Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 44 of 189 · 3,761 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 861 |
PDS Planning, Inc
|
$1.5B
|
561
|
Mar 2026
|
| 862 |
Fairholme Capital Management Llc
|
$1.5B
|
10
|
Mar 2026
|
| 863 |
Sage Financial Group Inc
|
$1.5B
|
106
|
Dec 2025
|
| 864 |
Lakewood Capital Management, Lp
|
$1.5B
|
63
|
Dec 2025
|
| 865 |
Meritage Portfolio Management
|
$1.5B
|
323
|
Dec 2025
|
| 866 |
Howard Capital Management Group, LLC
|
$1.5B
|
144
|
Mar 2026
|
| 867 |
Johnson Financial Group, LLC
|
$1.5B
|
185
|
Mar 2026
|
| 868 |
Theleme Partners LLP
|
$1.5B
|
10
|
Mar 2026
|
| 869 |
Norris Perne & French Llp/Mi
|
$1.5B
|
139
|
Mar 2026
|
| 870 |
Sound View Wealth Advisors Group, LLC
|
$1.5B
|
416
|
Dec 2025
|
| 871 |
Uhlmann Price Securities, Llc
|
$1.5B
|
254
|
Mar 2026
|
| 872 |
Plato Investment Management Ltd
|
$1.5B
|
516
|
Mar 2026
|
| 873 |
Oak Associates Ltd /Oh/
|
$1.5B
|
140
|
Mar 2026
|
| 874 |
Kathmere Capital Management, LLC
|
$1.5B
|
577
|
Dec 2025
|
| 875 |
Nicolet Advisory Services, Llc
|
$1.5B
|
421
|
Dec 2025
|
| 876 |
American Assets Investment Management, LLC
|
$1.5B
|
146
|
Mar 2026
|
| 877 |
Cahaba Wealth Management, Inc.
|
$1.5B
|
154
|
Mar 2026
|
| 878 |
Lutz Financial Services LLC
|
$1.5B
|
102
|
Dec 2025
|
| 879 |
Kentucky Retirement Systems Insurance Trust Fund
|
$1.5B
|
492
|
Mar 2026
|
| 880 |
Adelante Capital Management LLC
|
$1.5B
|
42
|
Mar 2026
|
Page 44 of 189 · 3,761 managers