Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 4 of 347 · 6,933 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 61 |
Independence Asset Advisors, LLC
|
$383.9B
|
25
|
Jun 2026
|
| 62 |
Hoxton Planning & Management, LLC
|
$383.2B
|
227
|
Jun 2026
|
| 63 |
New Wave Wealth Advisors Llc
|
$367.5B
|
204
|
Jun 2026
|
| 64 |
Amundi
|
$367.1B
|
5,406
|
Mar 2026
|
| 65 |
New Wave Wealth Advisors Llc
|
$366.3B
|
204
|
Jun 2026
|
| 66 |
Elevated Financial Group LLC
|
$364.9B
|
125
|
Jun 2026
|
| 67 |
AIMZ Investment Advisors, LLC
|
$363.5B
|
153
|
Jun 2026
|
| 68 |
WT Wealth Management
|
$361.1B
|
138
|
Jun 2026
|
| 69 |
Demars Financial Group, LLC
|
$360.9B
|
114
|
Jun 2026
|
| 70 |
Equita Financial Network, Inc.
|
$360.2B
|
95
|
Jun 2026
|
| 71 |
Core Wealth Management, Inc.
|
$355.8B
|
42
|
Jun 2026
|
| 72 |
Timonier Family Office, LTD.
|
$354.1B
|
57
|
Jun 2026
|
| 73 |
Heritage Oak Wealth Advisors Llc
|
$339.7B
|
101
|
Jun 2026
|
| 74 |
Core Alternative Capital
|
$338.7B
|
205
|
Mar 2026
|
| 75 |
New Perspectives, Inc
|
$325.9B
|
49
|
Jun 2026
|
| 76 |
Sykon Capital Llc
|
$324.8B
|
112
|
Jun 2026
|
| 77 |
Raymond James Financial Inc
|
$324.4B
|
13,521
|
Mar 2026
|
| 78 |
Sims Investment Management, Llc
|
$323.4B
|
184
|
Jun 2026
|
| 79 |
Ranch Capital Advisors Inc.
|
$315.7B
|
157
|
Jun 2026
|
| 80 |
Massachusetts Financial Services Co /Ma/
|
$315.2B
|
4,175
|
Jun 2026
|
Page 4 of 347 · 6,933 managers
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