Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 184 of 257 · 5,128 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 3661 |
Ayrshire Capital Management LLC
|
$193M
|
50
|
Mar 2026
|
| 3662 |
Downshift Financial, LLC
|
$193M
|
77
|
Mar 2026
|
| 3663 |
Cassady Wealth & Retirement Planning, LLC
|
$193M
|
101
|
Mar 2026
|
| 3664 |
Promethium Advisors,Llc
|
$193M
|
112
|
Mar 2026
|
| 3665 |
Galilei Investment Office LLP
|
$193M
|
27
|
Mar 2026
|
| 3666 |
Jim Saulnier & Associates, Llc
|
$193M
|
139
|
Dec 2025
|
| 3667 |
Athena Investment Management
|
$193M
|
153
|
Mar 2026
|
| 3668 |
RCS Financial Planning, LLC
|
$193M
|
98
|
Mar 2026
|
| 3669 |
Keystone Financial Group, Inc.
|
$192M
|
134
|
Mar 2026
|
| 3670 |
Legacy Financial Independent Advisors Llc
|
$192M
|
113
|
Mar 2026
|
| 3671 |
Westview Management dba Westview Investment Advisors
|
$192M
|
70
|
Mar 2026
|
| 3672 |
Krm Wealth Management L.L.C.
|
$192M
|
43
|
Mar 2026
|
| 3673 |
Riverchase Wealth Management, Llc
|
$192M
|
73
|
Mar 2026
|
| 3674 |
Values First Advisors, Inc.
|
$192M
|
360
|
Mar 2026
|
| 3675 |
Corrado Advisors, Llc
|
$192M
|
115
|
Mar 2026
|
| 3676 |
Prime Buchholz LLC
|
$191M
|
22
|
Mar 2026
|
| 3677 |
Pennsylvania State University
|
$191M
|
2
|
Mar 2026
|
| 3678 |
Smallwood Wealth Investment Management, LLC
|
$191M
|
521
|
Dec 2025
|
| 3679 |
Birch Capital Management, LLC
|
$191M
|
78
|
Mar 2026
|
| 3680 |
Mill Road Capital Management LLC
|
$191M
|
25
|
Mar 2026
|
Page 184 of 257 · 5,128 managers
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