Investor universe

The public-regulatory universe, RIAs & family offices (Form ADV) and institutional managers (13F). Click any entity for its profile & holdings. Read-only; public SEC data, no contacts.

Type:AllRIAs / family offices13F managersIssuersAUM ≥:Any$1B$10B$100B

8,796 matches · showing 8701–8796 (page 88 of 88)

EntityTypeAUMLocationAnchor
Womack Financial LLC →13F manager––CIK 2107079
Wood Tarver Financial Group, LLC →13F manager––CIK 2059344
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV →13F manager––CIK 771118
Woodbridge CO LTD →13F manager––CIK 1397960
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC →13F manager––CIK 1165805
Woodline Partners LP →13F manager––CIK 1784547
WOODMONT INVESTMENT COUNSEL LLC →13F manager––CIK 1133653
Woodside Wealth Management LLC →13F manager––CIK 2064883
Woodson Capital Management, LP →13F manager––CIK 1697848
WOODSTOCK CORP →13F manager––CIK 1008877
WoodTrust Financial Corp →13F manager––CIK 1725247
WOODWARD DIVERSIFIED CAPITAL, LLC →13F manager––CIK 1846177
Working Capital Advisors (UK) Ltd. →13F manager––CIK 1807878
WORLD EQUITY GROUP, INC. →13F manager––CIK 878770
World Investment Advisors →13F manager––CIK 1652594
WORLDLY PARTNERS MANAGEMENT, LLC →13F manager––CIK 1904574
WORLDQUANT MILLENNIUM ADVISORS LLC →13F manager––CIK 1745981
WORMSER FRERES GESTION →13F manager––CIK 2051288
Worth Asset Management, LLC →13F manager––CIK 1927285
Worth Financial Advisory Group, LLC →13F manager––CIK 1964358
Worth Venture Partners, LLC →13F manager––CIK 1696778
Worthington Financial Partners, LLC →13F manager––CIK 2111427
WorthPointe, LLC →13F manager––CIK 1921448
WP Advisors, LLC →13F manager––CIK 1697796
WPG Advisers, LLC →13F manager––CIK 2067343
WPWealth LLP →13F manager––CIK 1950118
WRAPMANAGER INC →13F manager––CIK 1266014
Wrenne Financial Planning LLC →13F manager––CIK 2023054
WRIGHT INVESTORS SERVICE INC →13F manager––CIK 108572
Wright Wealth LLC →13F manager––CIK 2046147
WS MANAGEMENT LLLP →13F manager––CIK 877338
WT Asset Management Ltd →13F manager––CIK 1780365
WT Wealth Management →13F manager––CIK 1780507
WULFF, HANSEN & CO. →13F manager––CIK 108634
Wynn Capital, LLC →13F manager––CIK 2009900
WYNNEFIELD CAPITAL INC →13F manager––CIK 1251567
X-Square Capital, LLC →13F manager––CIK 1729300
Xcel Wealth Management, LLC →13F manager––CIK 1791002
Xena Financial Planning, LLC →13F manager––CIK 2101744
Xiamen Xinweidachuang Investment Partnership (Limited Partnership) →13F manager––CIK 1910318
XML Financial, LLC →13F manager––CIK 1800465
XN LP →13F manager––CIK 1756558
XPONANCE LLC →13F manager––CIK 1637541
XTX Topco Ltd →13F manager––CIK 1828301
XXEC, Inc. →13F manager––CIK 1828822
XXI WEALTH, LLC →13F manager––CIK 2047463
XY Capital Ltd →13F manager––CIK 1933132
XY Planning Network, Inc. →13F manager––CIK 1873438
Y-Intercept (Hong Kong) Ltd →13F manager––CIK 1772875
Y.D. More Investments Ltd →13F manager––CIK 1870364
YACKTMAN ASSET MANAGEMENT LP →13F manager––CIK 905567
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. →13F manager––CIK 1894044
Yakira Capital Management, Inc. →13F manager––CIK 1584639
YANKCOM Partnership →13F manager––CIK 2036975
Yanni & Associates Investment Advisors, LLC →13F manager––CIK 2109644
Yarbrough Capital, LLC →13F manager––CIK 1767686
Yardley Wealth Management LLC →13F manager––CIK 2044323
YARGER WEALTH STRATEGIES, LLC →13F manager––CIK 1908607
Yaupon Capital Management LP →13F manager––CIK 1755028
YCG, LLC →13F manager––CIK 1584801
Yelin Lapidot Holdings Management Ltd. →13F manager––CIK 1590495
YHB Investment Advisors, Inc. →13F manager––CIK 1469219
Yiheng Capital Management, L.P. →13F manager––CIK 1447228
Yoder Wealth Management, Inc. →13F manager––CIK 1973967
Yoffe Investment Management, LLC →13F manager––CIK 2056336
Yong Rong (HK) Asset Management Ltd →13F manager––CIK 1738071
York GP, Ltd. →13F manager––CIK 1289994
Yorktown Energy Partners IX, L.P. →13F manager––CIK 1503466
Yorktown Energy Partners X, L.P. →13F manager––CIK 1577919
Yorktown Energy Partners XI, L.P. →13F manager––CIK 1667954
Yorktown Management & Research Co Inc →13F manager––CIK 1313559
Yorkville Advisors Global, LP →13F manager––CIK 1838613
Your Advocates Ltd., LLP →13F manager––CIK 1774437
YOUSIF CAPITAL MANAGEMENT, LLC →13F manager––CIK 1858789
Yu Fan →13F manager––CIK 1668029
Yukon Wealth Management, Inc. →13F manager––CIK 2065849
Yunqi Capital Ltd →13F manager––CIK 1912273
Z3 Capital Partners, LLC →13F manager––CIK 2127787
ZACKS INVESTMENT MANAGEMENT →13F manager––CIK 1086483
ZAZOVE ASSOCIATES LLC →13F manager––CIK 1009012
ZEGA Investments, LLC →13F manager––CIK 2045703
Zeit Capital LLC →13F manager––CIK 1808163
Zeno Equity Partners LLP →13F manager––CIK 2013334
ZEVENBERGEN CAPITAL INVESTMENTS LLC →13F manager––CIK 1276918
ZEVIN ASSET MANAGEMENT LLC →13F manager––CIK 1394096
Zhang Financial LLC →13F manager––CIK 1776290
Zimmer Partners, LP →13F manager––CIK 1565854
Zinnia Wealth Advisory, LLC →13F manager––CIK 2073676
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ →13F manager––CIK 109380
Zuckerman Investment Group, LLC →13F manager––CIK 1423296
Zullo Investment Group, Inc. →13F manager––CIK 1909760
Zurcher Kantonalbank (Zurich Cantonalbank) →13F manager––CIK 1368163
Zurich Insurance Group Ltd/FI →13F manager––CIK 1127799
Zweig-DiMenna Associates LLC →13F manager––CIK 1533950
ZWJ INVESTMENT COUNSEL INC →13F manager––CIK 842782
ZynergyRetirementPlanningLLC →13F manager––CIK 2031137
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