Coverage

Institutional Managers

Institutional filers with quarterly SEC 13F disclosures.

Top Funds by AUM
Name Location Most recent filing
Bowie Capital Management, LLC Richardson, TX 8/11/2026
Bowling Portfolio Management LLC 10/4/2022
Bowman & Co S.C. Oshkosh, WI 1/23/2026
Box Hill Private Wealth LLC Scottsdale, AZ 7/2/2026
Boxer Capital Management, LLC San Diego, CA 8/14/2026
Boxer Capital, LLC 2/14/2025
Boxwood Ventures, Inc. Chicago, IL 8/12/2026
BOYAR ASSET MANAGEMENT INC. New York, NY 8/14/2026
Boyce & Associates Wealth Consulting, Inc. Cedar Park, TX 7/23/2026
BOYD WATTERSON ASSET MANAGEMENT LLC/OH Cleveland, OH 8/7/2026
Boyd Wealth Management, LLC Sacramento, CA 7/16/2026
Boyer Financial Services, Inc. Newport Beach, CA 7/17/2026
Boyle Capital Management, L.L.C. 11/15/2016
BOYS ARNOLD & CO INC 8/13/2020
Boyu Capital Investment Management Co., Ltd 2/14/2023
BOYUM WEALTH ARCHITECTS LLC Bloomington, MN 7/15/2026
BP CAPITAL FUND ADVISORS, LLC 2/6/2020
BP PLC London, X0 8/7/2026
Bpifrance SA Maisons Alfort, Cedex, I0 7/27/2026
BPV Resources, LLC 8/14/2015
Bracebridge Capital, LLC Boston, MA 8/14/2026
Bradley & Co. Private Wealth Management, LLC Miami, FL 8/10/2026
BRADLEY FOSTER & SARGENT INC/CT Hartford, CT 8/14/2026
Bradley Mark J. 8/7/2023
BRADY FAMILY WEALTH, LLC Saint Louis, MO 7/13/2026
Brady Martz Wealth Solutions, LLC Grand Forks, ND 7/23/2026
Bradyco, Inc. Cambridge, MA 8/10/2026
Braeburn Wealth Management LLC Muskegon, MI 7/21/2026
Braemar Energy Ventures III, LP 11/14/2023
Braeside Investments, LLC 11/12/2014
Bragg Financial Advisors, Inc Charlotte, NC 8/12/2026
Brahman Capital Corp. 11/14/2023
BRAIDWELL LP Stamford, CT 8/14/2026
Brainard Capital Management LLC 5/9/2023
Bramshill Investments, LLC Naples, FL 8/14/2026
Brand Asset Management Group, Inc. Chesterfield, MO 8/12/2026
BRANDES INVESTMENT PARTNERS, LP La Jolla, CA 8/14/2026
BrandyTrust Global Partners, LP 2/14/2023
Brandywine Asset Management, Inc. Thornton, PA 4/22/2026
Brandywine Financial Group Thompsons Station, TN 7/6/2026
Brandywine Global Investment Management, LLC Philadelphia, PA 2/11/2026
BRANDYWINE MANAGERS, LLC Hockessin, DE 8/13/2026
BRANDYWINE OAK PRIVATE WEALTH LLC Kennett Square, PA 7/16/2026
BRANDYWINE TRUST CO Hockessin, DE 8/13/2026
BRANT POINT INVESTMENT MANAGEMENT LLC New York, NY 8/13/2026
BRASADA CAPITAL MANAGEMENT, LP Houston, TX 8/17/2026
Braslyn Ltd. 2/14/2025
BRASS TAX WEALTH MANAGEMENT, INC 11/14/2025
Bratton Capital Management, L.P. Fort Worth, TX 8/11/2026
BRAUN STACEY ASSOCIATES INC New York, NY 8/5/2026
Braun-Bostich & Associates Inc. Canonsburg, PA 7/24/2026
BRAVE ASSET MANAGEMENT INC Summit, NJ 7/8/2026
Brave Warrior Advisors, LLC New York, NY 8/14/2026
Braver Wealth Management, LLC 2/14/2017
Bravera Wealth Bismarck, ND 7/23/2026
Bravias Capital Group, LLC Iselin, NJ 7/30/2026
Bray Capital Advisors 2/3/2025
BRC Group Holdings, Inc. Los Angeles, CA 8/14/2026
BRC Investment Management LLC 10/31/2016
BRC-Global BAH Investments Ltd. Nassau, C5 7/17/2026
BREACH INLET CAPITAL MANAGEMENT, LLC Mt. Pleasant, SC 8/14/2026
Breachway Investments LLC Charlestown, RI 7/13/2026
BREAKLINE CAPITAL LLC 2/14/2023
Breakout Capital Partners, LP New York, NY 8/14/2026
BREAKTHRU ADVISORY SERVICES, LLC Muskego, WI 7/23/2026
Breakwater Capital Group Paramus, NJ 7/8/2026
Breakwater Investment Management Seattle, WA 8/6/2026
Bredin Investment LLC 2/6/2020
Breed's Hill Capital LLC 8/8/2025
Bregal General Partner Jersey Ltd St. Helier, Y9 8/13/2026
Bregal Investments, Inc. 11/10/2022
Bregal North America General Partner Jersey Ltd 11/14/2023
Bregal Sagemount I, L.P. 11/14/2023
Bregal Sagemount IV General Partner Jersey Ltd St. Helier, Y9 8/13/2026
Bregal Sagemount Management LP 11/14/2023
Brehaut David Pascal Vale, Y7 8/13/2026
BREITER CAPITAL MANAGEMENT INC 5/11/2022
Breithorn Capital Management 8/14/2017
Bremer Bank National Association 4/10/2025
BREMER TRUST NATIONAL ASSOCIATION 2/11/2019
Brendel Financial Advisors LLC Hanover, NH 7/31/2026
Brenham Capital Management, L.P. 1/30/2019
Brenner West Capital Advisors, LP 1/2/2019
Brentview Investment Management LLC Northfield, IL 7/30/2026
Breogan Capital, LP 8/14/2018
Breton Hill Capital Ltd. 11/3/2017
Bretton Capital Management, LLC San Francisco, CA 8/12/2026
Brevan Howard Capital Management LP St. Helier, Y9 8/14/2026
BREWIN DOLPHIN LTD 11/9/2023
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 11/9/2023
Brewster Financial Planning LLC Brooklyn, NY 7/14/2026
BRIAN LOW FINANCIAL GROUP, LLC Baton Rouge, LA 7/28/2026
Briar Hall Management LLC Nashville, TN 8/12/2026
Briaud Financial Planning Inc College Station, TX 7/30/2026
Brick & Kyle, Associates Newtown, PA 8/6/2026
Brickley Wealth Management San Mateo, CA 7/13/2026
Bricktown Capital, LLC Detroit, MI 7/15/2026
Brickwood Asset Management LLP London, X0 8/10/2026
Bridge Advisory, LLC 10/1/2024
Bridge City Capital, LLC Lake Oswego, OR 8/11/2026
Bridge Creek Capital Management LLC 10/14/2025
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC South Miami, FL 7/20/2026
Bridgecreek Investment Management, LLC 2/13/2024
Bridgefront Capital, LLC Austin, TX 8/14/2026
Bridgelight Financial Advisors, Inc. Shelton, CT 7/30/2026
BridgePort Financial Solutions, LLC Fairfield, IA 7/24/2026
BRIDGER MANAGEMENT, LLC New York, NY 8/17/2026
BRIDGES INVESTMENT COUNSEL INC/ 2/9/2018
BRIDGES INVESTMENT MANAGEMENT INC Omaha, NE 8/7/2026
Bridgewater Advisors Inc. New York, NY 8/5/2026
Bridgewater Associates, LP Westport, CT 8/14/2026
Bridgewater Wealth & Financial Management, LLC 2/13/2018
BRIDGEWAY CAPITAL MANAGEMENT, LLC Houston, TX 8/14/2026
Bridgewealth Advisory Group, LLC Fresno, CA 7/27/2026
Bridgeworth, LLC 1/26/2024
BRIGADE CAPITAL MANAGEMENT, LP New York, NY 8/13/2026
BRIGGS ADVISORY GROUP, INC. 10/27/2023
Briggs Wealth Management, Inc Glastonbury, CT 8/6/2026
BRIGHT FINANCIAL ADVISORS, INC. Portage, MI 8/11/2026
Bright Futures Wealth Management, LLC. Webster, Ny 14580, NY 7/24/2026
BRIGHT ROCK CAPITAL MANAGEMENT, LLC Hanover, MA 7/8/2026
BRIGHT VALLEY CAPITAL Ltd Hong Kong, K3 8/13/2026
BRIGHTFIELD CAPITAL MANAGEMENT LLC 11/12/2015
BRIGHTLIGHT CAPITAL MANAGEMENT LP Westport, CT 5/15/2026
BRIGHTLINE CAPITAL MANAGEMENT, LLC Miami, FL 8/14/2026
BRIGHTON JONES LLC Seattle, WA 8/11/2026
BRIGHTON SECURITIES CORP. Rochester, NY 7/7/2026
Brightwater Advisory LLC Tampa, FL 8/7/2026
Brightworth 10/28/2022
BRILLIANCE ASSET MANAGEMENT LTD Admiralty, Hong Kong, K3 8/12/2026
Brindle & Bay Financial Advisors, LLC Frisco, TX 7/20/2026
BRINKER CAPITAL INC 7/30/2020
Brio Consultants, LLC San Francisco, CA 8/12/2026
Bristlecone Advisors, LLC 10/24/2025
Bristlecone Value Partners, LLC Los Angeles, CA 8/13/2026
Bristol Advisors, LLC 4/29/2019
Bristol County Savings Bank 1/23/2018
Bristol Gate Capital Partners Inc. Toronto, A6 8/14/2026
BRISTOL JOHN W & CO INC /NY/ New York, NY 8/13/2026
British Airways Pensions Investment Management Ltd 8/27/2021
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp Victoria, A1 8/13/2026
Broad Bay Capital Management, LP New York, NY 8/14/2026
Broad Peak Investment Advisers Pte Ltd Singapore, U0 7/30/2026
Broad Peak Investment Holdings Ltd. 5/1/2024
Broad Run Investment Management, LLC Arlington, VA 8/13/2026
Broadcrest Asset Management, LLC 11/3/2025
Broadfin Capital, LLC 2/14/2020
Broadfin Holdings LLC Melville, NY 8/14/2026
Broadhurst Jeffrey B West Point, PA 8/12/2026
Broadleaf Partners, LLC Hudson, OH 8/13/2026
BROADMARK ASSET MANAGEMENT LLC 2/13/2024
BROADVIEW ADVISORS LLC 8/14/2019
Broadview Financial Management, LLC Wauwatosa, WI 8/12/2026
BROADWATER CAPITAL MANAGEMENT LLC Boston, MA 7/24/2026
Broadway Wealth Solutions, Inc. San Antonio, TX 7/13/2026
BROADWOOD CAPITAL INC New York, NY 8/13/2026
Broderick Brian C Boston, MA 8/10/2026
BROGAN FINANCIAL, INC. Knoxville, TN 8/13/2026
Bromfield Sneider Wealth Advisors 4/10/2024
Bronson Point Management LLC 11/14/2022
Bronte Capital Management Pty Ltd. Bondi Junction, C3 8/4/2026
Brookfield BHS Advisors LLC 2/16/2021
BROOKFIELD Corp /ON/ Toronto, A6 8/14/2026
Brookfield Public Securities Group LLC 8/14/2020
Brooklands Fund Management Ltd London, X0 8/11/2026
Brooklyn FI, LLC New York, NY 8/4/2026
Brooklyn Investment Group New York, NY 4/29/2026
Brookmont Capital Management Dallas, TX 7/24/2026
BROOKS, MOORE & ASSOCIATES, INC. Chattanooga, TN 8/17/2026
Brookside Equity Partners LLC 11/14/2023
Brookstone Capital Management Wheaton, IL 7/15/2026
BROOKTREE CAPITAL MANAGEMENT Grand Rapids, MI 8/5/2026
Brookwood Investment Group LLC Phoenix, AZ 7/23/2026
Brophy Wealth Management, LLC 11/15/2024
Broussard Financial Group LLC Kaplan, LA 7/27/2026
Brouwer & Janachowski, LLC 10/19/2021
BROWN ADVISORY INC Baltimore, MD 8/14/2026
Brown Advisory Securities, LLC 10/25/2023
BROWN BROTHERS HARRIMAN & CO New York, NY 8/12/2026
BROWN CAPITAL MANAGEMENT LLC Baltimore, MD 7/27/2026
Brown Financial Advisors Milford, OH 5/15/2026
Brown Financial Advisory Fairhope, AL 7/28/2026
Brown Miller Wealth Management, LLC Mclean, VA 7/16/2026
Brown Shipley& Co Ltd London, X0 7/14/2026
Brown University Providence, RI 8/5/2026
BROWN WEALTH MANAGEMENT, LLC Naperville, IL 7/20/2026
BROWN, LISLE/CUMMINGS, INC. Providence, RI 4/17/2026
BROWNING WEST LP Los Angeles, CA 8/14/2026
Broyhill Asset Management, LLC Charlotte, NC 8/4/2026
BRR OpCo, LLC 11/8/2022
Bruce & Co., Inc. Chicago, IL 8/14/2026
Bruce G. Allen Investments, LLC Denver, CO 7/31/2026
Brucke Financial, Inc. Indianapolis, IN 7/21/2026
Bruderman Asset Management, LLC 8/15/2022
Brueske Advisory Services, LLC Bellevue, WA 8/12/2026
Brummer Multi-Strategy AB Stockholm, V7 7/23/2026
BRUNI J V & CO /CO Colorado Springs, CO 8/10/2026
BRV Partners, L.L.C. 10/9/2018
BRX Global LP Greenwich, CT 8/14/2026
Bryant Woods Investment Advisors, LLC Getzville, NY 7/22/2026