Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 127 of 257 · 5,139 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 2521 |
Sterling Wealth Management, Inc.
|
$364M
|
112
|
Mar 2026
|
| 2522 |
Roberts Glore & Co Inc /Il/
|
$364M
|
216
|
Mar 2026
|
| 2523 |
Independence Financial Advisors, LLC
|
$364M
|
55
|
Dec 2025
|
| 2524 |
Evexia Wealth Llc
|
$364M
|
84
|
Mar 2026
|
| 2525 |
Ark & Tlk Investments, Llc
|
$364M
|
114
|
Dec 2025
|
| 2526 |
Anfield Capital Management, LLC
|
$363M
|
716
|
Mar 2026
|
| 2527 |
Amicus Financial Advisors, LLC
|
$363M
|
90
|
Mar 2026
|
| 2528 |
Virtus Investment Advisers, LLC
|
$363M
|
450
|
Mar 2026
|
| 2529 |
Revisor Wealth Management LLC
|
$362M
|
327
|
Mar 2026
|
| 2530 |
Advanced Asset Management Advisors Inc
|
$362M
|
79
|
Mar 2026
|
| 2531 |
Safeguard Investment Advisory Group, LLC
|
$362M
|
143
|
Mar 2026
|
| 2532 |
Cordoba Advisory Partners LLC
|
$362M
|
118
|
Mar 2026
|
| 2533 |
Elmwood Wealth Management, Inc.
|
$362M
|
180
|
Mar 2026
|
| 2534 |
Donoghue Forlines LLC
|
$361M
|
118
|
Mar 2026
|
| 2535 |
Benchmark Financial Wealth Advisors, LLC
|
$361M
|
133
|
Mar 2026
|
| 2536 |
Peak Planning Group, LLC
|
$361M
|
120
|
Mar 2026
|
| 2537 |
Duncan Williams Asset Management, LLC
|
$361M
|
154
|
Mar 2026
|
| 2538 |
Proathlete Wealth Management Llc
|
$361M
|
368
|
Mar 2026
|
| 2539 |
WealthCare Investment Partners, LLC
|
$360M
|
191
|
Mar 2026
|
| 2540 |
Squire Investment Management Company, LLC
|
$360M
|
76
|
Mar 2026
|
Page 127 of 257 · 5,139 managers
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