Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 134 of 257 · 5,138 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 2661 |
Hudson Value Partners, LLC
|
$335M
|
101
|
Mar 2026
|
| 2662 |
Passive Capital Management, LLC.
|
$335M
|
104
|
Mar 2026
|
| 2663 |
VSM Wealth Advisory, LLC
|
$335M
|
505
|
Mar 2026
|
| 2664 |
Private Client Services, Llc
|
$334M
|
208
|
Mar 2026
|
| 2665 |
Parus Finance (Uk) Ltd
|
$334M
|
37
|
Mar 2026
|
| 2666 |
Hobbs Group Advisors, LLC
|
$334M
|
160
|
Mar 2026
|
| 2667 |
Baron Wealth Management LLC
|
$334M
|
279
|
Mar 2026
|
| 2668 |
Montanaro Asset Management Ltd
|
$334M
|
42
|
Mar 2026
|
| 2669 |
Pine Harbor Wealth Management, LLC
|
$334M
|
102
|
Mar 2026
|
| 2670 |
Claris Advisors, Llc / Mo /
|
$334M
|
70
|
Mar 2026
|
| 2671 |
Martin Investment Management, LLC
|
$334M
|
46
|
Mar 2026
|
| 2672 |
Family Legacy, Inc.
|
$334M
|
121
|
Dec 2025
|
| 2673 |
Valley Forge Investment Consultants Inc Adv
|
$334M
|
83
|
Mar 2026
|
| 2674 |
Atlas Wealth LLC
|
$334M
|
115
|
Mar 2026
|
| 2675 |
Tilson Financial Group, Inc.
|
$333M
|
79
|
Mar 2026
|
| 2676 |
Hoxton Planning & Management, LLC
|
$333M
|
216
|
Mar 2026
|
| 2677 |
McCollum Christoferson Group LLC
|
$333M
|
77
|
Mar 2026
|
| 2678 |
MSA Advisors, LLC
|
$333M
|
50
|
Mar 2026
|
| 2679 |
Bear Mountain Capital, Inc.
|
$333M
|
198
|
Mar 2026
|
| 2680 |
Sara-Bay Financial
|
$333M
|
81
|
Mar 2026
|
Page 134 of 257 · 5,138 managers
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