Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 134 of 344 · 6,870 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 2661 |
Leonard Rickey Investment Advisors P.L.L.C.
|
$578M
|
118
|
Mar 2026
|
| 2662 |
Allegiance Financial Group Advisory Services LLC
|
$578M
|
205
|
Jun 2026
|
| 2663 |
Webs Creek Capital Management LP
|
$578M
|
14
|
Mar 2026
|
| 2664 |
HughesLittle Investment Management Ltd.
|
$577M
|
13
|
Jun 2026
|
| 2665 |
Ellis Investment Partners, LLC
|
$576M
|
268
|
Mar 2026
|
| 2666 |
Kozak & Associates, Inc.
|
$576M
|
451
|
Jun 2026
|
| 2667 |
Patten Group, Inc.
|
$575M
|
296
|
Mar 2026
|
| 2668 |
Columbia Asset Management
|
$575M
|
168
|
Jun 2026
|
| 2669 |
MSH Capital Advisors LLC
|
$575M
|
359
|
Jun 2026
|
| 2670 |
Serenus Wealth Advisors, LLC
|
$573M
|
75
|
Jun 2026
|
| 2671 |
Blue Zone Wealth Advisors, LLC
|
$573M
|
125
|
Jun 2026
|
| 2672 |
Trust Co of Tennessee
|
$572M
|
8
|
Jun 2026
|
| 2673 |
Fox Run Management, L.L.C.
|
$572M
|
856
|
Mar 2026
|
| 2674 |
Southland Equity Partners LLC
|
$571M
|
306
|
Jun 2026
|
| 2675 |
Sanchez Wealth Management Group
|
$571M
|
52
|
Jun 2026
|
| 2676 |
Tulsa Wealth Advisors, INC
|
$570M
|
150
|
Mar 2026
|
| 2677 |
OCO Capital Partners, L.P.
|
$569M
|
5
|
Jun 2026
|
| 2678 |
Chapin Davis, Inc.
|
$569M
|
256
|
Jun 2026
|
| 2679 |
Community Financial Services Group, LLC
|
$568M
|
598
|
Mar 2026
|
| 2680 |
Single Point Partners, LLC
|
$568M
|
103
|
Jun 2026
|
Page 134 of 344 · 6,870 managers
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