Institutional 13F Filings

Every institution's latest SEC Form 13F filing, ordered by most recently filed. Sourced from SEC EDGAR and updated quarterly — sort by reported value, turnover, or holdings instead using the menu below.

Browse by AUM Browse alphabetically

13,277

Institutions Tracked

SEC EDGAR

Data Source

Quarterly

Updated

Institution	AUM	QoQ %	Holdings	Top Holding	Latest Quarter
CL CFO4Life, L.P.Diversified strategy	$470.5M	+288.8%	176 +85	UPS	2022-12-31
BR B. Riley Securities, Inc.Sector-focused	$459.7M	—	73	BW	2022-12-31
FP Financial Partners Capital Management LLCDiversified strategy	$449.2M	+6.3%	116 -3	PM	2022-12-31
TA Titleist Asset Management, LTD.Diversified strategy	$426.7M	-2.3%	242 +6	LISTED FD TR	2022-12-31
SA Sanford Advisory Services, LLCDiversified strategy	$419.9M	+19.9%	119 +10	USMV	2022-12-31
B& Burleson & Company, LLCDiversified strategy	$400.7M	-13.8%	426 -9	MSFT	2022-12-31
YW YorkBridge Wealth Partners, LLCDiversified strategy	$394.2M	+1.6%	256 -18	SPY	2022-12-31
RI Regent Investment Management LLCDiversified strategy	$373.3M	+8.9%	231 +9	AAPL	2022-12-31
MA Mass Ave Global Inc.Sector-focused	$342.4M	-15.3%	33 -4	BABA	2022-12-31
MP Monarch Partners Asset Management LLCDiversified strategy	$338.6M	+1.7%	133 -2	DRS	2022-12-31
L& Lehman & Derafelo Financial Resources LLCLong-term holder	$337.1M	+6.3%	110 -90	NEE	2022-12-31
EP Equius Partners, Inc.Concentrated strategy	$323.9M	+16.4%	28 +10	DFUV	2022-12-31
AL Abingworth LLPLong-term holder	$306.9M	+4.9%	19	PCVX	2022-12-31
CD Capital Directions Investment Advisors, LLCLong-term holder	$268.0M	+102669.6%	240 +25	SPYG	2022-12-31
SC Stormborn Capital Management, LLCSector-focused	$263.2M	+13.2%	27 -1	DECK	2022-12-31
RW Reframe Wealth, LLCLong-term holder	$260.2M	—	61	SPYG	2022-12-31
CA Claraphi Advisory Network, LLCDiversified strategy	$251.1M	+35.9%	157 -36	SHY	2022-12-31
JW Jenkins WealthLong-term holder	$248.8M	-19.0%	81 +49	BIL	2022-12-31
AP Alpha Paradigm Partners, LLCDiversified strategy	$242.3M	+5.2%	464 +13	AMR	2022-12-31
N& Newman & Schimel, LLCSector-focused	$221.3M	+9.3%	51 +7	ISTB	2022-12-31
HI Hotaling Investment Management, LLCDiversified strategy	$221.2M	+6.1%	121 +10	AAPL	2022-12-31
CC Coann Capital LLCSector-focused	$210.0M	+28.9%	19 +1	DTE	2022-12-31
SG Siguler Guff Advisers, LLCConcentrated strategy	$208.0M	-40.7%	5	RPRX	2022-12-31
HW Hill Winds Capital LPQuality / disciplined sizing	$196.9M	-12.4%	37 -3	PLD	2022-12-31
NE New England Guild Wealth Advisors, Inc.Diversified strategy	$189.7M	+14.7%	67 +1	VXUS	2022-12-31
WW WC Walker & Associates, Inc.Diversified strategy	$188.8M	+7.3%	70 -4	IWB	2022-12-31
SI SCHRODERS IS LtdConcentrated strategy	$184.5M	+3.7%	3 -1	VCSH	2022-12-31
B& Bennicas & Associates, Inc.Diversified strategy	$173.0M	+10.3%	99 +1	PG	2022-12-31
CC Cribstone Capital Management, LLCDiversified strategy	$171.7M	+6.1%	415 -40	XLK	2022-12-31
AW Aevitas Wealth Management, Inc.Diversified strategy	$169.0M	+27.0%	114 +6	SHY	2022-12-31
BF Bickling Financial Services, Inc.Diversified strategy	$160.2M	+8.0%	119 +3	RSP	2022-12-31
RC Red Cedar Capital, LLCDiversified strategy	$157.7M	+8.8%	191 -2	AZO	2022-12-31
RC Rex Capital Advisors, LLCConcentrated strategy	$152.3M	+13.0%	26 +9	SPY	2022-12-31
TS True Signal LPDiversified strategy	$132.7M	—	75	MCD	2022-12-31
SA Stewart Asset Management, LLCQuality / disciplined sizing	$130.5M	-5.3%	28 +1	UNH	2022-12-31
LL Lion Long Term Partners LPConcentrated strategy	$119.4M	—	2	TPL	2022-12-31
AW Align Wealth Management, LLCLong-term holder	$118.3M	—	219	DFAC	2022-12-31
RF Resolute Financial, LLCDiversified strategy	$117.6M	+11.6%	111 +9	IVV	2022-12-31
PC Phoenician Capital LLCQuality / disciplined sizing	$116.6M	+5.9%	12 -1	EHMEF	2022-12-31
IA Integrity Advisory, LLCDiversified strategy	$109.2M	+1.4%	77 +2	BBUS	2022-12-31
HM HealthCor Management, L.P.Sector-focused	$109.1M	-86.3%	22 -37	BMRN	2022-12-31
H& Harrison & Co Wealth Management, LLCDiversified strategy	$103.4M	+9.7%	79 +5	XLK	2022-12-31
RI Rayliant Investment ResearchConcentrated strategy	$101.3M	—	11	—	2022-12-31
MA Momentum Advisors, LLCDiversified strategy	$98.7M	+9.1%	83 +11	VOO	2022-12-31
RL Robbie L. Kennerson P.A., Inc.Sector-focused	$98.6M	—	31	AAPL	2022-12-31
BC Breakline Capital LLCSector-focused	$91.1M	+9.8%	26 -1	DELL	2022-12-31
SL swisspartners Ltd.Diversified strategy	$78.4M	-18.9%	73 -7	DE	2022-12-31
CF Capital Financial Services, LLCDiversified strategy	$72.5M	+7.2%	79 +1	AAPL	2022-12-31
SF S.C. Financial Services, Inc.Diversified strategy	$65.0M	+3.2%	118 +9	AAPL	2022-12-31
CA Caprin Asset Management LLC /advLong-term holder	$64.1M	-7.9%	21 +4	SHM	2022-12-31
TI Telemetry Investments, L.L.C.Diversified strategy	$63.3M	-18.9%	146 -31	SPY	2022-12-31

Showing 10,507-10,557 of 13,277 institutions