Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 81 of 344 · 6,870 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 1601 |
Koss-Olinger Consulting, LLC
|
$1.3B
|
172
|
Jun 2026
|
| 1602 |
FourThought Financial Partners, LLC
|
$1.3B
|
393
|
Jun 2026
|
| 1603 |
Mpm Bioimpact Llc
|
$1.3B
|
41
|
Mar 2026
|
| 1604 |
Syntegra Private Wealth Group, LLC
|
$1.3B
|
202
|
Jun 2026
|
| 1605 |
Heartwood Wealth Advisors LLC
|
$1.3B
|
227
|
Jun 2026
|
| 1606 |
Elevation Point Wealth Partners, Llc
|
$1.3B
|
554
|
Jun 2025
|
| 1607 |
Stack Financial Management, Inc
|
$1.3B
|
54
|
Jun 2026
|
| 1608 |
Penobscot Investment Management Company, Inc.
|
$1.3B
|
311
|
Mar 2026
|
| 1609 |
ARS Wealth Advisors Group, LLC
|
$1.3B
|
220
|
Jun 2026
|
| 1610 |
Private Advisory Group LLC
|
$1.3B
|
382
|
Dec 2025
|
| 1611 |
Ibex Wealth Advisors
|
$1.3B
|
209
|
Jun 2026
|
| 1612 |
Anderson Hoagland & Co
|
$1.3B
|
137
|
Jun 2026
|
| 1613 |
Fiduciary Group, LLC
|
$1.3B
|
305
|
Jun 2026
|
| 1614 |
Clark Asset Management, LLC
|
$1.3B
|
294
|
Jun 2026
|
| 1615 |
Cozad Asset Management Inc
|
$1.3B
|
421
|
Mar 2026
|
| 1616 |
Forbes J M & Co Llp
|
$1.3B
|
161
|
Jun 2026
|
| 1617 |
Edgemoor Investment Advisors, Inc.
|
$1.3B
|
170
|
Mar 2026
|
| 1618 |
Baskin Financial Services Inc.
|
$1.3B
|
54
|
Jun 2026
|
| 1619 |
J. L. Bainbridge & Co., Inc.
|
$1.3B
|
117
|
Jun 2026
|
| 1620 |
Capricorn Fund Managers Ltd
|
$1.3B
|
178
|
Jun 2026
|
Page 81 of 344 · 6,870 managers