Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 236 of 255 · 5,093 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 4701 |
Gem Investment Advisors, LLC
|
$102M
|
35
|
Mar 2026
|
| 4702 |
Wisconsin Wealth Advisors, LLC
|
$102M
|
84
|
Mar 2026
|
| 4703 |
Mkd Wealth Coaches, Llc
|
$102M
|
28
|
Mar 2026
|
| 4704 |
Green Alpha Advisors, LLC
|
$102M
|
107
|
Mar 2026
|
| 4705 |
JBGlobal.com LLC
|
$102M
|
27
|
Mar 2026
|
| 4706 |
Burkett Asset Management Ltd
|
$101M
|
61
|
Mar 2026
|
| 4707 |
Pacific Capital Partners Ltd
|
$101M
|
38
|
Mar 2026
|
| 4708 |
Vista Cima Wealth Management LLC
|
$101M
|
48
|
Mar 2026
|
| 4709 |
Box Hill Private Wealth LLC
|
$101M
|
66
|
Mar 2026
|
| 4710 |
Vines Capital Management, LLC
|
$101M
|
88
|
Mar 2026
|
| 4711 |
Measured Risk Portfolios, Inc.
|
$101M
|
66
|
Dec 2025
|
| 4712 |
Platt Wealth Management LLC
|
$101M
|
44
|
Dec 2025
|
| 4713 |
Silversmith Partners I GP, LLC
|
$101M
|
1
|
Dec 2025
|
| 4714 |
XY Capital Ltd
|
$101M
|
95
|
Mar 2026
|
| 4715 |
Calder Financial LLC
|
$101M
|
40
|
Mar 2026
|
| 4716 |
Column Group LLC
|
$101M
|
3
|
Mar 2026
|
| 4717 |
Portfolio Resources Advisor Group, Inc.
|
$101M
|
148
|
Mar 2026
|
| 4718 |
Advisory Advocates, LLC
|
$101M
|
168
|
Dec 2025
|
| 4719 |
Jeter Robert S II
|
$100M
|
43
|
Mar 2026
|
| 4720 |
E&R Wealth Management, LLC
|
$100M
|
12
|
Mar 2026
|
Page 236 of 255 · 5,093 managers
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