Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 318 of 344 · 6,864 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 6341 |
Gainline Financial Partners, Llc
|
$107M
|
56
|
Jun 2026
|
| 6342 |
Burkett Asset Management Ltd
|
$107M
|
59
|
Jun 2026
|
| 6343 |
Fullerton Advisors, LLC
|
$107M
|
54
|
Jun 2026
|
| 6344 |
Intentional Wealth Strategies, LLC
|
$107M
|
68
|
Jun 2026
|
| 6345 |
Oregon Pacific Wealth Management, LLC
|
$107M
|
156
|
Jun 2026
|
| 6346 |
American Wealth Advisors, LLC
|
$107M
|
42
|
Jun 2026
|
| 6347 |
Ebert Capital Management Inc.
|
$107M
|
28
|
Jun 2026
|
| 6348 |
CFG Wealth Management Services, Inc.
|
$107M
|
80
|
Jun 2026
|
| 6349 |
Haven Global Partners, LLC
|
$106M
|
8
|
Mar 2026
|
| 6350 |
Plus Group Wealth Advisors LLC
|
$106M
|
48
|
Jun 2026
|
| 6351 |
Wallace Advisory Group, LLC
|
$106M
|
257
|
Jun 2026
|
| 6352 |
Opus Financial Solutions LLC
|
$106M
|
103
|
Mar 2026
|
| 6353 |
Calder Financial LLC
|
$106M
|
43
|
Jun 2026
|
| 6354 |
RK Asset Management, LLC
|
$106M
|
23
|
Dec 2025
|
| 6355 |
Expressive Wealth LLC
|
$106M
|
133
|
Jun 2026
|
| 6356 |
Regatta Research & Money Management
|
$106M
|
3,120
|
Jun 2026
|
| 6357 |
Elevated Private Wealth, LLC
|
$106M
|
76
|
Jun 2026
|
| 6358 |
Trask Adam Roland
|
$106M
|
190
|
Mar 2026
|
| 6359 |
OneAscent Investment Solutions LLC
|
$106M
|
144
|
Jun 2026
|
| 6360 |
Bayhunt Capital LLC
|
$106M
|
20
|
Mar 2026
|
Page 318 of 344 · 6,864 managers
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