Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 219 of 257 · 5,122 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 4361 |
Phillip James Consulting Co.
|
$132M
|
378
|
Mar 2026
|
| 4362 |
Reicon Wealth Advisors, Llc
|
$132M
|
72
|
Mar 2026
|
| 4363 |
CFC Planning Co LLC
|
$132M
|
72
|
Dec 2025
|
| 4364 |
Fairway Financial, LLC
|
$132M
|
23
|
Mar 2026
|
| 4365 |
PlanVest Financial, Inc
|
$131M
|
565
|
Mar 2026
|
| 4366 |
Delta Wealth Advisors LLC
|
$131M
|
46
|
Mar 2026
|
| 4367 |
Vested Financial Planning, LLC
|
$131M
|
27
|
Mar 2026
|
| 4368 |
Alcosta Capital Management, Inc.
|
$131M
|
23
|
Mar 2026
|
| 4369 |
Afbi Lp
|
$131M
|
1
|
Mar 2026
|
| 4370 |
Partnership Wealth Management, LLC
|
$131M
|
66
|
Mar 2026
|
| 4371 |
Collier Financial
|
$131M
|
136
|
Mar 2026
|
| 4372 |
John S. & James L. Knight Foundation, Inc.
|
$131M
|
3
|
Dec 2025
|
| 4373 |
Jordan Park Trust Co LLC
|
$131M
|
14
|
Mar 2026
|
| 4374 |
Castlefield Investment Partners LLP
|
$131M
|
35
|
Mar 2026
|
| 4375 |
Nightview Capital, Llc
|
$131M
|
15
|
Mar 2026
|
| 4376 |
Life Planning Partners, Inc
|
$131M
|
66
|
Dec 2025
|
| 4377 |
Nicholson Meyer Capital Management, Inc.
|
$130M
|
43
|
Mar 2026
|
| 4378 |
Carbahal Olsen Financial Services Group, LLC
|
$130M
|
42
|
Dec 2025
|
| 4379 |
Clarendon Private LLC
|
$130M
|
119
|
Mar 2026
|
| 4380 |
Oder Investment Management, LLC
|
$130M
|
102
|
Mar 2026
|
Page 219 of 257 · 5,122 managers
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