Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 4 of 254 · 5,074 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 61 |
RMG Wealth Management LLC
|
$866.4B
|
616
|
Mar 2026
|
| 62 |
Cache Advisors, LLC
|
$865.8B
|
191
|
Mar 2026
|
| 63 |
Ascent Wealth Partners, LLC
|
$860.3B
|
188
|
Mar 2026
|
| 64 |
U S Global Investors Inc
|
$857.6B
|
162
|
Mar 2026
|
| 65 |
Baldwin Investment Management, LLC
|
$855.7B
|
210
|
Mar 2026
|
| 66 |
Evelyn Partners Investment Management Services Ltd
|
$850.0B
|
281
|
Mar 2026
|
| 67 |
Archon Partners LLC
|
$845.0B
|
39
|
Mar 2026
|
| 68 |
Occidental Asset Management, LLC
|
$844.1B
|
284
|
Mar 2026
|
| 69 |
Hel Ved Capital Management Ltd
|
$843.8B
|
56
|
Mar 2026
|
| 70 |
Baker Ellis Asset Management LLC
|
$842.5B
|
254
|
Mar 2026
|
| 71 |
Mattern Capital Management, Llc
|
$834.9B
|
170
|
Mar 2026
|
| 72 |
RPG Investment Advisory, LLC
|
$829.0B
|
92
|
Mar 2026
|
| 73 |
Fort Sheridan Advisors LLC
|
$827.6B
|
282
|
Mar 2026
|
| 74 |
Wealth Enhancement Trust Services, Inc.
|
$826.5B
|
1,109
|
Mar 2026
|
| 75 |
Fort Point Capital Partners LLC
|
$825.1B
|
225
|
Mar 2026
|
| 76 |
Dumac, Inc.
|
$820.4B
|
10
|
Mar 2026
|
| 77 |
BSW Wealth Partners
|
$819.4B
|
312
|
Mar 2026
|
| 78 |
Arvin Capital Management LP
|
$819.1B
|
50
|
Mar 2026
|
| 79 |
Stanley-Laman Group, Ltd.
|
$814.5B
|
295
|
Mar 2026
|
| 80 |
United Advisor Group, LLC
|
$811.3B
|
508
|
Mar 2026
|
Page 4 of 254 · 5,074 managers
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