Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 120 of 257 · 5,139 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 2381 |
Planning Project LLC
|
$398M
|
144
|
Dec 2025
|
| 2382 |
Globe Life Inc.
|
$398M
|
2
|
Dec 2025
|
| 2383 |
Kelly Financial Group Llc
|
$398M
|
100
|
Mar 2026
|
| 2384 |
Cypress Funds Llc
|
$398M
|
14
|
Mar 2025
|
| 2385 |
TrueWealth Advisors, LLC
|
$398M
|
233
|
Mar 2026
|
| 2386 |
Vision Capital Corp
|
$397M
|
15
|
Mar 2026
|
| 2387 |
Dockside LLC
|
$397M
|
177
|
Mar 2026
|
| 2388 |
Elevated Capital Advisors, LLC
|
$397M
|
843
|
Mar 2026
|
| 2389 |
RFG Holdings, Inc.
|
$397M
|
70
|
Mar 2026
|
| 2390 |
Platinum Investment Management Ltd
|
$397M
|
89
|
Mar 2026
|
| 2391 |
EMG Holdings, L.P.
|
$397M
|
27
|
Mar 2026
|
| 2392 |
Lpwm Llc
|
$396M
|
94
|
Mar 2026
|
| 2393 |
Singapore Technologies Telemedia Pte Ltd
|
$396M
|
1
|
Mar 2026
|
| 2394 |
PCG Wealth Advisors, LLC
|
$395M
|
164
|
Mar 2026
|
| 2395 |
Greenstone Partners & Co., LLC
|
$395M
|
9
|
Mar 2026
|
| 2396 |
Henderson Brothers Financial Partners, LLC
|
$395M
|
105
|
Mar 2026
|
| 2397 |
Prosperity Planning, Inc.
|
$395M
|
110
|
Mar 2026
|
| 2398 |
DKRT Investments Corp.
|
$395M
|
48
|
Mar 2026
|
| 2399 |
Peak Financial Management, Inc.
|
$394M
|
100
|
Mar 2026
|
| 2400 |
Roberts Wealth Advisors, LLC
|
$394M
|
110
|
Mar 2026
|
Page 120 of 257 · 5,139 managers
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