Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 148 of 344 · 6,867 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 2941 |
Parisi Gray Wealth Management
|
$487M
|
155
|
Jun 2026
|
| 2942 |
Aljian Capital Management, LLC
|
$487M
|
131
|
Mar 2026
|
| 2943 |
Lorne Steinberg Wealth Management Inc.
|
$487M
|
72
|
Jun 2026
|
| 2944 |
Clarity Wealth Advisors, LLC
|
$486M
|
108
|
Mar 2026
|
| 2945 |
Genworth Financial Inc
|
$486M
|
2
|
Jun 2026
|
| 2946 |
First Wilshire Securities Management Inc
|
$486M
|
82
|
Jun 2026
|
| 2947 |
Waller Financial Planning Group, Inc
|
$486M
|
78
|
Jun 2026
|
| 2948 |
Plan Group Financial, LLC
|
$486M
|
253
|
Jun 2026
|
| 2949 |
Cadent Capital Advisors, LLC
|
$485M
|
214
|
Jun 2026
|
| 2950 |
Ashford Advisors, LLC
|
$485M
|
23
|
Jun 2026
|
| 2951 |
Prentice Wealth Management LLC
|
$484M
|
126
|
Jun 2026
|
| 2952 |
Global View Capital Management LLC
|
$484M
|
146
|
Jun 2026
|
| 2953 |
Shengqi Capital (Hong Kong) Ltd
|
$484M
|
12
|
Jun 2026
|
| 2954 |
Heartland Bank & Trust Co
|
$483M
|
358
|
Jun 2026
|
| 2955 |
BOCHK Asset Management Ltd
|
$483M
|
117
|
Mar 2026
|
| 2956 |
Capital City Trust Co/Fl
|
$482M
|
211
|
Jun 2026
|
| 2957 |
Bridgewealth Advisory Group, LLC
|
$482M
|
135
|
Mar 2026
|
| 2958 |
Storgate, LLC
|
$482M
|
351
|
Jun 2026
|
| 2959 |
Sage Capital Advisors,llc
|
$482M
|
140
|
Jun 2026
|
| 2960 |
Stewardship Advisors, LLC
|
$481M
|
175
|
Jun 2026
|
Page 148 of 344 · 6,867 managers
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