Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 101 of 346 · 6,918 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 2001 |
Barlow Wealth Partners, Llc
|
$926M
|
149
|
Jun 2026
|
| 2002 |
Maridea Wealth Management LLC
|
$924M
|
547
|
Jun 2026
|
| 2003 |
Cahill Financial Advisors Inc
|
$924M
|
323
|
Mar 2026
|
| 2004 |
James J. Burns & Company, LLC
|
$924M
|
163
|
Jun 2026
|
| 2005 |
Marble Harbor Investment Counsel, LLC
|
$923M
|
192
|
Mar 2026
|
| 2006 |
SJS Investment Consulting Inc.
|
$919M
|
3,488
|
Jun 2026
|
| 2007 |
Strategic Planning Group, Llc
|
$918M
|
75
|
Jun 2026
|
| 2008 |
Harvey Investment Co Llc
|
$918M
|
100
|
Jun 2026
|
| 2009 |
RTD Financial Advisors, Inc.
|
$917M
|
120
|
Jun 2026
|
| 2010 |
De Lisle Partners LLP
|
$916M
|
178
|
Jun 2026
|
| 2011 |
Agave Capital Management Ltd
|
$915M
|
12
|
Jun 2026
|
| 2012 |
King Wealth Management Group
|
$914M
|
176
|
Jun 2026
|
| 2013 |
Symphony Financial, Ltd. Co.
|
$914M
|
371
|
Jun 2026
|
| 2014 |
Atlas Capital Advisors Inc.
|
$914M
|
1,054
|
Jun 2026
|
| 2015 |
Southeast Asset Advisors, LLC
|
$913M
|
217
|
Mar 2026
|
| 2016 |
Castellan Group
|
$912M
|
41
|
Jun 2026
|
| 2017 |
Pacific Life Fund Advisors LLC
|
$910M
|
27
|
Jun 2026
|
| 2018 |
FORM Wealth Advisors, LLC
|
$909M
|
61
|
Jun 2026
|
| 2019 |
Brehaut David Pascal
|
$908M
|
1
|
Mar 2026
|
| 2020 |
Greenwood Capital Associates Llc
|
$908M
|
286
|
Mar 2026
|
Page 101 of 346 · 6,918 managers
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