get_managers
Search for fund managers using name (partial match) or minimum AUM. Results show latest 13F-HR filing date and total AUM.
Instructions
Browse the institutional manager index — each manager with their latest 13F-HR filing date and AUM. Filter by name (partial match — "Berkshire" returns Berkshire Hathaway) or minimum AUM. Pair with get_holdings to see what a given manager owns. Requires Business plan. Paginated, max 100/page.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| name | No | Filter by manager name, case-insensitive partial/substring match. Example: "Berkshire" matches Berkshire Hathaway. | |
| page | No | 1-based page number. Defaults to 1. | |
| min_aum | No | Minimum assets-under-management in USD, inclusive, as of the manager's latest filed 13F-HR quarter. | |
| per_page | No | Results per page. Defaults to 20, maximum 100. |