Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 139 of 257 · 5,138 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 2761 |
Genesis Private Wealth, Llc
|
$318M
|
182
|
Mar 2026
|
| 2762 |
Snow Phipps Group, LLC
|
$318M
|
2
|
Mar 2026
|
| 2763 |
Mcdonald Partners Llc
|
$317M
|
204
|
Dec 2025
|
| 2764 |
Neumann Advisory Hong Kong Ltd
|
$317M
|
6
|
Mar 2026
|
| 2765 |
Cisco Systems, Inc.
|
$317M
|
3
|
Mar 2026
|
| 2766 |
Interchange Capital Partners, LLC
|
$317M
|
309
|
Mar 2026
|
| 2767 |
Hutchens & Kramer Investment Management Group, LLC
|
$317M
|
149
|
Mar 2026
|
| 2768 |
Walled Lake Planning & Wealth Management, Llc
|
$316M
|
136
|
Dec 2025
|
| 2769 |
Arkfeld Wealth Strategies, L.L.C.
|
$316M
|
115
|
Mar 2026
|
| 2770 |
Able Wealth Management LLC
|
$316M
|
113
|
Dec 2025
|
| 2771 |
Jeppson Wealth Management, Llc
|
$316M
|
225
|
Dec 2025
|
| 2772 |
Gerald Baker Financial Group LLC
|
$316M
|
114
|
Mar 2026
|
| 2773 |
Vert Asset Management LLC
|
$315M
|
48
|
Mar 2026
|
| 2774 |
Kirtland Hills Capital Management, Llc
|
$315M
|
156
|
Mar 2026
|
| 2775 |
Spectrum Asset Management, Inc. (NB/CA)
|
$315M
|
121
|
Mar 2026
|
| 2776 |
Whitegate Investment Counselors, Inc.
|
$315M
|
68
|
Mar 2026
|
| 2777 |
Investment Advisory Services Inc /Tx /Adv
|
$314M
|
130
|
Mar 2026
|
| 2778 |
Roberts Financial Services LLC
|
$314M
|
31
|
Mar 2026
|
| 2779 |
Sentry LLC
|
$314M
|
118
|
Mar 2026
|
| 2780 |
Boxer Capital Management, LLC
|
$314M
|
34
|
Sep 2025
|
Page 139 of 257 · 5,138 managers
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