Coverage

Institutional Managers

Institutional filers with quarterly SEC 13F disclosures.

Top Funds by AUM
Name Location Most recent filing
Massar Capital Management, LP Stamford, CT 5/15/2026
MassMutual Private Wealth & Trust, FSB Windsor, CT 7/2/2026
Masso Torrence Wealth Management Inc. 10/20/2025
Mast Capital Management, LLC 2/16/2016
MASTER'S WEALTH MANAGEMENT INC. Lancaster, PA 4/23/2026
Mastercard Foundation Asset Management Corp Toronto, A6 4/16/2026
MASTERINVEST Kapitalanlage GmbH Vienna, C4 5/5/2026
MASTERS CAPITAL MANAGEMENT LLC Atlanta, GA 5/15/2026
Masterton Capital Management, LP New York, NY 5/15/2026
MASTRAPASQUA ASSET MANAGEMENT INC 10/25/2023
Matarin Capital Management, LLC 2/3/2021
MATAURO, LLC New York, NY 4/22/2026
MATHER GROUP, LLC. Chicago, IL 4/13/2026
Mathes Company, Inc. New York, NY 5/8/2026
Matisse Capital Portland, OR 5/8/2026
MATLINPATTERSON GLOBAL ADVISERS LLC 10/22/2019
MATRIX ASSET ADVISORS INC/NY White Plains, NY 4/22/2026
Matrix Capital Management Company, LP Portsmouth, NH 5/14/2026
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 5/15/2026
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 4/27/2026
Matterhorn Capital Management, LLC 11/10/2016
MATTERN CAPITAL MANAGEMENT, LLC Lakewood, CO 5/4/2026
Mattern Wealth Management LLC Lawrence, KS 4/23/2026
MATTERS CAPITAL LLC Miami, FL 5/12/2026
Matthew 25 Management Corp Ambler, PA 5/11/2026
Matthew Goff Investment Advisor, LLC Houston, TX 4/16/2026
MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC San Francisco, CA 5/4/2026
Mattson Financial Services, LLC Kentwood, MI 5/11/2026
Maven Securities LTD St Helier, Y9 5/15/2026
Maven Ventures Partners II, LLC 11/14/2023
MAVERICK CAPITAL LTD Dallas, TX 5/15/2026
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 5/6/2026
Maxele Advisors, LLC Webster Groves, MO 2/5/2026
Maxi Investments CY Ltd Limassol, G4 5/14/2026
Maxim Capital Management LLC 8/14/2020
Maxwell Wealth Strategies Inc. 2/13/2025
May Barnhard Investments LLC Bethesda, MD 5/13/2026
May Hill Capital, LLC Cohasset, MA 5/7/2026
Mayar Capital Ltd. London, X0 5/7/2026
Mayfair Advisory Group, LLC Birmingham, AL 4/21/2026
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 4/23/2026
Mayo Clinic 11/12/2024
MAYPORT, LLC Newton, MA 4/21/2026
MayTech Global Investments, LLC New York, NY 5/14/2026
Maytree Asset Management Ltd Hong Kong, K3 5/4/2026
Maytus Capital Management, LLC New York, NY 5/15/2026
MAZAMA CAPITAL MANAGEMENT INC 7/7/2016
MB Generational Wealth, LLC Spokane, WA 5/4/2026
MB, LEVIS & ASSOCIATES, LLC Center Valley, PA 4/7/2026
MBA Advisors LLC Hermitage, PA 4/20/2026
MBB PUBLIC MARKETS I LLC Chicago, IL 5/15/2026
MBE Wealth Management, LLC Tomah, WI 4/21/2026
MBL Wealth, LLC Charlotte, NC 4/28/2026
MBM WEALTH CONSULTANTS, LLC Chesterfield, MO 4/20/2026
McAdam, LLC Philadelphia, PA 5/8/2026
McAdams Wright Ragen, Inc. 11/14/2014
McAlister, Sweet & Associates, Inc. Houston, TX 4/2/2026
McAlvany Wealth Management LLC Durango, CO 5/6/2026
McBroom & Associates, LLC Las Vegas, NV 4/22/2026
MCCARTER PRIVATE WEALTH SERVICES LLC Boston, MA 5/14/2026
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 5/11/2026
McClain Value Management LLC 8/4/2020
McClarren Financial Advisors, Inc. State College, PA 4/16/2026
McCollum Christoferson Group LLC Amherst, NY 4/10/2026
McCutchen Group LLC 11/2/2022
MCDANIEL TERRY & CO Austin, TX 5/5/2026
MCDONALD CAPITAL INVESTORS INC/CA Orinda, CA 5/4/2026
MCDONALD PARTNERS LLC Cleveland, OH 5/15/2026
McDonough Capital Management, Inc Orlando, FL 5/13/2026
McElhenny Sheffield Capital Management, LLC Dallas, TX 4/22/2026
MCF Advisors LLC Lexington, KY 5/11/2026
McGinn Penninger Investment Management, Inc. Alexandria, VA 4/28/2026
MCGLINN CAPITAL MANAGEMENT INC 11/16/2015
McGlone Suttner Wealth Management, Inc. Appleton, WI 4/21/2026
McGowan Group Asset Management, Inc. Dallas, TX 5/11/2026
McGrath & Associates, Inc. Asheville, NC 4/10/2026
MCGUIRE CAPITAL ADVISORS INC Bethany, OK 5/14/2026
McGuire Investment Group, LLC Wakefield, RI 4/28/2026
McHugh Group, LLC Bratenahl, OH 4/17/2026
McIlrath & Eck, LLC Arlington, WA 5/19/2026
MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC Orleans, MA 5/13/2026
McKinley Alaska Private Investment, LLC 5/2/2024
MCKINLEY CAPITAL MANAGEMENT LLC 8/12/2024
McKinley Carter Wealth Services, Inc. Wheeling, WV 4/20/2026
McKinney Capital Management, LLC Houston, TX 5/14/2026
McLaughlin Asset Management, Inc. Danville, IL 4/29/2026
McLean Asset Management Corp Tysons, VA 4/22/2026
McMill Wealth Management Norfolk, NE 5/13/2026
McMillan Office, Inc. St. Clair Shores, MI 4/23/2026
MCMILLION CAPITAL MANAGEMENT INC 8/8/2023
MCMORGAN & CO LLC San Francisco, CA 5/5/2026
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 5/14/2026
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
Meadow Creek Investment Management LLC 11/14/2019
Meadow Creek Wealth Advisors LLC Atlanta, GA 4/30/2026
Meadowbrook Advisors Group, LLC Bedminster, NJ 4/16/2026
MeadowBrook Investment Advisors LLC Livonia, MI 4/22/2026
Meadowbrook Wealth Management, LLC Garden City, NY 7/6/2026
MEAG MUNICH ERGO AssetManagement GmbH 1/25/2022
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 7/16/2025
MEANS INVESTMENT CO., INC. Bangor, ME 4/24/2026
Measured Risk Portfolios, Inc. San Diego, CA 5/15/2026
Measured Wealth Private Client Group, LLC Portsmouth, NH 5/13/2026
Mechanics Bank Trust Department Walnut Creek, CA 4/9/2026
Mechanics Financial Corp Mansfield, OH 5/6/2026
Medallion Wealth Advisors, LLC Farmington, CT 4/24/2026
MEDIATEL PARTNERS Fort Worth, TX 5/14/2026
MEDICI CAPITAL LLC Newport Beach, CA 5/13/2026
Medicxi Ventures Management (Jersey) Ltd St. Helier, Y9 4/21/2026
Medina Value Partners, LLC Los Angeles, CA 5/14/2026
Mediolanum International Funds Ltd Dublin 1, L2 5/6/2026
Meditor Group Ltd 10/7/2024
Meeder Advisory Services, Inc. Dublin, OH 5/7/2026
MEEDER ASSET MANAGEMENT INC Dublin, OH 5/7/2026
Meghalaya Partners, L.P. 11/18/2019
Meiji Yasuda America Inc New York, NY 5/12/2026
Meiji Yasuda Asset Management Co Ltd. Tokyo, M0 5/14/2026
Meiji Yasuda Life Insurance Co Tokyo, M0 5/12/2026
MEITAV INVESTMENT HOUSE LTD Bene Beraq, L3 4/29/2026
Meixler Investment Management, Ltd. Show Low, AZ 5/6/2026
Meketa Capital, LLC 2/18/2025
MEKETA INVESTMENT GROUP INC /ADV Westwood, MA 2/11/2026
MELFA WEALTH MANAGEMENT, INC. Westborough, MA 4/10/2026
Melia Wealth LLC Tulsa, OK 5/8/2026
Melone Private Wealth, LLC Auburn Hills, MI 4/8/2026
Melqart Asset Management (UK) Ltd London, X0 5/12/2026
Melvin Capital Management LP 10/5/2023
Members Advisory Group LLC Williamsville, NY 5/5/2026
MEMBERS CAPITAL ADVISORS INC 10/24/2025
Members Trust Co Tampa, FL 5/4/2026
MEMBERS WEALTH LLC Media, PA 4/23/2026
Memorial Sloan Kettering Cancer Center 11/14/2023
Menard Financial Group LLC Houston, TX 5/14/2026
Mendel Capital Management LLC Little Rock, AR 4/21/2026
Mendel Money Management Northbrook, IL 5/4/2026
MENDON CAPITAL ADVISORS CORP Key Largo, FL 5/15/2026
Mendota Financial Group, LLC Madison, WI 4/16/2026
Mengis Capital Management, Inc. Portland, OR 5/12/2026
MENLO ADVISORS LLC 8/6/2025
Menlo Ventures Management, L.P. Menlo Park, CA 5/15/2026
MENORA MIVTACHIM HOLDINGS LTD. Ramat Gan, L3 5/14/2026
MENTA CAPITAL LLC 8/7/2019
Meramec Financial Planners, LLC Saint Louis, MO 4/27/2026
Mercato Management Legacy, LLC Cottonwood Heights, UT 5/13/2026
Mercato Partners Growth III GP, LLC Cottonwood Heights, UT 2/17/2026
MERCATOR ASSET MANAGEMENT L P 10/20/2015
Mercator Fund (Cayman Master) LP 1/21/2020
Mercer Capital Advisers, Inc. 10/27/2021
MERCER GLOBAL ADVISORS INC /ADV Denver, CO 5/15/2026
Mercer Investments LLC 5/14/2024
Merchants' Gate Capital LP 2/17/2015
Merck & Co., Inc. Rahway, NJ 5/13/2026
Mercuria Capital Strategies, LLC Houston, TX 5/6/2026
Meredith Wealth Planning Maryville, IL 4/27/2026
Merewether Investment Management, LP Dallas, TX 5/15/2026
MERIAN GLOBAL INVESTORS (UK) Ltd 7/13/2020
Meridian Financial Advisors, LLC Holliston, MA 4/21/2026
Meridian Financial Partners LLC Warrenton, VA 4/15/2026
MERIDIAN INVESTMENT COUNSEL INC. Lafayette, CA 4/28/2026
MERIDIAN MANAGEMENT CO Little Rock, AR 5/5/2026
Meridian Wealth Advisors, LLC Austin, TX 5/11/2026
Meridian Wealth Management, LLC Lexington, KY 5/6/2026
Meridian Wealth Partners, LLC Exton, PA 5/14/2026
Meridiem Capital Partners LP Dallas, TX 5/15/2026
Merion Investment Management LP 2/14/2018
Meristem Family Wealth, LLC 11/14/2022
Merit Financial Group, LLC Alpharetta, GA 4/15/2026
Merit Investment Management, LLC Wilmington, DE 2/11/2014
Meritage Group LP San Francisco, CA 5/14/2026
MERITAGE PORTFOLIO MANAGEMENT Overland Park, KS 1/27/2026
Meritas Wealth Management, LLC San Rafael, CA 4/9/2026
Meritech Capital Associates II L.L.C. 11/14/2019
Meritech Capital Associates III L.L.C. 11/14/2019
Meritech Capital Associates IV L.L.C. 11/14/2022
Meritech Capital Associates V L.L.C. Palo Alto, CA 5/15/2026
Meritech Capital Associates VI L.L.C. 11/14/2023
Merited Wealth, LLC North Bay Village, FL 4/24/2026