Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 149 of 257 · 5,138 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 2961 |
Sims Investment Management, Llc
|
$283M
|
43
|
Dec 2025
|
| 2962 |
TAGStone Capital, Inc.
|
$283M
|
137
|
Mar 2026
|
| 2963 |
Sawyer & Company, Inc
|
$283M
|
206
|
Dec 2025
|
| 2964 |
Delaney Dennis R
|
$282M
|
243
|
Mar 2026
|
| 2965 |
Access Financial Services, Inc.
|
$282M
|
95
|
Mar 2026
|
| 2966 |
First Citizens Asset Management, Inc.
|
$282M
|
28
|
Mar 2026
|
| 2967 |
INCA Investments LLC
|
$282M
|
10
|
Mar 2026
|
| 2968 |
Financial Symmetry Inc
|
$281M
|
63
|
Mar 2026
|
| 2969 |
Iyo Bank, Ltd.
|
$281M
|
35
|
Mar 2026
|
| 2970 |
Freedom Financial Partners LLC
|
$281M
|
88
|
Mar 2026
|
| 2971 |
Owl Creek Wealth Partners LLC
|
$281M
|
1,239
|
Mar 2026
|
| 2972 |
Borer Denton & Associates, Inc.
|
$280M
|
66
|
Mar 2026
|
| 2973 |
Acorn Creek Capital Llc
|
$280M
|
84
|
Mar 2026
|
| 2974 |
Veracity Capital LLC
|
$280M
|
201
|
Mar 2026
|
| 2975 |
Flynn Zito Capital Management, Llc
|
$280M
|
140
|
Dec 2025
|
| 2976 |
Balanced Wealth Group Llc
|
$279M
|
73
|
Mar 2026
|
| 2977 |
Elevation Wealth Partners, Llc
|
$279M
|
1,076
|
Mar 2026
|
| 2978 |
Murphy Pohlad Asset Management LLC
|
$279M
|
134
|
Mar 2026
|
| 2979 |
Lee Johnson Capital Management, Llc
|
$279M
|
80
|
Mar 2026
|
| 2980 |
David Kennon Inc
|
$279M
|
41
|
Mar 2026
|
Page 149 of 257 · 5,138 managers
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