Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 171 of 257 · 5,134 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 3401 |
NerdWallet Wealth Partners, LLC
|
$223M
|
61
|
Dec 2025
|
| 3402 |
Dixon Fnancial Services, Inc.
|
$223M
|
44
|
Mar 2026
|
| 3403 |
Ariadne Wealth Management, LP
|
$223M
|
249
|
Mar 2026
|
| 3404 |
Sterneck Capital Management, LLC
|
$223M
|
116
|
Mar 2026
|
| 3405 |
Flatrock Wealth Partners LLC
|
$222M
|
166
|
Dec 2025
|
| 3406 |
Leslie Global Wealth, LLC
|
$222M
|
72
|
Dec 2025
|
| 3407 |
Darrow Company, Inc.
|
$222M
|
56
|
Mar 2026
|
| 3408 |
Second Half Financial Partners, LLC
|
$222M
|
96
|
Mar 2026
|
| 3409 |
Compass Financial Group, Inc.
|
$222M
|
47
|
Mar 2026
|
| 3410 |
Delphi Financial Group, Inc.
|
$222M
|
32
|
Mar 2026
|
| 3411 |
Formula Growth Ltd
|
$222M
|
137
|
Mar 2026
|
| 3412 |
Capital Wealth Alliance, LLC
|
$221M
|
93
|
Mar 2026
|
| 3413 |
Sunesis Advisors, LLC
|
$221M
|
59
|
Mar 2026
|
| 3414 |
Meritas Wealth Management, LLC
|
$221M
|
60
|
Mar 2026
|
| 3415 |
Gildi - lifeyrissjodur
|
$221M
|
2
|
Dec 2025
|
| 3416 |
Wealth Management Strategies, Inc.
|
$221M
|
40
|
Mar 2026
|
| 3417 |
Mosley Wealth Management
|
$221M
|
466
|
Mar 2026
|
| 3418 |
Decker Retirement Planning Inc.
|
$221M
|
284
|
Mar 2026
|
| 3419 |
William Marsh Rice University
|
$221M
|
2
|
Mar 2026
|
| 3420 |
Team Financial Group, LLC
|
$220M
|
267
|
Dec 2025
|
Page 171 of 257 · 5,134 managers
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