Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 91 of 258 · 5,141 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 1801 |
SilverOak Wealth Management LLC
|
$632M
|
121
|
Mar 2026
|
| 1802 |
Rollins Financial Advisors, LLC
|
$632M
|
158
|
Mar 2026
|
| 1803 |
Security Financial Services, INC.
|
$632M
|
203
|
Mar 2026
|
| 1804 |
Wfm Asia (Bvi) Ltd
|
$632M
|
6
|
Mar 2026
|
| 1805 |
Secure Asset Management, LLC
|
$632M
|
327
|
Mar 2026
|
| 1806 |
Essex Investment Management Co Llc
|
$632M
|
305
|
Mar 2026
|
| 1807 |
Summit Wealth Partners, LLC
|
$632M
|
271
|
Mar 2026
|
| 1808 |
Wealth Alliance Advisory Group, LLC
|
$632M
|
197
|
Mar 2026
|
| 1809 |
Pacific Sage Partners, LLC
|
$631M
|
121
|
Dec 2025
|
| 1810 |
Sanders Morris Harris Llc
|
$631M
|
297
|
Mar 2026
|
| 1811 |
Keywise Capital Management (Hk) Ltd
|
$630M
|
12
|
Mar 2026
|
| 1812 |
Schnieders Capital Management, Llc.
|
$629M
|
206
|
Mar 2026
|
| 1813 |
SageGuard Financial Group, LLC
|
$628M
|
177
|
Dec 2025
|
| 1814 |
Cornerstone Management, Inc.
|
$628M
|
65
|
Mar 2026
|
| 1815 |
Woodard & Co Asset Management Group Inc /Adv
|
$625M
|
176
|
Mar 2026
|
| 1816 |
Probity Advisors, Inc.
|
$624M
|
232
|
Dec 2025
|
| 1817 |
Lonestar Capital Management Llc
|
$624M
|
31
|
Dec 2025
|
| 1818 |
Al Mehwar Commercial Investments LLC
|
$624M
|
1
|
Dec 2025
|
| 1819 |
Kemnay Advisory Services Inc.
|
$622M
|
1,190
|
Mar 2026
|
| 1820 |
Trust Co of the South
|
$622M
|
146
|
Mar 2026
|
Page 91 of 258 · 5,141 managers
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