Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 193 of 258 · 5,146 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 3841 |
Beacon Financial Strategies CORP
|
$176M
|
178
|
Mar 2026
|
| 3842 |
Atmos Advisory, Llc
|
$176M
|
20
|
Mar 2026
|
| 3843 |
Union Square Park Capital Management, LLC
|
$176M
|
58
|
Mar 2026
|
| 3844 |
Mercuria Capital Strategies, LLC
|
$176M
|
28
|
Dec 2025
|
| 3845 |
Align Financial, LLC
|
$176M
|
373
|
Mar 2026
|
| 3846 |
Burrus Financial Services, Inc.
|
$176M
|
12
|
Dec 2025
|
| 3847 |
Taylor Frigon Capital Management LLC
|
$176M
|
93
|
Mar 2026
|
| 3848 |
Nolet Wealth Management, LLC
|
$176M
|
152
|
Mar 2026
|
| 3849 |
Flywheel Private Wealth LLC
|
$176M
|
104
|
Mar 2026
|
| 3850 |
InTrack Investment Management Inc
|
$175M
|
108
|
Mar 2026
|
| 3851 |
Providence Financial Advisors, LLC
|
$175M
|
59
|
Mar 2026
|
| 3852 |
Gross & Hartman Investments LLC
|
$175M
|
72
|
Dec 2025
|
| 3853 |
Sterling Wealth Advisors Inc
|
$175M
|
20
|
Mar 2026
|
| 3854 |
Taylor & Morgan Wealth Management, LLC
|
$175M
|
79
|
Mar 2026
|
| 3855 |
Godshalk Welsh Capital Management, Inc.
|
$175M
|
132
|
Dec 2025
|
| 3856 |
Kellett Wealth Advisors, LLC
|
$175M
|
79
|
Dec 2025
|
| 3857 |
Momentous Wealth Management, Inc.
|
$175M
|
41
|
Mar 2026
|
| 3858 |
Braeburn Wealth Management LLC
|
$175M
|
85
|
Mar 2026
|
| 3859 |
William Mack & Associates, Inc.
|
$175M
|
73
|
Mar 2026
|
| 3860 |
Lowery Thomas, Llc
|
$175M
|
55
|
Mar 2026
|
Page 193 of 258 · 5,146 managers
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