Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 99 of 346 · 6,918 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 1961 |
Baker Ellis Asset Management LLC
|
$964M
|
265
|
Jun 2026
|
| 1962 |
Goodnow Investment Group, Llc
|
$964M
|
23
|
Jun 2026
|
| 1963 |
Ullmann Wealth Partners Group, LLC
|
$963M
|
156
|
Mar 2026
|
| 1964 |
Aviance Capital Partners, LLC
|
$963M
|
388
|
Jun 2026
|
| 1965 |
Parthenon Llc
|
$962M
|
133
|
Jun 2026
|
| 1966 |
Wellesley Asset Management
|
$961M
|
54
|
Dec 2025
|
| 1967 |
Ardsley Advisory Partners Lp
|
$960M
|
145
|
Jun 2026
|
| 1968 |
Ramirez Asset Management, Inc.
|
$960M
|
360
|
Jun 2026
|
| 1969 |
Burns J W & Co Inc/Ny
|
$959M
|
189
|
Jun 2026
|
| 1970 |
Lombard Odier Asset Management (USA) Corp
|
$957M
|
263
|
Mar 2026
|
| 1971 |
Buck Wealth Strategies, LLC
|
$956M
|
1,170
|
Jun 2026
|
| 1972 |
Victory Financial Group, Llc
|
$953M
|
399
|
Jun 2026
|
| 1973 |
Claro Advisors Inc.
|
$953M
|
533
|
Jun 2026
|
| 1974 |
Elyxium Wealth, LLC
|
$952M
|
1,014
|
Jun 2026
|
| 1975 |
Abacus Wealth Partners, LLC
|
$952M
|
322
|
Jun 2026
|
| 1976 |
L. Roy Papp & Associates, LLP
|
$951M
|
193
|
Jun 2026
|
| 1977 |
Griffin Asset Management, Inc.
|
$949M
|
245
|
Jun 2026
|
| 1978 |
Total Investment Management Inc
|
$948M
|
89
|
Jun 2026
|
| 1979 |
Asset One Wealth Management LLC
|
$948M
|
347
|
Jun 2026
|
| 1980 |
United Advisor Group, LLC
|
$948M
|
544
|
Jun 2026
|
Page 99 of 346 · 6,918 managers
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