Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 125 of 210 · 4,199 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 2481 |
Hartree Partners, LP
|
$276M
|
64
|
Dec 2025
|
| 2482 |
Breakwater Investment Management
|
$276M
|
497
|
Dec 2025
|
| 2483 |
Envision Financial Planning, LLC
|
$276M
|
51
|
Mar 2026
|
| 2484 |
Arcadia Wealth Management, LLC
|
$276M
|
67
|
Mar 2026
|
| 2485 |
Family Capital Trust Co
|
$276M
|
89
|
Mar 2026
|
| 2486 |
Foundation Wealth Management, LLC\PA
|
$276M
|
93
|
Dec 2025
|
| 2487 |
Ted Buchan & Co
|
$275M
|
88
|
Mar 2026
|
| 2488 |
Wealthspan Partners, Llc
|
$275M
|
124
|
Dec 2025
|
| 2489 |
Heathbridge Capital Management Ltd.
|
$275M
|
29
|
Mar 2026
|
| 2490 |
Renesas Electronics America Inc.
|
$275M
|
1
|
Mar 2026
|
| 2491 |
Allred Capital Management, LLC
|
$275M
|
155
|
Mar 2026
|
| 2492 |
Absolute Capital Management, Llc
|
$275M
|
133
|
Dec 2025
|
| 2493 |
Dupree Financial Group, LLC
|
$274M
|
80
|
Dec 2025
|
| 2494 |
Maestria Partners LLC
|
$274M
|
13
|
Mar 2026
|
| 2495 |
BKM Wealth Management, LLC
|
$274M
|
148
|
Mar 2026
|
| 2496 |
Sittner & Nelson, Llc
|
$274M
|
573
|
Mar 2026
|
| 2497 |
Mullooly Asset Management, Inc.
|
$273M
|
51
|
Dec 2025
|
| 2498 |
Fluent Financial, LLC
|
$273M
|
43
|
Mar 2026
|
| 2499 |
Richards, Merrill & Peterson, Inc.
|
$273M
|
283
|
Mar 2026
|
| 2500 |
Blackhawk Capital Partners, LLC
|
$273M
|
141
|
Mar 2026
|
Page 125 of 210 · 4,199 managers
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