Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 257 of 343 · 6,848 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 5121 |
Paragon Financial Partners, Inc.
|
$187M
|
79
|
Jun 2026
|
| 5122 |
Chokshi & Queen Wealth Advisors, Inc
|
$187M
|
64
|
Mar 2026
|
| 5123 |
Meadowbrook Advisors Group, LLC
|
$187M
|
169
|
Jun 2026
|
| 5124 |
McAlister, Sweet & Associates, Inc.
|
$187M
|
41
|
Jun 2026
|
| 5125 |
Wall Street Financial Group, Inc.
|
$187M
|
120
|
Jun 2026
|
| 5126 |
LTS Liquid Investments LLC
|
$187M
|
8
|
Jun 2026
|
| 5127 |
Ponta Wealth Partners, LLC
|
$187M
|
199
|
Jun 2026
|
| 5128 |
Opinicus Capital, Inc.
|
$187M
|
105
|
Jun 2026
|
| 5129 |
Amansa Capital Pte. Ltd.
|
$187M
|
2
|
Mar 2026
|
| 5130 |
Fee-Only Financial Planning, L.C.
|
$187M
|
45
|
Jun 2026
|
| 5131 |
Erickson Financial Group, LLC
|
$187M
|
25
|
Jun 2026
|
| 5132 |
SummerHaven Investment Management, LLC
|
$187M
|
192
|
Jun 2026
|
| 5133 |
Financial Designs Corp
|
$187M
|
41
|
Jun 2026
|
| 5134 |
Bay Capital Advisors, LLC
|
$187M
|
108
|
Jun 2026
|
| 5135 |
Adirondack Capital Advisors, LLC
|
$186M
|
45
|
Jun 2026
|
| 5136 |
Invera Wealth Advisors, LLC
|
$186M
|
132
|
Jun 2026
|
| 5137 |
Forbes Financial Planning, Inc.
|
$186M
|
38
|
Jun 2026
|
| 5138 |
Cederberg Capital Ltd
|
$186M
|
11
|
Mar 2026
|
| 5139 |
South Plains Financial, Inc.
|
$186M
|
298
|
Jun 2026
|
| 5140 |
Columbia River Financial Group, LLC
|
$186M
|
58
|
Jun 2026
|
Page 257 of 343 · 6,848 managers
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