Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 124 of 257 · 5,139 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 2461 |
Carr Financial Group Corp
|
$379M
|
174
|
Mar 2026
|
| 2462 |
MPS Loria Financial Planners, LLC
|
$379M
|
94
|
Mar 2026
|
| 2463 |
Progressive Investment Management Corp
|
$379M
|
58
|
Mar 2026
|
| 2464 |
Highland Financial Advisors, LLC
|
$379M
|
67
|
Mar 2026
|
| 2465 |
Morton Brown Family Wealth, LLC
|
$378M
|
292
|
Mar 2026
|
| 2466 |
Bare Financial Services, Inc
|
$378M
|
2,857
|
Mar 2026
|
| 2467 |
Adamsbrown Wealth Consultants Llc
|
$378M
|
138
|
Mar 2026
|
| 2468 |
Ifrah Financial Services, Inc.
|
$378M
|
200
|
Mar 2026
|
| 2469 |
Vista Investment Partners Llc
|
$378M
|
169
|
Mar 2026
|
| 2470 |
Measured Wealth Private Client Group, LLC
|
$378M
|
732
|
Dec 2025
|
| 2471 |
Fivespan Partners, LP
|
$377M
|
4
|
Mar 2026
|
| 2472 |
Truefg, Llc
|
$377M
|
71
|
Mar 2026
|
| 2473 |
EnRich Financial Partners LLC
|
$377M
|
64
|
Mar 2026
|
| 2474 |
Global View Capital Management LLC
|
$377M
|
137
|
Mar 2026
|
| 2475 |
Lifelong Wealth Advisors, Inc.
|
$376M
|
90
|
Mar 2026
|
| 2476 |
McMill Wealth Management
|
$376M
|
61
|
Mar 2026
|
| 2477 |
Keewaydin Investments LLC
|
$376M
|
16
|
Dec 2025
|
| 2478 |
Access Investment Management LLC
|
$376M
|
157
|
Mar 2026
|
| 2479 |
JRM Investment Counsel, LLC
|
$375M
|
21
|
Mar 2026
|
| 2480 |
Prasad Wealth Partners, LLC
|
$375M
|
145
|
Dec 2025
|
Page 124 of 257 · 5,139 managers
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