Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 178 of 343 · 6,848 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 3541 |
Westbourne Investment Advisors, Inc.
|
$363M
|
120
|
Jun 2026
|
| 3542 |
Hamel Associates, Inc.
|
$363M
|
92
|
Jun 2026
|
| 3543 |
O'Brien Greene & Co. Inc
|
$362M
|
199
|
Jun 2026
|
| 3544 |
Wealth Management Associates, Inc.
|
$362M
|
254
|
Jun 2026
|
| 3545 |
Alteri Wealth LLC
|
$362M
|
296
|
Jun 2026
|
| 3546 |
Saxon Interests, Inc.
|
$362M
|
238
|
Jun 2026
|
| 3547 |
Safeguard Investment Advisory Group, LLC
|
$362M
|
143
|
Mar 2026
|
| 3548 |
Donoghue Forlines LLC
|
$361M
|
118
|
Mar 2026
|
| 3549 |
HT Partners LLC
|
$361M
|
53
|
Jun 2026
|
| 3550 |
Spectrum Asset Management, Inc. (NB/CA)
|
$360M
|
130
|
Jun 2026
|
| 3551 |
Kelly Lawrence W & Associates Inc/Ca
|
$360M
|
182
|
Mar 2026
|
| 3552 |
Gen-Wealth Partners Inc
|
$360M
|
722
|
Jun 2026
|
| 3553 |
Bryant Woods Investment Advisors, LLC
|
$360M
|
85
|
Jun 2026
|
| 3554 |
Rhino Investment Partners, Inc
|
$359M
|
39
|
Mar 2026
|
| 3555 |
OnyxPoint Global Management LP
|
$359M
|
38
|
Dec 2025
|
| 3556 |
Heights Capital Management, Inc
|
$359M
|
265
|
Mar 2026
|
| 3557 |
PCA Investment Advisory Services Inc.
|
$358M
|
59
|
Jun 2026
|
| 3558 |
Members Advisory Group LLC
|
$358M
|
42
|
Jun 2026
|
| 3559 |
Granger Management LLC
|
$358M
|
6
|
Mar 2026
|
| 3560 |
Greystone Financial Group, LLC
|
$358M
|
74
|
Jun 2026
|
Page 178 of 343 · 6,848 managers
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