Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 202 of 224 · 4,469 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 4021 |
Belleair Asset Management, LLC
|
$110M
|
77
|
Mar 2026
|
| 4022 |
Bretton Capital Management, LLC
|
$109M
|
18
|
Mar 2026
|
| 4023 |
KDK Private Wealth Management, LLC
|
$109M
|
60
|
Mar 2026
|
| 4024 |
Torrey-Payne Wealth Management, LLC
|
$109M
|
40
|
Mar 2026
|
| 4025 |
Cornerstone Financial Management LLC
|
$109M
|
1,311
|
Mar 2026
|
| 4026 |
Simcoe Capital LLC
|
$109M
|
31
|
Mar 2026
|
| 4027 |
Payne Capital LLC
|
$109M
|
55
|
Mar 2026
|
| 4028 |
Drum Hill Capital, LLC
|
$109M
|
46
|
Mar 2026
|
| 4029 |
Infinity Wealth Counsel, LLC
|
$109M
|
63
|
Mar 2026
|
| 4030 |
Dougherty & Associates, LLC
|
$109M
|
52
|
Mar 2026
|
| 4031 |
AtlasMark Financial, Inc
|
$109M
|
39
|
Dec 2024
|
| 4032 |
Sherman Asset Management, Inc.
|
$109M
|
154
|
Mar 2026
|
| 4033 |
TABR Capital Management, LLC
|
$109M
|
54
|
Mar 2026
|
| 4034 |
Kitching Partners, Llc
|
$109M
|
45
|
Mar 2026
|
| 4035 |
Morangie Management LLC
|
$109M
|
34
|
Mar 2026
|
| 4036 |
H Squared Management LP
|
$109M
|
14
|
Mar 2026
|
| 4037 |
Cedrus Wealth Group LLC
|
$108M
|
48
|
Dec 2025
|
| 4038 |
AWH Capital, L.P.
|
$108M
|
20
|
Dec 2025
|
| 4039 |
Mission Financial Group, LLC
|
$108M
|
146
|
Mar 2025
|
| 4040 |
Cypress Capital Management LLC (WY)
|
$108M
|
205
|
Mar 2026
|
Page 202 of 224 · 4,469 managers
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