Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 157 of 257 · 5,138 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 3121 |
Ducere Wealth Management LLC
|
$259M
|
130
|
Dec 2025
|
| 3122 |
Beacon Financial Planning, Inc
|
$258M
|
76
|
Mar 2026
|
| 3123 |
Bryant Woods Investment Advisors, LLC
|
$258M
|
49
|
Dec 2025
|
| 3124 |
Stash Investments, LLC
|
$258M
|
5
|
Mar 2026
|
| 3125 |
Silver Lake Advisory, LLC
|
$258M
|
103
|
Dec 2025
|
| 3126 |
TrustBank
|
$258M
|
154
|
Mar 2026
|
| 3127 |
Fidelis Im, Llc
|
$258M
|
25
|
Dec 2025
|
| 3128 |
Towle & Co
|
$257M
|
54
|
Mar 2026
|
| 3129 |
Hoertkorn Richard Charles
|
$257M
|
80
|
Dec 2025
|
| 3130 |
Cruiser Capital Advisors, LLC
|
$257M
|
53
|
Mar 2026
|
| 3131 |
Prosperitas Financial LLC
|
$257M
|
78
|
Dec 2025
|
| 3132 |
Houlihan Financial Resource Group, Ltd.
|
$257M
|
109
|
Mar 2026
|
| 3133 |
GPM Growth Investors, Inc.
|
$257M
|
42
|
Dec 2025
|
| 3134 |
Trueblood Wealth Management, LLC
|
$256M
|
252
|
Dec 2025
|
| 3135 |
New England Capital Financial Advisors LLC
|
$256M
|
427
|
Dec 2025
|
| 3136 |
Grunden Financial Advisory, Inc.
|
$256M
|
35
|
Dec 2025
|
| 3137 |
Highlander Partners, L.P.
|
$256M
|
47
|
Mar 2026
|
| 3138 |
Cumberland Advisors Inc
|
$255M
|
48
|
Mar 2026
|
| 3139 |
Agate Pass Investment Management, LLC
|
$255M
|
105
|
Mar 2026
|
| 3140 |
Kennedy Investment Group, Inc.
|
$255M
|
135
|
Mar 2026
|
Page 157 of 257 · 5,138 managers
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