Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 7 of 251 · 5,004 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 121 |
Sharkey, Howes & Javer
|
$742.3B
|
153
|
Mar 2026
|
| 122 |
Allegheny Financial Group
|
$741.8B
|
290
|
Mar 2026
|
| 123 |
James J. Burns & Company, LLC
|
$737.0B
|
155
|
Mar 2026
|
| 124 |
AIGH Capital Management LLC
|
$733.2B
|
85
|
Mar 2026
|
| 125 |
Berman McAleer LLC
|
$733.0B
|
162
|
Mar 2026
|
| 126 |
Capital World Investors
|
$732.9B
|
620
|
Mar 2026
|
| 127 |
GFI Investment Counsel Ltd.
|
$731.5B
|
24
|
Mar 2026
|
| 128 |
Acorn Financial Advisory Services Inc /Adv
|
$729.8B
|
215
|
Mar 2026
|
| 129 |
Meridian Wealth Partners, LLC
|
$728.6B
|
118
|
Mar 2026
|
| 130 |
Tran Capital Management, L.P.
|
$728.3B
|
71
|
Mar 2026
|
| 131 |
Klaas Financial Asset Advisors, LLC
|
$724.2B
|
59
|
Mar 2026
|
| 132 |
TLT Family Holdco ULC
|
$724.1B
|
8
|
Mar 2026
|
| 133 |
Vivaldi Capital Management LP
|
$723.5B
|
290
|
Mar 2026
|
| 134 |
Fagan Associates, Inc.
|
$719.2B
|
135
|
Mar 2026
|
| 135 |
Nexus Investment Management ULC
|
$715.1B
|
70
|
Mar 2026
|
| 136 |
Defilade Capital Management, L.P.
|
$712.2B
|
31
|
Mar 2026
|
| 137 |
Alvarez & Marsal Private Wealth Partners, LLC
|
$712.2B
|
177
|
Mar 2026
|
| 138 |
Dean Investment Associates, Llc
|
$710.4B
|
190
|
Mar 2026
|
| 139 |
Northstar Group, Inc.
|
$707.4B
|
166
|
Mar 2026
|
| 140 |
Mirador Capital Partners LP
|
$706.4B
|
205
|
Mar 2026
|
Page 7 of 251 · 5,004 managers
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