Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 182 of 343 · 6,848 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 3621 |
Lloyd Advisory Services, LLC.
|
$349M
|
581
|
Mar 2026
|
| 3622 |
Yukon Wealth Management, Inc.
|
$349M
|
132
|
Jun 2026
|
| 3623 |
Denver Wealth Management, Inc.
|
$349M
|
109
|
Jun 2026
|
| 3624 |
Planned Solutions, Inc.
|
$349M
|
155
|
Jun 2026
|
| 3625 |
Auour Investments LLC
|
$349M
|
95
|
Jun 2026
|
| 3626 |
Pines Wealth Management, LLC
|
$348M
|
219
|
Jun 2026
|
| 3627 |
First United Bank & Trust
|
$348M
|
589
|
Jun 2026
|
| 3628 |
DORVAL Corp
|
$347M
|
49
|
Jun 2026
|
| 3629 |
Highview Capital Management LLC/DE/
|
$347M
|
118
|
Jun 2026
|
| 3630 |
Select Asset Management & Trust
|
$347M
|
96
|
Jun 2026
|
| 3631 |
CPA Asset Management Group, LLC
|
$347M
|
97
|
Jun 2026
|
| 3632 |
Investment Advisory Services Inc /Tx /Adv
|
$347M
|
140
|
Jun 2026
|
| 3633 |
Key Client Fiduciary Advisors, LLC
|
$347M
|
232
|
Jun 2026
|
| 3634 |
Winmill & Co. Inc
|
$347M
|
79
|
Mar 2026
|
| 3635 |
Brady Family Wealth, Llc
|
$346M
|
113
|
Jun 2026
|
| 3636 |
Corbyn Investment Management Inc/Md
|
$346M
|
66
|
Jun 2026
|
| 3637 |
Philadelphia Financial Management of San Francisco, LLC
|
$346M
|
43
|
Mar 2026
|
| 3638 |
Bear Mountain Capital, Inc.
|
$345M
|
214
|
Jun 2026
|
| 3639 |
G&S Capital LLC
|
$345M
|
156
|
Jun 2026
|
| 3640 |
Websterrogers Financial Advisors, Llc
|
$344M
|
94
|
Dec 2025
|
Page 182 of 343 · 6,848 managers
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