Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 219 of 257 · 5,131 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 4361 |
Madrid Wealth Management, LLC
|
$133M
|
70
|
Mar 2026
|
| 4362 |
Signal Tree Financial Partners Llc
|
$132M
|
47
|
Mar 2026
|
| 4363 |
Global Trust Wealth Management LLC
|
$132M
|
83
|
Mar 2026
|
| 4364 |
Axos Invest Inc.
|
$132M
|
19
|
Mar 2026
|
| 4365 |
Virtus Fixed Income Advisers, LLC
|
$132M
|
24
|
Dec 2025
|
| 4366 |
Katamaran Capital LLP
|
$132M
|
34
|
Dec 2025
|
| 4367 |
Park State Asset Management
|
$132M
|
20
|
Mar 2026
|
| 4368 |
Boyce & Associates Wealth Consulting, Inc.
|
$132M
|
80
|
Mar 2026
|
| 4369 |
Sincerus Advisory, LLC
|
$132M
|
76
|
Mar 2026
|
| 4370 |
Phillip James Consulting Co.
|
$132M
|
378
|
Mar 2026
|
| 4371 |
Reicon Wealth Advisors, Llc
|
$132M
|
72
|
Mar 2026
|
| 4372 |
CFC Planning Co LLC
|
$132M
|
72
|
Dec 2025
|
| 4373 |
Fairway Financial, LLC
|
$132M
|
23
|
Mar 2026
|
| 4374 |
PlanVest Financial, Inc
|
$131M
|
565
|
Mar 2026
|
| 4375 |
Delta Wealth Advisors LLC
|
$131M
|
46
|
Mar 2026
|
| 4376 |
Vested Financial Planning, LLC
|
$131M
|
27
|
Mar 2026
|
| 4377 |
Alcosta Capital Management, Inc.
|
$131M
|
23
|
Mar 2026
|
| 4378 |
Afbi Lp
|
$131M
|
1
|
Mar 2026
|
| 4379 |
Partnership Wealth Management, LLC
|
$131M
|
66
|
Mar 2026
|
| 4380 |
Collier Financial
|
$131M
|
136
|
Mar 2026
|
Page 219 of 257 · 5,131 managers
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