Coverage

Institutional Managers

Institutional filers with quarterly SEC 13F disclosures.

Top Funds by AUM
Name Location Most recent filing
Harbour Wealth Management Group, Inc. Daniel Island, SC 8/7/2026
HARBOURVEST PARTNERS LLC Boston, MA 8/14/2026
Hardin Capital Partners, LLC Greenville, SC 7/7/2026
HARDING LOEVNER LP Bridgewater, NJ 8/14/2026
Hardman Johnston Global Advisors LLC Stamford, CT 8/12/2026
Hardworking Capital Advisors, LLC Palm Desert, CA 8/3/2026
Hardy Reed LLC Tupelo, MS 8/3/2026
Harel Insurance Investments & Financial Services Ltd. Ramat Gan, L3 7/29/2026
Harfst & Associates, Inc. Sheridan, WY 7/31/2026
HARMONY ASSET MANAGEMENT LLC Scottsdale, AZ 7/20/2026
Harold Davidson & Associates Inc. Los Angeles, CA 7/15/2026
Harpswell Capital Advisors, LLC Yarmouth, ME 8/5/2026
Harraden Circle Investments, LLC New York, NY 8/14/2026
HARRELL INVESTMENT PARTNERS, LLC Austin, TX 7/9/2026
Harrington Investments, INC Napa, CA 7/23/2026
HARRIS ASSOCIATES L P Chicago, IL 8/14/2026
Harrison & Co Wealth Management, LLC 1/17/2023
Harrison Street Private Wealth LLC Denver, CO 7/21/2026
Harrison Street Securities, LLC 11/14/2016
Harspring Capital Management, LLC New York, NY 8/14/2026
HART & PATTERSON FINANCIAL GROUP LLC 1/14/2025
Hartford Financial Management Inc. West Hartford, CT 7/23/2026
Hartford Funds Management Co LLC Wayne, PA 8/6/2026
HARTFORD INVESTMENT MANAGEMENT CO Hartford, CT 7/15/2026
HARTLINE INVESTMENT CORP/ Winnetka, IL 7/28/2026
Hartmann Taylor Wealth Management, LLC Dallas, TX 7/28/2026
Hartree Partners, LP New York, NY 8/12/2026
HARTWELL J M LIMITED PARTNERSHIP 10/7/2019
Hartz Capital, Inc. Secaucus, NJ 7/15/2026
HARVARD MANAGEMENT CO INC Boston, MA 8/14/2026
HARVEST CAPITAL MANAGEMENT INC 8/7/2019
Harvest Capital Strategies LLC 11/14/2019
Harvest Fund Advisors LLC 5/15/2020
Harvest Fund Management Co., Ltd Beijing, F4 8/19/2026
HARVEST GROUP WEALTH MANAGEMENT, LLC 4/28/2023
Harvest Investment Advisors, LLC Tallahassee, FL 8/14/2026
Harvest Investment Services, LLC Oakbrook Terrace, IL 8/14/2026
HARVEST MANAGEMENT LLC New York, NY 8/14/2026
Harvest Portfolios Group Inc. Oakville, A6 8/13/2026
HARVEST VOLATILITY MANAGEMENT LLC 10/31/2024
HARVEY CAPITAL MANAGEMENT INC Palm Beach, FL 8/17/2026
HARVEY INVESTMENT CO LLC Louisville, KY 7/22/2026
Harvey Partners, LLC Tarrytown, NY 8/14/2026
Hassell Wealth Management, LLC Houma, LA 7/13/2026
HATCH COVE CAPITAL, LLC Chicago, IL 7/14/2026
Hatteras Alternative Mutual Funds, LLC 8/13/2014
Hatteras Investment Partners, LP 9/3/2025
HATTON CONSULTING, INC. 10/14/2021
Hauser Brothers GmbH Freiburg Im Breisgau, 2M 8/17/2026
Haveli Investment Management LLC Austin, TX 8/14/2026
Havemeyer Place LP Greenwich, CT 8/13/2026
Haven Capital Group, Inc. Montecito, CA 8/14/2026
Haven Global Partners, LLC Atlanta, GA 8/10/2026
Haven Private, LLC Orlando, FL 7/28/2026
HAVENS ADVISORS LLC 1/25/2023
Haverford Financial Services, Inc. Radnor, PA 8/12/2026
Haverford Trust Co Radnor, PA 8/12/2026
HAWK RIDGE CAPITAL MANAGEMENT LP Los Angeles, CA 8/14/2026
Hawkeye Capital Management, LLC 11/14/2023
Hawkins Capital L.P. 2/12/2018
HawsGoodwin Investment Management LLC 2/9/2022
Hayden Royal, LLC 2/7/2022
Hayek Kallen Investment Management Fairhope, AL 8/17/2026
HAYMAN CAPITAL MANAGEMENT, L.P. 11/14/2016
HAYS ADVISORY LLC 2/14/2019
Hazelview Securities Inc. Toronto, A6 8/14/2026
HAZLETT, BURT & WATSON, INC. Wheeling, WV 7/30/2026
HB Wealth Management, LLC Atlanta, GA 7/29/2026
HBC Financial Services, PLLC 1/16/2025
HBE Wealth Management, LLC Lincoln, NE 7/13/2026
HBK INVESTMENTS L P Dallas, TX 8/14/2026
HBK Sorce Advisory LLC Erie, PA 8/6/2026
HBW ADVISORY SERVICES LLC Simi Valley, CA 7/16/2026
HC Advisors, LLC Sandy Springs, GA 8/7/2026
HC FINANCIAL ADVISORS INC 7/25/2022
HC Financial Advisors, Inc. 10/18/2018
HCC Manager LLC Chicago, IL 2/10/2026
HCEP Management Ltd Hong Kong, K3 8/13/2026
HCR Wealth Advisors Los Angeles, CA 7/13/2026
HCSF Management, LLC 11/14/2022
HEADINVEST, LLC Portland, ME 8/14/2026
Headland Capital, LLC Mt. Pleasant, SC 7/29/2026
Headlands Capital Management, LLC 2/26/2016
Headlands Technologies LLC Chicago, IL 8/12/2026
Headwater Capital Co Ltd Hong Kong, F4 8/13/2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND Toronto, A6 8/13/2026
Healthcare Value Capital, LLC 11/15/2021
HealthCor Management, L.P. 2/15/2023
HealthCor Partners Management LP Daniel Island, SC 4/28/2026
Heard Capital LLC Chicago, IL 8/11/2026
HEARTLAND ADVISORS INC Milwaukee, WI 8/11/2026
Heartland Bank & Trust Co Bloomington, IL 8/11/2026
Heartwood Wealth Advisors LLC Richmond, VA 7/17/2026
Heartwood Wealth Management Ltd 10/24/2016
Heathbridge Capital Management Ltd. Toronto, A6 7/28/2026
Heck Capital Advisors, LLC Rhinelander, WI 7/10/2026
Hedeker Wealth, LLC Lincolnshire, IL 8/4/2026
Hedges Asset Management LLC Reno, NV 7/27/2026
HEFFERNAN ADVISORY, INC Flagstaff, AZ 7/21/2026
Hefren-Tillotson, Inc. 4/7/2022
Hefty Wealth Partners 4/2/2018
Hegarty Advisors, LLC Garden City, NY 7/27/2026
HEIGHTS CAPITAL MANAGEMENT, INC San Francisco, CA 8/14/2026
Heights Point Management, LP New York, NY 8/14/2026
Hein Park Capital Management LP New York, NY 8/14/2026
Heirloom Wealth Management Greenwood Village, CO 8/3/2026
HEITMAN REAL ESTATE SECURITIES LLC Chicago, IL 8/14/2026
Hel Ved Capital Management Ltd Central, K3 8/14/2026
Helikon Investments Ltd London, X0 8/11/2026
HELIOS CAPITAL MANAGEMENT PTE. LTD Singapore, U0 8/6/2026
Helium Advisors LLC Vancouver, WA 8/11/2026
Helix Partners Management LP New York, NY 8/13/2026
Hellman & Friedman Investors V (Cayman), Ltd. 11/10/2015
Hellman & Friedman LLC 11/15/2021
HELLMAN JORDAN MANAGEMENT CO INC /MA/ 1/20/2023
Hemenway Trust Co LLC Salem, NH 8/10/2026
Hemington Wealth Management 10/24/2025
HEMMING& WEALTH MANAGEMENT, INC. Traverse City, MI 8/6/2026
Hendershot Investments Inc. Centreville, VA 8/12/2026
Henderson Brothers Financial Partners, LLC Pittsburgh, PA 8/13/2026
HENDLEY & CO INC Zanesville, OH 7/14/2026
HENGEHOLD CAPITAL MANAGEMENT LLC Cincinnati, OH 7/16/2026
Hengistbury Investment Partners LLP London, X0 8/13/2026
HENNESSY ADVISORS INC Novato, CA 7/16/2026
Hennion & Walsh Asset Management, Inc. Parsippany, NJ 7/8/2026
Henrickson Nauta Wealth Advisors, Inc. Belmont, MI 7/9/2026
Henry James International Management Inc. New York, NY 7/9/2026
Henshaw Capital LLC Woburn, MA 8/12/2026
Henson-Edgewater Management, LLC Avon, OH 8/18/2026
HERALD INVESTMENT MANAGEMENT Ltd London, X0 7/23/2026
HERBST GROUP, LLC Westport, CT 7/9/2026
Heritage Family Offices, LLP Scottsdale, AZ 7/29/2026
Heritage Financial Services, LLC Westwood, MA 2/2/2026
Heritage Investment Group, Inc. Pompano Beach, FL 7/29/2026
HERITAGE INVESTORS MANAGEMENT CORP Bethesda, MD 8/4/2026
HERITAGE OAK WEALTH ADVISORS LLC Santa Rosa Beach, FL 7/23/2026
Heritage Trust Co Oklahoma City, OK 8/6/2026
Heritage Way Advisors, LLC 1/13/2022
Heritage Wealth Advisors Richmond, VA 8/14/2026
Heritage Wealth Management, Inc. Cincinnati, OH 7/28/2026
Heritage Wealth Management, Inc. /CA/ San Diego, CA 7/22/2026
Heritage Wealth Management, Inc./Texas Houston, TX 8/10/2026
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 7/22/2026
Heron Bay Capital Management Bloomfield Hills, MI 8/11/2026
HERON FINANCIAL GROUP, LLC 8/10/2023
Heronetta Management, L.P. New York, NY 7/28/2026
Herr Investment Group LLC 8/12/2024
Herring Creek Capital Management, LLC 5/12/2016
Hershey Financial Advisers, LLC Lancaster, PA 8/11/2026
HERSHEY TRUST CO Hershey, PA 8/10/2026
Hestia Capital Management, LLC Cranberry Township, PA 8/13/2026
Hexagon Capital Partners LLC Rogers, AR 8/6/2026
Hexavest Inc. 10/27/2021
HF Advisory Group, LLC Annapolis, MD 7/8/2026
HF Capital, LLC Knoxville, TN 8/11/2026
HFG Advisors, Inc. Cincinatti, OH 8/7/2026
HFG Wealth Management, LLC The Woodlands, TX 8/12/2026
HFM Investment Advisors, LLC Glassboro, NJ 8/4/2026
HFR Wealth Management, LLC Niskayuna, NY 8/7/2026
HG Vora Capital Management, LLC New York, NY 8/14/2026
HGC Investment Management Inc. Toronto, A6 8/14/2026
HGI Capital Management, LLC 11/14/2025
HHG & Company, LLC 4/20/2016
HHLR ADVISORS, LTD. Grand Cayman, E9 8/14/2026
HHM Wealth Advisors, LLC Chattanooga, TN 7/13/2026
HHR Asset Management, LLC 7/13/2022
Hi-Line Capital Management, LLC Watertown, SD 7/24/2026
Hibernia Wealth Partners, LLC Baton Rouge, LA 7/23/2026
HICKORY ASSET MANAGEMENT, INC. 7/22/2025
Hickory Lane Capital Management LP 5/1/2023
Hickory Point Bank & Trust Decatur, IL 7/17/2026
HICKS CAPITAL MANAGEMENT LLC Columbus, OH 7/23/2026
Hidden Cove Wealth Management, LLC Bainbridge Island, WA 7/21/2026
Hidden Lake Asset Management LP New York, NY 8/14/2026
Hiddenite Capital Partners LP New York, NY 8/13/2026
Higgins & Schmidt Wealth Strategies LLC Denver, CO 7/16/2026
High Falls Advisors, Inc Rochester, NY 2/18/2026
High Ground Investment Management LLP London, X0 7/20/2026
High Net Worth Advisory Group LLC Naples, FL 7/29/2026
High Note Wealth, LLC Deephaven, MN 7/23/2026
High Pines Wealth Management, LLC 1/12/2024
HIGH POINT BANK & TRUST CO 2/28/2017
High Point Wealth Management, LLC Chester, NJ 7/20/2026
HIGH POINTE CAPITAL MANAGEMENT LLC 5/10/2022
High Probability Advisors, LLC Pittsford, NY 7/13/2026
HIGHBRIDGE CAPITAL MANAGEMENT LLC New York, NY 8/14/2026
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 7/21/2026
Highland Financial Advisors, LLC Wayne, NJ 7/9/2026
Highland Investment Advisors LLC Ponte Vedra, FL 8/13/2026