Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 138 of 344 · 6,870 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 2741 |
Riverpoint Wealth Management Holdings, LLC
|
$544M
|
61
|
Jun 2026
|
| 2742 |
Broad Peak Investment Advisers Pte Ltd
|
$544M
|
21
|
Jun 2026
|
| 2743 |
Coerente Capital Management
|
$543M
|
43
|
Jun 2026
|
| 2744 |
Madrona Financial Services, LLC
|
$543M
|
143
|
Jun 2026
|
| 2745 |
F&V Capital Management, LLC
|
$542M
|
63
|
Jun 2026
|
| 2746 |
Louisbourg Investments Inc.
|
$542M
|
210
|
Jun 2026
|
| 2747 |
CV Advisors LLC
|
$542M
|
134
|
Jun 2026
|
| 2748 |
Westerly Capital Management, Llc
|
$542M
|
46
|
Jun 2026
|
| 2749 |
Chemung Canal Trust Co
|
$541M
|
201
|
Jun 2026
|
| 2750 |
Dagco, Inc.
|
$541M
|
117
|
Jun 2026
|
| 2751 |
Wagner Wealth Management, LLC
|
$541M
|
282
|
Jun 2026
|
| 2752 |
Mandatum Life Insurance Co Ltd
|
$540M
|
90
|
Jun 2026
|
| 2753 |
Regent Peak Wealth Advisors LLC
|
$540M
|
221
|
Jun 2026
|
| 2754 |
DecisionPoint Financial, LLC
|
$540M
|
1,429
|
Jun 2026
|
| 2755 |
Stieven Capital Advisors, L.P.
|
$539M
|
38
|
Dec 2025
|
| 2756 |
Mascoma Wealth Management LLC
|
$539M
|
609
|
Jun 2026
|
| 2757 |
GoalVest Advisory LLC
|
$539M
|
500
|
Jun 2026
|
| 2758 |
Keystone Wealth Services, LLC
|
$539M
|
327
|
Jun 2026
|
| 2759 |
Manitou Investment Management Ltd.
|
$538M
|
48
|
Jun 2026
|
| 2760 |
Avion Wealth
|
$537M
|
1,755
|
Jun 2026
|
Page 138 of 344 · 6,870 managers
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