Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 228 of 342 · 6,839 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 4541 |
Epiq Partners, Llc
|
$236M
|
99
|
Jun 2026
|
| 4542 |
Frederick Financial Consultants, LLC
|
$236M
|
121
|
Jun 2026
|
| 4543 |
Latko Wealth Management, Ltd.
|
$236M
|
37
|
Jun 2026
|
| 4544 |
Team Financial Group, LLC
|
$236M
|
56
|
Jun 2026
|
| 4545 |
BostonPremier Wealth LLC
|
$235M
|
79
|
Jun 2026
|
| 4546 |
Allodium Investment Consultants, LLC
|
$235M
|
57
|
Jun 2026
|
| 4547 |
DLK Investment Management, LLC
|
$235M
|
96
|
Jun 2026
|
| 4548 |
Cna Financial Corp
|
$235M
|
15
|
Mar 2026
|
| 4549 |
Plan A Wealth LLC
|
$235M
|
194
|
Jun 2026
|
| 4550 |
Prepared Retirement Institute LLC
|
$235M
|
94
|
Jun 2026
|
| 4551 |
MN Wealth Advisors, LLC
|
$235M
|
134
|
Jun 2026
|
| 4552 |
Peregrine Investment Management Inc
|
$235M
|
26
|
Jun 2026
|
| 4553 |
Core Wealth Partners LLC
|
$235M
|
191
|
Jun 2026
|
| 4554 |
Trevian Wealth Management LLC
|
$235M
|
45
|
Jun 2026
|
| 4555 |
Northern Capital Management, Inc.
|
$235M
|
55
|
Jun 2026
|
| 4556 |
Matisse Capital
|
$234M
|
190
|
Mar 2026
|
| 4557 |
Ni Acquisitions Company, Llc
|
$234M
|
112
|
Jun 2026
|
| 4558 |
Cura Wealth Advisors, Llc
|
$234M
|
142
|
Jun 2026
|
| 4559 |
Aletheian Wealth Advisors LLC
|
$234M
|
109
|
Jun 2026
|
| 4560 |
Ariose Capital Management Ltd
|
$234M
|
19
|
Jun 2026
|
Page 228 of 342 · 6,839 managers
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