Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 120 of 342 · 6,838 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 2381 |
Continental General Insurance Co
|
$693M
|
11
|
Mar 2026
|
| 2382 |
Nine Masts Capital Ltd
|
$693M
|
249
|
Mar 2026
|
| 2383 |
Blue Fin Capital, Inc.
|
$692M
|
164
|
Jun 2026
|
| 2384 |
Cim, Llc
|
$692M
|
168
|
Mar 2026
|
| 2385 |
SeaBridge Investment Advisors LLC
|
$692M
|
188
|
Jun 2026
|
| 2386 |
Capital Planning Advisors, LLC
|
$692M
|
146
|
Mar 2026
|
| 2387 |
Wealth Alliance Advisory Group, LLC
|
$691M
|
203
|
Jun 2026
|
| 2388 |
Wexford Capital Lp
|
$690M
|
164
|
Mar 2026
|
| 2389 |
Heirloom Wealth Management
|
$690M
|
61
|
Jun 2026
|
| 2390 |
Crews Bank & Trust
|
$690M
|
673
|
Mar 2026
|
| 2391 |
Boston Standard Wealth Management, LLC
|
$689M
|
60
|
Jun 2026
|
| 2392 |
Encompass More Asset Management
|
$687M
|
283
|
Jun 2026
|
| 2393 |
Security National Bank
|
$687M
|
501
|
Mar 2026
|
| 2394 |
Laurel Oak Wealth Management, Llc
|
$687M
|
383
|
Jun 2026
|
| 2395 |
Wilkins Investment Counsel Inc
|
$686M
|
120
|
Dec 2025
|
| 2396 |
Marshall Financial Group, LLC
|
$686M
|
311
|
Jun 2026
|
| 2397 |
Estabrook Capital Management
|
$685M
|
380
|
Mar 2026
|
| 2398 |
Blume Capital Management, Inc.
|
$684M
|
359
|
Jun 2026
|
| 2399 |
Burling Wealth Partners, Llc
|
$683M
|
180
|
Jun 2026
|
| 2400 |
Beacon Capital Management, LLC
|
$683M
|
175
|
Jun 2026
|
Page 120 of 342 · 6,838 managers
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