Coverage

Institutional Managers

Institutional filers with quarterly SEC 13F disclosures.

Top Funds by AUM
Name Location Most recent filing
SL ADVISORS, LLC Naples, FL 7/10/2026
Slagle Financial, LLC Edwardsville, IL 7/29/2026
Slate Path Capital LP New York, NY 8/14/2026
SlateStone Wealth, LLC Jupiter, FL 7/20/2026
Sleep, Zakaria & CO Ltd. 8/14/2014
Sloane Robinson LLP 4/6/2021
Slocum, Gordon & Co LLP Newport, RI 7/23/2026
Slotnik Capital, LLC Dallas, TX 8/13/2026
Slow Capital, Inc. Greenbrae, CA 7/22/2026
Sloy Dahl & Holst, LLC Vancouver, WA 8/13/2026
SLS MANAGEMENT LLC 2/14/2019
SLT Holdings LLC Scottsdale, AZ 7/17/2026
SMA Capital LLC New York, NY 8/14/2026
Small Cap Value Fund, Inc. 7/27/2015
Smallwood Wealth Investment Management, LLC Red Bank, NJ 7/23/2026
Smart Money Group LLC Eastland, TX 7/29/2026
Smart Portfolios, LLC Lake Forest Park, WA 5/1/2026
SMART Wealth LLC Omaha, NE 8/5/2026
SmartHarvest Portfolios, LLC Seattle, WA 8/4/2026
Smartleaf Asset Management LLC Boston, MA 8/12/2026
Smead Capital Management, Inc. Phoenix, AZ 8/11/2026
SMH CAPITAL ADVISORS INC Fort Worth, TX 8/13/2026
SMI Advisory Services, LLC Columbus, IN 7/9/2026
Smith & Howard Wealth Management, LLC Atlanta, GA 8/3/2026
Smith Affiliated Capital Corp. 10/26/2017
Smith Anglin Financial, LLC 7/17/2025
Smith Asset Management Co., LLC Chiefland, FL 7/14/2026
SMITH ASSET MANAGEMENT GROUP LP 8/6/2021
SMITH CAPITAL MANAGEMENT INC /AR/ADV 11/13/2020
SMITH CHAS P & ASSOCIATES PA CPAS Lakeland, FL 5/12/2026
Smith Group Asset Management, LLC Dallas, TX 8/3/2026
SMITH HAYES Advisers, Inc 5/16/2016
Smith Partners Wealth Management, LLC Greensboro, NC 8/10/2026
Smith Salley Wealth Management Greensboro, NC 7/23/2026
SMITH SHELLNUT WILSON LLC /ADV Ridgeland, MS 8/3/2026
SMITH THOMAS W Boca Raton, FL 8/14/2026
Smith Thornton Advisors LLC Huntsville, AL 7/14/2026
Smith, Graham & Co., Investment Advisors, LP 1/29/2024
SMITH, MOORE & CO. Clayton, MO 8/12/2026
SMITHBRIDGE ASSET MANAGEMENT INC/DE Chadds Ford, PA 7/20/2026
Smithfield Trust Co Pittsburgh, PA 8/5/2026
Smithwood Advisers, L.P. 2/14/2017
Snider Financial Group Bellevue, WA 7/14/2026
SNOW CAPITAL MANAGEMENT LP 8/24/2021
Snow Lake Capital (HK) Ltd 11/14/2023
Snow Lake Management LP 11/14/2024
Snow Park Capital Partners, LP 11/14/2019
Snow Phipps Group, LLC New York, NY 7/9/2026
Snowden Capital Advisors LLC New York, NY 8/13/2026
Snowhook Capital Management LP 10/7/2024
SNOWWATER INVESTMENT PARTNERS, LLC Fairfield, CT 8/14/2026
SNYDER CAPITAL MANAGEMENT L P San Francisco, CA 8/13/2026
SOA Wealth Advisors, LLC. New York, NY 7/21/2026
Soapstone Management L.P. Bethesda, MD 8/14/2026
Socha Financial Group, LLC Corning, NY 8/5/2026
Social Capital Group LLC 11/3/2025
Social Capital PEP Management LLC 8/14/2019
SOCIETE GENERALE 8/2/2016
Socorro Asset Management LP Dallas, TX 8/14/2026
Socratic Fund Management, L.P. 11/9/2015
Soditic Asset Management LLP 11/6/2024
SOF Ltd George Town, E9 8/14/2026
SOFI WEALTH, LLC San Francisco, CA 8/10/2026
Sofinnova Investments, Inc. Menlo Park, CA 8/14/2026
Sofinnova Management VIII, L.L.C. 2/14/2018
SOFTBANK GROUP CORP. Tokyo, M0 8/14/2026
SoftVest Advisors, LLC Abilene, TX 8/14/2026
SOL Capital Management CO Rockville, MD 7/29/2026
Solano Wealth Investment Advisors LLC Fairfield, CA 7/29/2026
Solano Wealth Management, Inc. 7/30/2024
Solari Capital Management, LLC 11/17/2025
SOLARIS ASSET MANAGEMENT LLC 10/25/2018
Solas Capital Management, LLC Darien, CT 8/14/2026
Solel Partners LP Boston, MA 8/14/2026
Soleus Capital Management, L.P. Greenwich, CT 8/11/2026
Solidarity Wealth, LLC Lehi, UT 7/31/2026
Solitude Financial Services Charlottesville, VA 7/24/2026
Sollinda Capital Management LLC Hickory, NC 8/5/2026
Solstein Capital, LLC Menlo Park, CA 8/12/2026
Soltis Investment Advisors LLC St. George, UT 7/31/2026
Solus Alternative Asset Management LP Summit, NJ 8/14/2026
Solutions 4 Wealth, Ltd Southlake, TX 7/29/2026
SOMA EQUITY PARTNERS LP San Francisco, CA 8/14/2026
Somerset Capital Management LLP 1/4/2024
Somerset Group LLC Wayzata, MN 8/12/2026
Somerset Trust Co Somerset, PA 7/6/2026
SOMERVILLE KURT F Boston, MA 8/10/2026
Somnio Financial Group, LLC Glastonbury, CT 7/6/2026
Sompo Asset Management Co., Ltd. Tokyo, M0 7/14/2026
SONA ASSET MANAGEMENT (US) LLC New York, NY 8/14/2026
SONATA CAPITAL GROUP INC Seattle, WA 7/24/2026
Sone Capital Management, LLC New York, NY 8/14/2026
Sonen Capital LLC 2/2/2024
Sonic Fund II, L.P. 11/14/2023
Sonic GP LLC 2/14/2025
Sonnipe Ltd Douglas, Y8 8/14/2026
Sonoma Allocations LLC Santa Rosa, CA 7/8/2026
Sonoma Private Wealth LLC San Francisco, CA 8/14/2026
Sonora Investment Management Group, LLC 10/7/2025
Sonora Investment Management, LLC 11/12/2021
Sophron Capital Management L.P. Summit, NJ 8/14/2026
SOPHROSYNE CAPITAL LLC 11/13/2015
SORA INVESTORS LLC Bryn Mawr, PA 8/14/2026
Sorin Capital Management LLC 11/14/2018
Soroban Capital Partners LP New York, NY 8/14/2026
SOROS CAPITAL MANAGEMENT LLC New York, NY 8/14/2026
SOROS FUND MANAGEMENT LLC New York, NY 8/14/2026
Souders Financial Advisors Cincinnati, OH 8/5/2026
Sound Capital Solutions LLC Naples, FL 8/13/2026
SOUND ENERGY PARTNERS, INC. 11/13/2015
Sound Financial Strategies Group, LLC Madison, MS 8/10/2026
Sound Income Strategies, LLC Ft Lauderdale, FL 7/20/2026
Sound Point Capital Management, LP 2/14/2022
Sound Portfolio Advisors, LLC Mystic, CT 8/6/2026
SOUND SHORE MANAGEMENT INC /CT/ Greenwich, CT 8/12/2026
Sound Stewardship, LLC Overland Park, KS 7/13/2026
Sound View Wealth Advisors Group, LLC Savannah, GA 8/11/2026
Sound View Wealth Advisors, LLC 5/9/2019
SOUNDMARK WEALTH MANAGEMENT, LLC 7/25/2024
SoundView Advisors Inc. Olympia, WA 7/31/2026
Soundwatch Capital LLC Dallas, TX 8/13/2026
Source Financial Advisors LLC 11/1/2024
Sourcerock Fund LP 5/18/2021
Sourcerock Group LLC Denver, CO 8/14/2026
South Dakota Investment Council Sioux Falls, SD 8/11/2026
South Ferry Capital Management, L.P. 7/16/2015
SOUTH GEORGIA CAPITAL, LLC 11/10/2015
SOUTH PLAINS FINANCIAL, INC. Lubbock, TX 8/13/2026
South Shore Capital Advisors Cohasset, MA 7/30/2026
South Street Advisors LLC New York, NY 8/5/2026
SOUTH TEXAS MONEY MANAGEMENT LTD 11/13/2019
Southeast Asset Advisors, LLC Thomasville, GA 8/14/2026
SOUTHEASTERN ASSET MANAGEMENT INC/TN/ Memphis, TN 8/14/2026
SOUTHERN CAPITAL ADVISORS, LLC Jackson, TN 7/14/2026
SOUTHERN CAPITAL SERVICES INC /ADV Daphne, AL 7/23/2026
Southern Farm Bureau Life Insurance Jackson, MS 7/29/2026
Southern Financial Group, LLC Birmingham, AL 7/24/2026
SOUTHERN MICHIGAN BANK & TRUST Coldwater, MI 7/21/2026
Southern Style Financial, Inc. 7/9/2025
Southern Wealth Management, LLP 5/12/2023
SOUTHERNSUN ASSET MANAGEMENT, LLC Memphis, TN 8/14/2026
Southland Equity Partners LLC Wildwood, MO 7/13/2026
Southpaw Asset Management LP 11/15/2021
Southpoint Capital Advisors LP New York, NY 8/14/2026
SOUTHPORT MANAGEMENT, L.L.C. Wilson, WY 2/13/2026
Southside Capital, LLC 2/11/2020
SouthState Bank Corp Winter Haven, FL 8/6/2026
Sovarnum Capital L.P. 11/14/2022
Sovereign Financial Group, Inc. Stamford, CT 7/24/2026
Sovereign Investment Advisors, LLC Phoenix, AZ 8/14/2026
Sovereign's Capital Management, LLC Atlanta, GA 8/14/2026
Soviero Asset Management, LP New York, NY 8/14/2026
Sovran Advisors, LLC San Diego, CA 7/29/2026
Sowa Financial Group, Inc. Lincoln, RI 7/28/2026
Sowell Financial Services LLC North Little Rock, AR 7/17/2026
Sozo Ventures GP I, L.P. 11/4/2022
Sozo Ventures GP II, L.P. 11/6/2025
SP Asset Management 11/9/2022
SP Asset Management LLC Cupertino, CA 8/4/2026
Spahn Wealth & Retirement LLC Scottsdale, AZ 8/13/2026
Spark Growth Management Partners II, LLC 10/2/2023
Spark Growth Management Partners LLC 5/14/2021
Spark Investment Management LLC New York, NY 8/10/2026
Spark Management Partners II, LLC 2/17/2015
Spark Management Partners III (AIV I), LLC 1/12/2017
Sparta 24 Ltd. Tirat Hacarmel, L3 8/3/2026
Spartan Fund Management Inc. 2/14/2025
Spartan Planning & Wealth Management Greensboro, NC 7/22/2026
Spartan Wealth Advisory Services LLC Bingham Farms, MI 8/5/2026
SPC Financial, Inc. 11/5/2025
Spear Advisors LLC East Hampton, NY 8/14/2026
Spear Holdings RSC Ltd Al Maryah Island, C0 7/27/2026
Spearhead Capital Advisors, LLC 11/9/2022
SPECTRUM ADVISORY SERVICES INC 5/12/2016
Spectrum Asset Management, Inc. Stamford, CT 8/4/2026
Spectrum Asset Management, Inc. (NB/CA) Newport Beach, CA 7/31/2026
Spectrum Equity Management, Inc. 11/4/2022
Spectrum Financial Alliance Ltd LLC Nicholasville, KY 7/22/2026
Spectrum Investment Advisors, Inc. Mequon, WI 7/30/2026
Spectrum Management Group, LLC 11/3/2022
Spectrum Planning & Advisory Services Inc. San Diego, CA 7/14/2026
Spectrum Strategic Capital Management, LLC Corvallis, OR 8/14/2026
Spectrum Wealth Advisory Group, LLC Granite Bay, CA 8/6/2026
Spectrum Wealth Counsel, LLC 5/7/2025
SPEECE THORSON CAPITAL GROUP INC Minnetonka, MN 8/4/2026
SPERO-SMITH INVESTMENT ADVISERS INC /OH 10/31/2016
SPG ADVISORS LLC Kirkland, WA 8/13/2026
SPHERA FUNDS MANAGEMENT LTD. Tel Aviv, L3 8/14/2026
Sphera Management Technology Funds Ltd Tel Aviv, L3 8/14/2026
SPHINX TRADING, LP 1/31/2022
Spice Expeditions, LP Westport, CT 8/14/2026
Spider Management Company, LLC Richmond, VA 8/13/2026
SpiderRock Advisors, LLC 11/1/2024
SpiderRock Trading LLC 1/5/2015
Spindletop Capital, LLC 11/13/2020
Spinecap SAS Paris, I0 7/27/2026
Spinnaker Capital LLC 5/15/2025
SPINNAKER CAPITAL LTD 8/18/2025
Spinnaker Investment Group, LLC Newport Beach, CA 7/10/2026
SPINNAKER TRUST Portland, ME 8/3/2026