Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 66 of 258 · 5,141 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 1301 |
Cornerstone Advisory, LLC
|
$1.1B
|
262
|
Mar 2026
|
| 1302 |
Kintegral Advisory, LLC
|
$1.1B
|
233
|
Mar 2026
|
| 1303 |
Royal Fund Management, LLC
|
$1.1B
|
297
|
Mar 2026
|
| 1304 |
Trust Co Of Toledo Na /Oh/
|
$1.1B
|
1,001
|
Mar 2026
|
| 1305 |
L2 Asset Management, LLC
|
$1.1B
|
397
|
Mar 2026
|
| 1306 |
Spirepoint Private Client, Llc
|
$1.1B
|
322
|
Mar 2026
|
| 1307 |
Moody National Bank Trust Division
|
$1.1B
|
794
|
Mar 2026
|
| 1308 |
LVW Advisors, LLC
|
$1.0B
|
436
|
Mar 2026
|
| 1309 |
Compass Ion Advisors, LLC
|
$1.0B
|
398
|
Mar 2026
|
| 1310 |
Asset Advisors Investment Management, LLC
|
$1.0B
|
106
|
Mar 2026
|
| 1311 |
Berkshire Money Management, Inc.
|
$1.0B
|
132
|
Dec 2025
|
| 1312 |
Apriem Advisors
|
$1.0B
|
186
|
Mar 2026
|
| 1313 |
Financial Synergies Wealth Advisors, Inc.
|
$1.0B
|
131
|
Mar 2026
|
| 1314 |
Long Pond Capital, LP
|
$1.0B
|
33
|
Mar 2026
|
| 1315 |
Hudson Way Capital Management LLC
|
$1.0B
|
16
|
Mar 2026
|
| 1316 |
Octavia Wealth Advisors, LLC
|
$1.0B
|
238
|
Mar 2026
|
| 1317 |
Ccm Investment Advisers Llc
|
$1.0B
|
93
|
Mar 2026
|
| 1318 |
Telos Capital Management, Inc.
|
$1.0B
|
191
|
Mar 2026
|
| 1319 |
Steigerwald, Gordon & Koch Inc.
|
$1.0B
|
924
|
Dec 2025
|
| 1320 |
Rothschild Wealth LLC
|
$1.0B
|
543
|
Dec 2025
|
Page 66 of 258 · 5,141 managers
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