Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 217 of 342 · 6,839 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 4321 |
Transcendent Capital Group LLC
|
$257M
|
128
|
Jun 2026
|
| 4322 |
New England Research & Management, Inc.
|
$257M
|
134
|
Jun 2026
|
| 4323 |
HMV Wealth Advisors, LLC
|
$257M
|
89
|
Jun 2026
|
| 4324 |
Leslie Global Wealth, LLC
|
$257M
|
85
|
Jun 2026
|
| 4325 |
626 Financial, LLC
|
$257M
|
127
|
Jun 2026
|
| 4326 |
Miller Capital Partners, Inc.
|
$257M
|
258
|
Jun 2026
|
| 4327 |
Birchcreek Wealth Management, LLC
|
$257M
|
134
|
Jun 2026
|
| 4328 |
GPM Growth Investors, Inc.
|
$257M
|
42
|
Dec 2025
|
| 4329 |
IVC Wealth Advisors LLC
|
$256M
|
177
|
Jun 2026
|
| 4330 |
My Personal CFO, LLC
|
$256M
|
91
|
Jun 2026
|
| 4331 |
Byrne Financial Freedom, Llc
|
$256M
|
119
|
Jun 2026
|
| 4332 |
Meritas Wealth Management, LLC
|
$256M
|
63
|
Jun 2026
|
| 4333 |
Vestia Personal Wealth Advisors
|
$256M
|
112
|
Jun 2026
|
| 4334 |
Punch Card Management L.P.
|
$256M
|
5
|
Jun 2026
|
| 4335 |
Grunden Financial Advisory, Inc.
|
$256M
|
35
|
Dec 2025
|
| 4336 |
Yoder Wealth Management, Inc.
|
$256M
|
129
|
Jun 2026
|
| 4337 |
Causey Wealth LLC
|
$256M
|
83
|
Jun 2026
|
| 4338 |
Tull Financial Group, Inc.
|
$256M
|
35
|
Jun 2026
|
| 4339 |
2Xideas AG
|
$255M
|
47
|
Mar 2026
|
| 4340 |
Tribridge Partners Financial LLC
|
$255M
|
82
|
Jun 2026
|
Page 217 of 342 · 6,839 managers
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