Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 107 of 201 · 4,013 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 2121 |
Sterling Financial Planning, Inc.
|
$337M
|
117
|
Mar 2026
|
| 2122 |
Schiavi & Co LLC
|
$337M
|
51
|
Mar 2026
|
| 2123 |
Vance Wealth, Llc
|
$337M
|
116
|
Dec 2025
|
| 2124 |
WT Wealth Management
|
$336M
|
138
|
Mar 2026
|
| 2125 |
Red Wave Investments LLC
|
$336M
|
113
|
Dec 2025
|
| 2126 |
Oldfather Financial Services, LLC
|
$336M
|
98
|
Dec 2025
|
| 2127 |
Haverford Financial Services, Inc.
|
$336M
|
46
|
Mar 2026
|
| 2128 |
Kooman & Associates
|
$335M
|
51
|
Mar 2026
|
| 2129 |
Passive Capital Management, LLC.
|
$335M
|
104
|
Mar 2026
|
| 2130 |
VSM Wealth Advisory, LLC
|
$335M
|
505
|
Mar 2026
|
| 2131 |
Hobbs Group Advisors, LLC
|
$334M
|
160
|
Mar 2026
|
| 2132 |
Montanaro Asset Management Ltd
|
$334M
|
42
|
Mar 2026
|
| 2133 |
Pine Harbor Wealth Management, LLC
|
$334M
|
102
|
Mar 2026
|
| 2134 |
Claris Advisors, Llc / Mo /
|
$334M
|
70
|
Mar 2026
|
| 2135 |
Martin Investment Management, LLC
|
$334M
|
46
|
Mar 2026
|
| 2136 |
Family Legacy, Inc.
|
$334M
|
121
|
Dec 2025
|
| 2137 |
Valley Forge Investment Consultants Inc Adv
|
$334M
|
83
|
Mar 2026
|
| 2138 |
Atlas Wealth LLC
|
$334M
|
115
|
Mar 2026
|
| 2139 |
Tilson Financial Group, Inc.
|
$333M
|
79
|
Mar 2026
|
| 2140 |
MSA Advisors, LLC
|
$333M
|
50
|
Mar 2026
|
Page 107 of 201 · 4,013 managers
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