Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 218 of 256 · 5,117 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 4341 |
Fiduciary Advisors, Inc.
|
$133M
|
121
|
Mar 2026
|
| 4342 |
Legacy Advisory Services, LLC
|
$133M
|
50
|
Dec 2025
|
| 4343 |
Phillips Wealth Planners LLC
|
$133M
|
210
|
Mar 2026
|
| 4344 |
Harbour Wealth Management Group, Inc.
|
$133M
|
89
|
Mar 2026
|
| 4345 |
Centerpoint Advisory Group
|
$133M
|
108
|
Mar 2026
|
| 4346 |
Forty-three Eighteen Advisors, LLC
|
$133M
|
75
|
Mar 2026
|
| 4347 |
Whi Trust Co Llc
|
$133M
|
95
|
Mar 2026
|
| 4348 |
Madrid Wealth Management, LLC
|
$133M
|
70
|
Mar 2026
|
| 4349 |
Signal Tree Financial Partners Llc
|
$132M
|
47
|
Mar 2026
|
| 4350 |
Global Trust Wealth Management LLC
|
$132M
|
83
|
Mar 2026
|
| 4351 |
Axos Invest Inc.
|
$132M
|
19
|
Mar 2026
|
| 4352 |
Virtus Fixed Income Advisers, LLC
|
$132M
|
24
|
Dec 2025
|
| 4353 |
Katamaran Capital LLP
|
$132M
|
34
|
Dec 2025
|
| 4354 |
Park State Asset Management
|
$132M
|
20
|
Mar 2026
|
| 4355 |
Boyce & Associates Wealth Consulting, Inc.
|
$132M
|
80
|
Mar 2026
|
| 4356 |
Sincerus Advisory, LLC
|
$132M
|
76
|
Mar 2026
|
| 4357 |
Phillip James Consulting Co.
|
$132M
|
378
|
Mar 2026
|
| 4358 |
Reicon Wealth Advisors, Llc
|
$132M
|
72
|
Mar 2026
|
| 4359 |
CFC Planning Co LLC
|
$132M
|
72
|
Dec 2025
|
| 4360 |
Fairway Financial, LLC
|
$132M
|
23
|
Mar 2026
|
Page 218 of 256 · 5,117 managers