Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 218 of 257 · 5,131 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 4341 |
ADW Capital Management, LLC
|
$134M
|
5
|
Dec 2025
|
| 4342 |
RoundAngle Advisors LLC
|
$134M
|
60
|
Mar 2026
|
| 4343 |
BAM Wealth Management, LLC
|
$134M
|
251
|
Mar 2026
|
| 4344 |
Planwiser Financial, Llc
|
$134M
|
47
|
Dec 2025
|
| 4345 |
Williams & Novak, LLC
|
$134M
|
143
|
Mar 2026
|
| 4346 |
Rf&L Wealth Management, Llc
|
$134M
|
52
|
Mar 2026
|
| 4347 |
Shepherd Wealth Management Ltd Liability Co
|
$134M
|
52
|
Mar 2026
|
| 4348 |
LightSquare Wealth Management, LLC
|
$133M
|
92
|
Mar 2026
|
| 4349 |
Trace Wealth Advisors, LLC
|
$133M
|
66
|
Mar 2026
|
| 4350 |
Gainplan LLC
|
$133M
|
59
|
Mar 2026
|
| 4351 |
Brickwood Asset Management LLP
|
$133M
|
10
|
Mar 2026
|
| 4352 |
Tenzing Financial LLC
|
$133M
|
70
|
Mar 2026
|
| 4353 |
Littlejohn Financial Services, Inc.
|
$133M
|
61
|
Mar 2026
|
| 4354 |
Fiduciary Advisors, Inc.
|
$133M
|
121
|
Mar 2026
|
| 4355 |
Legacy Advisory Services, LLC
|
$133M
|
50
|
Dec 2025
|
| 4356 |
Phillips Wealth Planners LLC
|
$133M
|
210
|
Mar 2026
|
| 4357 |
Harbour Wealth Management Group, Inc.
|
$133M
|
89
|
Mar 2026
|
| 4358 |
Centerpoint Advisory Group
|
$133M
|
108
|
Mar 2026
|
| 4359 |
Forty-three Eighteen Advisors, LLC
|
$133M
|
75
|
Mar 2026
|
| 4360 |
Whi Trust Co Llc
|
$133M
|
95
|
Mar 2026
|
Page 218 of 257 · 5,131 managers
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