Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 95 of 342 · 6,831 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 1881 |
Howard Financial Services, Ltd.
|
$1.0B
|
269
|
Jun 2026
|
| 1882 |
Embree Financial Group
|
$999M
|
290
|
Jun 2026
|
| 1883 |
Strategies Wealth Advisors, LLC
|
$998M
|
187
|
Dec 2025
|
| 1884 |
180 Wealth Advisors, Llc
|
$997M
|
493
|
Jun 2026
|
| 1885 |
Heritage Trust Co
|
$997M
|
472
|
Mar 2026
|
| 1886 |
HHM Wealth Advisors, LLC
|
$996M
|
905
|
Jun 2026
|
| 1887 |
Palisade Asset Management, LLC
|
$996M
|
195
|
Mar 2026
|
| 1888 |
Leuthold Group, Llc
|
$995M
|
237
|
Jun 2026
|
| 1889 |
Romano Brothers And Company
|
$994M
|
331
|
Jun 2026
|
| 1890 |
Souders Financial Advisors
|
$994M
|
224
|
Jun 2026
|
| 1891 |
Arrow Financial Corp
|
$994M
|
278
|
Mar 2026
|
| 1892 |
Rock Creek Group LLC
|
$994M
|
63
|
Jun 2026
|
| 1893 |
Power Alpha Investment Ltd
|
$994M
|
4
|
Jun 2026
|
| 1894 |
Knollwood Investment Advisory, LLC
|
$992M
|
303
|
Mar 2026
|
| 1895 |
Jamison Private Wealth Management, Inc.
|
$990M
|
224
|
Jun 2026
|
| 1896 |
Ktf Investments, Llc
|
$989M
|
93
|
Jun 2026
|
| 1897 |
State of Wyoming
|
$989M
|
1,872
|
Jun 2026
|
| 1898 |
Petrus Trust Company, LTA
|
$989M
|
26
|
Dec 2025
|
| 1899 |
Novem Group
|
$988M
|
920
|
Jun 2026
|
| 1900 |
Archford Capital Strategies, LLC
|
$987M
|
359
|
Jun 2026
|
Page 95 of 342 · 6,831 managers
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