Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 134 of 342 · 6,838 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 2661 |
Sanchez Wealth Management Group
|
$571M
|
52
|
Jun 2026
|
| 2662 |
Tulsa Wealth Advisors, INC
|
$570M
|
150
|
Mar 2026
|
| 2663 |
OCO Capital Partners, L.P.
|
$569M
|
5
|
Jun 2026
|
| 2664 |
Chapin Davis, Inc.
|
$569M
|
256
|
Jun 2026
|
| 2665 |
Community Financial Services Group, LLC
|
$568M
|
598
|
Mar 2026
|
| 2666 |
Single Point Partners, LLC
|
$568M
|
103
|
Jun 2026
|
| 2667 |
Panview Capital Ltd
|
$568M
|
14
|
Jun 2026
|
| 2668 |
Weil Company, Inc.
|
$568M
|
133
|
Jun 2026
|
| 2669 |
MinichMacGregor Wealth Management, LLC
|
$567M
|
136
|
Mar 2026
|
| 2670 |
Legacy Trust
|
$566M
|
210
|
Jun 2026
|
| 2671 |
BetterWealth, LLC
|
$565M
|
86
|
Jun 2026
|
| 2672 |
Providence Equity Partners L.L.C.
|
$565M
|
3
|
Mar 2026
|
| 2673 |
Opal Capital Llc
|
$565M
|
141
|
Mar 2026
|
| 2674 |
Adventist Health System/ West
|
$564M
|
13
|
Mar 2026
|
| 2675 |
Manchester Financial Inc
|
$563M
|
145
|
Jun 2026
|
| 2676 |
Tradewinds Capital Management, LLC
|
$563M
|
715
|
Jun 2026
|
| 2677 |
Sachem Hill Llc
|
$563M
|
67
|
Jun 2026
|
| 2678 |
Ramsay, Stattman, Vela & Price, Inc.
|
$562M
|
84
|
Jun 2026
|
| 2679 |
Lincoln Capital LLC
|
$562M
|
137
|
Jun 2026
|
| 2680 |
Maytus Capital Management, LLC
|
$562M
|
62
|
Mar 2026
|
Page 134 of 342 · 6,838 managers
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