Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 234 of 256 · 5,113 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 4661 |
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
|
$107M
|
66
|
Dec 2025
|
| 4662 |
River'S Edge Wealth Management, Llc
|
$107M
|
46
|
Mar 2026
|
| 4663 |
Wheels Up Wealth, Inc.
|
$106M
|
24
|
Mar 2026
|
| 4664 |
Corient IA LLC
|
$106M
|
279
|
Mar 2026
|
| 4665 |
Haven Global Partners, LLC
|
$106M
|
8
|
Mar 2026
|
| 4666 |
Opus Financial Solutions LLC
|
$106M
|
103
|
Mar 2026
|
| 4667 |
SaddleRock Capital Management LLC
|
$106M
|
20
|
Dec 2025
|
| 4668 |
Valtrion Capital Management, LLC
|
$106M
|
93
|
Mar 2026
|
| 4669 |
RK Asset Management, LLC
|
$106M
|
23
|
Dec 2025
|
| 4670 |
3 Factor Indexing, Llc
|
$106M
|
453
|
Mar 2026
|
| 4671 |
Connecticut Capital Management Group, LLC
|
$106M
|
171
|
Mar 2026
|
| 4672 |
Pathway Wealth Management Llc
|
$106M
|
30
|
Mar 2026
|
| 4673 |
Trask Adam Roland
|
$106M
|
190
|
Mar 2026
|
| 4674 |
Ishara Investments LP
|
$106M
|
37
|
Mar 2026
|
| 4675 |
Littlejohn & Co Llc
|
$106M
|
18
|
Mar 2026
|
| 4676 |
Bayhunt Capital LLC
|
$106M
|
20
|
Mar 2026
|
| 4677 |
Moulton Wealth Management, Inc
|
$106M
|
40
|
Dec 2025
|
| 4678 |
Dara Capital Us, Inc.
|
$105M
|
119
|
Mar 2026
|
| 4679 |
Aldebaran Financial Inc.
|
$105M
|
76
|
Mar 2026
|
| 4680 |
Sentinel Dome Partners, LLC
|
$105M
|
29
|
Mar 2026
|
Page 234 of 256 · 5,113 managers
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