Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 102 of 346 · 6,918 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 2021 |
Tennessee Valley Asset Management Partners
|
$907M
|
207
|
Jun 2026
|
| 2022 |
Greatmark Investment Partners, Inc.
|
$906M
|
153
|
Jun 2026
|
| 2023 |
Oak Root LLC
|
$906M
|
10
|
Jun 2026
|
| 2024 |
Manchester Global Management (UK) Ltd
|
$906M
|
23
|
Jun 2026
|
| 2025 |
One Wealth Advisors, LLC
|
$906M
|
326
|
Jun 2026
|
| 2026 |
BlueStem Wealth Partners, LLC
|
$906M
|
125
|
Dec 2025
|
| 2027 |
Per Stirling Capital Management, LLC.
|
$905M
|
310
|
Mar 2026
|
| 2028 |
SeaCrest Wealth Management, LLC
|
$903M
|
550
|
Jun 2026
|
| 2029 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
$903M
|
493
|
Jun 2026
|
| 2030 |
TFC Financial Management, Inc.
|
$902M
|
1,034
|
Jun 2026
|
| 2031 |
Evermay Wealth Management Llc
|
$902M
|
594
|
Mar 2026
|
| 2032 |
Periscope Capital Inc.
|
$902M
|
429
|
Mar 2026
|
| 2033 |
MayTech Global Investments, LLC
|
$900M
|
22
|
Jun 2026
|
| 2034 |
North Peak Capital Management, LLC
|
$900M
|
8
|
Jun 2026
|
| 2035 |
BSW Wealth Partners
|
$899M
|
331
|
Jun 2026
|
| 2036 |
SPX Gestao de Recursos Ltda
|
$898M
|
88
|
Jun 2026
|
| 2037 |
Global Endowment Management, LP
|
$896M
|
126
|
Mar 2026
|
| 2038 |
Johnson Bixby & Associates, LLC
|
$896M
|
131
|
Jun 2026
|
| 2039 |
Sierra Summit Advisors Llc
|
$895M
|
185
|
Jun 2026
|
| 2040 |
Clayton, Dubilier & Rice, LLC
|
$895M
|
2
|
Jun 2026
|
Page 102 of 346 · 6,918 managers
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