Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 100 of 342 · 6,831 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 1981 |
Agave Capital Management Ltd
|
$915M
|
12
|
Jun 2026
|
| 1982 |
King Wealth Management Group
|
$914M
|
176
|
Jun 2026
|
| 1983 |
Symphony Financial, Ltd. Co.
|
$914M
|
371
|
Jun 2026
|
| 1984 |
Atlas Capital Advisors Inc.
|
$914M
|
1,054
|
Jun 2026
|
| 1985 |
Southeast Asset Advisors, LLC
|
$913M
|
217
|
Mar 2026
|
| 1986 |
Castellan Group
|
$912M
|
41
|
Jun 2026
|
| 1987 |
Pacific Life Fund Advisors LLC
|
$910M
|
27
|
Jun 2026
|
| 1988 |
FORM Wealth Advisors, LLC
|
$909M
|
61
|
Jun 2026
|
| 1989 |
Brehaut David Pascal
|
$908M
|
1
|
Mar 2026
|
| 1990 |
Greenwood Capital Associates Llc
|
$908M
|
286
|
Mar 2026
|
| 1991 |
Tennessee Valley Asset Management Partners
|
$907M
|
207
|
Jun 2026
|
| 1992 |
Greatmark Investment Partners, Inc.
|
$906M
|
153
|
Jun 2026
|
| 1993 |
Oak Root LLC
|
$906M
|
10
|
Jun 2026
|
| 1994 |
Manchester Global Management (UK) Ltd
|
$906M
|
23
|
Jun 2026
|
| 1995 |
One Wealth Advisors, LLC
|
$906M
|
326
|
Jun 2026
|
| 1996 |
BlueStem Wealth Partners, LLC
|
$906M
|
125
|
Dec 2025
|
| 1997 |
Per Stirling Capital Management, LLC.
|
$905M
|
310
|
Mar 2026
|
| 1998 |
SeaCrest Wealth Management, LLC
|
$903M
|
550
|
Jun 2026
|
| 1999 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
$903M
|
493
|
Jun 2026
|
| 2000 |
TFC Financial Management, Inc.
|
$902M
|
1,034
|
Jun 2026
|
Page 100 of 342 · 6,831 managers
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