Automation and data is changing the investment landscape.
Super-charge your investment analysis with:
- Notifications when a fund files a new 13F-HR filing
- Data going back as far as 2004
- Charts showing how positions have changed over time
- Downloadable spreadsheets for further analysis
Popular Funds
Top Value Investors
Top Hedge Funds
- Renaissance Technologies
- Point72 Asset Management
- Greenlight Capital
- Oaktree Capital Management
- Paulson & Co
- Zebra Capital Management
- Bill & Melinda Gates Foundation Trust
- Citadel Advisors
- Pershing Square Capital Management
- Appaloosa
- Tiger Management
- Soros Capital Management
- Susquehanna International Group
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Recently Updated Funds
Jan. 16, 2025 Filings
- Davies Financial Advisors
- Mitchell & Pahl Private Wealth
- Rezny Wealth Management
- First United Bank & Trust
- Charles Schwab Trust
- Lee Munder Capital Group
- Trust Asset Management
- Kiley Juergens Wealth Management
- Legal Advantage Investments
- Solidarilty Wealth
- American Asset Management
- Hamlin Capital Management
- Aspiriant
- Brookmont Capital Management
- A.R. Schmeidler & Co
- Crossmark Global Holdings
- MRM-Horizon Advisors
- Royal Fund Management
- Chesapeake Wealth Management
- Reliant Investment Management
- Sugar Maple Asset Management
- Lam Group
- Ballentine Partners
- Seven Post Investment Office
- Atwood & Palmer
- Cannae Holdings
- Portman Square Capital
- Martel Wealth Advisors
- Genesis Investment Management
- A.N. Culbertson & Company
- ZWJ Investment Counsel
- Addenda Capital
- Sparta 24
- Abacus Wealth Partners
- New Hampshire Trust
- Bonness Enterprises
- CMH Wealth Management
- Koshinski Asset Management
- Leonard Rickey Investment Advisors P
- Pure Financial Advisors
- Tudor Financial
- Regent Peak Wealth Advisors
- Priebe Wealth Holdings
- Ulland Investment Advisors
- Marcia E. Wade
- Sowa Financial Group
- Colorado Capital Management
- Harbor Investment Advisory
- Gemmer Asset Management
- Hoese & Co
- HBC Financial Services, P
- Sky Investment Group
- Mountain Pacific Investment Advisers
- Wealthquest
- Amplius Wealth Advisors
- Prairiewood Capital
- Aurora Investment Managers
- Breakwater Investment Management
- LaFleur & Godfrey
- Overbrook Management Corp.
- Union Savings Bank
- Lionsbridge Wealth Management
- Cove Private Wealth
- Mitchell Mcleod Pugh & Williams
- Zhang Financial
- Shore Point Advisors
- Bricktown Capital
- Guinness Atkinson Asset Management
- Guinness Asset Management
- CB^T Wealth Management
- Massmutual Trust
- Purus Wealth Management
- Meritas Wealth Management
- Penn Davis Mcfarland
- BigSur Wealth Management
- Ervin Investment Management
- True Link Financial Advisors
- Bremer Bank National Association
- Umb Bank N A
- Ahl Investment Management
- BlueSky Wealth Advisors
- Strong Tower Advisory Services
- Capital Wealth Management
- Cim
- Kanen Wealth Management
- Onyx Financial Advisors
- Lee Johnson Capital Management
- FLC Capital Advisors
- SFG Wealth Management
- DLK Investment Management
- Stokes Capital Advisors
- McCarthy & Cox
- Maltin Wealth Management
- Baugh & Associates
- Bridgewater Advisors
- Flower City Capital
- Uncommon Cents Investing
- Ami Investment Management
- Wealth Management Partners
- Access Financial Services
- Sarasin & Partners
- LPF Advisors
- Community Bank of Raymore
- M.e. Allison & Co
- Oldfather Financial Services
- Apex Investment Services
- Systrade
- FOCUS Wealth Advisors
- Thrive Wealth Management
- Ironwood Wealth Management
- Willner & Heller
- Schwab Charitable Fund
- California Capital Advisors
- Trueblood Wealth Management
- Scott Capital Advisors
- Financial Freedom
- Divergent Planning
- Mechanics Bank Trust Department / The Mechanics Bank
- Lincoln Capital
- Seilern Investment Management
- Diversify Advisory Services
- Pine Haven Investment Counsel
- Diversify Wealth Management
- Robert M.Tomasello
- LVW Advisors
- Eldred Rock Partners
- Terra Nova Asset Management
- Gilman Hill Asset Management
- Smart Money Group
- City Holding
- Ellsworth Advisors
- RoundAngle Advisors
- RiverTree Advisors
- Successful Portfolios
- Annex Advisory Services, LLC, d/b/a Annex Wealth Management
- Ariose Capital Management
- Evanson Asset Management
- Mandatum Life Insurance
- Laurie Hall
- TL Private Wealth
- Kennicott Capital Management
- Cambridge Advisors
- Bernardo Wealth Planning
- Delta Capital Management
- Renaissance Investment Group
- My Legacy Advisors
- Polianta
- Maiden Cove Capital
- Artemis Investment Management
- Constellation Investimentos e Participacoes
- Global Wealth Management
- Moulton Wealth Management
- Bayshore Asset Management
- Client 1st Advisory Group
- Cascade Investment Group
- Kaydan Wealth Management
- Coconut Grove Bank
- Brady Martz Wealth Solutions
- Ballast
- Murphy, Middleton, Hinkle & Parker
- Steigerwald, Gordon & Koch
- LBMC Investment Advisors
- Arbor Trust Wealth Advisors
- Liberty One Investment Management
- Japan Post Holdings
- TMT General Partner
- Seatown Holdings Pte
- Romano Brothers And Company
- McElhenny Sheffield Capital Management
- Kelly Financial Services
- Mission Hills Financial Advisory
- Cadinha & Co
- Perkins Coie Trust
- Stillwater Capital Advisors
- Clarius