Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 256 of 343 · 6,848 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 5101 |
Councilmark Asset Management, LLC
|
$189M
|
84
|
Jun 2026
|
| 5102 |
Bauman Advisory Group, LLC
|
$189M
|
81
|
Jun 2026
|
| 5103 |
Wasserstein Management, L.P.
|
$189M
|
4
|
Mar 2026
|
| 5104 |
VestGen Investment Management
|
$189M
|
218
|
Jun 2026
|
| 5105 |
General Catalyst Group Management, LLC
|
$189M
|
14
|
Jun 2026
|
| 5106 |
Ledgewood Wealth Advisors, LLC
|
$188M
|
77
|
Jun 2026
|
| 5107 |
Isabella Capital Management LLP
|
$188M
|
8
|
Jun 2026
|
| 5108 |
Traction Financial Partners, LLC
|
$188M
|
61
|
Jun 2026
|
| 5109 |
Astra Wealth Partners LLC
|
$188M
|
104
|
Jun 2026
|
| 5110 |
Inman Jager Wealth Management, LLC
|
$188M
|
90
|
Jun 2026
|
| 5111 |
PSP Research LLC
|
$188M
|
75
|
Jun 2026
|
| 5112 |
Trivant Custom Portfolio Group, LLC
|
$188M
|
82
|
Jun 2026
|
| 5113 |
Kingstone Capital Partners Texas, LLC
|
$188M
|
60
|
Jun 2026
|
| 5114 |
Dynamic Wealth Strategies, LLC
|
$188M
|
291
|
Jun 2026
|
| 5115 |
Ables, Iannone, Moore & Associates, Inc.
|
$188M
|
62
|
Jun 2026
|
| 5116 |
Comprehensive Financial Planning, Inc./PA
|
$188M
|
427
|
Jun 2026
|
| 5117 |
St. Louis Financial Planners Asset Management, LLC
|
$188M
|
30
|
Jun 2026
|
| 5118 |
AI-Squared Management Ltd
|
$187M
|
19
|
Jun 2026
|
| 5119 |
Innealta Capital, Llc
|
$187M
|
91
|
Jun 2026
|
| 5120 |
Farrow Financial, Inc.
|
$187M
|
55
|
Jun 2026
|
Page 256 of 343 · 6,848 managers
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