Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 185 of 219 · 4,362 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 3681 |
Centerpoint Advisory Group
|
$133M
|
108
|
Mar 2026
|
| 3682 |
Forty-three Eighteen Advisors, LLC
|
$133M
|
75
|
Mar 2026
|
| 3683 |
Whi Trust Co Llc
|
$133M
|
95
|
Mar 2026
|
| 3684 |
Madrid Wealth Management, LLC
|
$133M
|
70
|
Mar 2026
|
| 3685 |
Signal Tree Financial Partners Llc
|
$132M
|
47
|
Mar 2026
|
| 3686 |
Global Trust Wealth Management LLC
|
$132M
|
83
|
Mar 2026
|
| 3687 |
Axos Invest Inc.
|
$132M
|
19
|
Mar 2026
|
| 3688 |
Virtus Fixed Income Advisers, LLC
|
$132M
|
24
|
Dec 2025
|
| 3689 |
Katamaran Capital LLP
|
$132M
|
34
|
Dec 2025
|
| 3690 |
Park State Asset Management
|
$132M
|
20
|
Mar 2026
|
| 3691 |
Boyce & Associates Wealth Consulting, Inc.
|
$132M
|
80
|
Mar 2026
|
| 3692 |
Phillip James Consulting Co.
|
$132M
|
378
|
Mar 2026
|
| 3693 |
Reicon Wealth Advisors, Llc
|
$132M
|
72
|
Mar 2026
|
| 3694 |
CFC Planning Co LLC
|
$132M
|
72
|
Dec 2025
|
| 3695 |
Fairway Financial, LLC
|
$132M
|
23
|
Mar 2026
|
| 3696 |
SIMA Wealth Partners, LLC
|
$132M
|
145
|
Dec 2025
|
| 3697 |
PlanVest Financial, Inc
|
$131M
|
565
|
Mar 2026
|
| 3698 |
Axiom Investment Management LLC
|
$131M
|
3,956
|
Mar 2026
|
| 3699 |
Vested Financial Planning, LLC
|
$131M
|
27
|
Mar 2026
|
| 3700 |
Alcosta Capital Management, Inc.
|
$131M
|
23
|
Mar 2026
|
Page 185 of 219 · 4,362 managers
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