Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 118 of 257 · 5,140 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 2341 |
Palumbo Wealth Management LLC
|
$410M
|
221
|
Mar 2026
|
| 2342 |
Guidance Capital, Inc
|
$409M
|
222
|
Dec 2025
|
| 2343 |
Monarch Capital Management Inc
|
$409M
|
127
|
Mar 2026
|
| 2344 |
Parkwoods Wealth Partners, LLC
|
$408M
|
115
|
Mar 2026
|
| 2345 |
DeDora Capital, Inc.
|
$408M
|
123
|
Mar 2026
|
| 2346 |
Atlantic Edge Private Wealth Management, LLC
|
$407M
|
601
|
Mar 2026
|
| 2347 |
Global Wealth Strategies & Associates
|
$407M
|
543
|
Mar 2026
|
| 2348 |
M & L Capital Management Ltd
|
$407M
|
19
|
Mar 2026
|
| 2349 |
Westmount Partners, LLC
|
$406M
|
264
|
Mar 2026
|
| 2350 |
Strategic Financial Concepts, LLC
|
$405M
|
298
|
Mar 2026
|
| 2351 |
Natural Investments, Llc
|
$405M
|
288
|
Mar 2026
|
| 2352 |
Carderock Capital Management Inc
|
$405M
|
73
|
Mar 2026
|
| 2353 |
O'Keefe Stevens Advisory, Inc.
|
$405M
|
76
|
Mar 2026
|
| 2354 |
Peterson Wealth Services
|
$405M
|
215
|
Mar 2026
|
| 2355 |
Meiji Yasuda America Inc
|
$404M
|
57
|
Mar 2026
|
| 2356 |
Aspen Capital Management, LLC
|
$404M
|
77
|
Mar 2026
|
| 2357 |
Keating Investment Counselors Inc
|
$404M
|
59
|
Mar 2026
|
| 2358 |
M3F, Inc.
|
$404M
|
28
|
Mar 2026
|
| 2359 |
KG&L Capital Management,LLC
|
$403M
|
227
|
Dec 2025
|
| 2360 |
Flagstone Financial Management
|
$403M
|
71
|
Mar 2026
|
Page 118 of 257 · 5,140 managers
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