Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 155 of 211 · 4,217 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 3081 |
Sard Wealth Management Group, Llc
|
$184M
|
60
|
Mar 2026
|
| 3082 |
Investments & Financial Planning, LLC
|
$184M
|
36
|
Mar 2026
|
| 3083 |
Kure Advisory, LLC
|
$184M
|
56
|
Mar 2026
|
| 3084 |
Meridian Financial Advisors, LLC
|
$184M
|
142
|
Dec 2025
|
| 3085 |
Global Wealth Management, LLC
|
$183M
|
44
|
Mar 2026
|
| 3086 |
Kamunting Street Capital Management, L.P.
|
$183M
|
28
|
Mar 2026
|
| 3087 |
Babb Wealth Advisors LLC
|
$183M
|
19
|
Mar 2026
|
| 3088 |
Sutton Place Investors Llc
|
$183M
|
136
|
Mar 2026
|
| 3089 |
Quantedge Capital Pte Ltd
|
$183M
|
51
|
Mar 2026
|
| 3090 |
Claris Financial LLC
|
$183M
|
178
|
Mar 2026
|
| 3091 |
Stegner Investment Associates Inc.
|
$183M
|
29
|
Mar 2026
|
| 3092 |
MWA Asset Management
|
$183M
|
126
|
Mar 2026
|
| 3093 |
Trivant Custom Portfolio Group, LLC
|
$182M
|
81
|
Mar 2026
|
| 3094 |
Wisconsin Capital Management Llc
|
$182M
|
51
|
Mar 2026
|
| 3095 |
R Squared Ltd
|
$182M
|
477
|
Mar 2026
|
| 3096 |
Stephenson & Company, Inc.
|
$182M
|
45
|
Dec 2025
|
| 3097 |
Tilia Fiduciary Partners, Inc.
|
$182M
|
115
|
Mar 2026
|
| 3098 |
Hager Investment Management Services, Llc
|
$182M
|
329
|
Mar 2026
|
| 3099 |
Anderson Financial Strategies, LLC
|
$182M
|
32
|
Mar 2026
|
| 3100 |
Elefante Mark B
|
$182M
|
187
|
Mar 2026
|
Page 155 of 211 · 4,217 managers
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