Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 141 of 344 · 6,870 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 2801 |
Schwarz Dygos Wheeler Investment Advisors Llc
|
$524M
|
174
|
Jun 2026
|
| 2802 |
Independent Investors Inc
|
$524M
|
73
|
Jun 2026
|
| 2803 |
M. Kulyk & Associates, LLC
|
$523M
|
107
|
Dec 2025
|
| 2804 |
WealthPLAN Partners, LLC
|
$523M
|
787
|
Jun 2026
|
| 2805 |
Newman Dignan & Sheerar, Inc.
|
$523M
|
197
|
Jun 2026
|
| 2806 |
Wiser Wealth Management, Inc
|
$523M
|
75
|
Jun 2026
|
| 2807 |
Wealth Group Ltd
|
$523M
|
95
|
Jun 2026
|
| 2808 |
Rockline Wealth Management, LLC
|
$522M
|
107
|
Jun 2026
|
| 2809 |
Stempoint Capital Lp
|
$522M
|
84
|
Mar 2026
|
| 2810 |
Adams Wealth Management
|
$522M
|
147
|
Jun 2026
|
| 2811 |
Crumly & Associates Inc.
|
$522M
|
196
|
Jun 2026
|
| 2812 |
Canton Hathaway, LLC
|
$522M
|
284
|
Jun 2026
|
| 2813 |
Legacy Capital Wealth Partners, LLC
|
$521M
|
377
|
Jun 2026
|
| 2814 |
Shah Capital Management
|
$521M
|
11
|
Mar 2026
|
| 2815 |
Am Investment Strategies Llc
|
$521M
|
114
|
Jun 2026
|
| 2816 |
Scissortail Wealth Management, LLC
|
$520M
|
106
|
Jun 2026
|
| 2817 |
Churchill Financial Advisors, LLC
|
$519M
|
125
|
Jun 2026
|
| 2818 |
Compton Financial Group, LLC
|
$519M
|
84
|
Jun 2026
|
| 2819 |
Mindset Wealth Management, Llc
|
$519M
|
191
|
Jun 2026
|
| 2820 |
Wendel SE
|
$519M
|
1
|
Jun 2026
|
Page 141 of 344 · 6,870 managers
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