Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 239 of 254 · 5,074 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 4761 |
Obsidian Cio, Llc
|
$111M
|
217
|
Mar 2026
|
| 4762 |
Stone Wealth Partners
|
$111M
|
59
|
Mar 2026
|
| 4763 |
Lynch Investment Planning, LLC
|
$111M
|
54
|
Mar 2026
|
| 4764 |
Integrity Wealth Partners, LLC
|
$111M
|
99
|
Mar 2026
|
| 4765 |
Fortune Financial Group, Inc.
|
$111M
|
107
|
Mar 2026
|
| 4766 |
Ruggiero Investments, Inc.
|
$111M
|
79
|
Dec 2025
|
| 4767 |
Frankly Finances, LLC
|
$110M
|
64
|
Mar 2026
|
| 4768 |
HS Investments IV Ltd
|
$110M
|
2
|
Dec 2025
|
| 4769 |
Nwm Advisors, Llc
|
$110M
|
23
|
Mar 2026
|
| 4770 |
Belleair Asset Management, LLC
|
$110M
|
77
|
Mar 2026
|
| 4771 |
Bretton Capital Management, LLC
|
$109M
|
18
|
Mar 2026
|
| 4772 |
KDK Private Wealth Management, LLC
|
$109M
|
60
|
Mar 2026
|
| 4773 |
Torrey-Payne Wealth Management, LLC
|
$109M
|
40
|
Mar 2026
|
| 4774 |
Drum Hill Capital, LLC
|
$109M
|
46
|
Mar 2026
|
| 4775 |
Dougherty & Associates, LLC
|
$109M
|
52
|
Mar 2026
|
| 4776 |
Sherman Asset Management, Inc.
|
$109M
|
154
|
Mar 2026
|
| 4777 |
TABR Capital Management, LLC
|
$109M
|
54
|
Mar 2026
|
| 4778 |
University of Cambridge Investment Management Ltd
|
$108M
|
1
|
Mar 2026
|
| 4779 |
AWH Capital, L.P.
|
$108M
|
20
|
Dec 2025
|
| 4780 |
Eagle Wealth Advisors LLC
|
$108M
|
98
|
Mar 2026
|
Page 239 of 254 · 5,074 managers
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