Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 221 of 257 · 5,122 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 4401 |
Safe Harbor Family Capital, LLC
|
$128M
|
55
|
Mar 2026
|
| 4402 |
Benningfield Financial Advisors, Llc
|
$128M
|
18
|
Dec 2025
|
| 4403 |
Ivory Union Consulting Ltd
|
$128M
|
3
|
Mar 2026
|
| 4404 |
Stewardship Concepts Financial Services Llc
|
$128M
|
62
|
Mar 2026
|
| 4405 |
WLTH Capital Management, LLC
|
$128M
|
26
|
Mar 2026
|
| 4406 |
Clear Retirement Advice LLC
|
$127M
|
54
|
Mar 2026
|
| 4407 |
VanWeelden Wealth Management, LLC
|
$127M
|
21
|
Dec 2025
|
| 4408 |
Ares Financial Consulting, LLC
|
$127M
|
1,066
|
Mar 2026
|
| 4409 |
Aegis Wealth Management, Inc.
|
$127M
|
162
|
Mar 2026
|
| 4410 |
Madison Park Capital Advisors, LLC
|
$127M
|
62
|
Mar 2026
|
| 4411 |
Midwestern Financial, LLC /IA
|
$127M
|
54
|
Mar 2026
|
| 4412 |
Strategic Advisory Partners, Llc
|
$127M
|
96
|
Mar 2026
|
| 4413 |
Pb Investment Partners, L.P.
|
$127M
|
10
|
Mar 2026
|
| 4414 |
Persium Advisors, LLC
|
$127M
|
60
|
Mar 2026
|
| 4415 |
Core Wealth Advisors, Llc
|
$127M
|
32
|
Dec 2025
|
| 4416 |
Hegarty Advisors, LLC
|
$127M
|
57
|
Mar 2026
|
| 4417 |
Timelo Investment Management Inc.
|
$127M
|
51
|
Mar 2026
|
| 4418 |
VUB Generali dochodkova spravcovska spolocnost, a.s.
|
$127M
|
91
|
Mar 2026
|
| 4419 |
Travelers Companies, Inc.
|
$127M
|
1
|
Mar 2026
|
| 4420 |
Poinciana Advisors Group, Llc
|
$127M
|
130
|
Mar 2026
|
Page 221 of 257 · 5,122 managers
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