Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 194 of 343 · 6,847 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 3861 |
Ticino Wealth
|
$317M
|
135
|
Jun 2026
|
| 3862 |
Powell Investment Advisors, LLC
|
$317M
|
167
|
Jun 2026
|
| 3863 |
Fourth Dimension Wealth, LLC
|
$316M
|
744
|
Jun 2026
|
| 3864 |
Nvest Financial, LLC
|
$316M
|
150
|
Jun 2026
|
| 3865 |
Balanced Wealth Group Llc
|
$316M
|
78
|
Jun 2026
|
| 3866 |
Lountzis Asset Management, Llc
|
$316M
|
55
|
Jun 2026
|
| 3867 |
Richmond Investment Services, LLC
|
$316M
|
145
|
Jun 2026
|
| 3868 |
IMZ Advisory Inc
|
$316M
|
38
|
Jun 2026
|
| 3869 |
Enzi Wealth
|
$316M
|
77
|
Jun 2026
|
| 3870 |
Tencap Wealth Coaching, LLC
|
$315M
|
20
|
Jun 2026
|
| 3871 |
Trinity Wealth Management, LLC
|
$315M
|
75
|
Jun 2026
|
| 3872 |
TAGStone Capital, Inc.
|
$315M
|
139
|
Jun 2026
|
| 3873 |
Sentry LLC
|
$314M
|
118
|
Mar 2026
|
| 3874 |
Mosley Wealth Management
|
$314M
|
781
|
Jun 2026
|
| 3875 |
Cypress Funds Llc
|
$314M
|
14
|
Jun 2026
|
| 3876 |
Malaga Cove Capital, LLC
|
$314M
|
185
|
Jun 2026
|
| 3877 |
Stonebridge Financial Planning Group, LLC
|
$314M
|
183
|
Jun 2026
|
| 3878 |
Boxer Capital Management, LLC
|
$314M
|
34
|
Sep 2025
|
| 3879 |
Raleigh Capital Management Inc.
|
$313M
|
610
|
Jun 2026
|
| 3880 |
Plum Street Advisors, LLC
|
$313M
|
107
|
Jun 2026
|
Page 194 of 343 · 6,847 managers
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