Coverage

Institutional Managers

Institutional filers with quarterly SEC 13F disclosures.

Top Funds by AUM
Name Location Most recent filing
Polar Capital Holdings Plc London, X0 5/15/2026
Polar Capital LLP 11/17/2020
Polaris Capital Management, LLC Boston, MA 4/27/2026
Polaris Investment Advisors, LLC Framingham, MA 4/21/2026
Polaris Venture Management Co IV LLC 2/14/2017
Polaris Venture Management Co. V, L.L.C. 11/12/2021
Polaris Venture Management Co. VI, L.L.C. 11/14/2017
Polaris Wealth Advisory Group, LLC 10/11/2023
Polarity Investment Partners LP 8/15/2022
POLEN CAPITAL MANAGEMENT LLC Boca Raton, FL 5/14/2026
Polianta Ltd St Helier, Y9 4/16/2026
Police & Firemen's Retirement System of New Jersey Trenton, NJ 4/29/2026
Politan Capital Management LP New York, NY 5/15/2026
Pollock Investment Advisors, LLC Ann Arbor, MI 2/12/2026
Polunin Capital Partners Ltd London, X0 4/15/2026
Polus Capital Management Ltd 11/14/2024
Polymer Capital Management (HK) LTD Hong Kong, K3 5/14/2026
Polymer Capital Management (US) LLC New York, NY 5/13/2026
POM Investment Strategies, LLC Raleigh, NC 5/11/2026
Pomelo Capital LLC 11/14/2018
Ponoi II Management, LLC 11/14/2022
Ponoi Management, LLC 11/14/2022
Ponta Wealth Partners, LLC Winter Park, FL 5/11/2026
POPE ASSET MANAGEMENT, LLC 11/30/2018
Poplar Forest Capital LLC 5/6/2025
Port Capital LLC Chicago, IL 5/15/2026
Porter White Investment Advisors, Inc. Birmingham, AL 5/12/2026
Portfolio Design Labs, LLC Encino, CA 5/11/2026
Portfolio Resources Advisor Group, Inc. Coral Gables, FL 4/14/2026
Portfolio Solutions, LLC 11/14/2022
Portfolio Strategies Inc 2/13/2018
Portfolio Strategies, Inc. Montvale, NJ 5/5/2026
Portland Financial Advisors Inc Port Washington, NY 4/27/2026
Portland Global Advisors LLC Portland, ME 5/11/2026
Portland Hill Asset Management Ltd 5/31/2024
PORTLAND HILL CAPITAL LLP 2/16/2017
PORTLAND INVESTMENT COUNSEL INC. Burlington, A6 5/14/2026
Portland Ltd 11/14/2022
Portman Ltd 11/12/2024
Portman Square Capital LLP London, X0 4/27/2026
PORTOLA GROUP INC /CA 7/17/2015
Portolan Capital Management, LLC Boston, MA 5/15/2026
Portside Wealth Group, LLC Provo, UT 5/12/2026
Portus Wealth Advisors, LLC Charlotte, NC 4/22/2026
Positano Wealth Management Ltd Hong Kong, K3 6/8/2026
POST ADVISORY GROUP LLC Santa Monica, CA 5/13/2014
Post Oak Energy Holdings, LLC Houston, TX 5/15/2026
Post Resch Tallon Group Inc. Pittsford, NY 4/8/2026
POSTROCK PARTNERS LLC Overland Park, KS 5/6/2026
POTENTIA WEALTH San Jose, CA 5/11/2026
Potomac Capital Management, Inc. New York, NY 5/14/2026
POTOMAC FUND MANAGEMENT INC /ADV Bethesda, MD 5/14/2026
Potrero Capital Research LLC San Francisco, CA 5/15/2026
Powell Investment Advisors, LLC Miami, FL 4/23/2026
Power Alpha Investment Ltd Road Town, Tortola, D8 5/8/2026
Power Corp of Canada Montreal, Quebec, Z4 5/15/2026
POWER WEALTH MANAGEMENT LLC Alpharetta, GA 5/14/2026
Powerhouse Assets LLC Lincoln, MA 4/28/2026
Powers Advisory Group, LLC Highland, IL 4/21/2026
Powers Capital, LLC San Francisco, CA 4/28/2026
Powszechne Towarzystwo Emerytalne Allianz Polska S.A. Warszawa, R9 4/29/2026
PPM AMERICA INC/IL Chicago, IL 5/12/2026
PPS&V ASSET MANAGEMENT CONSULTANTS, INC. Portage, MI 7/6/2026
PPSC Investment Service Corp Tokyo, M0 4/23/2026
Praesidium Investment Management Company, LLC New York, NY 5/15/2026
Praetorian Capital Management LLC 5/31/2023
Praetorian PR LLC Rincon, PR 5/15/2026
Praetorian Wealth Management, Inc. Carmel, CA 4/9/2026
PRAGMA GESTAO DE PATRIMONIO LTD Sao Paulo, D5 5/14/2026
Prairie Sky Financial Group LLC 7/28/2025
Prairie Wealth Advisors, Inc. Omaha, NE 5/5/2026
PrairieView Partners, LLC 7/25/2025
PRAIRIEVIEW WEALTH PARTNERS, LLC Frankfort, IL 5/5/2026
Prairiewood Capital, LLC Fargo, ND 4/16/2026
Prana Capital Management, LP Greenwich, CT 5/15/2026
Prasad Wealth Partners, LLC Independence, OH 4/27/2026
Pratt Collard Advisory Partners LLC 7/14/2021
Praxis Capital Management LLC Hinsdale, IL 5/1/2026
PRAXIS INVESTMENT MANAGEMENT INC Goshen, IN 4/28/2026
PRECEDENT WEALTH PARTNERS, LLC Houston, TX 4/14/2026
PRECEPT MANAGEMENT LLC 11/14/2023
PRECISION PATH CAPITAL, LP 2/14/2019
Precision Wealth Strategies, LLC Saint Louis, MO 5/6/2026
Precocity Capital LP 2/12/2019
PRELUDE CAPITAL MANAGEMENT, LLC New York, NY 5/15/2026
Premia Global Advisors, LLC 11/14/2019
PREMIER ASSET MANAGEMENT LLC 5/9/2023
Premier Financial Group Eureka, CA 5/5/2026
Premier Fund Managers Ltd Guildford, X0 5/14/2026
Premier Path Wealth Partners, LLC Madison, NJ 4/23/2026
Premier Private Wealth Management LLC Palm Harbor, FL 5/7/2026
Premier Wealth Management W.L.L. Manama, C6 5/1/2026
Premise Capital, LLC 8/14/2020
Prentice Capital Management, LP Greenwich, CT 5/15/2026
Prentice Wealth Management LLC Rochester, NY 4/17/2026
PRENTISS SMITH & CO INC Brattleboro, VT 5/7/2026
Prepared Retirement Institute LLC Lansdale, PA 5/15/2026
Prescott General Partners LLC Boca Raton, FL 5/15/2026
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. Tulsa, OK 5/7/2026
PRESCOTT INVESTORS PROFIT SHARING TRUST 11/14/2022
Presidio Capital Management, LLC San Diego, CA 4/8/2026
PRESILIUM PRIVATE WEALTH, LLC Radnor, PA 4/17/2026
Presima Securities ULC Montreal, A8 5/14/2026
Presper Financial Architects, LLC Akron, OH 4/29/2026
Prestige Wealth Management Group LLC Flemington, NJ 5/13/2026
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC Leawood, KS 4/30/2026
Prevatt Capital Ltd Nassau, C5 4/27/2026
Price Capital Management, Inc. Lafayette, LA 5/5/2026
Price Financial Group Wealth Management, Inc Portland, OR 5/8/2026
Price Jennifer C. 2/13/2025
PRICE MICHAEL F 5/16/2022
PRICE T ROWE ASSOCIATES INC /MD/ Baltimore, MD 5/15/2026
Price Wealth, LLC 10/22/2020
Priebe Wealth Holdings LLC 7/25/2025
Primavera Capital Management Ltd George Town, E9 5/15/2026
Prime Buchholz LLC Portsmouth, NH 5/14/2026
Prime Capital Investment Advisors, LLC Overland Park, KS 5/8/2026
Prime Capital Management Co Ltd Hong Kong, K3 5/5/2026
Prime Movers Lab LLC 5/15/2024
PRIMECAP MANAGEMENT CO/CA/ Pasadena, CA 5/11/2026
PRIMORIS WEALTH ADVISORS, LLC North Palm Beach, FL 4/30/2026
Prince Street Capital Management LLC 11/14/2022
Princeton Alpha Management LP 7/13/2017
PRINCETON CAPITAL MANAGEMENT INC 11/3/2017
PRINCETON CAPITAL MANAGEMENT LLC Red Bank, NJ 5/8/2026
Princeton Global Asset Management LLC Princeton, NJ 4/22/2026
Princeton Portfolio Strategies Group LLC 8/2/2021
PRINCIPAL FINANCIAL GROUP INC Des Moines, IA 5/4/2026
PRINCIPAL SECURITIES, INC. Des Moines, IA 5/13/2026
Principia Wealth Advisory, LLC Dallas, TX 2/10/2026
Principle Wealth Partners LLC Madison, CT 5/7/2026
PRING TURNER CAPITAL GROUP INC Alamo, CA 5/13/2026
PRIO WEALTH LIMITED PARTNERSHIP 10/21/2024
Prism Advisors, Inc. Studio City, CA 4/23/2026
Prism Planning Partners LLC Libertyville, IL 5/12/2026
Prisma Capital Partners LP 11/14/2019
Private Advisor Group, LLC Morristown, NJ 4/24/2026
Private Advisors, LLC 11/13/2020
Private Advisory Group LLC Redmond, WA 5/8/2026
PRIVATE ASSET MANAGEMENT INC 10/20/2023
Private Capital Advisors, Inc. Darien, CT 5/12/2026
Private Capital Group, LLC 7/28/2022
PRIVATE CAPITAL MANAGEMENT INC 10/26/2017
PRIVATE CAPITAL MANAGEMENT LLC 3/12/2025
Private Capital Management, LLC Naples, FL 5/15/2026
PRIVATE CLIENT SERVICES, LLC Louisville, KY 7/6/2026
Private Harbour Investment Management & Counsel, LLC Sagamore Hills, OH 4/30/2026
PRIVATE MANAGEMENT GROUP INC Irvine, CA 5/8/2026
Private Ocean, LLC 7/30/2024
Private Portfolio Partners LLC 2/12/2025
PRIVATE TRUST CO NA Cleveland, OH 4/30/2026
Private Vista, LLC 7/31/2020
Private Wealth Advisors, Inc. 2/9/2021
Private Wealth Advisors, LLC Fresno, CA 5/13/2026
Private Wealth Asset Management, LLC Omaha, NE 5/6/2026
Private Wealth Group, LLC Tampa, FL 4/23/2026
Private Wealth Management Group, LLC Princeton, NJ 4/23/2026
Private Wealth Partners, LLC Mill Valley, CA 4/28/2026
Private Wealth Strategies, L.L.C. 8/1/2024
Privium Fund Management (UK) Ltd London, X0 5/5/2026
Privium Fund Management B.V. Amsterdam, P7 5/5/2026
Proactive Wealth Strategies LLC Marietta, GA 4/29/2026
PROATHLETE WEALTH MANAGEMENT LLC Boca Raton, FL 4/27/2026
Probabilities Fund Management, LLC 2/11/2022
Probity Advisors, Inc. Dallas, TX 4/28/2026
Processus Wealth & Capital Management, LLC Brentwood, TN 5/12/2026
ProCore Advisors, LLC Newport Beach, CA 4/23/2026
Procyon Advisors, LLC Shelton, CT 5/4/2026
Prodigy Asset Management LLC Omaha, NE 5/4/2026
Proem Advisors LLC Dallas, TX 5/13/2026
PROFESSIONAL ADVISORY SERVICES INC Vero Beach, FL 4/15/2026
Professional Financial Advisors, LLC North Platte, NE 4/13/2026
Professional Financial Management, Inc. Appleton, WI 5/12/2026
PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV Vienna, VA 5/12/2026
PROFESSIONAL PLANNING 11/15/2021
PROFFITT & GOODSON INC Knoxville, TN 5/6/2026
Proficio Capital Partners LLC Newton, MA 5/14/2026
Profit Investment Management, LLC North Bethesda, MD 1/8/2026
PROFUND ADVISORS LLC Bethesda, MD 4/24/2026
Progeny 3, Inc. Kirkland, WA 5/15/2026
Progressive Investment Management Corp Lake Oswego, OR 5/5/2026
PROMETHIUM ADVISORS,LLC Bethesda, MD 4/22/2026
Promethos Capital, LLC Boston, MA 5/13/2026
Promus Capital, LLC 11/13/2025
PROOF Management, LLC 10/14/2020
Propel Bio Management, LLC Los Angeles, CA 5/14/2026
Proprium Capital Partners, L.P. 11/2/2017
ProQuest Associates IV LLC 11/14/2018
Proquility Private Wealth Partners, LLC 5/15/2025
ProShare Advisors LLC Bethesda, MD 4/24/2026
Prosight Management, LP Dallas, TX 5/15/2026
Prosiris Capital Management LP 11/13/2017
Prospect Capital Advisors, LLC Sausalito, CA 5/29/2026
Prospect Financial Group LLC Arlington, VA 5/5/2026
Prospect Financial Services LLC Melville, NY 4/24/2026
Prospect Hill Management, LLC Short Hills, NJ 5/5/2026
PROSPECTOR FUNDS, INC. 11/13/2024
PROSPECTOR PARTNERS LLC Guilford, CT 2/13/2026
Prospera Capital Management, LLC Gilbert, AZ 4/8/2026
Prospera Financial Services Inc Dallas, TX 4/14/2026