Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 164 of 214 · 4,277 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 3261 |
Income Research & Management
|
$169M
|
26
|
Mar 2026
|
| 3262 |
Crystal Rock Capital Management
|
$168M
|
32
|
Mar 2026
|
| 3263 |
Code Waechter LLC
|
$168M
|
118
|
Mar 2026
|
| 3264 |
Meadowbrook Advisors Group, LLC
|
$168M
|
136
|
Mar 2026
|
| 3265 |
7G Capital Management, Llc
|
$168M
|
11
|
Mar 2026
|
| 3266 |
Knott David M Jr
|
$168M
|
88
|
Mar 2026
|
| 3267 |
Dynamic Wealth Strategies, LLC
|
$168M
|
250
|
Dec 2025
|
| 3268 |
Disciplined Investors, L.L.C.
|
$168M
|
139
|
Mar 2026
|
| 3269 |
Catalina Capital Group, LLC
|
$168M
|
176
|
Mar 2026
|
| 3270 |
Integrity Wealth Advisors, Inc.
|
$168M
|
73
|
Mar 2026
|
| 3271 |
WealthTrust Asset Management, LLC
|
$167M
|
98
|
Mar 2026
|
| 3272 |
William B. Walkup & Associates, Inc.
|
$167M
|
164
|
Mar 2026
|
| 3273 |
Prentiss Smith & Co Inc
|
$167M
|
65
|
Dec 2025
|
| 3274 |
Pursue Wealth Partners Llc
|
$167M
|
101
|
Mar 2026
|
| 3275 |
Andrews, Lucia Wealth Management Llc
|
$167M
|
35
|
Mar 2026
|
| 3276 |
Montaka Global Pty Ltd
|
$167M
|
21
|
Mar 2026
|
| 3277 |
Lummis Asset Management, LP
|
$167M
|
194
|
Mar 2026
|
| 3278 |
Del-Sette Capital Management, LLC
|
$167M
|
44
|
Mar 2026
|
| 3279 |
Catherine Avery Investment Management LLC
|
$167M
|
159
|
Dec 2025
|
| 3280 |
Stilwell Value Llc
|
$167M
|
25
|
Mar 2026
|
Page 164 of 214 · 4,277 managers