Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 76 of 258 · 5,146 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 1501 |
Quantum Capital Management, LLC / NJ
|
$864M
|
34
|
Dec 2025
|
| 1502 |
Portfolio Strategies, Inc.
|
$864M
|
60
|
Dec 2025
|
| 1503 |
Ascent Wealth Partners, LLC
|
$860M
|
188
|
Mar 2026
|
| 1504 |
U S Global Investors Inc
|
$858M
|
162
|
Mar 2026
|
| 1505 |
Baldwin Investment Management, LLC
|
$856M
|
210
|
Mar 2026
|
| 1506 |
Alley Investment Management Company, LLC
|
$854M
|
90
|
Dec 2025
|
| 1507 |
FORM Wealth Advisors, LLC
|
$854M
|
58
|
Mar 2026
|
| 1508 |
Evelyn Partners Investment Management Services Ltd
|
$850M
|
281
|
Mar 2026
|
| 1509 |
Legacy Advisors, LLC
|
$848M
|
279
|
Mar 2026
|
| 1510 |
Catalyst Financial Partners Llc
|
$847M
|
370
|
Mar 2026
|
| 1511 |
Greatmark Investment Partners, Inc.
|
$845M
|
143
|
Dec 2025
|
| 1512 |
Eubel Brady & Suttman Asset Management Inc
|
$845M
|
113
|
Mar 2026
|
| 1513 |
Archon Partners LLC
|
$845M
|
39
|
Mar 2026
|
| 1514 |
Occidental Asset Management, LLC
|
$844M
|
284
|
Mar 2026
|
| 1515 |
Hel Ved Capital Management Ltd
|
$844M
|
56
|
Mar 2026
|
| 1516 |
Baker Ellis Asset Management LLC
|
$842M
|
254
|
Mar 2026
|
| 1517 |
Politan Capital Management LP
|
$841M
|
3
|
Dec 2025
|
| 1518 |
Seilern Investment Management Ltd
|
$838M
|
24
|
Mar 2026
|
| 1519 |
De Lisle Partners LLP
|
$836M
|
174
|
Mar 2026
|
| 1520 |
Financial Partners Group, Inc
|
$836M
|
227
|
Mar 2026
|
Page 76 of 258 · 5,146 managers