Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 221 of 342 · 6,839 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 4401 |
Cascade Wealth Advisors, Inc
|
$249M
|
61
|
Jun 2026
|
| 4402 |
Rosalind Advisors, Inc.
|
$249M
|
38
|
Mar 2026
|
| 4403 |
Windle Wealth, LLC
|
$249M
|
35
|
Jun 2026
|
| 4404 |
BlackDiamond Wealth Management, LLC
|
$249M
|
226
|
Jun 2026
|
| 4405 |
Fogel Capital Management, Inc.
|
$249M
|
57
|
Jun 2026
|
| 4406 |
Stuart Investment Advisors, Inc.
|
$249M
|
21
|
Jun 2026
|
| 4407 |
Jim Saulnier & Associates, Llc
|
$249M
|
152
|
Jun 2026
|
| 4408 |
Finley Financial, LLC
|
$248M
|
110
|
Jun 2026
|
| 4409 |
Steelhead Wealth Management LLC
|
$248M
|
96
|
Jun 2026
|
| 4410 |
Two Point Capital Management, Inc.
|
$248M
|
30
|
Jun 2026
|
| 4411 |
Arbor Trust Wealth Advisors, Llc
|
$248M
|
96
|
Jun 2026
|
| 4412 |
Seamount Financial Group Inc
|
$248M
|
141
|
Jun 2026
|
| 4413 |
Dilation Capital Management LP
|
$248M
|
20
|
Jun 2026
|
| 4414 |
Cunning Capital Partners, LP
|
$248M
|
55
|
Jun 2026
|
| 4415 |
Intrepid Financial Planning Group LLC
|
$248M
|
125
|
Mar 2026
|
| 4416 |
GoalFusion Wealth Management, LLC
|
$248M
|
32
|
Jun 2026
|
| 4417 |
Elite Financial, Inc.
|
$248M
|
55
|
Jun 2026
|
| 4418 |
Capital Impact Advisors, LLC
|
$247M
|
30
|
Mar 2026
|
| 4419 |
Peloton Wealth Strategists
|
$247M
|
86
|
Mar 2026
|
| 4420 |
Councilor Wealth, LLC
|
$247M
|
88
|
Jun 2026
|
Page 221 of 342 · 6,839 managers
BullishAgent
EDGAR
Earnings
Ratings
Insiders
Shorts
ETFs
Screener