Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 102 of 201 · 4,013 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 2021 |
First National Bank Sioux Falls
|
$366M
|
178
|
Mar 2026
|
| 2022 |
Vestwell Advisors, LLC
|
$365M
|
31
|
Mar 2026
|
| 2023 |
Ogorek Anthony Joseph /Ny/ /Adv
|
$365M
|
719
|
Mar 2026
|
| 2024 |
Davern Capital Partners, LP
|
$365M
|
17
|
Mar 2026
|
| 2025 |
Sterling Wealth Management, Inc.
|
$364M
|
112
|
Mar 2026
|
| 2026 |
Roberts Glore & Co Inc /Il/
|
$364M
|
216
|
Mar 2026
|
| 2027 |
Evexia Wealth Llc
|
$364M
|
84
|
Mar 2026
|
| 2028 |
Anfield Capital Management, LLC
|
$363M
|
716
|
Mar 2026
|
| 2029 |
Virtus Investment Advisers, LLC
|
$363M
|
450
|
Mar 2026
|
| 2030 |
Revisor Wealth Management LLC
|
$362M
|
327
|
Mar 2026
|
| 2031 |
Safeguard Investment Advisory Group, LLC
|
$362M
|
143
|
Mar 2026
|
| 2032 |
Cordoba Advisory Partners LLC
|
$362M
|
118
|
Mar 2026
|
| 2033 |
Donoghue Forlines LLC
|
$361M
|
118
|
Mar 2026
|
| 2034 |
Peak Planning Group, LLC
|
$361M
|
120
|
Mar 2026
|
| 2035 |
Duncan Williams Asset Management, LLC
|
$361M
|
154
|
Mar 2026
|
| 2036 |
Proathlete Wealth Management Llc
|
$361M
|
368
|
Mar 2026
|
| 2037 |
WealthCare Investment Partners, LLC
|
$360M
|
191
|
Mar 2026
|
| 2038 |
Squire Investment Management Company, LLC
|
$360M
|
76
|
Mar 2026
|
| 2039 |
VCI Wealth Management LLC
|
$360M
|
109
|
Dec 2025
|
| 2040 |
Kelly Lawrence W & Associates Inc/Ca
|
$360M
|
182
|
Mar 2026
|
Page 102 of 201 · 4,013 managers
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