Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 196 of 258 · 5,146 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 3901 |
Birch Financial Group, Llc
|
$171M
|
136
|
Mar 2026
|
| 3902 |
Guardian Asset Advisors, LLC
|
$171M
|
102
|
Mar 2026
|
| 3903 |
Afg Fiduciary Services Limited Partnership
|
$171M
|
92
|
Mar 2026
|
| 3904 |
English Capital Management Llc
|
$171M
|
36
|
Mar 2026
|
| 3905 |
Ervin Investment Management, LLC
|
$171M
|
47
|
Mar 2026
|
| 3906 |
Defined Wealth Management, Llc
|
$171M
|
109
|
Mar 2026
|
| 3907 |
Byrne Asset Management LLC
|
$171M
|
569
|
Mar 2026
|
| 3908 |
LBJ Family Wealth Advisors, Ltd.
|
$171M
|
28
|
Mar 2026
|
| 3909 |
Rareview Capital LLC
|
$171M
|
52
|
Mar 2026
|
| 3910 |
Ariston Services Group
|
$170M
|
70
|
Dec 2025
|
| 3911 |
Karnit Road Accident Victims Compensation Fund
|
$170M
|
17
|
Mar 2026
|
| 3912 |
ARP Global Capital Ltd
|
$170M
|
19
|
Mar 2026
|
| 3913 |
RiverGlades Family Offices LLC
|
$170M
|
87
|
Mar 2026
|
| 3914 |
Millstone Evans Group, LLC
|
$170M
|
857
|
Dec 2025
|
| 3915 |
Coppell Advisory Solutions LLC
|
$170M
|
41
|
Mar 2026
|
| 3916 |
Financial Planning Hawaii, Inc.
|
$170M
|
123
|
Mar 2026
|
| 3917 |
North Berkeley Wealth Management, LLC
|
$170M
|
75
|
Dec 2025
|
| 3918 |
Eq Wealth Advisors, Llc
|
$169M
|
259
|
Dec 2025
|
| 3919 |
Upper Left Wealth Management, LLC
|
$169M
|
68
|
Mar 2026
|
| 3920 |
Navigoe, LLC
|
$169M
|
228
|
Mar 2026
|
Page 196 of 258 · 5,146 managers
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