Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 144 of 257 · 5,138 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 2861 |
Kaydan Wealth Management, Inc.
|
$299M
|
109
|
Mar 2026
|
| 2862 |
Buttonwood Financial Advisors Inc.
|
$299M
|
108
|
Mar 2026
|
| 2863 |
Beacon Bridge Wealth Partners, LLC
|
$299M
|
101
|
Mar 2026
|
| 2864 |
Nepsis Inc.
|
$299M
|
29
|
Mar 2026
|
| 2865 |
MKT Advisors LLC
|
$298M
|
157
|
Mar 2026
|
| 2866 |
jvl associates llc
|
$298M
|
63
|
Mar 2026
|
| 2867 |
CPA Asset Management Group, LLC
|
$298M
|
99
|
Mar 2026
|
| 2868 |
Berkeley, Inc
|
$298M
|
81
|
Mar 2026
|
| 2869 |
Act Wealth Management, Llc
|
$298M
|
62
|
Mar 2026
|
| 2870 |
Sustainable Insight Capital Management, LLC
|
$298M
|
86
|
Mar 2026
|
| 2871 |
Lazari Capital Management, Inc.
|
$298M
|
166
|
Dec 2025
|
| 2872 |
Adirondack Trust Co
|
$298M
|
631
|
Mar 2026
|
| 2873 |
SVF Sponsor III (DE) LLC
|
$297M
|
1
|
Mar 2026
|
| 2874 |
Essential Partners LLC
|
$297M
|
2,848
|
Mar 2026
|
| 2875 |
Concord Investment Counsel Inc.
|
$297M
|
41
|
Mar 2026
|
| 2876 |
Theory Financial Llc
|
$297M
|
101
|
Dec 2025
|
| 2877 |
Trustees Of The University Of Pennsylvania
|
$297M
|
4
|
Mar 2026
|
| 2878 |
New Republic Capital, LLC
|
$297M
|
312
|
Mar 2026
|
| 2879 |
Red Lighthouse Investment Management, Llc
|
$296M
|
80
|
Mar 2026
|
| 2880 |
Town & Country Bank & Trust CO dba First Bankers Trust CO
|
$296M
|
146
|
Mar 2026
|
Page 144 of 257 · 5,138 managers
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