Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 85 of 258 · 5,141 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 1681 |
Compass Financial Group, INC/SD
|
$715M
|
105
|
Mar 2026
|
| 1682 |
United Capital Management of KS, Inc.
|
$714M
|
107
|
Dec 2025
|
| 1683 |
Affinity Capital Advisors, LLC
|
$713M
|
181
|
Mar 2026
|
| 1684 |
Insight Wealth Partners, LLC
|
$713M
|
120
|
Mar 2026
|
| 1685 |
Tri Locum Partners LP
|
$713M
|
17
|
Mar 2026
|
| 1686 |
Alvarez & Marsal Private Wealth Partners, LLC
|
$712M
|
177
|
Mar 2026
|
| 1687 |
Asio Capital, LLC
|
$712M
|
110
|
Mar 2026
|
| 1688 |
Dean Investment Associates, Llc
|
$710M
|
190
|
Mar 2026
|
| 1689 |
Cypress Wealth Services, LLC
|
$708M
|
397
|
Mar 2026
|
| 1690 |
Human Investing LLC
|
$708M
|
128
|
Dec 2025
|
| 1691 |
Northstar Group, Inc.
|
$707M
|
166
|
Mar 2026
|
| 1692 |
Alpine Bank Wealth Management
|
$707M
|
252
|
Dec 2025
|
| 1693 |
Mirador Capital Partners LP
|
$706M
|
205
|
Mar 2026
|
| 1694 |
Summit Financial Wealth Advisors, LLC
|
$705M
|
193
|
Mar 2026
|
| 1695 |
Sava Infond d.o.o.
|
$705M
|
230
|
Mar 2026
|
| 1696 |
Brown Capital Management Llc
|
$704M
|
56
|
Mar 2026
|
| 1697 |
Faithward Advisors, LLC
|
$701M
|
326
|
Mar 2026
|
| 1698 |
Intelligence Driven Advisers, LLC
|
$700M
|
138
|
Dec 2025
|
| 1699 |
Academy Capital Management
|
$699M
|
38
|
Mar 2026
|
| 1700 |
Kelman-Lazarov, Inc.
|
$698M
|
140
|
Mar 2026
|
Page 85 of 258 · 5,141 managers
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