Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 84 of 258 · 5,145 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 1661 |
Sloy Dahl & Holst, LLC
|
$728M
|
112
|
Mar 2026
|
| 1662 |
Tran Capital Management, L.P.
|
$728M
|
71
|
Mar 2026
|
| 1663 |
Biltmore Family Office, LLC
|
$724M
|
331
|
Dec 2025
|
| 1664 |
Financial Advisors Network, Inc.
|
$724M
|
204
|
Mar 2026
|
| 1665 |
Klaas Financial Asset Advisors, LLC
|
$724M
|
59
|
Mar 2026
|
| 1666 |
TLT Family Holdco ULC
|
$724M
|
8
|
Mar 2026
|
| 1667 |
Avalon Global Asset Management LLC
|
$724M
|
41
|
Mar 2026
|
| 1668 |
Vivaldi Capital Management LP
|
$723M
|
290
|
Mar 2026
|
| 1669 |
Mechanics Bank Trust Department
|
$722M
|
354
|
Mar 2026
|
| 1670 |
Gratus Wealth Advisors, LLC
|
$721M
|
128
|
Dec 2025
|
| 1671 |
White Lighthouse Investment Management Inc.
|
$721M
|
145
|
Mar 2026
|
| 1672 |
J.P. Marvel Investment Advisors, LLC
|
$720M
|
60
|
Dec 2025
|
| 1673 |
Silverarc Capital Management, Llc
|
$720M
|
68
|
Dec 2025
|
| 1674 |
Walkner Condon Financial Advisors LLC
|
$720M
|
308
|
Dec 2025
|
| 1675 |
Oak Thistle LLC
|
$720M
|
481
|
Dec 2025
|
| 1676 |
Fagan Associates, Inc.
|
$719M
|
135
|
Mar 2026
|
| 1677 |
Werba Rubin Papier Wealth Management
|
$718M
|
278
|
Mar 2026
|
| 1678 |
Sycomore Asset Management
|
$718M
|
74
|
Mar 2026
|
| 1679 |
Arkansas Financial Group, Inc.
|
$717M
|
94
|
Mar 2026
|
| 1680 |
Cambient Family Office, Llc
|
$716M
|
261
|
Mar 2026
|
Page 84 of 258 · 5,145 managers
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