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
April 22, 2025 Filings
- M3 Advisory Group
- Icapital Wealth
- Palumbo Wealth Management
- Whalen Wealth Management
- Stiles Financial Services
- Fort Henry Capital
- FMA Wealth Management
- Centerpoint Advisory Group
- TrueMark Investments
- Tanglewood Legacy Advisors
- Shariaportfolio
- Yoder Wealth Management
- Park Capital Management, LLC / WI
- Runnymede Capital Advisors
- Consolidated Planning Corp
- Diversified Portfolios
- Wetzel Investment Advisors
- Three Cord True Wealth Management
- Cabana
- Verde Servicos Internacionais
- Jmac Enterprises
- Moser Wealth Advisors
- Acorn Creek Capital
- Joel Adams & Associates
- Cornerstone Partners Capital Management
- Spinnaker Investment Group
- Sawgrass Asset Management
- 5T Wealth
- Antonelli Financial Advisors
- Capstone Capital Wealth Advisors
- HWG Holdings
- Brueske Advisory Services
April 21, 2025 Filings
- Provident Wealth Management
- Riverbrige Partners
- Siligmueller & Norvid Wealth Advisors
- LongView Wealth Management
- O'Dell Group
- Colony Family Offices
- Five Pine Wealth Management
- River Street Advisors
- Philo Smith Capital Corp
- Nelson, Van Denburg & Campbell Wealth Management
- ORG Partners
- Jim Saulnier & Associates
- Investment Research & Advisory Group
- Ronald Blue Trust
- Merrion Investment Management
- Brady Martz Wealth Solutions
- CLG
- Autumn Glory Partners
- Advisory Resource Group
- ERn Financial
- Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
- Norris Perne & French
- Strategic Point Investment Advisors
- Matthew Goff Investment Advisor
- Compass Capital Corp
- HCR Wealth Advisors
- Townsend Asset Management Corp
- Bricktown Capital
- Redwood Wealth Management Group
- Btim
- Greenup Street Wealth Management
- Global X Japan
- Silverleafe Capital Partners
- Puzo Michael J
- Newton One Investments
- Pegasus Asset Management
- Hoge Financial Services
- MN Wealth Advisors
- Clark & Stuart
- Walter & Keenan Financial Consulting
- Andrews, Lucia Wealth Management
- Roberts Wealth Advisors
- DecisionMap Wealth Management
- Trifecta Capital Advisors
- True Link Financial Advisors
- Kentucky Trust
- Flagstone Financial Management
- LifeGoal Wealth Advisors
- Cherry Tree Wealth Management
- Old Second Wealth Management
- Curran Financial Partners
- GFS Advisors
- Stableford Capital Ii
- Sincerus Advisory
- Martin Worley Group
- Spirit Of America Management Corp
- Proathlete Wealth Management
- Abundance Wealth Counselors
- Hartford Financial Management
- Kempner Capital Management
- TTP Investments
- Plimoth Trust
- Trivant Custom Portfolio Group
- Matthews International Capital Management
- Premier Path Wealth Partners
- Friedenthal Financial
- Heartwood Wealth Advisors
- Janney Capital Management
- Montz Harcus Wealth Management
- Harrell Investment Partners
- DB Fitzpatrick & Co
- MGO Private Wealth
- Taddei, Ludwig & Associates
- BostonPremier Wealth
- HFG Advisors
- Envestnet Portfolio Solutions
- Guided Capital Wealth Management
- Rolek Wealth Management
- Catalina Capital Group
- Luken Investment Analytics
- Bigelow Investment Advisors
- McHugh Group
- Fox Financial
- Centennial Wealth Advisory
- Institute For Wealth Management
- Well Done
- Wealthspan Partners
- Sterling Investment Counsel
- Higgins & Schmidt Wealth Strategies
- Adams Asset Advisors
- Emeth Value Capital
- Hamilton Capital Partners
- TCI Wealth Advisors
- Lumbard Investment Counseling
- Duncan Williams Asset Management
- Johnson Investment Counsel
- Davidson Capital Management
- Green Square Capital
- Beacon Capital Management
- Community Bank
- MBL Wealth
- PSI Advisors
- Grandview Asset Management
- Builder Investment Group
- LDR Capital Management
- Aspiriant
- Kiley Juergens Wealth Management
- Alaska Retirement Management Board
- CWA Asset Management
- Analyst IMS Investment Management Services
- Cadent Capital Advisors
- McMahon Financial Advisors
- LifeWealth Investments
- Warner Financial
- Barrett & Company
- Dunhill Financial
- JBR Co Financial Management
- White Wing Wealth Management
- PUREfi Wealth
- NorthLanding Financial Partners
- Summa Corp.
- Marino, Stram & Associates
- Golden Road Advisors
- Sofi Wealth
- BlueSky Wealth Advisors
- Prentiss Smith & Co
- Kingswood Wealth Advisors
- Helios Capital Management Pte
- Liquid Strategies
- Ayalon Holdings
- Accelerate Investment Advisors
- Osborne Partners Capital Management
- Rf&l Wealth Management
- Good Steward Wealth Advisors
- Alta Capital Management
- Vanderbilt University
- WJ Interests
- Retirement Systems of Alabama
- S. R. Schill & Associates
- Roman Butler Fullerton & Co
- Essex Savings Bank
- Silver Oak Securities
- Mithaq Capital SPC
- United Advisor Group
- ORG Wealth Partners
- Means Investment
- Clear Point Advisors
April 18, 2025 Filings
- Planning Center
- Market Street Wealth Management Advisors
- Financial Perspectives
- Creative Capital Management Investments
- Clarius
- TCG Capital Management
- Hemenway Trust Company
- Cushing Capital Partners
- Shepherd Financial Partners
- Mezzasalma Advisors
- Robert Bender & Associates
- Cornerstone Wealth Management
- Lion Street Advisors
- Capital Wealth Management
- Rdl Financial
- Brian C. Broderick
- Crown Oak Advisors
- JP Wealth Management
- Financial Partners Group
- Wells Trecaso Financial Group
- Mayfair Advisory Group