Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 141 of 257 · 5,138 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 2801 |
TSA Wealth Managment LLC
|
$309M
|
105
|
Mar 2026
|
| 2802 |
Stephens Consulting, LLC
|
$309M
|
476
|
Dec 2025
|
| 2803 |
Cloverfields Capital Group, Lp
|
$309M
|
91
|
Mar 2026
|
| 2804 |
Financial Insights, Inc.
|
$309M
|
130
|
Mar 2026
|
| 2805 |
Castle Wealth Management Llc
|
$309M
|
132
|
Mar 2026
|
| 2806 |
General Electric Co
|
$308M
|
2
|
Mar 2026
|
| 2807 |
Alfreton Capital LLP
|
$308M
|
5
|
Mar 2026
|
| 2808 |
Alta Wealth Advisors LLC
|
$308M
|
161
|
Mar 2026
|
| 2809 |
Capital Planning LLC
|
$307M
|
82
|
Mar 2026
|
| 2810 |
Tred Avon Family Wealth, Llc
|
$307M
|
258
|
Dec 2025
|
| 2811 |
Hayek Kallen Investment Management
|
$307M
|
92
|
Mar 2026
|
| 2812 |
Fairfield Financial Advisors, LTD
|
$307M
|
72
|
Dec 2025
|
| 2813 |
Your Advocates Ltd., LLP
|
$306M
|
240
|
Dec 2025
|
| 2814 |
Norris Financial Group, LLC
|
$306M
|
97
|
Mar 2026
|
| 2815 |
Medallion Wealth Advisors, LLC
|
$306M
|
12,534
|
Mar 2026
|
| 2816 |
Lifestyle Asset Management, Inc.
|
$306M
|
134
|
Mar 2026
|
| 2817 |
Investidor Profissional Gestao de Recursos Ltda.
|
$306M
|
27
|
Mar 2026
|
| 2818 |
Synergy Investment Management, LLC
|
$306M
|
2,562
|
Mar 2026
|
| 2819 |
Global Financial Private Client, LLC
|
$306M
|
350
|
Mar 2026
|
| 2820 |
Planned Solutions, Inc.
|
$306M
|
139
|
Mar 2026
|
Page 141 of 257 · 5,138 managers
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