Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 140 of 210 · 4,199 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 2781 |
Asset Planning Services Inc /La/ /Adv
|
$226M
|
35
|
Dec 2025
|
| 2782 |
BancFirst Trust & Investment Management
|
$226M
|
57
|
Mar 2026
|
| 2783 |
Patron Partners, Llc
|
$226M
|
185
|
Mar 2026
|
| 2784 |
Robbins Farley
|
$226M
|
143
|
Mar 2026
|
| 2785 |
State of New Jersey Common Pension Fund A
|
$226M
|
3
|
Mar 2026
|
| 2786 |
Heritage Family Offices, LLP
|
$225M
|
196
|
Mar 2026
|
| 2787 |
Boit C F David
|
$225M
|
119
|
Mar 2026
|
| 2788 |
SEG Family Corp.
|
$225M
|
1
|
Mar 2026
|
| 2789 |
Family Capital Management, Inc.
|
$225M
|
100
|
Dec 2025
|
| 2790 |
Beaton Management Co. Inc.
|
$225M
|
146
|
Mar 2026
|
| 2791 |
Prospect Hill Management, LLC
|
$224M
|
14
|
Mar 2026
|
| 2792 |
626 Financial, LLC
|
$224M
|
121
|
Mar 2026
|
| 2793 |
Tandem Wealth Advisors LLC
|
$224M
|
47
|
Mar 2026
|
| 2794 |
93 Financial Group, LLC
|
$224M
|
9
|
Mar 2026
|
| 2795 |
CPV Partners, LLC
|
$224M
|
4
|
Mar 2026
|
| 2796 |
MKA Charitable Fund
|
$224M
|
1
|
Mar 2026
|
| 2797 |
Life Line Wealth Management Llc
|
$224M
|
35
|
Mar 2026
|
| 2798 |
Leicht Financial Planning & Wealth Management, Inc.
|
$224M
|
13
|
Dec 2025
|
| 2799 |
Aspect Management, LLC
|
$224M
|
1
|
Mar 2026
|
| 2800 |
Windle Wealth, LLC
|
$223M
|
34
|
Dec 2025
|
Page 140 of 210 · 4,199 managers
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