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
SM Scale Management, LLCHigh-turnover trader	$359.2M	+689.9%	3 -1	FROG	2020-12-31
NF NewFocus Financial Group, LLCDiversified strategy	$339.7M	+13.2%	118 +5	AAPL	2020-12-31
WA Weber Alan WDiversified strategy	$335.5M	+53.6%	82 +2	RDNT	2020-12-31
RC Rowland Carmichael Advisors Inc /advDiversified strategy	$316.2M	+23.9%	378 +29	SCHF	2020-12-31
TF Trimaran Fund Management, L.L.C.Concentrated strategy	$303.1M	+11.7%	1	LOCO	2020-12-31
MC Motive Capital Fund I GP, LPConcentrated strategy	$275.0M	0.0%	1	DNB	2020-12-31
PV Point View Wealth Management, Inc.Diversified strategy	$246.5M	+16.5%	276 +17	MSFT	2020-12-31
EA Ecofin Advisors LtdSector-focused	$238.7M	+15.5%	28 -8	NEE	2020-12-31
CC CWH Capital Management, Inc.Diversified strategy	$238.0M	+8.3%	92 +2	AGG	2020-12-31
BG Berry Group, LLCDiversified strategy	$221.6M	+19.0%	113 +2	VUG	2020-12-31
PW Private Wealth Advisors, Inc.Diversified strategy	$175.5M	+12.3%	127 +14	AAPL	2020-12-31
BW Beacon Wealthcare, IncConcentrated strategy	$171.9M	+7.3%	10	VTI	2020-12-31
FG First Growth Capital Management LLCSector-focused	$142.5M	—	25	TWLO	2020-12-31
SA Shone Asset Management LLCMomentum follower	$128.7M	+14.8%	41 +4	SPYG	2020-12-31
AA Aware Asset Management, Inc.Concentrated strategy	$116.8M	-23.2%	2	TIDEL ETF TR	2020-12-31
LC Lucas Capital ManagementDiversified strategy	$85.7M	+14.7%	46 +7	AAPL	2020-12-31
SL Seidman Lawrence BContrarian	$79.8M	+22.2%	25	BWFG	2020-12-31
SA Skyline Asset Management LPDiversified strategy	$77.5M	-78.7%	56	MFS1EUR	2020-12-31
UM USA Mutuals Advisors, Inc.Sector-focused	$55.0M	-8.1%	12 -2	CCJ	2020-12-31
H( Haafor (Singapore) Pte. Ltd.Diversified strategy	$53.7M	+11.8%	149 -5	PENN	2020-12-31
SR Swift Run Capital Management, LLCMomentum follower	$51.8M	+2.6%	44 -3	BRK-B	2020-12-31
OU Optiver US LLCSector-focused	$50.0M	+18.1%	24 -3	Spdr S&P 500 Etf Tr Put Option	2020-12-31
XM Xtx Markets LLCDiversified strategy	$48.5M	+133.1%	192 +93	GOOG	2020-12-31
IW Independence Wealth Advisors, Inc.Sector-focused	$44.6M	+15.1%	14 +1	IVW	2020-12-31
HA H2o Am LLPDiversified strategy	$41.0M	-32.9%	106 +1	GM	2020-12-31
RG Raynor GeoffreyConcentrated strategy	$29.1M	+40.7%	4	SPY	2020-12-31
DC D.C. Capital Advisors, LtdContrarian	$28.9M	+63.7%	11 -2	MOD	2020-12-31
HA Hammer Asset Management, LLCContrarian	$20.6M	-8.2%	41	MCI	2020-12-31
GE G.F.W. Energy X, L.P.Concentrated strategy	$15.3M	+40.3%	1	PRT	2020-12-31
FP Falcon Point Capital, LLCDiversified strategy	$11.9M	+34.2%	45 +7	—	2020-12-31
NC Niemann Capital Management IncConcentrated strategy	$788.0K	-60.6%	2 -2	SHY	2020-12-31
FC Ferox Capital LLPContrarian	$60.6K	-13.8%	37 +3	PDD 0 12-01-25	2020-12-31
FV Firefly Value Partners, LPHigh-turnover trader	—	—	1 -6	—	2020-12-31
RA RMR Advisors LLCHigh-turnover trader	—	—	1 -100	—	2020-12-31
VI Veritas Investment Management LLPHigh-turnover trader	—	—	1 -59	—	2020-12-31
EC Everett Capital Advisors UK LLPLong-term holder	—	—	1	—	2020-12-31
S& Salzman & Co., Inc.Long-term holder	—	—	1	—	2020-12-31
MC Miami CORPLong-term holder	—	—	1	—	2020-12-31
RJ Rau JohnLong-term holder	—	—	1	—	2020-12-31
CC Carve CapitalABLong-term holder	—	—	1	—	2020-12-31
BC Bodenholm Capital ABLong-term holder	—	—	1	—	2020-12-31
RI Rampart Investment Management Company, LLCHigh-turnover trader	—	—	1 -400	—	2020-12-31
KP Kiski Partners, LLCLong-term holder	—	—	1	—	2020-12-31
CC Cloverdale Capital Management, LLCLong-term holder	—	—	1	—	2020-12-31
PC Polar Capital LLPDiversified strategy	$13.3B	+14.8%	287 +7	MSFT	2020-09-30
EC ETRADE Capital Management LLCDiversified strategy	$5.4B	+12.1%	1,447 +102	AGG	2020-09-30
FA First Allied Advisory Services, Inc.Diversified strategy	$3.0B	+10.0%	1,181 +74	AAPL	2020-09-30
WA Wealthspire Advisors, L.P.Diversified strategy	$2.8B	+102.9%	484 +36	VOO	2020-09-30
FS Feinberg StephenConcentrated strategy	$2.6B	-15.3%	5	ACI	2020-09-30
NI Nwq Investment Management Company, LLCDiversified strategy	$2.2B	-25.9%	152 -3	GSK	2020-09-30
TI Tt InternationalSector-focused	$1.9B	+65.6%	60 +28	BABA	2020-09-30

Showing 11,323-11,373 of 13,277 institutions