Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 99 of 201 · 4,013 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 1961 |
Briaud Financial Planning Inc
|
$381M
|
38
|
Mar 2026
|
| 1962 |
Chase Investment Counsel Corp
|
$381M
|
149
|
Mar 2026
|
| 1963 |
Strategic Family Wealth Counselors, L.L.C.
|
$381M
|
163
|
Mar 2026
|
| 1964 |
Joseph Group Capital Management
|
$381M
|
275
|
Dec 2025
|
| 1965 |
Aquire Wealth Advisors, LLC
|
$381M
|
49
|
Mar 2026
|
| 1966 |
Marks Wealth, LLC
|
$380M
|
12
|
Mar 2026
|
| 1967 |
Muhlenkamp & Co Inc
|
$380M
|
29
|
Mar 2026
|
| 1968 |
Empirical Asset Management, LLC
|
$379M
|
396
|
Mar 2026
|
| 1969 |
Cardinal Strategic Wealth Guidance
|
$379M
|
63
|
Mar 2026
|
| 1970 |
Somerville Kurt F
|
$379M
|
402
|
Mar 2026
|
| 1971 |
Carr Financial Group Corp
|
$379M
|
174
|
Mar 2026
|
| 1972 |
MPS Loria Financial Planners, LLC
|
$379M
|
94
|
Mar 2026
|
| 1973 |
Progressive Investment Management Corp
|
$379M
|
58
|
Mar 2026
|
| 1974 |
Bare Financial Services, Inc
|
$378M
|
2,857
|
Mar 2026
|
| 1975 |
Ifrah Financial Services, Inc.
|
$378M
|
200
|
Mar 2026
|
| 1976 |
Measured Wealth Private Client Group, LLC
|
$378M
|
732
|
Dec 2025
|
| 1977 |
Fivespan Partners, LP
|
$377M
|
4
|
Mar 2026
|
| 1978 |
Truefg, Llc
|
$377M
|
71
|
Mar 2026
|
| 1979 |
EnRich Financial Partners LLC
|
$377M
|
64
|
Mar 2026
|
| 1980 |
Global View Capital Management LLC
|
$377M
|
137
|
Mar 2026
|
Page 99 of 201 · 4,013 managers
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