Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 158 of 258 · 5,146 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 3141 |
Houlihan Financial Resource Group, Ltd.
|
$257M
|
109
|
Mar 2026
|
| 3142 |
GPM Growth Investors, Inc.
|
$257M
|
42
|
Dec 2025
|
| 3143 |
Trueblood Wealth Management, LLC
|
$256M
|
252
|
Dec 2025
|
| 3144 |
New England Capital Financial Advisors LLC
|
$256M
|
427
|
Dec 2025
|
| 3145 |
Grunden Financial Advisory, Inc.
|
$256M
|
35
|
Dec 2025
|
| 3146 |
Highlander Partners, L.P.
|
$256M
|
47
|
Mar 2026
|
| 3147 |
Cumberland Advisors Inc
|
$255M
|
48
|
Mar 2026
|
| 3148 |
Agate Pass Investment Management, LLC
|
$255M
|
105
|
Mar 2026
|
| 3149 |
Kennedy Investment Group, Inc.
|
$255M
|
135
|
Mar 2026
|
| 3150 |
2Xideas AG
|
$255M
|
47
|
Mar 2026
|
| 3151 |
Juno Financial Group LLC
|
$255M
|
70
|
Mar 2026
|
| 3152 |
Palisades Investment Partners, LLC
|
$255M
|
51
|
Mar 2026
|
| 3153 |
Tiemann Investment Advisors, Llc
|
$255M
|
204
|
Mar 2026
|
| 3154 |
Westwood Wealth Management
|
$255M
|
42
|
Mar 2026
|
| 3155 |
Choice Wealth Advisors LLC
|
$255M
|
35
|
Mar 2026
|
| 3156 |
Vermillion Wealth Management, Inc.
|
$255M
|
1,563
|
Mar 2026
|
| 3157 |
First Financial Corp /In/
|
$255M
|
413
|
Mar 2026
|
| 3158 |
1776 Wealth LLC
|
$254M
|
146
|
Mar 2026
|
| 3159 |
Beach Point Capital Management LP
|
$254M
|
11
|
Mar 2026
|
| 3160 |
Aubrey Capital Management Ltd
|
$254M
|
53
|
Dec 2025
|
Page 158 of 258 · 5,146 managers
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