Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 2 of 254 · 5,073 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 21 |
Discipline Wealth Solutions, LLC
|
$949.9B
|
192
|
Mar 2026
|
| 22 |
Gemsstock Ltd.
|
$948.8B
|
28
|
Mar 2026
|
| 23 |
Iron Gate Global Advisors LLC
|
$946.7B
|
105
|
Mar 2026
|
| 24 |
Great Waters Wealth Management
|
$944.9B
|
121
|
Mar 2026
|
| 25 |
Provenance Wealth Advisors, LLC
|
$944.5B
|
412
|
Mar 2026
|
| 26 |
Synergy Asset Management, LLC
|
$941.7B
|
252
|
Mar 2026
|
| 27 |
Leuthold Group, Llc
|
$938.7B
|
211
|
Mar 2026
|
| 28 |
Private Wealth Asset Management, LLC
|
$935.4B
|
923
|
Mar 2026
|
| 29 |
Altfest L J & Co Inc
|
$934.9B
|
328
|
Mar 2026
|
| 30 |
Moisand Fitzgerald Tamayo, LLC
|
$930.6B
|
518
|
Mar 2026
|
| 31 |
Greenline Partners, LLC
|
$930.3B
|
171
|
Mar 2026
|
| 32 |
Westerkirk Capital Inc.
|
$928.9B
|
208
|
Mar 2026
|
| 33 |
Marble Harbor Investment Counsel, LLC
|
$922.9B
|
192
|
Mar 2026
|
| 34 |
Consolidated Investment Group LLC
|
$922.0B
|
77
|
Mar 2026
|
| 35 |
Koch, Inc.
|
$921.9B
|
8
|
Mar 2026
|
| 36 |
Toth Financial Advisory Corp
|
$911.0B
|
918
|
Mar 2026
|
| 37 |
Perseverance Asset Management International
|
$909.0B
|
33
|
Mar 2026
|
| 38 |
Sendero Wealth Management, LLC
|
$904.1B
|
321
|
Mar 2026
|
| 39 |
Goldstein Advisors, LLC
|
$900.2B
|
228
|
Mar 2026
|
| 40 |
Global Endowment Management, LP
|
$896.1B
|
126
|
Mar 2026
|
Page 2 of 254 · 5,073 managers
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