Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 149 of 210 · 4,198 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 2961 |
Patrick Mauro Investment Advisor, INC.
|
$199M
|
40
|
Mar 2026
|
| 2962 |
Gray Private Wealth, LLC
|
$199M
|
50
|
Mar 2026
|
| 2963 |
Comprehensive Wealth Management, LLC
|
$198M
|
39
|
Mar 2026
|
| 2964 |
Horizon Advisory Services, Inc.
|
$198M
|
49
|
Dec 2025
|
| 2965 |
Planning Directions Inc
|
$198M
|
106
|
Mar 2026
|
| 2966 |
Cross Staff Investments Inc
|
$197M
|
128
|
Mar 2026
|
| 2967 |
Enterprise Financial Services Corp
|
$197M
|
315
|
Mar 2026
|
| 2968 |
Steelhead Wealth Management LLC
|
$197M
|
84
|
Mar 2026
|
| 2969 |
Elwood Capital Partners Lp
|
$197M
|
33
|
Mar 2026
|
| 2970 |
Socha Financial Group, LLC
|
$197M
|
14
|
Mar 2026
|
| 2971 |
Barnes Wealth Management Group, Inc
|
$197M
|
184
|
Mar 2026
|
| 2972 |
Inherent Management Corp.
|
$197M
|
9
|
Mar 2026
|
| 2973 |
Piedmont Capital Management, LLC
|
$197M
|
50
|
Mar 2026
|
| 2974 |
ExodusPoint Capital Management, LP
|
$196M
|
41
|
Mar 2026
|
| 2975 |
Fortune Financial Advisors, LLC
|
$196M
|
148
|
Mar 2026
|
| 2976 |
Cyrus Capital Partners, L.P.
|
$196M
|
6
|
Mar 2026
|
| 2977 |
Swp Financial Llc
|
$196M
|
71
|
Mar 2026
|
| 2978 |
Peninsula Asset Management Inc
|
$196M
|
80
|
Mar 2026
|
| 2979 |
Mirabaud Asset Management (France) SAS
|
$196M
|
13
|
Mar 2026
|
| 2980 |
Mission Hills Financial Advisory, LLC
|
$195M
|
54
|
Mar 2026
|
Page 149 of 210 · 4,198 managers
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