Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 119 of 342 · 6,838 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 2361 |
Mountain Capital Investment Advisors Inc.
|
$702M
|
95
|
Jun 2026
|
| 2362 |
Summit Wealth Partners, LLC
|
$702M
|
280
|
Jun 2026
|
| 2363 |
Atlas Wealth LLC
|
$701M
|
178
|
Jun 2026
|
| 2364 |
Faithward Advisors, LLC
|
$701M
|
326
|
Mar 2026
|
| 2365 |
Rainey & Randall Wealth Advisors Inc.
|
$700M
|
77
|
Jun 2026
|
| 2366 |
Intelligence Driven Advisers, LLC
|
$700M
|
138
|
Dec 2025
|
| 2367 |
Probity Advisors, Inc.
|
$699M
|
232
|
Jun 2026
|
| 2368 |
Tarbox Family Office, Inc.
|
$698M
|
96
|
Jun 2026
|
| 2369 |
Princeton Global Asset Management LLC
|
$698M
|
831
|
Jun 2026
|
| 2370 |
Kelman-Lazarov, Inc.
|
$698M
|
140
|
Mar 2026
|
| 2371 |
Crane Advisory, LLC
|
$697M
|
55
|
Jun 2026
|
| 2372 |
Jlb & Associates Inc
|
$696M
|
70
|
Mar 2026
|
| 2373 |
Brickley Wealth Management
|
$696M
|
68
|
Jun 2026
|
| 2374 |
Auxier Asset Management Llc
|
$696M
|
176
|
Mar 2026
|
| 2375 |
Affiance Financial, LLC
|
$695M
|
111
|
Jun 2026
|
| 2376 |
Cornerstone Management, Inc.
|
$695M
|
67
|
Jun 2026
|
| 2377 |
Deltroit Asset Management (UK) LLP
|
$695M
|
34
|
Jun 2026
|
| 2378 |
Aspen Grove Capital, LLC
|
$694M
|
214
|
Jun 2026
|
| 2379 |
Rule One Partners, LLC
|
$694M
|
14
|
Jun 2026
|
| 2380 |
Woodard & Co Asset Management Group Inc /Adv
|
$694M
|
172
|
Jun 2026
|
Page 119 of 342 · 6,838 managers
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