Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 154 of 210 · 4,198 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 3061 |
Arcadia Wealth Management, Inc.
|
$185M
|
55
|
Mar 2026
|
| 3062 |
Catalyst Private Wealth, Llc
|
$185M
|
76
|
Mar 2026
|
| 3063 |
Arrien Investments, Inc.
|
$184M
|
46
|
Mar 2026
|
| 3064 |
GSI Capital Advisors LLC
|
$184M
|
58
|
Mar 2026
|
| 3065 |
Nutshell Asset Management Ltd
|
$184M
|
35
|
Mar 2026
|
| 3066 |
Sard Wealth Management Group, Llc
|
$184M
|
60
|
Mar 2026
|
| 3067 |
Investments & Financial Planning, LLC
|
$184M
|
36
|
Mar 2026
|
| 3068 |
Kure Advisory, LLC
|
$184M
|
56
|
Mar 2026
|
| 3069 |
Meridian Financial Advisors, LLC
|
$184M
|
142
|
Dec 2025
|
| 3070 |
Global Wealth Management, LLC
|
$183M
|
44
|
Mar 2026
|
| 3071 |
Kamunting Street Capital Management, L.P.
|
$183M
|
28
|
Mar 2026
|
| 3072 |
Babb Wealth Advisors LLC
|
$183M
|
19
|
Mar 2026
|
| 3073 |
Sutton Place Investors Llc
|
$183M
|
136
|
Mar 2026
|
| 3074 |
Quantedge Capital Pte Ltd
|
$183M
|
51
|
Mar 2026
|
| 3075 |
Claris Financial LLC
|
$183M
|
178
|
Mar 2026
|
| 3076 |
Stegner Investment Associates Inc.
|
$183M
|
29
|
Mar 2026
|
| 3077 |
MWA Asset Management
|
$183M
|
126
|
Mar 2026
|
| 3078 |
Trivant Custom Portfolio Group, LLC
|
$182M
|
81
|
Mar 2026
|
| 3079 |
Wisconsin Capital Management Llc
|
$182M
|
51
|
Mar 2026
|
| 3080 |
R Squared Ltd
|
$182M
|
477
|
Mar 2026
|
Page 154 of 210 · 4,198 managers
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