Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 151 of 210 · 4,198 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 3001 |
Downshift Financial, LLC
|
$193M
|
77
|
Mar 2026
|
| 3002 |
Cassady Wealth & Retirement Planning, LLC
|
$193M
|
101
|
Mar 2026
|
| 3003 |
Promethium Advisors,Llc
|
$193M
|
112
|
Mar 2026
|
| 3004 |
Galilei Investment Office LLP
|
$193M
|
27
|
Mar 2026
|
| 3005 |
Jim Saulnier & Associates, Llc
|
$193M
|
139
|
Dec 2025
|
| 3006 |
Athena Investment Management
|
$193M
|
153
|
Mar 2026
|
| 3007 |
RCS Financial Planning, LLC
|
$193M
|
98
|
Mar 2026
|
| 3008 |
Keystone Financial Group, Inc.
|
$192M
|
134
|
Mar 2026
|
| 3009 |
Legacy Financial Independent Advisors Llc
|
$192M
|
113
|
Mar 2026
|
| 3010 |
Westview Management dba Westview Investment Advisors
|
$192M
|
70
|
Mar 2026
|
| 3011 |
Krm Wealth Management L.L.C.
|
$192M
|
43
|
Mar 2026
|
| 3012 |
Riverchase Wealth Management, Llc
|
$192M
|
73
|
Mar 2026
|
| 3013 |
Values First Advisors, Inc.
|
$192M
|
360
|
Mar 2026
|
| 3014 |
Corrado Advisors, Llc
|
$192M
|
115
|
Mar 2026
|
| 3015 |
Prime Buchholz LLC
|
$191M
|
22
|
Mar 2026
|
| 3016 |
Pennsylvania State University
|
$191M
|
2
|
Mar 2026
|
| 3017 |
Smallwood Wealth Investment Management, LLC
|
$191M
|
521
|
Dec 2025
|
| 3018 |
Birch Capital Management, LLC
|
$191M
|
78
|
Mar 2026
|
| 3019 |
Mill Road Capital Management LLC
|
$191M
|
25
|
Mar 2026
|
| 3020 |
Elevatus Welath Management
|
$191M
|
141
|
Mar 2026
|
Page 151 of 210 · 4,198 managers
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