Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
| # | Fund / Institution | AUM ▼ | Positions | Period |
|---|---|---|---|---|
| 2001 | Duncker Streett & Co Inc | $526M | 535 | Mar 2026 |
| 2002 | Insight Advisors, LLC/ PA | $525M | 243 | Mar 2026 |
| 2003 | Columbia Asset Management | $525M | 170 | Mar 2026 |
| 2004 | Harbour Capital Advisors, LLC | $525M | 280 | Mar 2026 |
| 2005 | Conifer Management | $524M | 6 | Mar 2026 |
| 2006 | M. Kulyk & Associates, LLC | $523M | 107 | Dec 2025 |
| 2007 | Investors Research Corp | $523M | 851 | Mar 2026 |
| 2008 | KCM Capital Inc | $523M | 35 | Dec 2025 |
| 2009 | WestHill Financial Advisors, Inc. | $523M | 76 | Mar 2026 |
| 2010 | Stempoint Capital Lp | $522M | 84 | Mar 2026 |
| 2011 | Jmac Enterprises Llc | $522M | 117 | Mar 2026 |
| 2012 | GoalVest Advisory LLC | $522M | 513 | Dec 2025 |
| 2013 | Shah Capital Management | $521M | 11 | Mar 2026 |
| 2014 | Manchester Financial Inc | $521M | 140 | Mar 2026 |
| 2015 | Great Diamond Partners, LLC | $520M | 227 | Dec 2025 |
| 2016 | CacheTech Inc. | $519M | 177 | Mar 2026 |
| 2017 | Wendel SE | $518M | 1 | Mar 2026 |
| 2018 | Grey Fox Wealth Advisors, LLC | $518M | 186 | Mar 2026 |
| 2019 | Lodge Hill Capital, LLC | $518M | 22 | Mar 2026 |
| 2020 | WealthPLAN Partners, LLC | $518M | 275 | Mar 2026 |