Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 170 of 257 · 5,138 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 3381 |
Boit C F David
|
$225M
|
119
|
Mar 2026
|
| 3382 |
SEG Family Corp.
|
$225M
|
1
|
Mar 2026
|
| 3383 |
Family Capital Management, Inc.
|
$225M
|
100
|
Dec 2025
|
| 3384 |
Beaton Management Co. Inc.
|
$225M
|
146
|
Mar 2026
|
| 3385 |
Prospect Hill Management, LLC
|
$224M
|
14
|
Mar 2026
|
| 3386 |
626 Financial, LLC
|
$224M
|
121
|
Mar 2026
|
| 3387 |
Tandem Wealth Advisors LLC
|
$224M
|
47
|
Mar 2026
|
| 3388 |
93 Financial Group, LLC
|
$224M
|
9
|
Mar 2026
|
| 3389 |
CPV Partners, LLC
|
$224M
|
4
|
Mar 2026
|
| 3390 |
MKA Charitable Fund
|
$224M
|
1
|
Mar 2026
|
| 3391 |
Life Line Wealth Management Llc
|
$224M
|
35
|
Mar 2026
|
| 3392 |
Leicht Financial Planning & Wealth Management, Inc.
|
$224M
|
13
|
Dec 2025
|
| 3393 |
Aspect Management, LLC
|
$224M
|
1
|
Mar 2026
|
| 3394 |
Windle Wealth, LLC
|
$223M
|
34
|
Dec 2025
|
| 3395 |
Ironwood Wealth Management, Inc.
|
$223M
|
31
|
Mar 2026
|
| 3396 |
Azarias Capital Management, L.P.
|
$223M
|
24
|
Mar 2026
|
| 3397 |
Advantage Trust Co
|
$223M
|
123
|
Mar 2026
|
| 3398 |
NerdWallet Wealth Partners, LLC
|
$223M
|
61
|
Dec 2025
|
| 3399 |
Dixon Fnancial Services, Inc.
|
$223M
|
44
|
Mar 2026
|
| 3400 |
Ariadne Wealth Management, LP
|
$223M
|
249
|
Mar 2026
|
Page 170 of 257 · 5,138 managers
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