Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 92 of 198 · 3,959 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 1821 |
Paradigm Asset Management Co Llc
|
$426M
|
424
|
Mar 2026
|
| 1822 |
Plan Group Financial, LLC
|
$426M
|
232
|
Mar 2026
|
| 1823 |
Battery Management Corp.
|
$426M
|
5
|
Mar 2026
|
| 1824 |
Total Clarity Wealth Management, Inc.
|
$426M
|
311
|
Mar 2026
|
| 1825 |
Farmers & Merchants Trust Co Of Long Beach
|
$426M
|
302
|
Mar 2026
|
| 1826 |
VELA Investment Management, LLC
|
$425M
|
169
|
Dec 2025
|
| 1827 |
Atlas Private Wealth Advisors
|
$425M
|
132
|
Mar 2026
|
| 1828 |
Midwest Professional Planners, LTD.
|
$425M
|
137
|
Mar 2026
|
| 1829 |
AMJ Financial Wealth Management
|
$424M
|
86
|
Mar 2026
|
| 1830 |
Pabrai Investments
|
$423M
|
3
|
Mar 2026
|
| 1831 |
Lorne Steinberg Wealth Management Inc.
|
$422M
|
68
|
Mar 2026
|
| 1832 |
Sands Capital Alternatives, LLC
|
$421M
|
21
|
Mar 2026
|
| 1833 |
Triune Financial Partners, LLC
|
$421M
|
47
|
Mar 2026
|
| 1834 |
Hurlow Wealth Management Group, Inc.
|
$420M
|
120
|
Mar 2026
|
| 1835 |
MilWealth Group LLC
|
$420M
|
74
|
Dec 2025
|
| 1836 |
ArchPoint Investors
|
$420M
|
78
|
Mar 2026
|
| 1837 |
CVC Management Holdings II Ltd.
|
$420M
|
3
|
Mar 2026
|
| 1838 |
Summit Wealth & Retirement Planning, Inc.
|
$419M
|
108
|
Mar 2026
|
| 1839 |
Watchman Group, Inc.
|
$419M
|
77
|
Dec 2025
|
| 1840 |
D.B. Root & Company, LLC
|
$419M
|
191
|
Mar 2026
|
Page 92 of 198 · 3,959 managers
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