Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 251 of 343 · 6,848 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 5001 |
Affinity Investment Advisors, Llc
|
$197M
|
140
|
Jun 2026
|
| 5002 |
Elwood Capital Partners Lp
|
$197M
|
33
|
Mar 2026
|
| 5003 |
Optivise Advisory Services LLC
|
$197M
|
228
|
Jun 2026
|
| 5004 |
United Financial Planning Group LLC
|
$197M
|
465
|
Jun 2026
|
| 5005 |
Inherent Management Corp.
|
$197M
|
9
|
Mar 2026
|
| 5006 |
Torren Management, LLC
|
$197M
|
948
|
Jun 2026
|
| 5007 |
Piedmont Capital Management, LLC
|
$197M
|
50
|
Mar 2026
|
| 5008 |
Rubicon Founders LLC
|
$196M
|
3
|
Jun 2026
|
| 5009 |
Global Wealth Management, LLC
|
$196M
|
47
|
Jun 2026
|
| 5010 |
Viewpoint Capital Management LLC
|
$196M
|
120
|
Jun 2026
|
| 5011 |
ExodusPoint Capital Management, LP
|
$196M
|
41
|
Mar 2026
|
| 5012 |
Bridge Generations Wealth Management Llc
|
$196M
|
34
|
Jun 2026
|
| 5013 |
Crystal Rock Capital Management
|
$196M
|
34
|
Jun 2026
|
| 5014 |
Cyrus Capital Partners, L.P.
|
$196M
|
6
|
Mar 2026
|
| 5015 |
LBJ Family Wealth Advisors, Ltd.
|
$196M
|
28
|
Jun 2026
|
| 5016 |
Echo Wealth Management, LLC
|
$196M
|
47
|
Jun 2026
|
| 5017 |
Peninsula Asset Management Inc
|
$196M
|
80
|
Mar 2026
|
| 5018 |
McHugh Group, LLC
|
$196M
|
86
|
Jun 2026
|
| 5019 |
Quantum Financial Partners Llc
|
$196M
|
153
|
Jun 2026
|
| 5020 |
Mission Hills Financial Advisory, LLC
|
$195M
|
54
|
Mar 2026
|
Page 251 of 343 · 6,848 managers
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