Coverage

Institutional Managers

Institutional filers with quarterly SEC 13F disclosures.

Top Funds by AUM
Name Location Most recent filing
Riverwater Partners LLC Milwaukee, WI 8/14/2026
Riverwood Capital Management Ltd. 11/14/2024
RIVULET CAPITAL, LLC Passaic, NJ 7/24/2026
Rizvi Traverse Management, LLC 4/30/2024
RJA Asset Management LLC Stamford, CT 7/24/2026
RK Asset Management, LLC Grosse Pointe Farms, MI 1/5/2026
RK Capital Management, LLC 11/13/2024
RK Capital Management, LLC/FL Weston, FL 8/14/2026
RKL Wealth Management LLC Lancaster, PA 8/10/2026
RLH Capital LLC Great Neck, NY 8/10/2026
RM Financial Services, LLC Falmouth, ME 8/4/2026
RMG Wealth Management LLC Platteville, WI 8/13/2026
RMR Advisors LLC 1/5/2021
RMR Capital Management, LLC Tustin, CA 7/27/2026
RMR Wealth Builders Montclair, NJ 7/24/2026
RNC CAPITAL MANAGEMENT LLC Los Angeles, CA 8/6/2026
ROAM Global Management LP 11/2/2021
Roan Capital Partners Johnson City, TN 7/8/2026
ROANOKE ASSET MANAGEMENT CORP/ NY 5/13/2025
Roaring Blue Lion Capital Management, L.P. Dallas, TX 8/8/2014
ROB Exploration LLC 11/13/2025
Robbie L. Kennerson P.A., Inc. 2/14/2023
Robbins Farley Bedford, NH 7/22/2026
Robeco Institutional Asset Management B.V. Rotterdam, P7 7/21/2026
Robeco Schweiz AG Zurich, V8 7/28/2026
RobecoSam USA, Inc. 11/9/2016
Robert B. Daugherty Foundation Omaha, NE 7/2/2026
Robert Bosch GmbH Gerlingen Schillerhoehe, 2M 7/23/2026
ROBERT WOOD JOHNSON FOUNDATION Princeton, NJ 7/28/2026
Roberts Capital Advisors, LLC Denver, CO 8/5/2026
Roberts Financial Services LLC Marquette, MI 8/6/2026
Roberts Foundation San Mateo, CA 8/11/2026
ROBERTS GLORE & CO INC /IL/ Deerfield, IL 8/10/2026
Roberts Wealth Advisors, LLC Palo Alto, CA 7/29/2026
Robertson Opportunity Capital, LLC Dallas, TX 8/13/2026
ROBERTSON STEPHENS ADVISORS LLC 11/13/2017
Robertson Stephens Wealth Management, LLC San Francisco, CA 7/29/2026
Robinhood Asset Management, LLC Menlo Park, CA 8/11/2026
ROBINSON CAPITAL MANAGEMENT, LLC Grosse Pointe Farms, MI 8/12/2026
ROBINSON SMITH WEALTH ADVISORS LLC South Portland, ME 7/29/2026
Robinson Value Management, Ltd. San Antonio, TX 8/10/2026
Robinswood Financial LLC Kirkland, WA 7/14/2026
Roble, Belko & Company, Inc Sewickley, PA 7/24/2026
Robocap Asset Management Ltd London, X0 7/22/2026
ROBOTTI ROBERT New York, NY 8/7/2026
ROBSHAW & JULIAN ASSOCIATES INC 8/3/2017
Rocaton Investment Advisors, LLC 11/14/2018
Rochester Wealth Strategies, LLC Rochester, MI 7/22/2026
Rock Creek Group LLC Washington, DC 8/3/2026
Rock Point Advisors, LLC Burlington, VT 8/6/2026
Rock Springs Capital Management LP Baltimore, MD 8/14/2026
Rockbridge Asset Management LLC Alexandria, VA 8/10/2026
Rockbridge Investment Management, LCC Syracuse, NY 8/14/2026
Rockefeller Capital Management L.P. New York, NY 8/13/2026
ROCKEFELLER FINANCIAL SERVICES INC 2/2/2018
Rockingstone Advisors LLC Great Barrington, MA 7/13/2026
ROCKLAND TRUST CO Hanover, MA 7/8/2026
Rockline Wealth Management, LLC Islip Terrace, NY 7/24/2026
Rockport Wealth LLC Fairview Park, OH 7/27/2026
ROCKSHELTER CAPITAL MANAGEMENT LLC 8/6/2020
Rockville Capital, LLC 11/12/2015
Rockwood Wealth Management, LLC New Hope, PA 7/13/2026
Rocky Mountain Private Wealth Management, L.L.C. 11/14/2016
Rodgers & Associates, LTD Lancaster, PA 7/21/2026
Rodgers Brothers Inc. Harmony, PA 8/5/2026
Roehl & Yi Investment Advisors, LLC Eugene, OR 8/13/2026
ROFFMAN MILLER ASSOCIATES INC /PA/ Philadelphia, PA 7/13/2026
ROGCO, LP Claremore, OK 7/30/2026
Roger Wittlin Investment Advisory, LLC San Francisco, CA 7/17/2026
ROI Financial Advisors, LLC Beaverton, OR 8/14/2026
Rokos Capital Management (US) LP 11/14/2025
Rokos Capital Management LLP London, X0 8/14/2026
Rolek Wealth Management LLC Berwyn, PA 7/14/2026
Rollins Financial 2/13/2024
Rollins Financial Advisors, LLC Atlanta, GA 8/4/2026
ROMAN BUTLER FULLERTON & CO St Louis, MO 8/6/2026
ROMANO BROTHERS AND COMPANY Evanston, IL 7/21/2026
RONALD BLUE & CO LLC 7/28/2017
Ronit Capital LLP 11/4/2022
Roof Advisory Group, Inc. 8/8/2019
Roof Eidam Maycock Peralta, LLC San Francisco, CA 7/24/2026
ROOSEVELT INVESTMENT GROUP LLC 10/19/2022
Root Financial Partners, LLC Encinitas, CA 7/29/2026
Rooted Wealth Advisors, Inc. Bourbonnais, IL 7/28/2026
ROPES WEALTH ADVISORS LLC 10/19/2023
Rosalind Advisors, Inc. Toronto, A6 8/14/2026
Rose Capital Advisors LLC Miami Beach, FL 8/7/2026
Rose Park Advisors, LLC 10/9/2024
Rosen Andrew S. 10/3/2017
Rosenbaum Jay D. 11/7/2024
Rosenberg Matthew Hamilton Grand Junction, CO 7/17/2026
ROSENBLUM SILVERMAN SUTTON S F INC /CA San Francisco, CA 8/13/2026
Rosenthal | Henry Capital Advisors, Inc. Mishawaka, IN 7/28/2026
ROSS\JOHNSON & Associates LLC Plymouth, MN 8/14/2026
Rossby Financial, LCC Melbourne, FL 8/4/2026
Rossmore Private Capital Glastonbury, CT 7/31/2026
Rotation Capital Management, LP 11/14/2017
Rotella Capital Management, Inc. 8/12/2016
Roth Financial Partners LLC Kingwood, TX 7/14/2026
ROTHSCHILD & CO ASSET MANAGEMENT US INC. 2/14/2023
Rothschild & Co Wealth Management UK Ltd London, X0 7/28/2026
Rothschild Capital Partners, LLC New York, NY 8/14/2026
ROTHSCHILD INVESTMENT LLC Chicago, IL 8/6/2026
ROTHSCHILD INVESTMENT LLC /IL 10/16/2023
Rothschild Wealth LLC Oak Brook, IL 8/11/2026
Roubaix Capital, LLC Denver, CO 8/10/2026
Roumell Asset Management, LLC 8/13/2024
Round Hill Asset Management Pasadena, CA 8/12/2026
Round Rock Advisors LLC Wilton, CT 8/12/2026
ROUND TABLE INVESTMENT MANAGEMENT COMPANY, LP 2/16/2016
Round Table Services, LLC 10/25/2022
RoundAngle Advisors LLC Red Bank, NJ 4/8/2026
Roundview Capital LLC Princeton, NJ 7/30/2026
Route One Investment Company, L.P. San Francisco, CA 8/14/2026
Rovida Advisors Inc. Fort Lauderdale, FL 2/10/2026
Rovida Investment Management Ltd Grand Cayman, E9 8/5/2026
ROVIN CAPITAL /UT/ /ADV Mesa, AZ 2/9/2026
ROWLAND CARMICHAEL ADVISORS INC /ADV 1/15/2021
ROWLANDMILLER & PARTNERS.ADV Atlanta, GA 7/23/2026
Roxbury Financial LLC Mount Arlington, NJ 7/1/2026
ROYAL BANK OF CANADA Toronto, A6 8/14/2026
Royal Capital Management, LLC 11/16/2015
Royal Capital Wealth Management, LLC Carmel, IN 8/14/2026
Royal Fund Management, LLC Lady Lake, FL 7/20/2026
Royal Harbor Partners, LLC Houston, TX 7/27/2026
ROYAL LONDON ASSET MANAGEMENT LTD United Kingdom, X0 8/13/2026
Royal Palms Capital LLC Whitefish, MT 8/7/2026
Royalty Pharma Sub-Manager, LLC New York, NY 8/14/2026
ROYCE & ASSOCIATES LP New York, NY 8/14/2026
Roystone Capital Management LP 5/15/2019
RP Investment Advisors LP 11/14/2023
RP Management, LLC 8/6/2025
RPD Fund Management LLC New York, NY 8/14/2026
RPg Family Wealth Advisory, LLC Burlington, MA 8/5/2026
RPG Investment Advisory, LLC Pleasanton, CA 8/4/2026
RPM Capital Partners, LLC New York, NY 7/28/2026
RPO LLC Stamford, CT 8/13/2026
RPOA Advisors, Inc. Plano, TX 7/28/2026
RPS ADVISORY SOLUTIONS LLC Louisville, KY 8/11/2026
RPTC Inc. Jackson, WY 8/14/2026
RQSI Ltd 2/1/2016
RR Advisors, LLC Dallas, TX 8/13/2026
RR PARTNERS LP 10/14/2021
RRE Ventures GP III, LLC 11/8/2016
RRJ CAPITAL II LTD 10/28/2015
RRJ CAPITAL LTD 10/28/2015
RS CRUM INC. Newport Beach, CA 8/10/2026
RS INVESTMENT MANAGEMENT CO LLC 7/26/2016
RTD Financial Advisors, Inc. Philadelphia, PA 7/13/2026
RTLC Management, LLC 8/14/2014
RTW INVESTMENTS, LP New York, NY 8/14/2026
RUANE, CUNNIFF & GOLDFARB INC 5/15/2018
Ruane, Cunniff & Goldfarb L.P. New York, NY 8/13/2026
Rubicon Advisors, GP Redding, CA 7/29/2026
Rubicon Founders LLC Nashville, TN 8/14/2026
Rubicon Global Capital Ltd London, X0 7/27/2026
Rubric Capital Management LP New York, NY 8/14/2026
Rubric Capital Management, LLC 11/14/2016
Rudd International, Inc. 8/4/2020
Rudius Management LP New York, NY 8/14/2026
RUDMAN ERROL M 8/14/2019
Ruedi Wealth Management, Inc. Champaign, IL 7/29/2026
Ruffer LLP London, X0 7/30/2026
Ruggaard & Associates LLC Hudson, OH 8/17/2026
Ruggie Capital Group 10/29/2020
Ruggiero Investments, Inc. West Palm Beach, FL 8/14/2026
Rule One Partners, LLC Moreland, GA 8/14/2026
Running Oak Capital LLC Edina, MN 7/30/2026
Running Point Capital Advisors, LLC El Segundo, CA 2/17/2026
Runnymede Capital Advisors, Inc. Dublin, OH 7/21/2026
RUSH ISLAND MANAGEMENT, LP New York, NY 8/14/2026
Russell Clark Investment Management Ltd 11/3/2021
RUSSELL FRANK CO/ 4/29/2016
Russell Investments Group, Ltd. Seattle, WA 8/6/2026
RUTABAGA CAPITAL MANAGEMENT LLC/MA 11/10/2022
RV Capital AG Schindellegi, V8 8/14/2026
RVB CAPITAL MANAGEMENT LLC 5/13/2022
RVW Wealth, LLC Los Angeles, CA 7/7/2026
RW Investment Management LLC Eagle, ID 8/6/2026
RWA WEALTH PARTNERS, LLC Boston, MA 8/7/2026
RWC ASSET ADVISORS (US) LLC Miami, FL 4/27/2026
RWC Asset Management LLP London, X0 7/27/2026
RWQ Financial Management Services, Inc. Naples, FL 7/22/2026
RWWM, Inc. Rocklin, CA 8/14/2026
Ryan Investment Management, Inc. Basalt, CO 7/7/2026
Rydar Equities, Inc. Weatherford, TX 7/20/2026
Rye Brook Capital LLC Greenwich, CT 7/20/2026
S Harris Financial Group, LLC San Antonio, TX 7/24/2026
S SQUARED TECHNOLOGY, LLC Rye, NY 8/13/2026
S&A Financial Services, Inc. Overland Park, KS 7/27/2026
S&CO INC Boston, MA 8/6/2026
S&G Foundation Wilson, WY 8/12/2026
S&T BANK/PA Indiana, PA 8/12/2026
S-Bank Fund Management Ltd Helsinki, H9 8/4/2026
S. MUOIO & CO. LLC 11/14/2022
S. R. Schill & Associates Mercer Island, WA 7/15/2026
S.A. Mason LLC Holland, MI 7/31/2026
S.A.C. GLOBAL INVESTORS, LLP 11/14/2014
S.C. Financial Services, Inc. 1/20/2023
S.E.E.D. Planning Group LLC Binghamton, NY 8/4/2026