Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 229 of 256 · 5,113 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 4561 |
Investment Advisory Services Group LLC
|
$115M
|
29
|
Mar 2026
|
| 4562 |
Powerhouse Assets LLC
|
$115M
|
55
|
Mar 2026
|
| 4563 |
M Wealth Management, LLC
|
$115M
|
48
|
Dec 2025
|
| 4564 |
Palatine Hill Wealth Management, LLC
|
$115M
|
48
|
Mar 2026
|
| 4565 |
Allium Financial Advisors, Llc
|
$115M
|
88
|
Jun 2025
|
| 4566 |
Dedeker Financial LLC
|
$115M
|
50
|
Mar 2026
|
| 4567 |
Mh & Associates Securities Management Corp /Adv
|
$115M
|
98
|
Mar 2026
|
| 4568 |
Winter & Associates, Inc.
|
$114M
|
84
|
Mar 2026
|
| 4569 |
Quest 10 Wealth Builders, Inc.
|
$114M
|
797
|
Mar 2026
|
| 4570 |
Stirlingshire Investments, Inc.
|
$114M
|
196
|
Mar 2026
|
| 4571 |
Directional Asset Management
|
$114M
|
93
|
Dec 2025
|
| 4572 |
Lord & Richards Wealth Management, LLC
|
$114M
|
282
|
Mar 2026
|
| 4573 |
Cdkv Holdings Llc
|
$114M
|
275
|
Mar 2026
|
| 4574 |
CrossGen Wealth, LLC
|
$114M
|
200
|
Mar 2026
|
| 4575 |
Nestegg Advisors, Inc.
|
$114M
|
51
|
Mar 2026
|
| 4576 |
Waycross Investment Management Co
|
$114M
|
47
|
Dec 2025
|
| 4577 |
Lwm Advisors Inc
|
$114M
|
29
|
Dec 2025
|
| 4578 |
Bosman Wealth Management, LLC
|
$114M
|
52
|
Mar 2026
|
| 4579 |
Journey Retirement Planning & Investment Management Llc
|
$114M
|
265
|
Mar 2026
|
| 4580 |
Qp Wealth Management, Llc
|
$113M
|
105
|
Dec 2025
|
Page 229 of 256 · 5,113 managers
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