Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 173 of 343 · 6,851 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 3441 |
Sensible Money, LLC
|
$377M
|
101
|
Jun 2026
|
| 3442 |
Nalanda India Equity Fund Ltd
|
$377M
|
1
|
Jun 2026
|
| 3443 |
VSM Wealth Advisory, LLC
|
$376M
|
507
|
Jun 2026
|
| 3444 |
Lifelong Wealth Advisors, Inc.
|
$376M
|
90
|
Mar 2026
|
| 3445 |
Balance Wealth Partners LLC
|
$376M
|
165
|
Jun 2026
|
| 3446 |
Keewaydin Investments LLC
|
$376M
|
16
|
Dec 2025
|
| 3447 |
Harbor Island Capital LLC
|
$376M
|
16
|
Jun 2026
|
| 3448 |
Sara-Bay Financial
|
$375M
|
87
|
Jun 2026
|
| 3449 |
JRM Investment Counsel, LLC
|
$375M
|
21
|
Mar 2026
|
| 3450 |
Payne Capital Management, LLC
|
$375M
|
88
|
Jun 2026
|
| 3451 |
Family Legacy, Inc.
|
$375M
|
124
|
Jun 2026
|
| 3452 |
Cim Investment Management Inc
|
$375M
|
251
|
Mar 2026
|
| 3453 |
Consolidated Capital Management, Llc
|
$375M
|
72
|
Jun 2026
|
| 3454 |
Sava Penzisko Drushtvo A.D. Skopje
|
$375M
|
27
|
Jun 2026
|
| 3455 |
WealthBridge Investment Counsel Inc.
|
$375M
|
44
|
Jun 2026
|
| 3456 |
LifeWealth Investments, LLC
|
$374M
|
136
|
Jun 2026
|
| 3457 |
Cape Investment Advisory, Inc.
|
$374M
|
2,064
|
Jun 2026
|
| 3458 |
LFL Advisers, LLC
|
$374M
|
9
|
Jun 2026
|
| 3459 |
Penobscot Wealth Management
|
$374M
|
117
|
Jun 2026
|
| 3460 |
Helix Partners Management LP
|
$374M
|
13
|
Mar 2026
|
Page 173 of 343 · 6,851 managers
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