Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 96 of 258 · 5,141 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 1901 |
Bourgeon Capital Management Llc
|
$578M
|
108
|
Mar 2026
|
| 1902 |
Leonard Rickey Investment Advisors P.L.L.C.
|
$578M
|
118
|
Mar 2026
|
| 1903 |
Webs Creek Capital Management LP
|
$578M
|
14
|
Mar 2026
|
| 1904 |
Monaco Asset Management SAM
|
$578M
|
79
|
Dec 2025
|
| 1905 |
Concord Asset Management, LLC/VA
|
$577M
|
120
|
Dec 2025
|
| 1906 |
Ellis Investment Partners, LLC
|
$576M
|
268
|
Mar 2026
|
| 1907 |
Sovereign Financial Group, Inc.
|
$576M
|
365
|
Mar 2026
|
| 1908 |
Patten Group, Inc.
|
$575M
|
296
|
Mar 2026
|
| 1909 |
Tempo Wealth, LLC
|
$573M
|
213
|
Mar 2026
|
| 1910 |
Drucker Wealth 3.0, LLC
|
$573M
|
522
|
Mar 2026
|
| 1911 |
Ironwood Financial, llc
|
$573M
|
168
|
Mar 2026
|
| 1912 |
Fox Run Management, L.L.C.
|
$572M
|
856
|
Mar 2026
|
| 1913 |
McLean Asset Management Corp
|
$572M
|
165
|
Mar 2026
|
| 1914 |
Xxec, Inc.
|
$571M
|
23
|
Mar 2026
|
| 1915 |
Tulsa Wealth Advisors, INC
|
$570M
|
150
|
Mar 2026
|
| 1916 |
RAM Investment Partners, LLC
|
$569M
|
121
|
Mar 2026
|
| 1917 |
New World Advisors LLC
|
$569M
|
83
|
Mar 2026
|
| 1918 |
Chemistry Wealth Management LLC
|
$569M
|
204
|
Mar 2026
|
| 1919 |
Community Financial Services Group, LLC
|
$568M
|
598
|
Mar 2026
|
| 1920 |
Presilium Private Wealth, Llc
|
$567M
|
75
|
Mar 2026
|
Page 96 of 258 · 5,141 managers
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