Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 96 of 346 · 6,918 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 1901 |
Grove Bank & Trust
|
$1.0B
|
1,039
|
Jun 2026
|
| 1902 |
Coastline Trust Co
|
$1.0B
|
578
|
Mar 2026
|
| 1903 |
Eagle Strategies LLC
|
$1.0B
|
273
|
Jun 2026
|
| 1904 |
Patton Albertson Miller Group, LLC
|
$1.0B
|
213
|
Jun 2026
|
| 1905 |
Mar Vista Investment Partners Llc
|
$1.0B
|
33
|
Jun 2026
|
| 1906 |
Taikang Asset Management (Hong Kong) Co Ltd
|
$1.0B
|
75
|
Mar 2026
|
| 1907 |
B&D White Capital Company, LLC
|
$1.0B
|
94
|
Jun 2026
|
| 1908 |
Sendero Wealth Management, LLC
|
$1.0B
|
330
|
Jun 2026
|
| 1909 |
Beacon Financial Group
|
$1.0B
|
348
|
Mar 2026
|
| 1910 |
Hohimer Wealth Management, Llc
|
$1.0B
|
402
|
Jun 2026
|
| 1911 |
Howard Financial Services, Ltd.
|
$1.0B
|
269
|
Jun 2026
|
| 1912 |
Embree Financial Group
|
$999M
|
290
|
Jun 2026
|
| 1913 |
Strategies Wealth Advisors, LLC
|
$998M
|
187
|
Dec 2025
|
| 1914 |
180 Wealth Advisors, Llc
|
$997M
|
493
|
Jun 2026
|
| 1915 |
Heritage Trust Co
|
$997M
|
472
|
Mar 2026
|
| 1916 |
HHM Wealth Advisors, LLC
|
$996M
|
905
|
Jun 2026
|
| 1917 |
Palisade Asset Management, LLC
|
$996M
|
195
|
Mar 2026
|
| 1918 |
Leuthold Group, Llc
|
$995M
|
237
|
Jun 2026
|
| 1919 |
Romano Brothers And Company
|
$994M
|
331
|
Jun 2026
|
| 1920 |
Souders Financial Advisors
|
$994M
|
224
|
Jun 2026
|
Page 96 of 346 · 6,918 managers
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