Coverage

Institutional Managers

Institutional filers with quarterly SEC 13F disclosures.

Top Funds by AUM
Name Location Most recent filing
Oregon Pacific Wealth Management, LLC Medford, OR 4/23/2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND Tigard, OR 4/29/2026
ORG Partners LLC Roanoke, IN 1/14/2026
Orgel Wealth Management, LLC Altoona, WI 4/7/2026
Oribel Capital Management, LP New York, NY 5/14/2026
Oriental Harbor Investment Master Fund Hong Kong, K3 4/28/2026
Origin Asset Management LLP 1/28/2025
Orin Green Financial, LLC San Diego, CA 4/29/2026
Orinda Asset Management LLC 10/20/2020
Orion Capital Management LLC Coronado, CA 5/14/2026
Orion Investment Co St. Louis, MO 5/12/2026
Orion Porfolio Solutions, LLC Omaha, NE 5/13/2026
Orion Portfolio Solutions, LLC 5/15/2025
ORION RESOURCE PARTNERS (USA) LP 5/14/2024
Orion Resource Partners LP New York, NY 5/15/2026
ORIX CORP 11/13/2025
ORIX Corp USA 8/13/2020
Orland Properties Ltd Washington, DC 5/6/2026
ORLEANS CAPITAL MANAGEMENT CORP/LA Mandeville, LA 5/14/2026
Orographic Financial Advisors, LLC Avon, CO 5/19/2026
ORRELL CAPITAL MANAGEMENT INC 11/12/2015
ORRSTOWN FINANCIAL SERVICES INC Harrisburg, PA 4/8/2026
ORSER CAPITAL MANAGEMENT, LLC Southlake, TX 4/16/2026
Orvieto Partners, L.P. Boston, MA 5/14/2026
OSAIC HOLDINGS, INC. Scottsdale, AZ 5/15/2026
Osbon Capital Management LLC Boston, MA 5/15/2026
Osborn Williams & Donohoe LLC 5/6/2020
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC San Francisco, CA 4/27/2026
OSKIE CAPITAL MANAGEMENT, LLC 11/9/2017
Oslo Asset Management AS 11/8/2024
OSLO PENSJONSFORSIKRING AS Oslo, Q8 5/8/2026
Osmium Partners, LLC 2/10/2023
Osmosis Investment Management UK Ltd London, X0 5/14/2026
Ospraie Management, LLC 10/5/2018
Osprey Private Wealth LLC New York, NY 5/1/2026
OSSIAM Paris, I0 5/14/2026
OSTERWEIS CAPITAL MANAGEMENT INC San Francisco, CA 5/15/2026
OSTRUM ASSET MANAGEMENT Paris, I0 5/14/2026
Ostrum Asset Management U.S., LLC 5/15/2019
OTA Financial Group L.P. 8/17/2023
OTA LLC Purchase, NY 8/8/2014
Otter Creek Advisors, LLC 11/14/2025
OTTER CREEK MANAGEMENT INC 11/16/2015
OUP Management Co., LLC 11/9/2023
OUTFITTER ADVISORS, LTD. 7/23/2018
OUTFITTERS FINANCIAL LLC Brunswick, ME 4/21/2026
Outlook Wealth Advisors, LLC Shenandoah, TX 4/17/2026
OV Management LLC Minneapolis, MN 4/14/2026
Ovata Capital Management Ltd Hong Kong, K3 5/13/2026
Overbrook Management Corp New York, NY 4/9/2026
Overlook Holdings Ltd 10/13/2022
Overlook Investments LP Hong Kong, K3 2/26/2026
OVERSEA-CHINESE BANKING Corp Ltd Singapore, U0 4/28/2026
Owen LaRue, LLC Elizabethtown, KY 4/30/2026
Owl Creek Asset Management, L.P. New York, NY 5/15/2026
Owl Creek Wealth Partners LLC Denver, CO 5/13/2026
Owlhouse Capital LP New York, NY 5/15/2026
Owls Nest Partners IA, LLC Chadds Ford, PA 5/14/2026
Ownership Capital B.V. 11/3/2025
Oxbow Advisors, LLC Austin, TX 4/27/2026
Oxbow Capital Management (HK) Ltd Hong Kong, K3 5/14/2026
OxenFree Capital LLC Melbourne, FL 4/16/2026
OXFORD ASSET MANAGEMENT LLP Oxford, X0 5/15/2026
OXFORD FINANCIAL GROUP, LTD. LLC Indianapolis, IN 5/6/2026
Oxford Wealth Group, LLC Orlando, FL 5/11/2026
Oxinas Partners, LLC Jeffersonville, IN 4/10/2026
Oxler Private Wealth LLC Rye Brook, NY 4/28/2026
P SCHOENFELD ASSET MANAGEMENT LP New York, NY 5/15/2026
P&S Credit Management, L.P. 4/15/2024
P-STS SPV GP I, LLC 8/16/2021
P-STS SPV GP IA, LLC 8/16/2021
P.A.W. CAPITAL CORP Greenwich, CT 4/21/2026
P.R. Herzig & Co. Inc. 10/9/2018
P/E Global LLC Boston, MA 4/9/2026
P2 Capital Partners, LLC New York, NY 5/15/2026
Pacer Advisors, Inc. Malvern, PA 6/18/2026
PACES FERRY WEALTH ADVISORS, LLC Atlanta, GA 5/6/2026
Pachira Investments Inc. Dana Point, CA 4/27/2026
PACIFIC ALTERNATIVE ASSET MANAGEMENT COMPANY, LLC 11/14/2017
Pacific Asset Management, LLC Gig Harbor, WA 5/1/2026
Pacific Capital Partners Ltd London, X0 4/9/2026
Pacific Capital Wealth Advisors, Inc. Corona, CA 4/14/2026
Pacific Center for Financial Services San Ramon, CA 5/12/2026
Pacific Edge Advisors, LLC 10/13/2021
Pacific Excel Wealth Advisors, Inc. Walnut Creek, CA 7/6/2026
PACIFIC FINANCIAL GROUP INC Nashville, TN 5/14/2026
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO 4/24/2025
Pacific Grove Capital LP 11/13/2019
PACIFIC HEIGHTS ASSET MANAGEMENT LLC San Francisco, CA 5/8/2026
Pacific Life Fund Advisors LLC Newport Beach, CA 5/1/2026
Pacific Park Financial, Inc. Lagina Hills, CA 4/21/2026
Pacific Point Advisors, LLC San Diego, CA 5/4/2026
Pacific Ridge Capital Partners, LLC Lake Oswego, OR 5/11/2026
Pacific Sage Partners, LLC Edmonds, WA 4/21/2026
PACIFIC SUN FINANCIAL CORP Los Angeles, CA 5/7/2026
PACIFIC VIEW ASSET MANAGEMENT, LLC 11/14/2019
Pacific Wealth Management San Diego, CA 5/5/2026
Pacific Wealth Strategies Group, Inc. Santa Barbara, CA 5/7/2026
Pacifica Capital Investments, LLC Leander, TX 5/13/2026
Pacifica Partners Inc. Surrey, Z4 4/9/2026
PACK Private Wealth, LLC Wayzata, MN 5/15/2026
Packer & Co Ltd Cottesloe, C3 5/13/2026
Pactiv General Employee Benefit Trust 11/13/2023
PacWest Financial Management Inc 1/10/2017
Page Arthur B 4/29/2024
PagnatoKarp Partners LLC 11/5/2020
Pagoda Asset Management, LP 7/12/2018
Painted Porch Advisors LLC Santa Barbara, CA 5/14/2026
Palacios Wealth Management, LLC Ormond Beach, FL 5/11/2026
Paladin Advisory Group, LLC Clive, IA 4/30/2026
Paladin Partners, LLC Hartland, WI 6/25/2026
Paladin Wealth, LLC Arden Hills, MN 4/16/2026
Palantir Technologies Inc. 11/14/2023
Palatine Hill Wealth Management, LLC Birmingham, MI 5/8/2026
Pale Fire Capital SE Prague, 2N 5/14/2026
Palestra Capital Management LLC New York, NY 5/15/2026
Palidye Holdings (Caymans) Ltd Grand Cayman, E9 5/15/2026
Palisade Asset Management, LLC Minneapolis, MN 4/14/2026
PALISADE CAPITAL MANAGEMENT, LP Fort Lee, NJ 5/15/2026
Palisades Hudson Asset Management, L.P. Fort Lauderdale, FL 5/7/2026
Palisades Investment Partners, LLC Santa Monica, CA 4/30/2026
PALLADIEM, LLC Bryn Mawr, PA 5/6/2026
PALLADIUM PARTNERS LLC 4/26/2022
Pallas Capital Advisors LLC Braintree, MA 4/21/2026
Paller Financial Services Inc Centennial, CO 4/28/2026
Palliser Capital (UK) Ltd London, X0 5/14/2026
Palmer Knight Co Jacksonville, FL 5/12/2026
Palo Alto Investors LP Palo Alto, CA 5/15/2026
PALO ALTO WEALTH ADVISORS, LLC 11/12/2025
Palo Capital, Inc. 1/30/2019
Palo Duro Investment Partners, LP Chicago, IL 5/15/2026
Palogic Value Management, L.P. Dallas, TX 5/15/2026
Paloma Partners Management Co Greenwich, CT 5/15/2026
Palouse Capital Management, Inc. Spokane, WA 4/24/2026
Palumbo Wealth Management LLC Great Neck, NY 5/12/2026
Pamalican Asset Management Ltd 11/7/2025
Pamplona Capital Management, LLC New York, NY 5/15/2026
PANAGORA ASSET MANAGEMENT INC Boston, MA 5/14/2026
Pandi, LLC Kansas City, MO 5/12/2026
Pandora Wealth, Inc. Oakbrook Terrace, IL 2/4/2026
Pangea Capital Gestao de Recursos Ltda. Rio De Janeiro, D5 7/2/2026
Panning Capital Management, LP 11/14/2016
Panoramic Capital Partners, LLC Lake Oswego, OR 4/8/2026
Panoramic Capital, LLC Larkspur, CA 5/15/2026
Panoramic Hills Capital Ltd Road Town, D8 5/15/2026
PANORAMIC INVESTMENT ADVISORS, LLC Denver, CO 5/12/2026
Pantechnicon Advisors LLP 7/24/2024
Pantera Capital Partners LP San Francisco, CA 5/15/2026
Pantheon Investment Group, LLC 2/11/2022
PANTHERA INVESTMENT GmbH 5/15/2015
Panview Asian Equity Master Fund 11/13/2024
Panview Capital Ltd Hong Kong, K3 5/14/2026
Papamarkou Wellner Asset Management inc. New York, NY 5/15/2026
PAR CAPITAL MANAGEMENT INC Boston, MA 5/15/2026
PARA ADVISORS LLC 11/14/2016
Paracle Advisors, LLC 5/13/2021
Paradice Investment Management LLC Denver, CO 5/14/2026
Paradiem, LLC Covington, LA 5/4/2026
PARADIGM ASSET MANAGEMENT CO LLC New York, NY 5/12/2026
Paradigm Biocapital Advisors LP New York, NY 5/15/2026
PARADIGM CAPITAL MANAGEMENT INC/NY Albany, NY 5/14/2026
Paradigm Capital Management, LLC/NV Reno, NV 5/5/2026
Paradigm Financial Advisors, LLC 2/10/2022
Paradigm Operations LP San Francisco, CA 5/15/2026
Paradigm, Strategies in Wealth Management, LLC Maple Grove, MN 5/7/2026
Paradoxiom Capital L.P. 5/15/2025
Parafestas Anastasios Boston, MA 5/14/2026
ParaFi Capital LP New York, NY 5/15/2026
Paragon Advisors, LLC College Station, TX 5/4/2026
PARAGON ASSOCIATES & PARAGON ASSOCIATES II JOINT VENTURE Dallas, TX 5/14/2026
Paragon Associates II, Ltd Dallas, TX 2/20/2014
PARAGON CAPITAL MANAGEMENT INC Provo, UT 4/17/2026
Paragon Capital Management LLC Overland Park, KS 5/14/2026
Paragon Capital Management Ltd Denver, CO 4/15/2026
PARAGON FINANCIAL PARTNERS, INC. Woodland Hills, CA 4/17/2026
Paragon Private Wealth Management, LLC Lexington, KY 5/19/2026
Paragon Wealth Strategies, LLC 1/3/2024
Paralel Advisors LLC Denver, CO 5/7/2026
Parallax Volatility Advisers, L.P. San Francisco, CA 5/15/2026
Parallel Advisors, LLC San Francisco, CA 6/2/2026
Parameter Capital Management LLC 11/14/2014
PARAMETRIC PORTFOLIO ASSOCIATES LLC 5/16/2022
Parametric Risk Advisors LLC 11/14/2016
Parametrica Management Ltd Wanchai, K3 5/11/2026
Parasol Investment Management, LLC 4/24/2017
Parcion Private Wealth LLC Bellevue, WA 4/22/2026
ParenteBeard Wealth Management, LLC 1/28/2015
Parian Global Management LP 11/14/2022
Pariax, LLC 2/14/2024
Parisi Gray Wealth Management Mendham, NJ 4/8/2026
Park Avenue Institutional Advisers LLC New York, NY 5/5/2026
PARK AVENUE SECURITIES LLC New York, NY 4/7/2026
Park Capital Group, Inc. 5/27/2021
Park Capital Management, LLC / WI Madison, WI 4/15/2026
PARK CIRCLE Co Baltimore, MD 5/14/2026
Park Edge Advisors, LLC Cleveland, OH 4/20/2026
PARK NATIONAL CORP /OH/ Newark, OH 4/16/2026
Park Place Capital Corp Homewood, AL 4/9/2026
PARK PRESIDIO CAPITAL LLC San Francisco, CA 5/15/2026
Park Square Financial Group, LLC Roswell, GA 5/13/2026