Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 162 of 214 · 4,277 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 3221 |
Melfa Wealth Management, Inc.
|
$174M
|
195
|
Mar 2026
|
| 3222 |
KRS Capital Management, LLC
|
$174M
|
115
|
Dec 2025
|
| 3223 |
Breakout Capital Partners, LP
|
$174M
|
8
|
Mar 2026
|
| 3224 |
Echo Wealth Management, LLC
|
$174M
|
47
|
Mar 2026
|
| 3225 |
Golden Road Advisors Llc
|
$174M
|
53
|
Mar 2026
|
| 3226 |
Yukon Wealth Management, Inc.
|
$174M
|
81
|
Dec 2025
|
| 3227 |
Innovative Asset Advisors Group, LLC
|
$173M
|
1,040
|
Mar 2026
|
| 3228 |
Forbes Financial Planning, Inc.
|
$173M
|
38
|
Mar 2026
|
| 3229 |
Heronetta Management, L.P.
|
$173M
|
25
|
Dec 2025
|
| 3230 |
Williams Financial, LLC
|
$173M
|
24
|
Dec 2025
|
| 3231 |
Royalty Pharma Sub-Manager, LLC
|
$173M
|
4
|
Mar 2026
|
| 3232 |
Bullseye Asset Management LLC
|
$173M
|
60
|
Mar 2026
|
| 3233 |
Sander Capital Advisors Inc
|
$173M
|
12
|
Mar 2026
|
| 3234 |
Tranquilli Financial Advisor LLC
|
$172M
|
130
|
Dec 2025
|
| 3235 |
Washburn Capital Management, Inc.
|
$172M
|
56
|
Mar 2026
|
| 3236 |
Benchmark Investment Advisors LLC
|
$172M
|
76
|
Mar 2026
|
| 3237 |
South Plains Financial, Inc.
|
$172M
|
311
|
Mar 2026
|
| 3238 |
Nicholson Wealth Management Group, LLC
|
$172M
|
114
|
Mar 2026
|
| 3239 |
Atlantic Investment Management
|
$172M
|
12
|
Mar 2026
|
| 3240 |
Salus Financial Advisors, LLC
|
$171M
|
34
|
Mar 2026
|
Page 162 of 214 · 4,277 managers
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