Coverage

Institutional Managers

Institutional filers with quarterly SEC 13F disclosures.

Top Funds by AUM
Name Location Most recent filing
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 8/12/2026
Highland Private Wealth Management 1/18/2023
Highlander Capital Management, LLC 5/20/2024
Highlander Partners, L.P. Dallas, TX 7/28/2026
HIGHLINE CAPITAL MANAGEMENT, L.P. 1/26/2023
HIGHLINE WEALTH PARTNERS LLC Sherman Oaks, CA 7/15/2026
HighMark Wealth Management LLC St. Paul, MN 8/12/2026
Highmount Capital, LLC 8/14/2015
HighPoint Advisor Group LLC Downers Grove, IL 8/5/2026
HighRoad Wealth Advisors, LLC Coos Bay, OR 7/21/2026
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 8/5/2026
HighTower Trust Company, N.A. 4/21/2023
Highview Capital Management LLC/DE/ Buffalo Grove, IL 8/11/2026
HighVista Strategies LLC Boston, MA 8/14/2026
Highwater Wealth Management, LLC 10/17/2019
Hikari Power Ltd Tokyo, M0 8/6/2026
Hikari Tsushin, Inc. Tokyo, M0 8/11/2026
Hiley Hunt Wealth Management Omaha, NE 7/7/2026
Hill City Capital, LP Boston, MA 8/17/2026
Hill Investment Group Partners, LLC St. Louis, MO 8/12/2026
HILL ISLAND FINANCIAL LLC Grand Rapids, MI 8/11/2026
Hill Path Capital LP New York, NY 8/14/2026
Hill Winds Capital LP 2/3/2023
Hillcrest Asset Management LLC 2/24/2022
Hillcrest Wealth Advisors - NY, LLC Hazlet, NJ 7/21/2026
HILLHOUSE CAPITAL MANAGEMENT, LTD. 8/14/2019
Hillman Capital Management, Inc. Bethesda, MD 8/14/2026
HILLMAN CO Pittsburgh, PA 7/27/2026
Hills Bank & Trust Co North Liberty, IA 8/10/2026
Hillsdale Investment Management Inc. Toronto, A6 8/12/2026
Hillswick Asset Management, LLC 4/23/2019
Hilltop Holdings Inc. Dallas, TX 8/13/2026
Hilltop National Bank Casper, WY 7/1/2026
Hilltop Park Associates LLC 11/10/2016
Hilltop Partners LLC Mishawaka, IN 8/5/2026
HILLTOP WEALTH ADVISORS, LLC Chapel Hill, NC 8/13/2026
Hillview Capital Advisors, LLC 8/1/2019
Hilton Capital Management, LLC Garden City, NY 8/4/2026
Hilton Head Capital Partners, LLC Hilton Head Island, SC 7/27/2026
Himalaya Capital Management LLC Seattle, WA 8/14/2026
HIMENSION CAPITAL (SINGAPORE) PTE. LTD. Singapore, U0 8/13/2026
Hingham Institution for Savings Hingham, MA 7/20/2026
Hippocratic Financial Advisors, LLC Westlake Village, CA 8/3/2026
Hirtle & Co., LLC West Conshohocken, PA 8/14/2026
Hirzel Capital Management LLC 5/16/2016
Hitchwood Capital Management LP 5/12/2023
HITE Hedge Asset Management LLC Braintree, MA 8/14/2026
Hixon Zuercher, LLC Findlay, OH 7/20/2026
HL FINANCIAL SERVICES LLC 5/1/2019
HM Capital Management, LLC 11/7/2022
HM PAYSON & CO Portland, ME 7/17/2026
HMI Capital Management, L.P. San Francisco, CA 8/14/2026
HMS Capital Management, LLC Nashville, TN 7/21/2026
HMV Wealth Advisors, LLC Shreveport, LA 7/13/2026
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 7/6/2026
Hobbs Group Advisors, LLC Columbia, SC 8/13/2026
Hobbs Wealth Management, LLC Zionsville, IN 8/6/2026
Hochman Cole Investment Advisors, Inc. 10/20/2021
Hochschild Mining PLC 11/12/2014
Hodges Capital Management Inc. Dallas, TX 8/3/2026
HOERTKORN RICHARD CHARLES Kentfield, CA 7/23/2026
Hoese & Co LLP Glencoe, MN 7/14/2026
HOEY INVESTMENTS, INC Coatesville, PA 7/27/2026
Hofer & Associates. Inc Thousand Oaks, CA 7/21/2026
Hoffman, Alan N Investment Management Wellesley Hills, MA 7/9/2026
HOGE FINANCIAL SERVICES, LLC Canonsburg, PA 7/29/2026
HOHIMER WEALTH MANAGEMENT, LLC Seattle, WA 7/31/2026
HOKANSON ASSOCIATES, INC. 1/13/2016
Holcombe Financial, Inc. Atlanta, GA 7/13/2026
HoldCo Asset Management, LP Fort Lauderdale, FL 8/13/2026
HOLDERNESS INVESTMENTS CO Greensboro, NC 8/12/2026
Holistic Financial Partners Indianapolis, IN 7/23/2026
Holland Advisory Services, Inc. Ormond Beach, FL 7/13/2026
HOLLAND CAPITAL MANAGEMENT LLC 8/14/2017
HOLLENCREST CAPITAL MANAGEMENT Newport Beach, CA 8/13/2026
Hollow Brook Wealth Management LLC Katonah, NY 8/14/2026
Holloway Wealth Management, LLC 4/18/2022
Holocene Advisors, LP New York, NY 8/14/2026
Holos Integrated Wealth LLC Kennett Square, PA 7/15/2026
Holowesko Partners Ltd. Nassau, C5 8/13/2026
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. Fort Worth, TX 8/14/2026
HOME FEDERAL BANK OF TENNESSEE Knoxville, TN 7/15/2026
HOMESTEAD ADVISERS CORP Arlington, VA 8/13/2026
Homrich & Berg 12/8/2021
Honeycomb Asset Management LP New York, NY 8/11/2026
HONEYWELL INTERNATIONAL INC 7/24/2019
Hood River Capital Management LLC Palm Beach Gardens, FL 8/14/2026
Hook Mill Capital Partners, LP New York, NY 8/14/2026
Hoover Financial Advisors, Inc. 7/28/2021
HOPLITE CAPITAL MANAGEMENT, L.P. 11/14/2019
Hopwood Financial Services, Inc. Reston, VA 7/22/2026
Hopwood Nicholas Hunter Plymouth, MI 8/14/2026
Horan Capital Advisors, LLC. 5/7/2025
HORAN CAPITAL MANAGEMENT 1/26/2021
Horan Securities, Inc. 8/6/2025
HORAN Wealth, LLC Cincinnati, OH 8/10/2026
Horiko Capital Management LLC New York, NY 8/13/2026
Horizon Advisory Services, Inc. West Henrietta, NY 8/3/2026
HORIZON BANCORP INC /IN/ Michigan City, IN 8/4/2026
Horizon Family Wealth, Inc. Chicago, IL 8/11/2026
HORIZON FINANCIAL SERVICES, LLC Winston Salem, NC 7/20/2026
Horizon Global Advisers, LLC Rye, NY 2/5/2014
Horizon Investment Services, LLC Hammond, IN 8/6/2026
Horizon Investments, LLC Charlotte, NC 8/13/2026
HORIZON KINETICS ASSET MANAGEMENT LLC New York, NY 8/11/2026
Horizon Kinetics LLC 2/14/2019
Horizon Wealth Management, LLC La Grange, IL 8/6/2026
Horizons Wealth Management Asheville, NC 4/2/2026
Horrell Capital Management, Inc. Little Rock, AR 7/16/2026
Horst & Graben Wealth Management LLC Portland, OR 7/22/2026
Horton Capital Management, LLC 2/11/2022
Hosking & Co Ltd 8/13/2015
Hosking Partners LLP London, X0 8/3/2026
Hotaling Investment Management, LLC 2/14/2023
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC Los Angeles, CA 8/14/2026
Houlihan Financial Resource Group, Ltd. Ashburn, VA 8/10/2026
Hound Partners, LLC New York, NY 8/14/2026
HOURGLASS CAPITAL, LLC Houston, TX 7/30/2026
Householder Group Estate & Retirement Specialist, LLC 1/15/2025
HOVDE CAPITAL ADVISORS LLC Madison, WI 2/11/2014
HOWARD BAILEY SECURITIES, LLC Fort Wayne, IN 8/10/2026
HOWARD CAPITAL MANAGEMENT 2/2/2021
Howard Capital Management Group, LLC Los Angeles, CA 7/16/2026
Howard Capital Management, LLC Alpharetta, GA 7/28/2026
HOWARD FINANCIAL SERVICES, LTD. Dallas, TX 7/7/2026
HOWARD HUGHES MEDICAL INSTITUTE Chevy Chase, MD 8/14/2026
HOWARD WEALTH MANAGEMENT, LLC Madison, CT 7/21/2026
HOWE & RUSLING INC Rochester, NY 8/10/2026
HOWLAND CAPITAL MANAGEMENT LLC Boston, MA 7/13/2026
Hoxton Financial, Inc. 4/29/2016
Hoxton Planning & Management, LLC Shepherdstown, WV 7/16/2026
Hoya Capital Real Estate, LLC Rowayton, CT 8/10/2026
HoyleCohen, LLC 7/19/2024
HP Holding LLC f/k/a ISTM Associates, LLC 2/13/2024
HPC Germany GmbH & Co. KG Potsdam, 2M 8/14/2026
HPS Investment Partners, LLC 8/14/2025
HRC WEALTH MANAGEMENT, LLC Moscow, ID 7/10/2026
HRS Investment Holdings, LLC 11/14/2022
HRT FINANCIAL LP New York, NY 8/14/2026
HRTG GPE, LLC Wilson, WY 8/13/2026
HS Investments III Ltd St. Peter Port, Y7 7/20/2026
HS Investments IV Ltd St Peter Port, Y7 7/20/2026
HS Management Partners, LLC New York, NY 8/6/2026
HSBC HOLDINGS PLC London, X0 8/14/2026
HSG Holding Ltd Na, K3 8/13/2026
HST Ventures, LLC 11/14/2024
HT Partners LLC Centerbrook, CT 7/16/2026
HTG Investment Advisors, Inc. New Canaan, CT 8/6/2026
HTLF Bank 1/28/2025
HUB Investment Partners, LLC Austin, TX 7/31/2026
Hubbell Strickland Wealth Management, LLC New Orleans, LA 7/29/2026
Huber Capital Management LLC El Segundo, CA 8/12/2026
Huber Financial Advisors, LLC 4/17/2020
Hudock, Inc. Williamsport, PA 7/31/2026
Hudson Bay Capital Management LP Stamford, CT 8/14/2026
Hudson Canyon Capital Management New York, NY 7/28/2026
Hudson Capital Management LLC Ramsey, NJ 7/14/2026
HUDSON EDGE INVESTMENT PARTNERS INC. Jersey City, NJ 7/29/2026
Hudson Executive Capital LP New York, NY 8/14/2026
Hudson Oak Wealth Advisory LLC Hoboken, NJ 7/21/2026
Hudson Portfolio Management LLC Garrison, NY 8/12/2026
Hudson Structured Capital Management Ltd. 2/6/2023
Hudson Value Partners, LLC Palm Beach, FL 7/10/2026
Hudson Way Capital Management LLC Dallas, TX 8/14/2026
HUFF W R ASSET MANAGEMENT CO LLC /DE/ 2/14/2017
Hugh Johnson Advisors LLC 8/6/2019
Hughes Financial Services, LLC Herndon, VA 7/20/2026
HughesLittle Investment Management Ltd. Vancouver, A1 8/11/2026
Human Investing LLC Lake Oswego, OR 7/21/2026
Humankind Investments LLC New York, NY 8/14/2026
Hummer Financial Advisory Services Inc Chicago, IL 7/7/2026
Hummer Winblad Equity Partners V, LLC 11/9/2018
Hunt Lane Capital LP 2/14/2023
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC Pittsburgh, PA 7/23/2026
Hunter Perkins Capital Management, LLC Lombard, IL 7/16/2026
Hunting Hill Global Capital, LLC New York, NY 8/14/2026
HUNTINGTON BANCSHARES INC /MD/ Columbus, OH 8/13/2026
HUNTINGTON NATIONAL BANK Columbus, OH 8/13/2026
Huntington Steele LLC 4/18/2018
Huntleigh Advisors, Inc. St. Louis, MO 8/4/2026
Hurley Capital, LLC New York, NY 8/10/2026
Hurlow Wealth Management Group, Inc. Bloomington, IN 8/5/2026
HUSSMAN STRATEGIC ADVISORS, INC. Ellicott City, MD 8/3/2026
Hutchens & Kramer Investment Management Group, LLC Carmel, IN 7/9/2026
HUTCHENS INVESTMENT MANAGEMENT INC 2/6/2018
Hutchin Hill Capital, LP 2/12/2018
HUTCHINSON CAPITAL MANAGEMENT/CA San Rafael, CA 8/10/2026
Hutchinson Financial Advisors, INC 10/14/2025
HUTNER CAPITAL MANAGEMENT INC Manchester, VT 8/14/2026