Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 118 of 342 · 6,838 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 2341 |
Secure Asset Management, LLC
|
$714M
|
333
|
Jun 2026
|
| 2342 |
Optas, LLC
|
$714M
|
1,058
|
Jun 2026
|
| 2343 |
Insight Wealth Partners, LLC
|
$713M
|
120
|
Mar 2026
|
| 2344 |
Tri Locum Partners LP
|
$713M
|
17
|
Mar 2026
|
| 2345 |
Tyche Wealth Partners LLC
|
$712M
|
339
|
Jun 2026
|
| 2346 |
Alvarez & Marsal Private Wealth Partners, LLC
|
$712M
|
177
|
Mar 2026
|
| 2347 |
First National Advisers, LLC
|
$712M
|
273
|
Jun 2026
|
| 2348 |
SageGuard Financial Group, LLC
|
$712M
|
211
|
Jun 2026
|
| 2349 |
Hexagon Capital Partners LLC
|
$711M
|
268
|
Jun 2026
|
| 2350 |
Trust Co of the South
|
$710M
|
150
|
Jun 2026
|
| 2351 |
Alpine Bank Wealth Management
|
$707M
|
252
|
Dec 2025
|
| 2352 |
Central Bank & Trust Co
|
$705M
|
214
|
Jun 2026
|
| 2353 |
Kelleher Financial Advisors
|
$705M
|
1,067
|
Jun 2026
|
| 2354 |
Rivermont Capital Management LP
|
$705M
|
20
|
Jun 2026
|
| 2355 |
Pacific Sage Partners, LLC
|
$705M
|
127
|
Jun 2026
|
| 2356 |
DSG Capital Advisors, LLC
|
$704M
|
118
|
Jun 2026
|
| 2357 |
Platinum Paramount Investment Ltd.
|
$704M
|
3
|
Jun 2026
|
| 2358 |
Talos Eurisko Asset Management LP
|
$703M
|
25
|
Jun 2026
|
| 2359 |
Market Street Wealth Management Advisors Llc
|
$703M
|
120
|
Jun 2026
|
| 2360 |
Global Wealth Management Investment Advisory, Inc.
|
$703M
|
160
|
Jun 2026
|
Page 118 of 342 · 6,838 managers