Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 167 of 214 · 4,277 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 3321 |
Ti-Trust, Inc
|
$162M
|
129
|
Dec 2025
|
| 3322 |
Investment Partners Asset Management, Inc.
|
$162M
|
163
|
Mar 2026
|
| 3323 |
Collaborative Fund Advisors, LLC
|
$162M
|
160
|
Mar 2026
|
| 3324 |
Explore Capital Management, LLC
|
$162M
|
15
|
Sep 2025
|
| 3325 |
Guerra Pan Advisors, Llc
|
$162M
|
121
|
Mar 2026
|
| 3326 |
Carter Financial Group, INC.
|
$162M
|
126
|
Mar 2026
|
| 3327 |
Petra Financial Advisors Inc
|
$162M
|
117
|
Mar 2026
|
| 3328 |
GEN Financial Management, INC.
|
$162M
|
51
|
Mar 2026
|
| 3329 |
Accordant Advisory Group Inc
|
$161M
|
238
|
Mar 2026
|
| 3330 |
Innealta Capital, Llc
|
$161M
|
75
|
Mar 2026
|
| 3331 |
Five Pine Wealth Management
|
$161M
|
47
|
Mar 2026
|
| 3332 |
Perry Creek Capital Lp
|
$160M
|
12
|
Mar 2026
|
| 3333 |
New Mountain Capital, L.L.C.
|
$160M
|
1
|
Dec 2025
|
| 3334 |
Pacific Park Financial, Inc.
|
$160M
|
74
|
Dec 2025
|
| 3335 |
Providence Wealth Advisors, LLC
|
$160M
|
89
|
Dec 2025
|
| 3336 |
Nvest Wealth Strategies, Inc.
|
$160M
|
1
|
Jun 2026
|
| 3337 |
W.H. Cornerstone Investments Inc.
|
$160M
|
129
|
Mar 2026
|
| 3338 |
Sterling Manor Financial, LLC
|
$160M
|
39
|
Mar 2026
|
| 3339 |
Affinity Investment Advisors, Llc
|
$160M
|
137
|
Mar 2026
|
| 3340 |
Richardson Financial Services Inc.
|
$160M
|
1,132
|
Mar 2026
|
Page 167 of 214 · 4,277 managers
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