Coverage

Institutional Managers

Institutional filers with quarterly SEC 13F disclosures.

Top Funds by AUM
Name Location Most recent filing
Hilltop Partners LLC Mishawaka, IN 5/12/2026
HILLTOP WEALTH ADVISORS, LLC Chapel Hill, NC 4/15/2026
Hillview Capital Advisors, LLC 8/1/2019
Hilton Capital Management, LLC Garden City, NY 5/14/2026
Hilton Head Capital Partners, LLC Hilton Head Island, SC 4/20/2026
Himalaya Capital Management LLC Seattle, WA 5/15/2026
HIMENSION CAPITAL (SINGAPORE) PTE. LTD. Singapore, U0 5/12/2026
Hingham Institution for Savings Hingham, MA 4/14/2026
Hippocratic Financial Advisors, LLC Westlake Village, CA 4/21/2026
Hirtle & Co., LLC West Conshohocken, PA 5/13/2026
Hirzel Capital Management LLC 5/16/2016
Hitchwood Capital Management LP 5/12/2023
HITE Hedge Asset Management LLC Braintree, MA 5/14/2026
Hixon Zuercher, LLC Findlay, OH 4/20/2026
HL FINANCIAL SERVICES LLC 5/1/2019
HM Capital Management, LLC 11/7/2022
HM PAYSON & CO Portland, ME 4/13/2026
HMI Capital Management, L.P. San Francisco, CA 5/15/2026
HMS Capital Management, LLC Nashville, TN 4/22/2026
HMV Wealth Advisors, LLC Shreveport, LA 4/14/2026
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 5/20/2026
Hobbs Wealth Management, LLC Zionsville, IN 4/28/2026
Hochman Cole Investment Advisors, Inc. 10/20/2021
Hochschild Mining PLC 11/12/2014
Hodges Capital Management Inc. Dallas, TX 4/28/2026
HOERTKORN RICHARD CHARLES Kentfield, CA 4/29/2026
Hoese & Co LLP Glencoe, MN 4/22/2026
HOEY INVESTMENTS, INC Coatesville, PA 4/28/2026
Hofer & Associates. Inc Thousand Oaks, CA 4/21/2026
Hoffman, Alan N Investment Management Wellesley Hills, MA 4/7/2026
HOGE FINANCIAL SERVICES, LLC Canonsburg, PA 4/20/2026
HOHIMER WEALTH MANAGEMENT, LLC Seattle, WA 4/30/2026
HOKANSON ASSOCIATES, INC. 1/13/2016
Holcombe Financial, Inc. Atlanta, GA 4/20/2026
HoldCo Asset Management, LP Fort Lauderdale, FL 5/15/2026
HOLDERNESS INVESTMENTS CO Greensboro, NC 5/12/2026
Holistic Financial Partners Indianapolis, IN 5/5/2026
Holland Advisory Services, Inc. Ormond Beach, FL 4/7/2026
HOLLAND CAPITAL MANAGEMENT LLC 8/14/2017
HOLLENCREST CAPITAL MANAGEMENT Newport Beach, CA 5/7/2026
Hollow Brook Wealth Management LLC Katonah, NY 5/13/2026
Holloway Wealth Management, LLC 4/18/2022
Holocene Advisors, LP New York, NY 5/15/2026
Holos Integrated Wealth LLC Kennett Square, PA 4/8/2026
Holowesko Partners Ltd. Nassau, C5 5/13/2026
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. Fort Worth, TX 5/15/2026
HOME FEDERAL BANK OF TENNESSEE Knoxville, TN 4/15/2026
HOMESTEAD ADVISERS CORP Arlington, VA 5/8/2026
Homrich & Berg 12/8/2021
Honeycomb Asset Management LP New York, NY 6/3/2026
HONEYWELL INTERNATIONAL INC 7/24/2019
Hood River Capital Management LLC Palm Beach Gardens, FL 5/15/2026
Hook Mill Capital Partners, LP New York, NY 5/15/2026
Hoover Financial Advisors, Inc. 7/28/2021
HOPLITE CAPITAL MANAGEMENT, L.P. 11/14/2019
Hopwood Financial Services, Inc. Reston, VA 5/7/2026
Horan Capital Advisors, LLC. 5/7/2025
HORAN CAPITAL MANAGEMENT 1/26/2021
Horan Securities, Inc. 8/6/2025
HORAN Wealth, LLC Cincinnati, OH 5/8/2026
Horiko Capital Management LLC New York, NY 5/13/2026
Horizon Advisory Services, Inc. West Henrietta, NY 4/22/2026
HORIZON BANCORP INC /IN/ Michigan City, IN 4/22/2026
Horizon Family Wealth, Inc. Chicago, IL 5/8/2026
HORIZON FINANCIAL SERVICES, LLC Winston Salem, NC 4/15/2026
Horizon Global Advisers, LLC Rye, NY 2/5/2014
Horizon Investment Services, LLC Hammond, IN 5/15/2026
Horizon Investments, LLC Charlotte, NC 5/14/2026
HORIZON KINETICS ASSET MANAGEMENT LLC New York, NY 5/15/2026
Horizon Kinetics LLC 2/14/2019
Horizon Wealth Management, LLC La Grange, IL 4/24/2026
Horizons Wealth Management Asheville, NC 4/2/2026
Horrell Capital Management, Inc. Little Rock, AR 4/30/2026
Horst & Graben Wealth Management LLC Portland, OR 4/28/2026
Horton Capital Management, LLC 2/11/2022
Hosking & Co Ltd 8/13/2015
Hosking Partners LLP London, X0 4/21/2026
Hotaling Investment Management, LLC 2/14/2023
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC Los Angeles, CA 5/15/2026
Houlihan Financial Resource Group, Ltd. Ashburn, VA 4/29/2026
Hound Partners, LLC New York, NY 5/15/2026
HOURGLASS CAPITAL, LLC Houston, TX 5/4/2026
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 4/23/2026
HOWARD CAPITAL MANAGEMENT 2/2/2021
Howard Capital Management Group, LLC Los Angeles, CA 4/15/2026
Howard Capital Management Inc. Roswell, GA 5/5/2026
HOWARD FINANCIAL SERVICES, LTD. Dallas, TX 4/7/2026
HOWARD HUGHES MEDICAL INSTITUTE Chevy Chase, MD 5/15/2026
HOWARD WEALTH MANAGEMENT, LLC Madison, CT 5/11/2026
HOWE & RUSLING INC Rochester, NY 4/28/2026
HOWLAND CAPITAL MANAGEMENT LLC Boston, MA 4/14/2026
Hoxton Financial, Inc. 4/29/2016
Hoxton Planning & Management, LLC Shepherdstown, WV 4/20/2026
Hoya Capital Real Estate, LLC Rowayton, CT 5/7/2026
HoyleCohen, LLC 7/19/2024
HP Holding LLC f/k/a ISTM Associates, LLC 2/13/2024
HPC Germany GmbH & Co. KG Potsdam, 2M 5/15/2026
HPS Investment Partners, LLC 8/14/2025
HRC WEALTH MANAGEMENT, LLC Moscow, ID 5/12/2026
HRS Investment Holdings, LLC 11/14/2022
HRT FINANCIAL LP New York, NY 5/14/2026
HRTG GPE, LLC Wilson, WY 5/15/2026
HS Investments III Ltd St. Peter Port, Y7 5/15/2026
HS Investments IV Ltd St Peter Port, Y7 5/15/2026
HS Management Partners, LLC New York, NY 4/27/2026
HSBC HOLDINGS PLC London, X0 4/30/2026
HSG Holding Ltd Na, K3 5/15/2026
HST Ventures, LLC 11/14/2024
HT Partners LLC Centerbrook, CT 4/10/2026
HTG Investment Advisors, Inc. New Canaan, CT 4/27/2026
HTLF Bank 1/28/2025
HUB Investment Partners, LLC Austin, TX 5/15/2026
Hubbell Strickland Wealth Management, LLC New Orleans, LA 4/29/2026
Huber Capital Management LLC El Segundo, CA 5/12/2026
Huber Financial Advisors, LLC 4/17/2020
Hudock, Inc. Williamsport, PA 5/13/2026
Hudson Bay Capital Management LP Stamford, CT 5/13/2026
Hudson Canyon Capital Management New York, NY 5/5/2026
Hudson Capital Management LLC Ramsey, NJ 4/13/2026
HUDSON EDGE INVESTMENT PARTNERS INC. Jersey City, NJ 4/27/2026
Hudson Executive Capital LP New York, NY 5/15/2026
Hudson Oak Wealth Advisory LLC Hoboken, NJ 4/21/2026
Hudson Portfolio Management LLC Garrison, NY 5/14/2026
Hudson Structured Capital Management Ltd. 2/6/2023
Hudson Value Partners, LLC Palm Beach, FL 4/14/2026
Hudson Way Capital Management LLC Dallas, TX 5/15/2026
HUFF W R ASSET MANAGEMENT CO LLC /DE/ 2/14/2017
Hugh Johnson Advisors LLC 8/6/2019
Hughes Financial Services, LLC Herndon, VA 4/29/2026
HughesLittle Investment Management Ltd. Vancouver, A1 5/5/2026
Human Investing LLC Lake Oswego, OR 5/7/2026
Humankind Investments LLC New York, NY 5/15/2026
Hummer Financial Advisory Services Inc Chicago, IL 4/8/2026
Hummer Winblad Equity Partners V, LLC 11/9/2018
Hunt Lane Capital LP 2/14/2023
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC Pittsburgh, PA 4/27/2026
Hunter Perkins Capital Management, LLC Lombard, IL 5/12/2026
Hunting Hill Global Capital, LLC New York, NY 5/15/2026
HUNTINGTON BANCSHARES INC /MD/ Columbus, OH 5/15/2026
HUNTINGTON NATIONAL BANK Columbus, OH 5/15/2026
Huntington Steele LLC 4/18/2018
Huntleigh Advisors, Inc. St. Louis, MO 4/21/2026
Hurley Capital, LLC New York, NY 5/6/2026
Hurlow Wealth Management Group, Inc. Bloomington, IN 4/22/2026
HUSSMAN STRATEGIC ADVISORS, INC. Ellicott City, MD 5/11/2026
Hutchens & Kramer Investment Management Group, LLC Carmel, IN 4/15/2026
HUTCHENS INVESTMENT MANAGEMENT INC 2/6/2018
Hutchin Hill Capital, LP 2/12/2018
HUTCHINSON CAPITAL MANAGEMENT/CA San Rafael, CA 5/12/2026
Hutchinson Financial Advisors, INC 10/14/2025
HUTNER CAPITAL MANAGEMENT INC Manchester, VT 5/15/2026
Hutner Daniel Ellsworth 8/11/2016
HWG Holdings LP Houston, TX 5/6/2026
HYA Advisors, Inc 7/13/2022
HYMAN CHARLES D 7/25/2024
Hyperion Asset Management Ltd Royal Exchange, C3 5/14/2026
Hyperion Capital Advisors LP New York, NY 5/14/2026
Hyperion Partners, LLC 10/9/2024
Hyposwiss Advisors SA Geneva, V8 4/30/2026
Hyundai Investments Co., Ltd. Yeongdeungpo Gu, Seoul, M5 5/15/2026
I.G. INVESTMENT MANAGEMENT, LTD. 11/14/2017
I.G.Y. Ltd London, X0 5/12/2026
iA Global Asset Management Inc. Quebec, A8 4/23/2026
IA Venture Partners, LLC 2/14/2022
IA Venture Strategies Fund II, LP New York, NY 2/11/2026
iAB Financial Bank 8/4/2017
IAG Wealth Partners, LLC Waukesha, WI 4/29/2026
IAM Advisory, LLC Easton, PA 4/10/2026
IAMS WEALTH MANAGEMENT, LLC Omaha, NE 4/15/2026
IAT REINSURANCE CO LTD. New York, NY 5/13/2026
IBBOTSON ASSOCIATES INC 2/11/2016
IBERIABANK CORP 7/29/2020
IBEX INVESTORS LLC Denver, CO 5/12/2026
IBEX WEALTH ADVISORS Bedminster, NJ 4/30/2026
IBIS Capital Partners LLP 11/14/2019
IBM Retirement Fund 7/20/2022
ICA Group Wealth Management, LLC 8/8/2024
ICAHN CARL C Sunny Isles Beach, FL 5/15/2026
ICC CAPITAL MANAGEMENT INC/ 5/13/2015
Ice Pond Lane Advisers, LLC 11/14/2019
ICG Advisors, LLC Los Angeles, CA 4/22/2026
ICICI Prudential Asset Management Co Ltd Mumbai, K7 5/11/2026
ICM ASSET MANAGEMENT INC/WA 10/22/2020
ICON ADVISERS INC/CO Greenwood Village, CO 5/13/2026
Icon Wealth Advisors, LLC Houston, TX 5/12/2026
Icon Wealth Partners, LLC 11/14/2023
ICONIQ Capital, LLC San Francisco, CA 5/14/2026
ICW Investment Advisors LLC Scottsdale, AZ 5/11/2026
ID Management A/S 7/14/2016
Idaho Trust Co Boise, ID 5/8/2026
IDG China Capital Fund GP III Associates Ltd. Central Hong Kong, F4 5/1/2026
IDG China Capital Fund III Associates L.P. Central Hong Kong, F4 5/1/2026
IDG China Venture Capital Fund IV Associates L.P. Hong Kong, K3 5/1/2026
IDG China Venture Capital Fund V Associates L.P. Hong Kong, K3 5/1/2026