Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 112 of 345 · 6,882 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 2221 |
Cfm Wealth Partners Llc
|
$783M
|
149
|
Jun 2026
|
| 2222 |
Lee Financial Co
|
$783M
|
236
|
Jun 2026
|
| 2223 |
Chatham Capital Group, Inc.
|
$783M
|
200
|
Jun 2026
|
| 2224 |
D'Orazio & Associates, Inc.
|
$782M
|
296
|
Dec 2025
|
| 2225 |
Summit Financial Wealth Advisors, LLC
|
$782M
|
225
|
Jun 2026
|
| 2226 |
Laffer Tengler Investments, Inc.
|
$782M
|
179
|
Jun 2026
|
| 2227 |
Hudock, Inc.
|
$781M
|
217
|
Jun 2026
|
| 2228 |
Asio Capital, LLC
|
$781M
|
109
|
Jun 2026
|
| 2229 |
Qsemble Capital Management, LP
|
$781M
|
371
|
Jun 2026
|
| 2230 |
Summit Asset Management, LLC
|
$780M
|
183
|
Jun 2026
|
| 2231 |
North Growth Management Ltd.
|
$780M
|
48
|
Jun 2026
|
| 2232 |
PenderFund Capital Management Ltd.
|
$780M
|
231
|
Jun 2026
|
| 2233 |
Lifeworks Advisors, LLC
|
$779M
|
297
|
Mar 2026
|
| 2234 |
Geometric Wealth Advisors
|
$777M
|
80
|
Dec 2025
|
| 2235 |
Axq Capital, Lp
|
$777M
|
973
|
Mar 2026
|
| 2236 |
Northstar Group, Inc.
|
$777M
|
168
|
Jun 2026
|
| 2237 |
Nottingham Advisors, Inc.
|
$777M
|
112
|
Mar 2026
|
| 2238 |
SilverOak Wealth Management LLC
|
$777M
|
126
|
Jun 2026
|
| 2239 |
Affinity Wealth Management Llc
|
$776M
|
113
|
Jun 2026
|
| 2240 |
Round Rock Advisors LLC
|
$776M
|
318
|
Jun 2026
|
Page 112 of 345 · 6,882 managers
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