Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 208 of 257 · 5,131 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 4141 |
Ariose Capital Management Ltd
|
$149M
|
15
|
Mar 2026
|
| 4142 |
Rockbridge Asset Management LLC
|
$149M
|
27
|
Mar 2026
|
| 4143 |
Clark Wealth Partners
|
$149M
|
604
|
Mar 2026
|
| 4144 |
CogentBlue Wealth Advisors, LLC
|
$149M
|
78
|
Mar 2026
|
| 4145 |
Pinnacle Wealth Management, LLC
|
$148M
|
25
|
Mar 2026
|
| 4146 |
Bannerman Wealth Management Group, Llc
|
$148M
|
32
|
Mar 2026
|
| 4147 |
Magnolia Capital Management Ltd
|
$148M
|
73
|
Mar 2026
|
| 4148 |
JDH Wealth Management, LLC
|
$148M
|
54
|
Mar 2026
|
| 4149 |
Corepath Wealth Partners Llc
|
$148M
|
41
|
Mar 2026
|
| 4150 |
Lakehouse Capital Pty Ltd
|
$148M
|
13
|
Mar 2026
|
| 4151 |
Nicholas Wealth, LLC.
|
$148M
|
99
|
Dec 2025
|
| 4152 |
Jacksonville Wealth Management, LLC
|
$148M
|
68
|
Mar 2026
|
| 4153 |
S. R. Schill & Associates
|
$148M
|
29
|
Mar 2026
|
| 4154 |
Foundation Wealth Management, LLC
|
$148M
|
44
|
Mar 2026
|
| 4155 |
DMC Group, LLC
|
$148M
|
141
|
Mar 2026
|
| 4156 |
Brightwater Advisory LLC
|
$148M
|
59
|
Dec 2025
|
| 4157 |
Orleans Capital Management Corp/La
|
$148M
|
107
|
Mar 2026
|
| 4158 |
Bruce G. Allen Investments, LLC
|
$148M
|
1,081
|
Dec 2025
|
| 4159 |
Cannon Wealth Management Services, LLC
|
$148M
|
85
|
Mar 2026
|
| 4160 |
North Dallas Bank & Trust Co
|
$148M
|
199
|
Mar 2026
|
Page 208 of 257 · 5,131 managers
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