Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
| # | Fund / Institution | AUM ▼ | Positions | Period |
|---|---|---|---|---|
| 3121 | WJ Interests, LLC | $260M | 20 | Mar 2026 |
| 3122 | MBA Advisors LLC | $260M | 146 | Mar 2026 |
| 3123 | Silver Heights Capital Management Inc | $260M | 4 | Mar 2026 |
| 3124 | Miller Wealth Advisors, Llc | $260M | 117 | Mar 2026 |
| 3125 | JDM Financial Group LLC | $259M | 318 | Mar 2026 |
| 3126 | Toews Corp /Adv | $259M | 6 | Mar 2026 |
| 3127 | Samjo Management, LLC | $259M | 85 | Dec 2025 |
| 3128 | Colrain Capital Llc | $259M | 26 | Mar 2026 |
| 3129 | Codex Capital Asset Management L.L.C. | $259M | 31 | Mar 2026 |
| 3130 | Ducere Wealth Management LLC | $259M | 130 | Dec 2025 |
| 3131 | Beacon Financial Planning, Inc | $258M | 76 | Mar 2026 |
| 3132 | Bryant Woods Investment Advisors, LLC | $258M | 49 | Dec 2025 |
| 3133 | Stash Investments, LLC | $258M | 5 | Mar 2026 |
| 3134 | Silver Lake Advisory, LLC | $258M | 103 | Dec 2025 |
| 3135 | TrustBank | $258M | 154 | Mar 2026 |
| 3136 | Fidelis Im, Llc | $258M | 25 | Dec 2025 |
| 3137 | Towle & Co | $257M | 54 | Mar 2026 |
| 3138 | Hoertkorn Richard Charles | $257M | 80 | Dec 2025 |
| 3139 | Cruiser Capital Advisors, LLC | $257M | 53 | Mar 2026 |
| 3140 | Prosperitas Financial LLC | $257M | 78 | Dec 2025 |