Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 71 of 257 · 5,134 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 1401 |
Discipline Wealth Solutions, LLC
|
$950M
|
192
|
Mar 2026
|
| 1402 |
Gemsstock Ltd.
|
$949M
|
28
|
Mar 2026
|
| 1403 |
Iron Gate Global Advisors LLC
|
$947M
|
105
|
Mar 2026
|
| 1404 |
Teamwork Financial Advisors, LLC
|
$946M
|
216
|
Mar 2026
|
| 1405 |
V-Square Quantitative Management LLC
|
$946M
|
721
|
Mar 2026
|
| 1406 |
Great Waters Wealth Management
|
$945M
|
121
|
Mar 2026
|
| 1407 |
Provenance Wealth Advisors, LLC
|
$945M
|
412
|
Mar 2026
|
| 1408 |
Graves Light Lenhart Wealth, Inc.
|
$943M
|
191
|
Dec 2025
|
| 1409 |
Middleton & Co Inc/Ma
|
$942M
|
163
|
Dec 2025
|
| 1410 |
Synergy Asset Management, LLC
|
$942M
|
252
|
Mar 2026
|
| 1411 |
Olp Capital Management Ltd
|
$942M
|
7
|
Mar 2026
|
| 1412 |
Lincluden Management Ltd
|
$939M
|
70
|
Mar 2026
|
| 1413 |
Leuthold Group, Llc
|
$939M
|
211
|
Mar 2026
|
| 1414 |
Institute for Wealth Management, LLC.
|
$938M
|
542
|
Mar 2026
|
| 1415 |
Columbus Macro, LLC
|
$936M
|
200
|
Mar 2026
|
| 1416 |
Bath Savings Trust Co
|
$936M
|
269
|
Mar 2026
|
| 1417 |
Private Wealth Asset Management, LLC
|
$935M
|
923
|
Mar 2026
|
| 1418 |
SeaCrest Wealth Management, LLC
|
$935M
|
635
|
Mar 2026
|
| 1419 |
Altfest L J & Co Inc
|
$935M
|
328
|
Mar 2026
|
| 1420 |
Gryphon Financial Partners LLC
|
$935M
|
350
|
Dec 2025
|
Page 71 of 257 · 5,134 managers
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