Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 50 of 192 · 3,827 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 981 |
Cozad Asset Management Inc
|
$1.3B
|
421
|
Mar 2026
|
| 982 |
Edgemoor Investment Advisors, Inc.
|
$1.3B
|
170
|
Mar 2026
|
| 983 |
Summit Financial Strategies, Inc.
|
$1.3B
|
170
|
Mar 2026
|
| 984 |
P/E Global LLC
|
$1.3B
|
7
|
Mar 2026
|
| 985 |
Teilinger Capital Ltd.
|
$1.3B
|
15
|
Mar 2026
|
| 986 |
Gemmer Asset Management LLC
|
$1.3B
|
172
|
Mar 2026
|
| 987 |
Novare Capital Management Llc
|
$1.3B
|
195
|
Mar 2026
|
| 988 |
Triad Wealth Partners, LLC
|
$1.3B
|
478
|
Mar 2026
|
| 989 |
Moneco Advisors, Llc
|
$1.3B
|
507
|
Dec 2025
|
| 990 |
W.G. Shaheen & Associates DBA Whitney & Co
|
$1.3B
|
175
|
Dec 2025
|
| 991 |
Dorsey Asset Management
|
$1.3B
|
11
|
Mar 2026
|
| 992 |
Dundas Partners LLP
|
$1.3B
|
49
|
Mar 2026
|
| 993 |
Teewinot Capital Advisers, L.L.C.
|
$1.3B
|
33
|
Mar 2026
|
| 994 |
Cardiff Park Advisors, Llc
|
$1.3B
|
373
|
Mar 2026
|
| 995 |
RMR Wealth Builders
|
$1.2B
|
275
|
Dec 2025
|
| 996 |
Galvin, Gaustad & Stein, LLC
|
$1.2B
|
252
|
Mar 2026
|
| 997 |
Transcend Capital Advisors, Llc
|
$1.2B
|
723
|
Mar 2026
|
| 998 |
MBL Wealth, LLC
|
$1.2B
|
332
|
Dec 2025
|
| 999 |
Vanguard Asset Management, Ltd
|
$1.2B
|
38
|
Mar 2026
|
| 1000 |
XML Financial, LLC
|
$1.2B
|
421
|
Mar 2026
|
Page 50 of 192 · 3,827 managers
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