Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 282 of 343 · 6,848 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 5621 |
Asset Planning,Inc
|
$154M
|
336
|
Jun 2026
|
| 5622 |
Blalock Williams, Llc
|
$154M
|
154
|
Jun 2026
|
| 5623 |
Entrust Financial Llc
|
$154M
|
445
|
Jun 2026
|
| 5624 |
M3 Wealth Management, LLC
|
$154M
|
35
|
Jun 2026
|
| 5625 |
Oasis Advisors, LLC
|
$154M
|
54
|
Jun 2026
|
| 5626 |
Lionshead Wealth Management, LLC
|
$154M
|
112
|
Jun 2026
|
| 5627 |
Maytree Asset Management Ltd
|
$154M
|
44
|
Jun 2026
|
| 5628 |
Macco Financial Group, Inc.
|
$154M
|
22
|
Jun 2026
|
| 5629 |
Hoese & Co LLP
|
$154M
|
203
|
Jun 2026
|
| 5630 |
Safir Wealth Advisors, LLC
|
$154M
|
17
|
Jun 2026
|
| 5631 |
SageOak Financial, LLC
|
$154M
|
37
|
Jun 2026
|
| 5632 |
Millbank Dartmoor Portsmouth Llc
|
$154M
|
2
|
Mar 2026
|
| 5633 |
Anson Capital, Inc.
|
$154M
|
93
|
Jun 2026
|
| 5634 |
Orvieto Partners, L.P.
|
$154M
|
46
|
Jun 2026
|
| 5635 |
Illumine Investment Management, LLC
|
$154M
|
95
|
Jun 2026
|
| 5636 |
bLong Financial, LLC
|
$154M
|
80
|
Jun 2026
|
| 5637 |
Stillwater Private Wealth, LLC
|
$153M
|
83
|
Jun 2026
|
| 5638 |
Mount Vernon Associates Inc /Md/
|
$153M
|
62
|
Jun 2026
|
| 5639 |
Redstone Wealth Management, Llc
|
$153M
|
31
|
Jun 2026
|
| 5640 |
Muirfield Wealth Advisors Llc
|
$153M
|
87
|
Jun 2026
|
Page 282 of 343 · 6,848 managers
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