Automation and data is changing the investment landscape.
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- 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
Oct. 7, 2026 Filings
- Wealth Group
- Morris Retirement Advisors
- Steginsky Capital
- Snow Phipps Group
- S.E.E.D. Planning Group
- Bank & Trust
- Fig Financial Advisory Services
- Martin Capital Partners
- Applied Capital
- FSA Investment Group
- Platt Investment Counsel
- Avenue 1 Advisors
- Seven Bridges Advisors
- Emprise Bank
- North Point Portfolio Managers Corporation
- Puff Wealth Management
- Glynn Capital Management
- PartnerRe Asset Management Corporation
- Nautilus Advisors
- Bank of Finland
- Winebrenner Capital Management
- Searcy Financial Services
- Rye Brook Capital
- Silvia Mccoll Wealth Management
- McMahon Financial Advisors
- Decision Investments
- Wealth Enhancement Trust Services
- Echo45 Advisors
- OxenFree Capital
- Investors Research Corp
- Rhodes Investment Advisors
- Greenfield Savings Bank
- Cassilly Financial Group
- Spectrum Advisors
- Baring Financial
- Cheryl Verrill
- Boston Standard Wealth Management
- Persium Advisors
- Epiq Partners
- Whitcomb & Hess
- Canandaigua National Trust Co of Florida
- Family Legacy Financial Solutions
- Canandaigua National Bank and Trust Company
- Exchange Bank
- Cooper Financial Group
- Elm3 Financial Group
- Stephenson National Bank & Trust
- Dominguez Wealth Management Solutions
- KFA Private Wealth Group
- Zrc Wealth Management
- Retirement Wealth Solutions
- Cox Capital
- Red Spruce Capital
- JP Wealth Management
- MJT & Associates Financial Advisory Group
- Venture Visionary Partners
- Elm Partners Management
- Crumly & Associates
- First Community Trust Na
- Asempa Wealth Advisors
- Legacy Solutions
- Pathway Financial Advisors
- Mendota Financial Group
- Great Waters Wealth Management
- Waller Financial Planning Group
- Weaver Consulting Group
- Todd Wealth Management
- SigFig Wealth Management
- McAlister, Sweet & Associates
- American National Bank of Texas
- Armstrong Henry H Associates
- American National Bank
- Worth Asset Management
- Matrix Trust
- KWMG
- PFW Advisors
- Lake Hills Wealth Management
- Strong Retirement Solutions
- Benedict Financial Advisors
Oct. 6, 2026 Filings
- Two Seas Capital
- RVW Wealth
- Cambridge Financial Group
- Private Capital Advisors
- Roth Financial Partners
- GPWM
- Congress Asset Management
- Moody National Bank Trust Division
- Bank of New Hampshire
- Laurie Hall
- Bangor Savings Bank
- Pps&v Asset Management Consultants
- Stewardship Concepts Financial Services
- Juncture Wealth Strategies
- Mallini Complete Financial Planning
- Legacy Private Trust
- Tetrad Corp
- Financial Symmetry
- Samson Rock Capital
- Byrne Asset Management
- Iowa State Bank
- Ables, Iannone, Moore & Associates
- Eleva Capital SAS
- Colton Groome Financial Advisors
- GoalFusion Wealth Management
- Dudley & Shanley
- Segra Capital Management
- Paladin Partners
- Boyum Wealth Architects
- GuoLine Advisory Pte
- Stephens Group
- Lakehouse Capital Pty
- Central Pacific Bank - Trust Division
Oct. 5, 2026 Filings
- Morrissey Wealth Management
- Olistico Wealth
- Norman Fields, Gottscho Capital Management
- Ballew Advisors
- Factorial Partners
- Gladwyn Financial Advisors
- Pacific Wealth Management
- Ridgewood Investments
- Kennon-Green & Company
- Frisco Financial Planning
- Box Hill Private Wealth
- Acima Private Wealth
- Rosenberg Matthew Hamilton
- Collective Family Office
- FC Advisory
- Heartwood Wealth Advisors
- Rockland Trust
- Argent Capital Management
- Eastern Bank
- CapWealth Advisors
- Bright Rock Capital Management
- Adelphi Trust
- Acasta Partners UK
- Partnership Wealth Management
- Eastover Investment Advisors
- Ferguson Wellman Capital Management
- Neville Rodie & Shaw
- Baker Tilly Financial
- Pensionfund Sabic
- Pensioenfonds DSM Nederland.
- Horizons Wealth Management
- Tompkins Financial Corp
- Park National Corp
- General Partner
- Massmutual Trust
- Violich Capital Management
Oct. 2, 2026 Filings
- Pennsylvania State University
- Boltwood Capital Management
- First Citizens Financial Corp
- Polaris Financial Partners
- Robert B. Daugherty Foundation
- Miller Global Investments
- GLP Holdings L
- Marotta Asset Management
- Silverleafe Capital Partners
- Private Client Services
- Advus Financial Partners
- Beacon Wealthcare
- Planning Strategies
- Allie Family Office
- GoalVest Advisory
- REYL & Cie
- Global Wealth Strategies & Associates
- Versant Capital Management
- Stairway Partners
- CX Institutional
Oct. 1, 2026 Filings
- GP Brinson Investments
- Stonebridge Financial Group
- LBJ Family Wealth Advisors
- Montecito Bank & Trust
- Benjamin Joseph Floyd Dba Floyd Capital Management
- Hickory Point Bank & Trust
- Doliver Capital Advisors
- Roxbury Financial
- Burkett Financial Services
- Defender Capital
- Noble Wealth Management PBC
- First Financial Bank, N.A. - Trust Division
- Coastline Trust
- Michael S. Ryan
- Confluence Investment Management
- Sarver Vrooman Wealth Advisors
- Parrish Capital
- Cacti Asset Management
Sept. 29, 2026 Filings
Sept. 25, 2026 Filings
Sept. 23, 2026 Filings
Sept. 21, 2026 Filings
Sept. 18, 2026 Filings
Sept. 17, 2026 Filings
Sept. 16, 2026 Filings