Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 231 of 256 · 5,113 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 4601 |
Advocate Investing Services LLC
|
$112M
|
450
|
Dec 2025
|
| 4602 |
Odyssey Capital Advisors, Inc.
|
$112M
|
97
|
Mar 2026
|
| 4603 |
Financial Concepts Unlimited, Inc.
|
$112M
|
44
|
Mar 2026
|
| 4604 |
Capital Developers, LLC
|
$112M
|
50
|
Dec 2025
|
| 4605 |
LB Partners LLC
|
$112M
|
37
|
Mar 2026
|
| 4606 |
Obsidian Cio, Llc
|
$111M
|
217
|
Mar 2026
|
| 4607 |
Kennebec Savings Bank
|
$111M
|
249
|
Mar 2026
|
| 4608 |
Hestia Capital Management, LLC
|
$111M
|
17
|
Mar 2026
|
| 4609 |
Stone Wealth Partners
|
$111M
|
59
|
Mar 2026
|
| 4610 |
Lynch Investment Planning, LLC
|
$111M
|
54
|
Mar 2026
|
| 4611 |
Roxbury Financial LLC
|
$111M
|
392
|
Mar 2026
|
| 4612 |
Integrity Wealth Partners, LLC
|
$111M
|
99
|
Mar 2026
|
| 4613 |
Fortune Financial Group, Inc.
|
$111M
|
107
|
Mar 2026
|
| 4614 |
Ruggiero Investments, Inc.
|
$111M
|
79
|
Dec 2025
|
| 4615 |
J. Mark Nickell & Co.
|
$111M
|
32
|
Mar 2026
|
| 4616 |
Bolthouse Investments, LLC
|
$111M
|
70
|
Mar 2026
|
| 4617 |
Frankly Finances, LLC
|
$110M
|
64
|
Mar 2026
|
| 4618 |
HS Investments IV Ltd
|
$110M
|
2
|
Dec 2025
|
| 4619 |
Peak XV Partners Operations LLC
|
$110M
|
2
|
Mar 2026
|
| 4620 |
Nwm Advisors, Llc
|
$110M
|
23
|
Mar 2026
|
Page 231 of 256 · 5,113 managers
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