Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 72 of 344 · 6,870 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 1421 |
Sunbelt Securities, Inc.
|
$1.6B
|
2,954
|
Mar 2026
|
| 1422 |
Falcon Wealth Planning
|
$1.6B
|
248
|
Jun 2026
|
| 1423 |
Rockwood Wealth Management, LLC
|
$1.6B
|
132
|
Jun 2026
|
| 1424 |
Frank, Rimerman Advisors LLC
|
$1.6B
|
600
|
Dec 2025
|
| 1425 |
AlphaStar Capital Management, LLC
|
$1.6B
|
280
|
Jun 2026
|
| 1426 |
Beaumont Financial Advisors, LLC
|
$1.6B
|
383
|
Jun 2026
|
| 1427 |
Stephens Group Asset Management, Llc
|
$1.6B
|
26
|
Mar 2026
|
| 1428 |
Iq Eq Fund Management (Ireland) Ltd
|
$1.6B
|
289
|
Jun 2026
|
| 1429 |
Avity Investment Management Inc.
|
$1.6B
|
118
|
Jun 2026
|
| 1430 |
Everhart Financial Group, Inc.
|
$1.6B
|
481
|
Jun 2026
|
| 1431 |
Dorsey Asset Management, LLC
|
$1.6B
|
11
|
Jun 2026
|
| 1432 |
YHB Investment Advisors, Inc.
|
$1.6B
|
314
|
Jun 2026
|
| 1433 |
Beese Fulmer Investment Management, Inc.
|
$1.6B
|
435
|
Mar 2026
|
| 1434 |
P/E Global LLC
|
$1.6B
|
8
|
Jun 2026
|
| 1435 |
HoldCo Asset Management, LP
|
$1.6B
|
29
|
Jun 2026
|
| 1436 |
Hardy Reed LLC
|
$1.6B
|
252
|
Jun 2026
|
| 1437 |
Avestar Capital, LLC
|
$1.6B
|
509
|
Mar 2026
|
| 1438 |
Trustmark Bank Trust Department
|
$1.6B
|
351
|
Mar 2026
|
| 1439 |
Clear Creek Financial Management, LLC
|
$1.6B
|
643
|
Jun 2026
|
| 1440 |
Credit Industriel Et Commercial
|
$1.6B
|
338
|
Jun 2026
|
Page 72 of 344 · 6,870 managers
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