Coverage

Institutional Managers

Institutional filers with quarterly SEC 13F disclosures.

Top Funds by AUM
Name Location Most recent filing
HENDLEY & CO INC Zanesville, OH 2/5/2026
HENGEHOLD CAPITAL MANAGEMENT LLC Cincinnati, OH 1/15/2026
Hengistbury Investment Partners LLP London, X0 2/13/2026
HENNESSY ADVISORS INC Novato, CA 1/27/2026
Hennion & Walsh Asset Management, Inc. Parsippany, NJ 1/14/2026
Henrickson Nauta Wealth Advisors, Inc. Belmont, MI 1/7/2026
Henry James International Management Inc. New York, NY 4/10/2026
Henson-Edgewater Management, LLC Avon, OH 3/31/2026
HERALD INVESTMENT MANAGEMENT Ltd London, X0 2/13/2026
HERBST GROUP, LLC Westport, CT 4/9/2026
Heritage Family Offices, LLP Scottsdale, AZ 4/8/2026
Heritage Financial Services, LLC Westwood, MA 2/2/2026
Heritage Investment Group, Inc. Pompano Beach, FL 1/30/2026
HERITAGE INVESTORS MANAGEMENT CORP Bethesda, MD 2/6/2026
HERITAGE OAK WEALTH ADVISORS LLC Santa Rosa Beach, FL 1/21/2026
Heritage Trust Co Oklahoma City, OK 2/10/2026
Heritage Way Advisors, LLC 1/13/2022
Heritage Wealth Advisors Richmond, VA 2/13/2026
Heritage Wealth Management, Inc. Cincinnati, OH 1/26/2026
Heritage Wealth Management, Inc. /CA/ San Diego, CA 2/4/2026
Heritage Wealth Management, Inc./Texas Houston, TX 2/9/2026
HERITAGE WEALTH MANAGEMENT, LLC 7/30/2024
Heritage Wealth Partners, LLC 5/14/2025
HERMES INVESTMENT MANAGEMENT LTD 7/24/2018
Hernani Holdings LLC 2/14/2023
Hernani LP 11/14/2025
HERNDON CAPITAL MANAGEMENT LLC 8/4/2017
Herold Advisors, Inc. New York, NY 2/17/2026
Heron Bay Capital Management Bloomfield Hills, MI 2/13/2026
HERON FINANCIAL GROUP, LLC 8/10/2023
Heronetta Management, L.P. New York, NY 2/4/2026
Herr Investment Group LLC 8/12/2024
Herring Creek Capital Management, LLC 5/12/2016
Hershey Financial Advisers, LLC Lancaster, PA 2/18/2026
HERSHEY TRUST CO Hershey, PA 2/10/2026
Hestia Capital Management, LLC Cranberry Township, PA 1/29/2026
Hexagon Capital Partners LLC Rogers, AR 2/6/2026
Hexavest Inc. 10/27/2021
HF Advisory Group, LLC Annapolis, MD 1/23/2026
HF Capital, LLC Knoxville, TN 2/17/2026
HFG Advisors, Inc. Cincinatti, OH 2/13/2026
HFG Wealth Management, LLC The Woodlands, TX 1/16/2026
HFM Investment Advisors, LLC Glassboro, NJ 2/5/2026
HFR Wealth Management, LLC Niskayuna, NY 2/11/2026
HG Vora Capital Management, LLC New York, NY 2/17/2026
HGC Investment Management Inc. Toronto, A6 2/17/2026
HGI Capital Management, LLC 11/14/2025
HHG & Company, LLC 4/20/2016
HHLR ADVISORS, LTD. Grand Cayman, E9 2/17/2026
HHM Wealth Advisors, LLC Chattanooga, TN 1/22/2026
HHR Asset Management, LLC 7/13/2022
Hi-Line Capital Management, LLC Watertown, SD 2/6/2026
Hibernia Wealth Partners, LLC Baton Rouge, LA 2/12/2026
HICKORY ASSET MANAGEMENT, INC. 7/22/2025
Hickory Lane Capital Management LP 5/1/2023
Hickory Point Bank & Trust Decatur, IL 4/3/2026
HICKS CAPITAL MANAGEMENT LLC Columbus, OH 2/5/2026
Hidden Cove Wealth Management, LLC Bainbridge Island, WA 2/2/2026
Hidden Lake Asset Management LP New York, NY 2/17/2026
Hiddenite Capital Partners LP New York, NY 2/5/2026
Higgins & Schmidt Wealth Strategies LLC Denver, CO 1/29/2026
High Falls Advisors, Inc Rochester, NY 2/18/2026
High Ground Investment Management LLP London, X0 1/23/2026
High Net Worth Advisory Group LLC Naples, FL 1/23/2026
High Note Wealth, LLC Deephaven, MN 2/5/2026
High Pines Wealth Management, LLC 1/12/2024
HIGH POINT BANK & TRUST CO 2/28/2017
High Point Wealth Management, LLC Chester, NJ 4/8/2026
HIGH POINTE CAPITAL MANAGEMENT LLC 5/10/2022
High Probability Advisors, LLC Pittsford, NY 1/29/2026
HIGHBRIDGE CAPITAL MANAGEMENT LLC New York, NY 2/11/2026
Higher Moment Aurora Fund, LP 11/13/2017
Higher Moment Capital LP 2/14/2019
HIGHFIELDS CAPITAL MANAGEMENT LP 11/16/2020
HIGHLAND ASSOCIATES INC 8/8/2019
HIGHLAND CAPITAL MANAGEMENT LP 2/14/2022
HIGHLAND CAPITAL MANAGEMENT, LLC Memphis, TN 2/2/2026
Highland Financial Advisors, LLC Wayne, NJ 1/23/2026
Highland Management Partners 9 LLC 10/4/2023
Highland Management Partners VI, Inc. 5/10/2019
Highland Management Partners VII, LLC 11/14/2016
HIGHLAND PEAK CAPITAL, LLC Old Greenwich, CT 2/12/2026
Highland Private Wealth Management 1/18/2023
Highlander Capital Management, LLC 5/20/2024
Highlander Partners, L.P. Dallas, TX 2/3/2026
HIGHLINE CAPITAL MANAGEMENT, L.P. 1/26/2023
HIGHLINE WEALTH PARTNERS LLC Sherman Oaks, CA 4/6/2026
HighMark Wealth Management LLC St. Paul, MN 2/5/2026
Highmount Capital, LLC 8/14/2015
HighPoint Advisor Group LLC Downers Grove, IL 2/4/2026
HighRoad Wealth Advisors, LLC Coos Bay, OR 1/27/2026
HIGHSIDE CAPITAL MANAGEMENT L P 11/4/2014
HIGHSIDE GLOBAL MANAGEMENT LLC 2/14/2023
Highstar Capital LP 11/14/2018
Highstreet Asset Management Inc. 2/12/2020
Hightower 6M Holding, LLC 10/25/2022
HighTower Advisors, LLC Chicago, IL 2/6/2026
HighTower Trust Company, N.A. 4/21/2023
Highview Capital Management LLC/DE/ Buffalo Grove, IL 1/27/2026
HighVista Strategies LLC Boston, MA 2/17/2026
Highwater Wealth Management, LLC 10/17/2019
Hikari Power Ltd Tokyo, M0 2/4/2026
Hikari Tsushin, Inc. Tokyo, M0 2/12/2026
Hiley Hunt Wealth Management Omaha, NE 4/6/2026
Hill City Capital, LP Boston, MA 2/13/2026
Hill Investment Group Partners, LLC St. Louis, MO 2/17/2026
HILL ISLAND FINANCIAL LLC Grand Rapids, MI 1/22/2026
Hill Path Capital LP New York, NY 2/17/2026
Hill Winds Capital LP 2/3/2023
Hillcrest Asset Management LLC 2/24/2022
Hillcrest Wealth Advisors - NY, LLC Hazlet, NJ 1/12/2026
HILLHOUSE CAPITAL MANAGEMENT, LTD. 8/14/2019
Hillman Capital Management, Inc. Bethesda, MD 2/17/2026
HILLMAN CO Pittsburgh, PA 1/16/2026
Hills Bank & Trust Co North Liberty, IA 2/5/2026
Hillsdale Investment Management Inc. Toronto, A6 2/10/2026
Hillswick Asset Management, LLC 4/23/2019
Hilltop Holdings Inc. Dallas, TX 2/17/2026
Hilltop National Bank Casper, WY 4/2/2026
Hilltop Park Associates LLC 11/10/2016
Hilltop Partners LLC Mishawaka, IN 2/10/2026
HILLTOP WEALTH ADVISORS, LLC Chapel Hill, NC 1/14/2026
Hillview Capital Advisors, LLC 8/1/2019
Hilton Capital Management, LLC Garden City, NY 2/12/2026
Hilton Head Capital Partners, LLC Hilton Head Island, SC 2/11/2026
Himalaya Capital Management LLC Seattle, WA 2/19/2026
HIMENSION CAPITAL (SINGAPORE) PTE. LTD. Singapore, U0 2/17/2026
Hingham Institution for Savings Hingham, MA 1/30/2026
Hippocratic Financial Advisors, LLC Westlake Village, CA 1/20/2026
Hirtle Callaghan & Co LLC West Conshohocken, PA 2/4/2026
Hirzel Capital Management LLC 5/16/2016
Hitchwood Capital Management LP 5/12/2023
HITE Hedge Asset Management LLC Braintree, MA 2/13/2026
Hixon Zuercher, LLC Findlay, OH 1/26/2026
HL FINANCIAL SERVICES LLC 5/1/2019
HM Capital Management, LLC 11/7/2022
HM PAYSON & CO Portland, ME 2/12/2026
HMI Capital Management, L.P. San Francisco, CA 2/17/2026
HMS Capital Management, LLC Nashville, TN 1/16/2026
HMV Wealth Advisors, LLC Shreveport, LA 1/20/2026
HNA Capital Group Co., Ltd. 2/14/2019
HNA Tourism Group Co., Ltd. 2/15/2018
HNP Capital LLC 5/18/2023
Hobart Private Capital, LLC Charlotte, NC 4/7/2026
Hobbs Group Advisors, LLC Columbia, SC 1/28/2026
Hobbs Wealth Management, LLC Zionsville, IN 1/29/2026
Hochman Cole Investment Advisors, Inc. 10/20/2021
Hochschild Mining PLC 11/12/2014
Hodges Capital Management Inc. Dallas, TX 2/11/2026
HOERTKORN RICHARD CHARLES Kentfield, CA 1/27/2026
Hoese & Co LLP Glencoe, MN 1/14/2026
HOEY INVESTMENTS, INC Coatesville, PA 1/28/2026
Hofer & Associates. Inc Thousand Oaks, CA 1/15/2026
Hoffman, Alan N Investment Management Wellesley Hills, MA 4/7/2026
HOGE FINANCIAL SERVICES, LLC Canonsburg, PA 1/29/2026
HOHIMER WEALTH MANAGEMENT, LLC Seattle, WA 2/12/2026
HOKANSON ASSOCIATES, INC. 1/13/2016
Holcombe Financial, Inc. Atlanta, GA 1/27/2026
HoldCo Asset Management, LP Fort Lauderdale, FL 2/12/2026
HOLDERNESS INVESTMENTS CO Greensboro, NC 2/10/2026
Holistic Financial Partners Indianapolis, IN 1/7/2026
Holland Advisory Services, Inc. Ormond Beach, FL 4/7/2026
HOLLAND CAPITAL MANAGEMENT LLC 8/14/2017
HOLLENCREST CAPITAL MANAGEMENT Newport Beach, CA 2/12/2026
Hollow Brook Wealth Management LLC Katonah, NY 2/17/2026
Holloway Wealth Management, LLC 4/18/2022
Holocene Advisors, LP New York, NY 2/17/2026
Holos Integrated Wealth LLC Kennett Square, PA 4/8/2026
Holowesko Partners Ltd. Nassau, C5 2/11/2026
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. Fort Worth, TX 2/17/2026
HOME FEDERAL BANK OF TENNESSEE Knoxville, TN 1/20/2026
HOMESTEAD ADVISERS CORP Arlington, VA 2/10/2026
Homrich & Berg 12/8/2021
Honeycomb Asset Management LP New York, NY 2/17/2026
HONEYWELL INTERNATIONAL INC 7/24/2019
Hood River Capital Management LLC Palm Beach Gardens, FL 2/17/2026
Hook Mill Capital Partners, LP New York, NY 2/17/2026
Hoover Financial Advisors, Inc. 7/28/2021
HOPLITE CAPITAL MANAGEMENT, L.P. 11/14/2019
Hopwood Financial Services, Inc. Reston, VA 1/16/2026
Horan Capital Advisors, LLC. 5/7/2025
HORAN CAPITAL MANAGEMENT 1/26/2021
Horan Securities, Inc. 8/6/2025
HORAN Wealth, LLC Cincinnati, OH 2/4/2026
Horiko Capital Management LLC New York, NY 2/13/2026
Horizon Advisory Services, Inc. West Henrietta, NY 1/29/2026
HORIZON BANCORP INC /IN/ Michigan City, IN 2/11/2026
Horizon Family Wealth, Inc. Chicago, IL 2/9/2026
HORIZON FINANCIAL SERVICES, LLC Winston Salem, NC 1/12/2026
Horizon Global Advisers, LLC Rye, NY 2/5/2014
Horizon Investment Services, LLC Hammond, IN 2/13/2026
Horizon Investments, LLC Charlotte, NC 2/2/2026
HORIZON KINETICS ASSET MANAGEMENT LLC New York, NY 2/11/2026
Horizon Kinetics LLC 2/14/2019
Horizon Wealth Management, LLC La Grange, IL 2/4/2026
Horizons Wealth Management Asheville, NC 4/2/2026
Horrell Capital Management, Inc. Little Rock, AR 2/3/2026
Horst & Graben Wealth Management LLC Portland, OR 1/27/2026
Horton Capital Management, LLC 2/11/2022
Hosking & Co Ltd 8/13/2015