Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 121 of 344 · 6,870 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 2401 |
Wealth Alliance Advisory Group, LLC
|
$691M
|
203
|
Jun 2026
|
| 2402 |
Wexford Capital Lp
|
$690M
|
164
|
Mar 2026
|
| 2403 |
Heirloom Wealth Management
|
$690M
|
61
|
Jun 2026
|
| 2404 |
Crews Bank & Trust
|
$690M
|
673
|
Mar 2026
|
| 2405 |
Boston Standard Wealth Management, LLC
|
$689M
|
60
|
Jun 2026
|
| 2406 |
Encompass More Asset Management
|
$687M
|
283
|
Jun 2026
|
| 2407 |
Security National Bank
|
$687M
|
501
|
Mar 2026
|
| 2408 |
Laurel Oak Wealth Management, Llc
|
$687M
|
383
|
Jun 2026
|
| 2409 |
Wilkins Investment Counsel Inc
|
$686M
|
120
|
Dec 2025
|
| 2410 |
Marshall Financial Group, LLC
|
$686M
|
311
|
Jun 2026
|
| 2411 |
Estabrook Capital Management
|
$685M
|
380
|
Mar 2026
|
| 2412 |
Blume Capital Management, Inc.
|
$684M
|
359
|
Jun 2026
|
| 2413 |
Burling Wealth Partners, Llc
|
$683M
|
180
|
Jun 2026
|
| 2414 |
Beacon Capital Management, LLC
|
$683M
|
175
|
Jun 2026
|
| 2415 |
Wilsey Asset Management Inc
|
$681M
|
28
|
Jun 2026
|
| 2416 |
Bell Investment Advisors, Inc
|
$681M
|
1,820
|
Jun 2026
|
| 2417 |
Covington Investment Advisors Inc.
|
$680M
|
74
|
Mar 2026
|
| 2418 |
Oliver Luxxe Assets LLC
|
$680M
|
199
|
Jun 2026
|
| 2419 |
Peak Asset Management, LLC
|
$680M
|
181
|
Jun 2026
|
| 2420 |
SevenBridge Financial Group, LLC
|
$680M
|
212
|
Jun 2026
|
Page 121 of 344 · 6,870 managers
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