Coverage

Institutional Managers

Institutional filers with quarterly SEC 13F disclosures.

Top Funds by AUM
Name Location Most recent filing
March Altus Capital Management LP 11/7/2016
Marcho Partners LLP London, X0 2/13/2026
MARCO INVESTMENT MANAGEMENT LLC Atlanta, GA 2/4/2026
MARCUARD FAMILY OFFICE LTD 10/16/2014
Marcum Wealth, LLC 4/2/2025
Marcus Capital, LLC 11/13/2018
Maren Capital LLC Chicago, IL 2/13/2026
Marest Capital, LLC Encino, CA 2/11/2026
Marex Group plc London, X0 4/7/2026
Margaret A. Cargill Foundation 11/3/2017
MARIANAS FUND MANAGEMENT LLC 10/5/2018
Maridea Wealth Management LLC Brooklyn, NY 1/8/2026
MARIETTA INVESTMENT PARTNERS LLC Milwaukee, WI 2/10/2026
Marietta Wealth Management, LLC Marietta, GA 1/28/2026
Marin Bay Wealth Advisors, LLC San Anselmo, CA 2/17/2026
MARINER INVESTMENT GROUP LLC Harrison, NY 2/25/2026
Mariner Wealth Advisors-Cincinnati, LLC 11/13/2018
Mariner Wealth Advisors-NYC, LLC 5/14/2015
Mariner, LLC Overland Park, KS 2/13/2026
Marino Management, LLC Westport, CT 2/13/2026
MARINO, STRAM & ASSOCIATES LLC Braintree, MA 1/16/2026
Marion Wealth Management Monroeville, PA 1/26/2026
MARIPAU WEALTH MANAGEMENT LLC Fort Wayne, IN 2/17/2026
MARK ASSET MANAGEMENT LP New York, NY 2/17/2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC Glastonbury, CT 2/12/2026
MARKEL GROUP INC. Glen Allen, VA 2/6/2026
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC Indianapolis, IN 1/23/2026
Marketfield Asset Management LLC 5/15/2024
Markin Asset Management, LP Rye, NY 2/13/2026
Markin Volterra Fund LP Rye, NY 2/17/2026
Marks Group Wealth Management, Inc Minnetonka, MN 2/11/2026
Marks Wealth, LLC Ellicott City, MD 2/2/2026
MARKSTON INTERNATIONAL LLC 1/21/2022
MARLIN SAMS CAPITAL MANAGEMENT LLC 11/10/2025
Marlowe Partners LP 11/13/2024
Marmo Financial Group, LLC Johnson City, TN 2/3/2026
Marnell Management LLC Farmington Hills, MI 2/13/2026
Marotta Asset Management Charlottesville, VA 1/7/2026
Marquard & Bahls AG 10/29/2025
MARQUE MILLENNIUM CAPITAL MANAGEMENT LCC 11/3/2015
Marquette Asset Management, LLC Minneapolis, MN 1/16/2026
MARQUETTE ASSOCIATES, INC. Chicago, IL 2/17/2026
marrick wealth, LLC Irvine, CA 2/13/2026
MARS JEWETT FINANCIAL GROUP, INC. Bellevue, WA 2/17/2026
Marshall & Sterling Wealth Advisors Inc. Poughkeepsie, NY 2/10/2026
MARSHALL & SULLIVAN INC /WA/ 10/15/2025
MARSHALL FINANCIAL GROUP INC /ADV 11/4/2025
Marshall Financial Group, LLC Hunt Valley, MD 1/9/2026
MARSHALL INVESTMENT MANAGEMENT, LLC Littleton, CO 2/9/2026
MARSHALL WACE ASIA Ltd 11/15/2021
Marshall Wace North America L.P. 11/15/2021
MARSHALL WACE, LLP London, X0 2/13/2026
MARSHFIELD ASSOCIATES Washington, DC 2/17/2026
MARSHWINDS ADVISORY CO 1/7/2019
MARSICO CAPITAL MANAGEMENT LLC Denver, CO 2/12/2026
Martel Wealth Advisors Inc Vancouver, WA 1/21/2026
MARTIN & CO INC /TN/ Knoxville, TN 2/13/2026
Martin Capital Advisors, LLP San Antonio, TX 1/26/2026
MARTIN CAPITAL MANAGEMENT LLC 8/13/2015
Martin Capital Partners, LLC Eugene, OR 4/7/2026
MARTIN CURRIE LTD 8/12/2025
Martin Investment Management, LLC Palm Beach Gardens, FL 2/10/2026
Martin Worley Group 8/12/2025
MARTINGALE ASSET MANAGEMENT L P Boston, MA 2/13/2026
MARVIN & PALMER ASSOCIATES INC Wilmington, DE 2/11/2026
MARXE AUSTIN W & GREENHOUSE DAVID M 11/14/2014
MARYLAND CAPITAL ADVISORS INC. Chester, MD 1/20/2026
Maryland Capital Management 11/14/2022
Maryland State Retirement & Pension System Baltimore, MD 2/17/2026
MAS Advisors LLC 10/28/2025
Mascagni Wealth Management, Inc. Clinton, MS 2/11/2026
Mascoma Wealth Management LLC Hanover, NH 2/4/2026
MASECO LLP London, X0 1/22/2026
MASO CAPITAL PARTNERS Ltd 11/14/2025
Mason & Associates Inc Los Angeles, CA 2/5/2026
Mason & Associates, LLC Newport News, VA 1/21/2026
MASON CAPITAL MANAGEMENT LLC New York, NY 2/17/2026
Mason Investment Advisory Services, Inc. Reston, VA 2/12/2026
MASON STREET ADVISORS, LLC Milwaukee, WI 2/4/2026
Mass Ave Global Inc. 2/14/2023
Mass General Brigham, Inc Somerville, MA 1/27/2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ Boston, MA 1/22/2026
MASSACHUSETTS INSTITUTE OF TECHNOLOGY Cambridge, MA 2/12/2026
MASSACHUSETTS MUTUAL LIFE INSURANCE CO Springfield, MA 2/13/2026
Massachusetts Wealth Management North Andover, MA 1/26/2026
Massar Capital Management, LP Stamford, CT 2/17/2026
MassMutual Private Wealth & Trust, FSB Windsor, CT 1/7/2026
Masso Torrence Wealth Management Inc. 10/20/2025
Mast Capital Management, LLC 2/16/2016
MASTER'S WEALTH MANAGEMENT INC. Lancaster, PA 1/21/2026
Mastercard Foundation Asset Management Corp Toronto, A6 1/23/2026
MASTERINVEST Kapitalanlage GmbH Vienna, C4 1/27/2026
MASTERS CAPITAL MANAGEMENT LLC Atlanta, GA 2/17/2026
Masterton Capital Management, LP New York, NY 2/17/2026
MASTRAPASQUA ASSET MANAGEMENT INC 10/25/2023
Matarin Capital Management, LLC 2/3/2021
MATAURO, LLC New York, NY 1/16/2026
MATHER GROUP, LLC. Chicago, IL 1/13/2026
Mathes Company, Inc. New York, NY 2/9/2026
Matisse Capital Portland, OR 1/29/2026
MATLINPATTERSON GLOBAL ADVISERS LLC 10/22/2019
MATRIX ASSET ADVISORS INC/NY White Plains, NY 1/16/2026
Matrix Capital Management Company, LP Portsmouth, NH 2/13/2026
Matrix China Management III, L.P. 10/24/2022
Matrix China Management IV, L.P. 11/2/2023
Matrix IX Management Co. LLC 10/18/2022
MATRIX PRIVATE CAPITAL GROUP LLC New York, NY 2/17/2026
Matrix Trust Co Denver, CO 4/9/2026
MATRIX VII MANAGEMENT CO LLC 1/14/2015
Matrix VIII US Management Co. LLC 11/9/2020
Matrix X Management Co., L.L.C. 10/11/2023
Matson Money. Inc. Mason, OH 1/20/2026
Matterhorn Capital Management, LLC 11/10/2016
MATTERN CAPITAL MANAGEMENT, LLC Lakewood, CO 1/29/2026
Mattern Wealth Management LLC Lawrence, KS 1/16/2026
MATTERS CAPITAL LLC Miami, FL 2/17/2026
Matthew 25 Management Corp Ambler, PA 2/3/2026
Matthew Goff Investment Advisor, LLC Houston, TX 1/14/2026
MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC San Francisco, CA 1/29/2026
Mattson Financial Services, LLC Kentwood, MI 2/12/2026
Maven Securities LTD St Helier, Y9 2/13/2026
Maven Ventures Partners II, LLC 11/14/2023
MAVERICK CAPITAL LTD Dallas, TX 2/13/2026
Maveron General Partner III LLC 11/14/2018
Maveron General Partner IV LLC 10/20/2022
Maveron General Partner V, LLC 11/14/2023
Mawer Investment Management Ltd. Calgary, A0 2/10/2026
Maxele Advisors, LLC Webster Groves, MO 2/5/2026
Maxi Investments CY Ltd Limassol, G4 2/3/2026
Maxim Capital Management LLC 8/14/2020
Maxwell Wealth Strategies Inc. 2/13/2025
May Barnhard Investments LLC Bethesda, MD 1/28/2026
May Hill Capital, LLC Cohasset, MA 2/5/2026
Mayar Capital Ltd. London, X0 1/27/2026
Mayfair Advisory Group, LLC Birmingham, AL 1/21/2026
Mayfield Select Management (UGP), Ltd. 7/26/2022
Mayfield XII Management, L.L.C. 10/13/2015
Mayfield XIII Management (UGP), Ltd., a Cayman Islands Exempted Co. 7/26/2022
Mayfield XIV Management (UGP), Ltd. 7/26/2022
Mayflower Financial Advisors, LLC Boston, MA 1/13/2026
Mayo Clinic 11/12/2024
MAYPORT, LLC Newton, MA 1/21/2026
MayTech Global Investments, LLC New York, NY 2/13/2026
Maytree Asset Management Ltd Hong Kong, K3 2/3/2026
Maytus Capital Management, LLC New York, NY 2/17/2026
MAZAMA CAPITAL MANAGEMENT INC 7/7/2016
MB Generational Wealth, LLC Spokane, WA 2/10/2026
MB, LEVIS & ASSOCIATES, LLC Center Valley, PA 4/7/2026
MBA Advisors LLC Hermitage, PA 1/21/2026
MBB PUBLIC MARKETS I LLC Chicago, IL 2/17/2026
MBE Wealth Management, LLC Tomah, WI 1/21/2026
MBL Wealth, LLC Charlotte, NC 1/21/2026
MBM WEALTH CONSULTANTS, LLC Chesterfield, MO 1/26/2026
McAdam, LLC Philadelphia, PA 2/13/2026
McAdams Wright Ragen, Inc. 11/14/2014
McAlister, Sweet & Associates, Inc. Houston, TX 4/2/2026
McAlvany Wealth Management LLC Durango, CO 3/25/2026
McBroom & Associates, LLC Las Vegas, NV 1/20/2026
MCCARTER PRIVATE WEALTH SERVICES LLC Boston, MA 2/10/2026
McCarthy & Cox Marysville, OH 1/23/2026
McCarthy Asset Management, Inc. Redwood Shores, CA 2/3/2026
McCarthy Capital CORP 11/9/2015
McCartney Wealth Management LLC Clayton, MO 2/17/2026
McClain Value Management LLC 8/4/2020
McClarren Financial Advisors, Inc. State College, PA 1/13/2026
McCollum Christoferson Group LLC Amherst, NY 4/10/2026
McCutchen Group LLC 11/2/2022
MCDANIEL TERRY & CO Austin, TX 2/10/2026
MCDONALD CAPITAL INVESTORS INC/CA Orinda, CA 1/30/2026
MCDONALD PARTNERS LLC Cleveland, OH 2/2/2026
McDonough Capital Management, Inc Orlando, FL 2/12/2026
McElhenny Sheffield Capital Management, LLC Dallas, TX 1/21/2026
MCF Advisors LLC Lexington, KY 2/11/2026
McGinn Penninger Investment Management, Inc. Alexandria, VA 2/9/2026
MCGLINN CAPITAL MANAGEMENT INC 11/16/2015
McGlone Suttner Wealth Management, Inc. Appleton, WI 1/15/2026
McGowan Group Asset Management, Inc. Dallas, TX 1/29/2026
McGrath & Associates, Inc. Asheville, NC 2/10/2026
MCGUIRE CAPITAL ADVISORS INC Bethany, OK 2/19/2026
McGuire Investment Group, LLC Wakefield, RI 1/26/2026
McHugh Group, LLC Bratenahl, OH 2/2/2026
McIlrath & Eck, LLC Arlington, WA 2/3/2026
MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC Orleans, MA 2/12/2026
McKinley Alaska Private Investment, LLC 5/2/2024
MCKINLEY CAPITAL MANAGEMENT LLC 8/12/2024
McKinley Carter Wealth Services, Inc. Wheeling, WV 2/6/2026
McLaughlin Asset Management, Inc. Danville, IL 2/20/2026
McLean Asset Management Corp Tysons, VA 1/16/2026
McMill Wealth Management Norfolk, NE 2/23/2026
McMillan Office, Inc. St. Clair Shores, MI 2/12/2026
MCMILLION CAPITAL MANAGEMENT INC 8/8/2023
MCMORGAN & CO LLC San Francisco, CA 2/11/2026
McNamara Financial Services, Inc. Marshfield, MA 4/9/2026
McNaughton Wealth Management, LLC San Diego, CA 4/8/2026
McQueen, Ball & Associates Inc. 1/3/2019
MCRAE CAPITAL MANAGEMENT INC Morristown, NJ 2/11/2026
MD Financial Management Inc. 2/14/2022
MDE Group 4/22/2015
MDP Global Investors II Ltd 5/15/2017
MDV Management Company, L.L.C. 2/17/2015