Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 104 of 201 · 4,013 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 2061 |
BridgePort Financial Solutions, LLC
|
$353M
|
231
|
Mar 2026
|
| 2062 |
ForthRight Wealth Management, LLC
|
$353M
|
75
|
Mar 2026
|
| 2063 |
MIC Capital Management UK LLP
|
$352M
|
18
|
Mar 2026
|
| 2064 |
HTG Investment Advisors, Inc.
|
$352M
|
85
|
Mar 2026
|
| 2065 |
Fiduciary Family Office, Llc
|
$351M
|
179
|
Mar 2026
|
| 2066 |
PhiloSmith Capital Corp
|
$351M
|
58
|
Mar 2026
|
| 2067 |
Spider Management Company, LLC
|
$351M
|
5
|
Mar 2026
|
| 2068 |
Steph & Co
|
$351M
|
301
|
Mar 2026
|
| 2069 |
Columbia Bank
|
$350M
|
261
|
Mar 2026
|
| 2070 |
Wealth Management Partners, LLC
|
$350M
|
147
|
Mar 2026
|
| 2071 |
Retirement Financial Solutions, Llc
|
$350M
|
53
|
Mar 2026
|
| 2072 |
Bruce & Co., Inc.
|
$350M
|
41
|
Mar 2026
|
| 2073 |
Kingdom Financial Group LLC.
|
$349M
|
865
|
Mar 2026
|
| 2074 |
Lloyd Advisory Services, LLC.
|
$349M
|
581
|
Mar 2026
|
| 2075 |
Global Assets Advisory, LLC
|
$349M
|
506
|
Mar 2026
|
| 2076 |
Endeavor Private Wealth, Inc.
|
$349M
|
406
|
Mar 2026
|
| 2077 |
LOM Asset Management Ltd
|
$348M
|
278
|
Mar 2026
|
| 2078 |
Gill Capital Partners, Llc
|
$348M
|
701
|
Mar 2026
|
| 2079 |
Srh Advisors, Llc
|
$347M
|
293
|
Dec 2025
|
| 2080 |
Weybosset Research & Management Llc
|
$347M
|
33
|
Mar 2026
|
Page 104 of 201 · 4,013 managers
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