Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 158 of 344 · 6,861 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 3141 |
Cape Ann Asset Management Ltd
|
$440M
|
11
|
Mar 2026
|
| 3142 |
Roberts Wealth Advisors, LLC
|
$440M
|
111
|
Jun 2026
|
| 3143 |
Turiya Advisors Asia Ltd
|
$440M
|
3
|
Jun 2026
|
| 3144 |
New Capital Management LP
|
$439M
|
60
|
Jun 2026
|
| 3145 |
Winch Advisory Services, LLC
|
$438M
|
531
|
Mar 2026
|
| 3146 |
Astoria Strategic Wealth, Inc.
|
$438M
|
36
|
Jun 2026
|
| 3147 |
Citizens & Northern Corp
|
$438M
|
117
|
Jun 2026
|
| 3148 |
Prudent Man Advisors, LLC
|
$438M
|
142
|
Jun 2026
|
| 3149 |
Fairway Wealth LLC
|
$437M
|
239
|
Jun 2026
|
| 3150 |
Strategic Investment Solutions, Inc. /IL
|
$437M
|
8,451
|
Jun 2026
|
| 3151 |
3Chopt Investment Partners, LLC
|
$437M
|
240
|
Mar 2026
|
| 3152 |
Q3 Asset Management
|
$437M
|
62
|
Dec 2025
|
| 3153 |
City State Bank
|
$436M
|
809
|
Jun 2026
|
| 3154 |
Boltwood Capital Management
|
$436M
|
192
|
Jun 2026
|
| 3155 |
Prosperity Planning, Inc.
|
$436M
|
117
|
Jun 2026
|
| 3156 |
Monarch Capital Management Inc
|
$436M
|
130
|
Jun 2026
|
| 3157 |
Bare Financial Services, Inc
|
$436M
|
3,039
|
Jun 2026
|
| 3158 |
Able Wealth Management LLC
|
$436M
|
182
|
Jun 2026
|
| 3159 |
Peak Financial Management, Inc.
|
$436M
|
114
|
Jun 2026
|
| 3160 |
One Charles Private Wealth Services, LLC
|
$434M
|
177
|
Jun 2026
|
Page 158 of 344 · 6,861 managers
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