Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 160 of 343 · 6,860 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 3181 |
Luminvest Wealth Management LLC
|
$430M
|
58
|
Jun 2026
|
| 3182 |
West Branch Capital LLC
|
$430M
|
355
|
Jun 2026
|
| 3183 |
Rakuten Securities, Inc.
|
$430M
|
914
|
Jun 2026
|
| 3184 |
Laura & John Arnold Foundation
|
$430M
|
4
|
Mar 2026
|
| 3185 |
Virtus Investment Advisers, LLC
|
$429M
|
463
|
Jun 2026
|
| 3186 |
Main Street Group, LTD
|
$429M
|
1,544
|
Jun 2026
|
| 3187 |
Navalign, LLC
|
$429M
|
132
|
Jun 2026
|
| 3188 |
Wealth Advisory Solutions, LLC
|
$429M
|
153
|
Dec 2025
|
| 3189 |
Legacy Financial Group, Inc.
|
$429M
|
104
|
Jun 2026
|
| 3190 |
Medina Value Partners, LLC
|
$428M
|
24
|
Dec 2025
|
| 3191 |
Straight Path Wealth Management
|
$428M
|
141
|
Jun 2026
|
| 3192 |
BankPlus Trust Department
|
$428M
|
514
|
Jun 2026
|
| 3193 |
Sound Capital Solutions LLC
|
$427M
|
309
|
Jun 2026
|
| 3194 |
Dockside LLC
|
$427M
|
184
|
Jun 2026
|
| 3195 |
DSC Meridian Capital LP
|
$427M
|
15
|
Jun 2026
|
| 3196 |
Lester Murray Antman dba SimplyRich
|
$427M
|
216
|
Jun 2026
|
| 3197 |
Vermillion Wealth Management, Inc.
|
$427M
|
1,786
|
Jun 2026
|
| 3198 |
Warther Private Wealth, LLC
|
$427M
|
40
|
Mar 2026
|
| 3199 |
Paradigm Asset Management Co Llc
|
$426M
|
424
|
Mar 2026
|
| 3200 |
Prairie Advisory, Llc
|
$426M
|
167
|
Jun 2026
|
Page 160 of 343 · 6,860 managers
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