $102.6M | 81 | — | |
| Platt Wealth Management LLC | CA | $102.6M | 50 | — | |
| VISION FINANCIAL MARKETS LLC | CT | $102.5M | 425 | — | |
| Courant Investment Management LLC | TN | $102.4M | 7 | — | |
| FIGURE 8 INVESTMENT STRATEGIES LLC | ID | $102.4M | 56 | — | |
| HighRoad Wealth Advisors, LLC | OR | $102.4M | 37 | — | |
| Valued Retirements, Inc. | TX | $102.3M | 90 | — | |
| Parsonex Advisory Services, Inc. | CO | $102.3M | 56 | — | |
| Rosenthal | Henry Capital Advisors, Inc. | IN | $102.2M | 42 | — | |
| Framtiden Holdings Management Co LLC | IL | $102.1M | 6 | — | |
| Stembrook Asset Management, LLC | NJ | $102.1M | 48 | — | |
| Laurus Global Equity Management Inc. | A6 | $102.1M | 45 | — | |
| PIPER SANDLER & CO. | MN | $102.0M | 20 | — | |
| Redwood Family Wealth LLC | TX | $101.9M | 100 | — | |
| Independent Order of Foresters | A6 | $101.9M | 2 | — | |
| Broyhill Asset Management, LLC | NC | $101.9M | 73 | — | |
| Brown University | RI | $101.8M | 11 | — | |
| Marble Bar Asset Management LLP | X0 | $101.8M | 30 | — | |
| Independent Wealth Advisors LLC | NC | $101.8M | 70 | — | |
| JMN Financial LLC | OH | $101.8M | 189 | — | |
| OFC FINANCIAL PLANNING, LLC | NJ | $101.7M | 55 | — | |
| Gem Investment Advisors, LLC | NJ | $101.7M | 34 | — | |
| Wisconsin Wealth Advisors, LLC | WI | $101.7M | 84 | — | |
| MKD WEALTH COACHES, LLC | MI | $101.6M | 28 | — | |
| Green Alpha Advisors, LLC | CO | $101.6M | 107 | — | |
| JBGlobal.com LLC | NY | $101.5M | 27 | — | |
| Stoic Point Capital Management LLC | CA | $101.5M | 62 | — | |
| Curat Global, LLC | NH | $101.5M | 265 | — | |
| Shepherd Street Advisors LLC | CA | $101.5M | 86 | — | |
| Burkett Asset Management Ltd | A1 | $101.5M | 61 | — | |
| Obion Capital Management LP | FL | $101.4M | 15 | — | |
| BRIGHTLIGHT CAPITAL MANAGEMENT LP | CT | $101.4M | 8 | — | |
| Pacific Capital Partners Ltd | X0 | $101.3M | 38 | — | |
| Vista Cima Wealth Management LLC | AZ | $101.2M | 48 | — | |
| SMITH THOMAS W | FL | $101.2M | 5 | — | |
| Box Hill Private Wealth LLC | AZ | $101.2M | 66 | — | |
| Hyposwiss Advisors SA | V8 | $101.2M | 112 | — | |
| Hobbs Wealth Management, LLC | IN | $101.1M | 23 | — | |
| Ark Wealth Advisors LLC | CA | $101.0M | 80 | — | |
| Royal Palms Capital LLC | MT | $101.0M | 50 | — | |
| Barnes Dennig Private Wealth Management LLC | OH | $101.0M | 307 | — | |
| Triveni Capital Investments LP | CT | $100.9M | 14 | — | |
| Vines Capital Management, LLC | LA | $100.9M | 77 | — |
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 2026-09-30 · base rates recomputed 2026-10-11 · how we test