Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 201 of 343 · 6,846 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 4001 |
Weitzel Financial Services, Inc.
|
$294M
|
51
|
Jun 2026
|
| 4002 |
Wealthedge Investment Advisors, Llc
|
$294M
|
143
|
Jun 2026
|
| 4003 |
Thomas J. Herzfeld Advisors, Inc.
|
$294M
|
115
|
Mar 2026
|
| 4004 |
Veridan Wealth LLC
|
$294M
|
86
|
Jun 2026
|
| 4005 |
Pacifica Capital Investments, LLC
|
$294M
|
15
|
Mar 2026
|
| 4006 |
Breakwater Investment Management
|
$294M
|
600
|
Jun 2026
|
| 4007 |
Decker Retirement Planning Inc.
|
$294M
|
441
|
Jun 2026
|
| 4008 |
Deseret Mutual Benefit Administrators
|
$294M
|
508
|
Mar 2026
|
| 4009 |
Aviso Wealth Management
|
$294M
|
144
|
Jun 2026
|
| 4010 |
Meridian Financial Partners LLC
|
$293M
|
119
|
Jun 2026
|
| 4011 |
Wealth Advisors Northwest LLC
|
$293M
|
65
|
Jun 2026
|
| 4012 |
Prudent Man Investment Management, Inc.
|
$293M
|
169
|
Jun 2026
|
| 4013 |
Zullo Investment Group, Inc.
|
$293M
|
157
|
Jun 2026
|
| 4014 |
Lhm, Inc.
|
$293M
|
24
|
Jun 2026
|
| 4015 |
Colorado Capital Management, Inc.
|
$293M
|
102
|
Jun 2026
|
| 4016 |
Stonehearth Capital Management, LLC
|
$293M
|
94
|
Jun 2026
|
| 4017 |
Bay Rivers Group
|
$293M
|
126
|
Jun 2026
|
| 4018 |
Eagle Capital Management, LLC
|
$293M
|
50
|
Jun 2026
|
| 4019 |
Nixon Capital, LLC
|
$293M
|
22
|
Mar 2026
|
| 4020 |
Muzinich & Co., Inc.
|
$293M
|
38
|
Jun 2026
|
Page 201 of 343 · 6,846 managers
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