Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 196 of 257 · 5,131 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 3901 |
Ariston Services Group
|
$170M
|
70
|
Dec 2025
|
| 3902 |
Karnit Road Accident Victims Compensation Fund
|
$170M
|
17
|
Mar 2026
|
| 3903 |
ARP Global Capital Ltd
|
$170M
|
19
|
Mar 2026
|
| 3904 |
RiverGlades Family Offices LLC
|
$170M
|
87
|
Mar 2026
|
| 3905 |
Millstone Evans Group, LLC
|
$170M
|
857
|
Dec 2025
|
| 3906 |
Coppell Advisory Solutions LLC
|
$170M
|
41
|
Mar 2026
|
| 3907 |
Financial Planning Hawaii, Inc.
|
$170M
|
123
|
Mar 2026
|
| 3908 |
North Berkeley Wealth Management, LLC
|
$170M
|
75
|
Dec 2025
|
| 3909 |
Eq Wealth Advisors, Llc
|
$169M
|
259
|
Dec 2025
|
| 3910 |
Upper Left Wealth Management, LLC
|
$169M
|
68
|
Mar 2026
|
| 3911 |
Navigoe, LLC
|
$169M
|
228
|
Mar 2026
|
| 3912 |
AdviceOne Advisory Services, LLC
|
$169M
|
39
|
Dec 2025
|
| 3913 |
Emergent Wealth Advisors, LLC
|
$169M
|
125
|
Mar 2026
|
| 3914 |
Thoma Capital Management LLC
|
$169M
|
55
|
Mar 2026
|
| 3915 |
Daviman Financial, LLC
|
$169M
|
85
|
Mar 2026
|
| 3916 |
Greenhouse Wealth Management, LLC
|
$169M
|
60
|
Dec 2025
|
| 3917 |
William Allan Corp
|
$169M
|
59
|
Mar 2026
|
| 3918 |
McHugh Group, LLC
|
$169M
|
82
|
Mar 2026
|
| 3919 |
Cascade Investment Advisors, Inc.
|
$169M
|
116
|
Mar 2026
|
| 3920 |
McClarren Financial Advisors, Inc.
|
$169M
|
79
|
Mar 2026
|
Page 196 of 257 · 5,131 managers
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