Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 113 of 258 · 5,141 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 2241 |
Doliver Advisors, Lp
|
$440M
|
180
|
Mar 2026
|
| 2242 |
Mason & Associates, LLC
|
$440M
|
39
|
Dec 2025
|
| 2243 |
Wealth Group Ltd
|
$439M
|
94
|
Mar 2026
|
| 2244 |
PKS Advisory Services, LLC
|
$438M
|
255
|
Dec 2025
|
| 2245 |
Whitener Capital Management, Inc.
|
$438M
|
174
|
Mar 2026
|
| 2246 |
Winch Advisory Services, LLC
|
$438M
|
531
|
Mar 2026
|
| 2247 |
3Chopt Investment Partners, LLC
|
$437M
|
240
|
Mar 2026
|
| 2248 |
Q3 Asset Management
|
$437M
|
62
|
Dec 2025
|
| 2249 |
Trails Edge Capital Partners, LP
|
$437M
|
27
|
Mar 2026
|
| 2250 |
Tempus Wealth Planning, LLC
|
$436M
|
275
|
Dec 2025
|
| 2251 |
Roof Eidam Maycock Peralta, LLC
|
$436M
|
125
|
Mar 2026
|
| 2252 |
Seafarer Capital Partners, LLC
|
$436M
|
9
|
Mar 2026
|
| 2253 |
Summit Wealth Group, LLC
|
$436M
|
126
|
Mar 2026
|
| 2254 |
Stewardship Advisors, LLC
|
$435M
|
168
|
Mar 2026
|
| 2255 |
JPL Wealth Management, LLC
|
$435M
|
2,172
|
Mar 2026
|
| 2256 |
Div Capital Phoenix Assets Ltd
|
$434M
|
11
|
Mar 2026
|
| 2257 |
Old Port Advisors
|
$434M
|
239
|
Mar 2026
|
| 2258 |
Cornerstone Wealth Advisors, Inc.
|
$434M
|
49
|
Mar 2026
|
| 2259 |
WealthBridge Capital Management, LLC
|
$434M
|
221
|
Mar 2026
|
| 2260 |
Park Edge Advisors, LLC
|
$434M
|
141
|
Mar 2026
|
Page 113 of 258 · 5,141 managers
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