Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 166 of 257 · 5,138 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 3301 |
Armstrong, Fleming & Moore, Inc
|
$236M
|
108
|
Mar 2026
|
| 3302 |
Causey Wealth LLC
|
$236M
|
81
|
Mar 2026
|
| 3303 |
IMPACTfolio, LLC
|
$235M
|
35
|
Mar 2026
|
| 3304 |
Cna Financial Corp
|
$235M
|
15
|
Mar 2026
|
| 3305 |
Elevation Capital Advisory, LLC
|
$235M
|
65
|
Mar 2026
|
| 3306 |
Elemental Capital Partners LLC
|
$235M
|
12
|
Mar 2026
|
| 3307 |
Clarus Wealth Advisors
|
$235M
|
88
|
Mar 2026
|
| 3308 |
Midwest Financial Group LLC
|
$234M
|
126
|
Mar 2026
|
| 3309 |
Matisse Capital
|
$234M
|
190
|
Mar 2026
|
| 3310 |
Saranac Partners Ltd
|
$234M
|
103
|
Mar 2026
|
| 3311 |
Investmark Advisory Group LLC
|
$234M
|
142
|
Mar 2026
|
| 3312 |
Ardent Capital Management, Inc.
|
$234M
|
47
|
Mar 2026
|
| 3313 |
Tull Financial Group, Inc.
|
$233M
|
32
|
Dec 2025
|
| 3314 |
Christensen, King & Associates Investment Services, Inc.
|
$233M
|
105
|
Mar 2026
|
| 3315 |
Tree Line Advisors (Hong Kong) Ltd.
|
$233M
|
3
|
Mar 2026
|
| 3316 |
ESG Planning DBA Harper Investing
|
$232M
|
65
|
Dec 2025
|
| 3317 |
5th Street Advisors, LLC
|
$232M
|
71
|
Mar 2026
|
| 3318 |
Kilter Group LLC
|
$232M
|
1,568
|
Mar 2026
|
| 3319 |
Bontempo Ohly Capital Mgmt Llc
|
$232M
|
31
|
Dec 2025
|
| 3320 |
Cambridge Capital Management, Llc
|
$232M
|
44
|
Mar 2026
|
Page 166 of 257 · 5,138 managers
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