Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 132 of 257 · 5,139 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 2621 |
FC Advisory LLC
|
$342M
|
115
|
Mar 2026
|
| 2622 |
Consilio Wealth Advisors, Llc
|
$342M
|
101
|
Mar 2026
|
| 2623 |
Yakira Capital Management, Inc.
|
$342M
|
196
|
Mar 2026
|
| 2624 |
Yeomans Consulting Group, Inc.
|
$341M
|
113
|
Dec 2025
|
| 2625 |
Seneca Financial Advisors LLC
|
$341M
|
64
|
Mar 2026
|
| 2626 |
EntryPoint Capital, LLC
|
$341M
|
731
|
Mar 2026
|
| 2627 |
True Wealth Design, LLC
|
$341M
|
2,556
|
Dec 2025
|
| 2628 |
Intergy Private Wealth, LLC
|
$341M
|
123
|
Mar 2026
|
| 2629 |
Missouri Trust & Investment Co
|
$341M
|
411
|
Mar 2026
|
| 2630 |
Keystone Financial Services
|
$341M
|
259
|
Mar 2026
|
| 2631 |
Crown Wealth Group, LLC
|
$340M
|
145
|
Mar 2026
|
| 2632 |
Cornell Pochily Investment Advisors, Inc.
|
$340M
|
174
|
Mar 2026
|
| 2633 |
OFS Enterprise LLC
|
$340M
|
94
|
Mar 2026
|
| 2634 |
Kidder Stephen W
|
$340M
|
327
|
Mar 2026
|
| 2635 |
Ironwood Wealth Management, LLC.
|
$340M
|
47
|
Dec 2025
|
| 2636 |
Sweeney & Michel, Llc
|
$340M
|
145
|
Mar 2026
|
| 2637 |
First International Bank of Israel Ltd.
|
$340M
|
59
|
Mar 2026
|
| 2638 |
Capital Advisory Group Advisory Services, LLC
|
$340M
|
171
|
Dec 2025
|
| 2639 |
Mio Partners, Inc.
|
$340M
|
6
|
Mar 2026
|
| 2640 |
Neumann Capital Management, LLC
|
$340M
|
102
|
Mar 2026
|
Page 132 of 257 · 5,139 managers
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