13F Portfolios Database: Hedge Funds, Family Offices & Endowments

Pactolio's 13F database is a structured index of 358 institutional investment managers — hedge funds, family offices, and university endowments — constructed from their quarterly Form 13F-HR filings with the SEC. Each manager is consolidated into a single record comprising current disclosed holdings, assets under management across reporting quarters, sector concentration, quarter-over-quarter allocation changes, and the peer funds with the highest portfolio overlap.

The directory can be narrowed by typing a manager's name into the filter field above the fund list, or navigated alphabetically via the A–Z index. Each entry opens the manager's full 13F record. For the inverse lookup — identifying every covered institution holding a given security — the Institutional Ownership section provides per-ticker holder rankings.

Pactolio maintains a curated universe of 358 investment managers — hedge funds, family offices, and endowments — rather than indexing the full population of 13F filers. Selection favors managers whose disclosed portfolios exhibit meaningful position concentration, as concentration is a precondition for informative 13F analysis: quarter-over-quarter changes in portfolio weight are attributable to discrete allocation decisions only where individual positions represent a material share of reported market value. Broadly diversified filers, whose disclosures primarily reflect index replication, are excluded by design. All included managers file Form 13F-HR with the SEC pursuant to Rule 13f-1, which applies to institutions exercising investment discretion over $100 million or more in Section 13(f) securities.

Coverage extends up to ten years (40 reporting quarters) per manager, subject to each filer's history on SEC EDGAR. New filings are ingested nightly and typically reflected within 24–48 hours of publication. As Form 13F is due 45 calendar days after quarter-end, each record represents positions as of the most recent reported quarter-end rather than current holdings.

Form 13F disclosure is limited to long positions in Section 13(f) securities, as defined by the SEC's official quarterly list — U.S. exchange-traded equities, ETFs, shares of closed-end investment companies, certain convertible debt instruments, and listed put and call options. Instruments outside that definition are not reportable under any circumstances: short positions, total return swaps and other OTC derivatives, private and unlisted holdings, cash balances, and most securities not traded on U.S. exchanges. Pactolio further excludes listed options from portfolio-weight calculations to preserve comparability of reported weights across filers. The dataset accordingly represents a point-in-time record of disclosed long exposure in Section 13(f) securities, which may differ materially from a manager's net economic exposure.