Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 198 of 257 · 5,131 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 3941 |
Lummis Asset Management, LP
|
$167M
|
194
|
Mar 2026
|
| 3942 |
Del-Sette Capital Management, LLC
|
$167M
|
44
|
Mar 2026
|
| 3943 |
Catherine Avery Investment Management LLC
|
$167M
|
159
|
Dec 2025
|
| 3944 |
Stilwell Value Llc
|
$167M
|
25
|
Mar 2026
|
| 3945 |
Sterling Investment Management, Llc
|
$167M
|
65
|
Mar 2026
|
| 3946 |
White Wing Wealth Management
|
$167M
|
37
|
Mar 2026
|
| 3947 |
Shotwell Rutter Baer Inc
|
$167M
|
39
|
Dec 2025
|
| 3948 |
Brown Shipley& Co Ltd
|
$167M
|
78
|
Mar 2026
|
| 3949 |
BCO Wealth Management LLC
|
$166M
|
42
|
Mar 2026
|
| 3950 |
Marin Bay Wealth Advisors, LLC
|
$166M
|
127
|
Mar 2026
|
| 3951 |
Gentry Private Wealth, Llc
|
$166M
|
98
|
Mar 2026
|
| 3952 |
Jericho Financial, Llp
|
$166M
|
40
|
Dec 2025
|
| 3953 |
Civilization Ventures Management, LLC
|
$166M
|
3
|
Dec 2025
|
| 3954 |
Lighthouse Financial LLC
|
$166M
|
76
|
Mar 2026
|
| 3955 |
Pillar Financial Advisors, LLC
|
$166M
|
111
|
Dec 2025
|
| 3956 |
Grant Private Wealth Management Inc
|
$166M
|
135
|
Dec 2025
|
| 3957 |
Sfm, Llc
|
$165M
|
63
|
Mar 2026
|
| 3958 |
Twin Lions Management LLC
|
$165M
|
20
|
Mar 2026
|
| 3959 |
Bravias Capital Group, LLC
|
$165M
|
108
|
Dec 2025
|
| 3960 |
ZynergyRetirementPlanningLLC
|
$165M
|
26
|
Mar 2026
|
Page 198 of 257 · 5,131 managers
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