Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 54 of 257 · 5,131 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 1061 |
Oak Associates Ltd /Oh/
|
$1.5B
|
140
|
Mar 2026
|
| 1062 |
Kathmere Capital Management, LLC
|
$1.5B
|
577
|
Dec 2025
|
| 1063 |
Nicolet Advisory Services, Llc
|
$1.5B
|
421
|
Dec 2025
|
| 1064 |
American Assets Investment Management, LLC
|
$1.5B
|
146
|
Mar 2026
|
| 1065 |
Cahaba Wealth Management, Inc.
|
$1.5B
|
154
|
Mar 2026
|
| 1066 |
Beaird Harris Wealth Management, LLC
|
$1.5B
|
688
|
Mar 2026
|
| 1067 |
Lutz Financial Services LLC
|
$1.5B
|
102
|
Dec 2025
|
| 1068 |
Kentucky Retirement Systems Insurance Trust Fund
|
$1.5B
|
492
|
Mar 2026
|
| 1069 |
Falcon Wealth Planning
|
$1.5B
|
236
|
Mar 2026
|
| 1070 |
Trust Asset Management LLC
|
$1.5B
|
226
|
Dec 2025
|
| 1071 |
Verus Capital Partners, Llc
|
$1.5B
|
525
|
Mar 2026
|
| 1072 |
Adelante Capital Management LLC
|
$1.5B
|
42
|
Mar 2026
|
| 1073 |
Lynrock Lake LP
|
$1.5B
|
27
|
Mar 2026
|
| 1074 |
Keystone Financial Group
|
$1.5B
|
528
|
Mar 2026
|
| 1075 |
Signal Advisors Wealth, LLC
|
$1.5B
|
602
|
Mar 2026
|
| 1076 |
Liberty 77 Capital L.P.
|
$1.5B
|
3
|
Mar 2026
|
| 1077 |
Pinnacle Wealth Management Advisory Group, LLC
|
$1.5B
|
528
|
Dec 2025
|
| 1078 |
Avalon Trust Co
|
$1.5B
|
460
|
Mar 2026
|
| 1079 |
Hikari Tsushin, Inc.
|
$1.5B
|
78
|
Mar 2026
|
| 1080 |
Clear Harbor Asset Management, LLC
|
$1.4B
|
450
|
Mar 2026
|
Page 54 of 257 · 5,131 managers
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