Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 116 of 257 · 5,139 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 2301 |
CVC Management Holdings II Ltd.
|
$420M
|
3
|
Mar 2026
|
| 2302 |
Summit Wealth & Retirement Planning, Inc.
|
$419M
|
108
|
Mar 2026
|
| 2303 |
Watchman Group, Inc.
|
$419M
|
77
|
Dec 2025
|
| 2304 |
D.B. Root & Company, LLC
|
$419M
|
191
|
Mar 2026
|
| 2305 |
Praesidium Investment Management Company, LLC
|
$419M
|
12
|
Mar 2026
|
| 2306 |
Vega Investment Solutions
|
$418M
|
175
|
Mar 2026
|
| 2307 |
Walter Public Investments Inc.
|
$418M
|
48
|
Mar 2026
|
| 2308 |
Bill Few Associates, Inc.
|
$417M
|
212
|
Mar 2026
|
| 2309 |
Alight Capital Management LP
|
$417M
|
64
|
Mar 2026
|
| 2310 |
Bender Robert & Associates
|
$417M
|
45
|
Mar 2026
|
| 2311 |
Alpine Woods Capital Investors, Llc
|
$417M
|
200
|
Mar 2026
|
| 2312 |
KFA Private Wealth Group, LLC
|
$417M
|
160
|
Mar 2026
|
| 2313 |
Oak Harbor Wealth Partners, Llc
|
$416M
|
278
|
Dec 2025
|
| 2314 |
Stevens Capital Partners
|
$416M
|
166
|
Mar 2026
|
| 2315 |
RIA Advisory Group LLC
|
$416M
|
143
|
Dec 2025
|
| 2316 |
Syverson Strege & Co
|
$416M
|
169
|
Mar 2026
|
| 2317 |
Inceptionr Llc
|
$415M
|
617
|
Mar 2026
|
| 2318 |
Serenity Capital Management Pte. Ltd.
|
$414M
|
10
|
Mar 2026
|
| 2319 |
SWS Partners
|
$414M
|
115
|
Dec 2025
|
| 2320 |
Strategic Investment Solutions, Inc. /IL
|
$414M
|
8,494
|
Mar 2026
|
Page 116 of 257 · 5,139 managers
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