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
July 18, 2025 Filings
- Marks Wealth
- Montgomery Investment Management
- RK Asset Management
- Schaeffer Financial
- Washington University
- Churchill Management Corp.
- Wiser Wealth Management
- Fleming James B Jr
- AMI Asset Management Corporation
- Brookmont Capital Management
- Ewa
- Pinnacle Investment Management
- FengHe Fund Management Pte
- Pelham Capital
- Ridgemont Partners Management
- Access Financial Services
- Ledgewood Wealth Advisors
- Wildcat Capital Management
- Northstar
- SimpliFi
- Philip James Wealth Mangement
- Viewpoint Investment Partners Corp
- Tanager Wealth Management
- McGuire Investment Group
- Warren Street Wealth Advisors
- Kuntz Lesher Capital
- Consolidated Planning Corp
- Robeco Institutional Asset Management B V
- Clarity Financial
- Cantor Fitzgerald Investment Adviser
- BSW Wealth Partners
- Woodward Diversified Capital
- BOCHK Asset Management
- TPG Advisors
- Hudson Value Partners
- GEN Financial Management
- New Wave Wealth Advisors
- PFG Financial Advisors
- Gold Investment Management
- Naples Global Advisors
- Silchester International Investors
- Vert Asset Management
- Parsons Capital Management
- Astor Investment Management
- Foundry Financial Group
- Pure Financial Advisors
- Bloombergsen Investment Partners
- Community Fin'l Svs
- NRI Wealth Management LC
- Precision Wealth Strategies
- TruNorth Capital Management
- USA Financial Portformulas
- jvl associates
- Benchmark Wealth Management
- B.O.S.S. Retirement Advisors
- Newman Dignan & Sheerar
- Founders Capital Management
- Miller Wealth Advisors
- Parkwoods Wealth Partners
- Northeast Financial Group
- Cohen Klingenstein
- Meritas Wealth Management
- Mountain Pacific Investment Advisers
- Heritage Financial Services
- Madrona Financial Services
- SOA Wealth Advisors
- Dogwood Wealth Management
- Client 1st Advisory Group
- Vigilare Wealth Management
- Centricity Wealth Management
- First Pacific Financial
- Nabity-Jensen Investment Management
- Deltec Asset Management
- Chelsea Counsel
- Trilogy Capital
- QTR Family Wealth
- Eagle Capital Management
- Trust Co Of Vermont
- Paul Kendrigan
- Natixis
- SMI Advisory Services
- BCO Wealth Management
- Investec Asset Management North America
- Investec Asset Management
- Bartlett & Co. Wealth Management
- Investec Asset Management
- Loudon Investment Management
- Lynx Investment Advisory
- Community Bank & Trust, Waco, Texas
- SigFig Wealth Management
- Whitebark Investors
- Independent Investors
- Childress Capital Advisors
- MJT & Associates Financial Advisory Group
- Lowery Thomas
- Old Point Trust & Financial Services N A
- Provident Wealth Management
- Wetzel Investment Advisors
- Magnolia Private Wealth
- Marino, Stram & Associates
- Swp Financial
- Panoramic Capital Partners
- Rogco
- Pacific Point Advisors
- Impact Capital Partners
- Rolek Wealth Management
- Forza Wealth Management
- PBMares Wealth Management
- Mitsubishi UFJ Asset Management
- Sicart Associates
- O'rourke & Company
- Requisite Capital Management
- Generali Investments CEE, investicni spolecnost, a.s.
- Liberty Capital Management
- Bourgeon Capital Management
- Westhampton Capital
- Parkside Investments
- La Banque Postale Asset Management SA
- United Bank
- Victrix Investment Advisors
- Institute For Wealth Management
- Arcadia Wealth Management
- Columbia Asset Management
- Brown Shipley& Co
- Brueske Advisory Services
- Branch Banking & Trust Company
- Broadway Wealth Solutions
- Donald L. Hagan
- Powers Advisory Group
- Syquant Capital Sas
- Mithaq Capital SPC
- PGGM Vermogensbeheer B.V.
- Union Bancaire Privee, UBP SA
- Aquamarine Zurich
- First United Bank & Trust
- Caledonia Investments
- WealthNavi
- PFG Investments
- Consolidated Portfolio Review Corp
- TABR Capital Management
- Citrine Capital
- Midwest Financial Group
- Martel Wealth Advisors
- Cooper Financial Group
- Alley Investment Management Company
- Bridge Generations Wealth Management
- Financial Consulate
- Fmb Wealth Management
- Lockerman Financial Group
- Pennsylvania Capital Management
- BCU Wealth Advisors
- Renaissance Capital
July 17, 2025 Filings
- Lauterbach Financial Advisors
- Leverty Financial Group
- Centennial Wealth Advisory
- MBA Advisors
- Bosman Wealth Management
- Hansen & Associates Financial Group
- Elwood & Goetz Wealth Advisory Group
- Chicago Capital
- One Wealth Advisors
- Paradigm Financial Partners
- Spectrum Strategic Capital Management
- Saxon Interests
- Emerald Advisors
- Paradiem
- LifeGuide Financial Advisors
- Greenhouse Wealth Management
- Mokosak Advisory Group
- Melfa Wealth Management
- Cornerstone Wealth Advisors
- Eagle Wealth Strategies
- Eclectic Associates
- Eagle Bluffs Wealth Management
- Robbins Farley
- Mainsail Financial Group
- C2C Wealth Management
- Legacy Wealth Management
- Bluesphere Advisors
- Hamilton Capital Partners
- Lee Johnson Capital Management
- DiNuzzo Private Wealth
- Alliance Wealth Advisors
- JLB & Associates
- Greenleaf Trust
- K2 Financial
- York GP
- BFI Infinity
- Mattern Wealth Management
- Halbert Hargrove Global Advisors
- XML Financial
- HCR Wealth Advisors
- Poinciana Advisors Group
- G&S Capital
- Dopkins Wealth Management
- Capital Investment Advisors
- Stephens Group Asset Management
- Gleason Group
- RK Capital Management
- Raleigh Capital Management
- Asio Capital
- Canaan Partners XI
- Spartan Planning & Wealth Management
- LexAurum Advisors
- HB Wealth Management
- Janney Capital Management
- Kavar Capital Partners Group
- Claris Advisors, Llc / Mo /
- Janney Montgomery Scott
- Park Place Capital Corp
- Tealwood Asset Management
- Northwest Wealth Management
- Boulay Financial Advisors
- Summit Financial Strategies
- Venture Visionary Partners
- Campion Asset Management
- Nicholson Meyer Capital Management
- Smith Anglin Financial
- Chas. P. Smith & Associates, PA, CPA's
- David J.Sculati
- Oak Family Advisors
- Campbell Newman Asset Management
- Bennett Selby Investments
- Presper Financial Architects
- LifeGoal Wealth Advisors
- Sterling Investment Advisors
- Elser Financial Planning
- Cyr Financial
- Income Research & Management
- Taylor Frigon Capital Management
- School Employees Retirement Board Of Ohio
- Oakworth Capital
- Baron Silver Stevens Financial Advisors
- Fee-Only Financial Planning, L.C.
- Avondale Wealth Management
- Montis Financial
- Fifth Third Securities
- Oceanside Advisors
- Invesco
- SWS Partners
- Prepared Retirement Institute
- Wolff Wiese Magana
- Nova R Wealth
- Archford Capital Strategies
- Kelly Financial Services
- Refined Wealth Management
- New Covenant Trust Company
- Covenant Asset Management
- ERn Financial
- Enclave Advisors
- Olympus Wealth Management
- Alpine Bank Wealth Management
- Hanson & Doremus Investment Management
- Washington Capital Management
- Rempart Asset Management
- R.H. Investment Group
- Generate Investment Management
- Albion Financial Group
- Lunate Capital
- Farmers & Merchants Trust Co of Long Beach
- Moss Adams Wealth Advisors
- SummerHaven Investment Management
- Rubicon Global Capital
- Catalytic Wealth RIA
- Cairn Investment Group
- Fiduciary Advisors
- Astoria Strategic Wealth
- Greenbush Financial Group
- V-Square Quantitative Management
- Sound Income Strategies
- Jackson, Grant Investment Advisers
- Klein Pavlis & Peasley Financial
- Vermillion Wealth Management
- Global Trust Asset Management
- Clean Yield Group
- Investment Advisory Services
- Independence Bank of Kentucky
- Walker Asset Management
- Heritage Investment Group
- New Perspectives
- Norris Perne & French
- Applied Capital
- Capital Insight Partners
- Exane Asset Management
- Forefront Wealth Management
- Investment Research & Advisory Group
- Scott & Selber
- Genesis Private Wealth
- Delta Capital Management
- First County Bank
- Moody Lynn & Co/
- Overbrook Management Corp.
- GraniteShares Advisors
- Lazari Capital Management
- Peoples Financial Services
- Smith, Salley & Associates
- Addenda Capital
- Symmetry Partner
- Darren Munn
- Johnson & White Wealth Management
- Palisades Investment Partners
- Argus Investors' Counsel
- City Holding
- Wagner Wealth Management
- San Luis Wealth Advisors
- Grandview Asset Management
- Beacon Capital Management
- Patton Albertson & Miller
- PMG Wealth Management
- Tritonpoint Wealth
- Mustard Seed Financial
- Altus Wealth Management
- Flywheel Private Wealth
- Sonora Investment Management Group
- Porter White Investment Advisors
- CWA Asset Management
- Stone Point Wealth
- Coastline Trust
- Fort Washington Investment Advisors
- Peter F. Mathieson
- James Hambro & Partners
- Nelson, Van Denburg & Campbell Wealth Management
- Canerector
- Keystone Global Partners
- Clear Point Advisors
- Neumann Capital Management
- Lakewood Asset Management
- XY Planning Network
- Wd Rutherford
- Ausbil Investment Management
- Stockman Asset Management
- Oakmont Corporation
- Financial Partners Group
- Barry Investment Advisors
- Crown Oak Advisors
- Uncommon Cents Investing
- BayBridge Capital Group
- Johnson Bixby & Associates
- RBA Wealth Management
- Virginia Wealth Management Group
- KWB Wealth
- Charles Schwab Trust
- SC&H Financial Advisors
- Luminvest Wealth Management
- Hengehold Capital Management
- TBH Global Asset Management
- Sterneck Capital Management
- Youngs Advisory
- Ariose Capital Management
- California Capital Advisors
- Chatham Capital Group
- Sage Rhino Capital
- SFM
- Michels Family Financial
- Blossom Wealth Management
- KG&L Capital Management
- CogentBlue Wealth Advisors
- Crane Advisory
- Tempus Wealth Planning
- May Louie
- Uhlmann Price Securities
- Western Financial Corp
- LVW Advisors
- Peavine Capital Management
- David Kennon
- Black Point Wealth Management
- Robert M.Tomasello
- Clay Northam Wealth Management
- Worth Financial Advisory Group
- Sterling Wealth Advisors
- Financial Designs Corp
- Willow Creek Wealth Management
July 16, 2025 Filings
- Tower Trust & Investment
- Signature Resources Capital Management
- Prairiewood Capital
- Kiley Juergens Wealth Management
- Midwest Heritage Bank
- Cahaba Wealth Management
- Squire Investment Management Company
- Eastover Investment Advisors
- Independent Wealth Network
- Ascent Capital Management
- Tru Independence Asset Management 2
- Northwestern University
- Badgley Phelps Wealth Managers
- West Branch Capital
- Marmo Financial Group
- Spirepoint Private Client
- Jentner
- BBK Capital Partners
- Builder Investment Group
- US Asset Management
- Diversified Enterprises
- Townsend Asset Management Corp
- Kooman & Associates
- Processus Wealth & Capital Management
- ABS Direct Equity Fund
- John W. Brooker & Co., CPAs
- Mariner Investment Group
- ORG Wealth Partners
- Brown, Lisle/cummings
- Diamant Asset Management
- Meredith Wealth Planning
- Encompass Wealth Advisors
- Valicenti Advisory Services
- Advisors Management Group
- Twelve Points Wealth Management
- GoalFusion Wealth Management
- Signature
- First American Bank
- ORG Partners
- Summit Partners
- Gradient Capital Advisors
- Rainier Family Wealth
- Paragon Capital Management
- Highline Wealth Partners
- Howard Capital Management Group
- HS Management Partners
- Kendall Capital Management
- Meridian Investment Counsel
- Vestia Personal Wealth Advisors
- Augustine Asset Management
- Lloyd Advisory Services
- Bonness Enterprises
- Alaska Retirement Management Board
- Old Port Advisors
- Eagle Global Advisors
- NovaPoint Capital
- Cove Private Wealth
- One + One Wealth Management
- Patton Fund Management
- Asset Allocation & Management Company
- MinichMacGregor Wealth Management
- Rezny Wealth Management
- Stillwater Capital Advisors
- Moisand Fitzgerald Tamayo
- Northern Oak Capital Management
- Flower City Capital
- Virginia Retirement System
- Kirr Marbach & Co
- Ipswich Investment Management
- Kathmere Capital Management
- Instrumental Wealth
- PFS Partners
- Investment Partners Asset Management
- True North Advisors
- GenWealth Group
- Arkansas Financial
- Vision Capital Management
- Crowley Wealth Management
- RWM Asset Management
- Bestgate Wealth Advisors
- D. J. St. Germain
- Southern Capital Advisors
- BOS Asset Management
- Swisher Financial Concepts
- Spinnaker Investment Group
- FCG Investment
- New Insight Wealth Advisors
- Rebalance
- Falcon Wealth Planning
- Evergreen Private Wealth
- Novem Group
- Amarillo National Bank
- MontVue Capital Management
- Embree Financial Group
- BankPlus Wealth Management
- FORM Wealth Advisors
- LS Investment Advisors
- TCI Wealth Advisors
- Randolph Company
- Crown Wealth Group
- Blue Oak Capital
- Cresta Advisors
- Beaumont Financial Advisors
- Strategic Investment Solutions
- Five Oceans Advisors
- EdgeRock Capital
- Patron Partners Advisors
- Cambridge Advisors
- Owen LaRue
- Cox Capital
- A. D. Beadell Investment Counsel
- CX Institutional
- Brave Asset Management
- MKT Advisors
- MBE Wealth Management
- Ayalon Holdings
- TB Alternative Assets
- MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH
- Ruffer
- Oakmont Partners
- Essex Financial Services
- Register Financial Advisors
- Colton Groome Financial Advisors
- Fortune Financial Advisors
- StonePine Asset Management
- Stephenson National Bank & Trust
- Wealth Group
- AAFMAA Wealth Management & Trust