Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 188 of 258 · 5,146 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 3741 |
Pacific Financial Group Inc
|
$186M
|
87
|
Mar 2026
|
| 3742 |
Graney & King, LLC
|
$186M
|
370
|
Mar 2026
|
| 3743 |
Baron Financial Group, LLC
|
$185M
|
53
|
Mar 2026
|
| 3744 |
Capasso Planning Partners LLC
|
$185M
|
73
|
Mar 2026
|
| 3745 |
Walker Asset Management, LLC
|
$185M
|
145
|
Mar 2026
|
| 3746 |
Wernau Asset Management Inc.
|
$185M
|
49
|
Dec 2025
|
| 3747 |
Arcadia Wealth Management, Inc.
|
$185M
|
55
|
Mar 2026
|
| 3748 |
Catalyst Private Wealth, Llc
|
$185M
|
76
|
Mar 2026
|
| 3749 |
Arrien Investments, Inc.
|
$184M
|
46
|
Mar 2026
|
| 3750 |
GSI Capital Advisors LLC
|
$184M
|
58
|
Mar 2026
|
| 3751 |
Nutshell Asset Management Ltd
|
$184M
|
35
|
Mar 2026
|
| 3752 |
Longview Financial Advisors LLC
|
$184M
|
157
|
Mar 2026
|
| 3753 |
Sard Wealth Management Group, Llc
|
$184M
|
60
|
Mar 2026
|
| 3754 |
Attessa Capital LLC
|
$184M
|
35
|
Mar 2026
|
| 3755 |
Investments & Financial Planning, LLC
|
$184M
|
36
|
Mar 2026
|
| 3756 |
Kure Advisory, LLC
|
$184M
|
56
|
Mar 2026
|
| 3757 |
Meridian Financial Advisors, LLC
|
$184M
|
142
|
Dec 2025
|
| 3758 |
Global Wealth Management, LLC
|
$183M
|
44
|
Mar 2026
|
| 3759 |
Finivi Inc.
|
$183M
|
103
|
Mar 2026
|
| 3760 |
Kamunting Street Capital Management, L.P.
|
$183M
|
28
|
Mar 2026
|
Page 188 of 258 · 5,146 managers
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