Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 102 of 258 · 5,141 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 2021 |
West Paces Advisors Inc.
|
$517M
|
200
|
Dec 2025
|
| 2022 |
Sivia Capital Partners, LLC
|
$516M
|
455
|
Mar 2026
|
| 2023 |
Cambridge Advisors Inc.
|
$515M
|
178
|
Mar 2026
|
| 2024 |
Marshall Financial Group, LLC
|
$515M
|
288
|
Dec 2025
|
| 2025 |
Winslow Asset Management Inc
|
$515M
|
80
|
Mar 2026
|
| 2026 |
Palo Duro Investment Partners, LP
|
$515M
|
29
|
Mar 2026
|
| 2027 |
Aspen Grove Capital, LLC
|
$514M
|
200
|
Mar 2026
|
| 2028 |
Rockport Wealth LLC
|
$514M
|
99
|
Dec 2025
|
| 2029 |
Permanent Capital Management, LP
|
$513M
|
157
|
Dec 2025
|
| 2030 |
Mattern Wealth Management LLC
|
$513M
|
158
|
Mar 2026
|
| 2031 |
Kozak & Associates, Inc.
|
$513M
|
452
|
Mar 2026
|
| 2032 |
Drive Wealth Management, Llc
|
$512M
|
703
|
Dec 2025
|
| 2033 |
Manhattan West Asset Management, LLC
|
$511M
|
149
|
Mar 2026
|
| 2034 |
Call To Action Foundation
|
$511M
|
1
|
Mar 2026
|
| 2035 |
Bernardo Wealth Planning LLC
|
$511M
|
129
|
Mar 2026
|
| 2036 |
Hobart Private Capital, LLC
|
$509M
|
341
|
Mar 2026
|
| 2037 |
Machina Capital S.A.S.
|
$508M
|
353
|
Mar 2026
|
| 2038 |
Wealth Dimensions Group, Ltd.
|
$508M
|
172
|
Mar 2026
|
| 2039 |
Bricktown Capital, LLC
|
$508M
|
32
|
Mar 2026
|
| 2040 |
WESCAP Management Group, Inc.
|
$508M
|
107
|
Mar 2026
|
Page 102 of 258 · 5,141 managers
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