Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 185 of 343 · 6,848 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 3681 |
Castle Wealth Management Llc
|
$338M
|
143
|
Jun 2026
|
| 3682 |
Sterling Financial Planning, Inc.
|
$337M
|
117
|
Mar 2026
|
| 3683 |
Shayne & Jacobs, Llc
|
$337M
|
129
|
Jun 2026
|
| 3684 |
Consilium Wealth Advisory, LLC
|
$337M
|
101
|
Jun 2026
|
| 3685 |
Ameliora Wealth Management Ltd.
|
$337M
|
229
|
Jun 2026
|
| 3686 |
Schiavi & Co LLC
|
$337M
|
51
|
Mar 2026
|
| 3687 |
Vance Wealth, Llc
|
$337M
|
116
|
Dec 2025
|
| 3688 |
Roth Financial Partners LLC
|
$336M
|
33
|
Jun 2026
|
| 3689 |
Strategic Financial Concepts, LLC
|
$336M
|
239
|
Jun 2026
|
| 3690 |
Silver Coast Investments LLC
|
$336M
|
121
|
Jun 2026
|
| 3691 |
Oldfather Financial Services, LLC
|
$336M
|
98
|
Dec 2025
|
| 3692 |
Red Lighthouse Investment Management, Llc
|
$336M
|
85
|
Jun 2026
|
| 3693 |
Adirondack Trust Co
|
$336M
|
640
|
Jun 2026
|
| 3694 |
Haverford Financial Services, Inc.
|
$336M
|
46
|
Mar 2026
|
| 3695 |
Jessup Wealth Management, Inc
|
$335M
|
81
|
Jun 2026
|
| 3696 |
Persistent Asset Partners Ltd
|
$335M
|
961
|
Jun 2026
|
| 3697 |
TPG Financial Advisors, LLC
|
$335M
|
81
|
Jun 2026
|
| 3698 |
Seaview Investment Managers Llc
|
$335M
|
257
|
Jun 2026
|
| 3699 |
Spinecap SAS
|
$335M
|
16
|
Jun 2026
|
| 3700 |
Arkfeld Wealth Strategies, L.L.C.
|
$334M
|
119
|
Jun 2026
|
Page 185 of 343 · 6,848 managers
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