Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 303 of 343 · 6,851 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 6041 |
Journey Retirement Planning & Investment Management Llc
|
$128M
|
308
|
Jun 2026
|
| 6042 |
Kennon-Green & Company, LLC
|
$128M
|
41
|
Jun 2026
|
| 6043 |
Milfam Llc
|
$128M
|
13
|
Jun 2026
|
| 6044 |
Journey Beyond Wealth, LLC
|
$128M
|
30
|
Jun 2026
|
| 6045 |
SBI Holdings USA, Inc.
|
$128M
|
1
|
Dec 2025
|
| 6046 |
Cdkv Holdings Llc
|
$128M
|
276
|
Jun 2026
|
| 6047 |
Brooklands Fund Management Ltd
|
$128M
|
46
|
Jun 2026
|
| 6048 |
Lord & Richards Wealth Management, LLC
|
$128M
|
181
|
Jun 2026
|
| 6049 |
Fortune Financial Group, Inc.
|
$128M
|
166
|
Jun 2026
|
| 6050 |
Ivory Union Consulting Ltd
|
$128M
|
3
|
Mar 2026
|
| 6051 |
C2C Wealth Management, LLC
|
$128M
|
95
|
Jun 2026
|
| 6052 |
New York University
|
$128M
|
1
|
Jun 2026
|
| 6053 |
Financial Concepts Unlimited, Inc.
|
$128M
|
44
|
Jun 2026
|
| 6054 |
Risk Paradigm Group, LLC
|
$128M
|
57
|
Jun 2026
|
| 6055 |
Osbon Capital Management LLC
|
$127M
|
428
|
Jun 2026
|
| 6056 |
Parvin Asset Management, LLC
|
$127M
|
320
|
Jun 2026
|
| 6057 |
M Wealth Management, LLC
|
$127M
|
57
|
Jun 2026
|
| 6058 |
Alta Partners Management Company, L.P.
|
$127M
|
2
|
Jun 2026
|
| 6059 |
Fairman Group, LLC
|
$127M
|
333
|
Jun 2026
|
| 6060 |
Dauntless Investment Group, LLC
|
$127M
|
73
|
Jun 2026
|
Page 303 of 343 · 6,851 managers
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