Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 151 of 257 · 5,138 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 3001 |
Daily Journal Corp
|
$277M
|
4
|
Dec 2025
|
| 3002 |
Hartree Partners, LP
|
$276M
|
64
|
Dec 2025
|
| 3003 |
Five Oceans Advisors
|
$276M
|
193
|
Mar 2026
|
| 3004 |
Breakwater Investment Management
|
$276M
|
497
|
Dec 2025
|
| 3005 |
Envision Financial Planning, LLC
|
$276M
|
51
|
Mar 2026
|
| 3006 |
Arcadia Wealth Management, LLC
|
$276M
|
67
|
Mar 2026
|
| 3007 |
Flagstar Advisors Inc
|
$276M
|
174
|
Mar 2026
|
| 3008 |
Family Capital Trust Co
|
$276M
|
89
|
Mar 2026
|
| 3009 |
Foundation Wealth Management, LLC\PA
|
$276M
|
93
|
Dec 2025
|
| 3010 |
Victrix Investment Advisors
|
$275M
|
107
|
Mar 2026
|
| 3011 |
Ted Buchan & Co
|
$275M
|
88
|
Mar 2026
|
| 3012 |
Wealthspan Partners, Llc
|
$275M
|
124
|
Dec 2025
|
| 3013 |
Heathbridge Capital Management Ltd.
|
$275M
|
29
|
Mar 2026
|
| 3014 |
Renesas Electronics America Inc.
|
$275M
|
1
|
Mar 2026
|
| 3015 |
Allred Capital Management, LLC
|
$275M
|
155
|
Mar 2026
|
| 3016 |
Absolute Capital Management, Llc
|
$275M
|
133
|
Dec 2025
|
| 3017 |
Dupree Financial Group, LLC
|
$274M
|
80
|
Dec 2025
|
| 3018 |
Maestria Partners LLC
|
$274M
|
13
|
Mar 2026
|
| 3019 |
BKM Wealth Management, LLC
|
$274M
|
148
|
Mar 2026
|
| 3020 |
Shrier Wealth Management, Llc
|
$274M
|
131
|
Mar 2026
|
Page 151 of 257 · 5,138 managers
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