Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 188 of 257 · 5,129 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 3741 |
Longview Financial Advisors LLC
|
$184M
|
157
|
Mar 2026
|
| 3742 |
Sard Wealth Management Group, Llc
|
$184M
|
60
|
Mar 2026
|
| 3743 |
Attessa Capital LLC
|
$184M
|
35
|
Mar 2026
|
| 3744 |
Investments & Financial Planning, LLC
|
$184M
|
36
|
Mar 2026
|
| 3745 |
Kure Advisory, LLC
|
$184M
|
56
|
Mar 2026
|
| 3746 |
Meridian Financial Advisors, LLC
|
$184M
|
142
|
Dec 2025
|
| 3747 |
Global Wealth Management, LLC
|
$183M
|
44
|
Mar 2026
|
| 3748 |
Finivi Inc.
|
$183M
|
103
|
Mar 2026
|
| 3749 |
Kamunting Street Capital Management, L.P.
|
$183M
|
28
|
Mar 2026
|
| 3750 |
Babb Wealth Advisors LLC
|
$183M
|
19
|
Mar 2026
|
| 3751 |
Sutton Place Investors Llc
|
$183M
|
136
|
Mar 2026
|
| 3752 |
Quantedge Capital Pte Ltd
|
$183M
|
51
|
Mar 2026
|
| 3753 |
Claris Financial LLC
|
$183M
|
178
|
Mar 2026
|
| 3754 |
Sachetta, LLC
|
$183M
|
1,272
|
Dec 2025
|
| 3755 |
Stegner Investment Associates Inc.
|
$183M
|
29
|
Mar 2026
|
| 3756 |
MWA Asset Management
|
$183M
|
126
|
Mar 2026
|
| 3757 |
Meriwether Wealth & Planning, LLC
|
$183M
|
126
|
Mar 2026
|
| 3758 |
Trivant Custom Portfolio Group, LLC
|
$182M
|
81
|
Mar 2026
|
| 3759 |
Wisconsin Capital Management Llc
|
$182M
|
51
|
Mar 2026
|
| 3760 |
R Squared Ltd
|
$182M
|
477
|
Mar 2026
|
Page 188 of 257 · 5,129 managers
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