Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 161 of 214 · 4,277 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 3201 |
Providence Financial Advisors, LLC
|
$175M
|
59
|
Mar 2026
|
| 3202 |
Gross & Hartman Investments LLC
|
$175M
|
72
|
Dec 2025
|
| 3203 |
Sterling Wealth Advisors Inc
|
$175M
|
20
|
Mar 2026
|
| 3204 |
Godshalk Welsh Capital Management, Inc.
|
$175M
|
132
|
Dec 2025
|
| 3205 |
Kellett Wealth Advisors, LLC
|
$175M
|
79
|
Dec 2025
|
| 3206 |
Momentous Wealth Management, Inc.
|
$175M
|
41
|
Mar 2026
|
| 3207 |
Braeburn Wealth Management LLC
|
$175M
|
85
|
Mar 2026
|
| 3208 |
Lowery Thomas, Llc
|
$175M
|
55
|
Mar 2026
|
| 3209 |
Aegis Wealth Management LLC
|
$175M
|
118
|
Mar 2026
|
| 3210 |
Converium Capital Inc.
|
$175M
|
36
|
Mar 2026
|
| 3211 |
Delos Wealth Advisors, LLC
|
$175M
|
260
|
Mar 2026
|
| 3212 |
4J Wealth Management LLC
|
$175M
|
98
|
Dec 2025
|
| 3213 |
GS Investments, Inc.
|
$175M
|
134
|
Mar 2026
|
| 3214 |
Arbiter Partners Capital Management LLC
|
$175M
|
45
|
Mar 2026
|
| 3215 |
Kaufman Rossin Wealth, LLC
|
$174M
|
98
|
Mar 2026
|
| 3216 |
Mudrick Capital Management, L.P.
|
$174M
|
3
|
Mar 2026
|
| 3217 |
Bridge Generations Wealth Management Llc
|
$174M
|
32
|
Mar 2026
|
| 3218 |
American Airlines Group Inc.
|
$174M
|
1
|
Mar 2026
|
| 3219 |
CNO Financial Group, Inc.
|
$174M
|
18
|
Mar 2026
|
| 3220 |
Advanced Micro Devices Inc
|
$174M
|
4
|
Mar 2026
|
Page 161 of 214 · 4,277 managers
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