Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 146 of 342 · 6,838 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 2901 |
Uniting Wealth Partners, LLC
|
$492M
|
207
|
Jun 2026
|
| 2902 |
Cypress Point Wealth Management, LLC
|
$492M
|
142
|
Jun 2026
|
| 2903 |
Cranbrook Wealth Management, LLC
|
$492M
|
385
|
Mar 2026
|
| 2904 |
Marion Wealth Management
|
$491M
|
159
|
Jun 2026
|
| 2905 |
Bellars Harris Wealth Management, LLC
|
$491M
|
96
|
Jun 2026
|
| 2906 |
Morton Community Bank
|
$491M
|
207
|
Jun 2026
|
| 2907 |
Bulltick Wealth Management, LLC
|
$490M
|
134
|
Jun 2026
|
| 2908 |
Fortem Financial Group, Llc
|
$490M
|
188
|
Jun 2026
|
| 2909 |
Summit Wealth Group, LLC
|
$490M
|
129
|
Jun 2026
|
| 2910 |
Mudita Advisors LLP
|
$490M
|
28
|
Mar 2026
|
| 2911 |
Waterway Wealth Management, LLC
|
$490M
|
96
|
Jun 2026
|
| 2912 |
Westwind Capital
|
$489M
|
43
|
Dec 2025
|
| 2913 |
Atlantic Edge Private Wealth Management, LLC
|
$489M
|
619
|
Jun 2026
|
| 2914 |
Gator Capital Management, LLC
|
$489M
|
91
|
Mar 2026
|
| 2915 |
Montis Financial, LLC
|
$489M
|
152
|
Jun 2026
|
| 2916 |
Collective Family Office Llc
|
$489M
|
161
|
Jun 2026
|
| 2917 |
Retirement Management Systems Inc.
|
$488M
|
55
|
Jun 2026
|
| 2918 |
Ackerman Capital Advisors, LLC
|
$488M
|
115
|
Mar 2026
|
| 2919 |
Kendall Capital Management
|
$488M
|
231
|
Mar 2026
|
| 2920 |
Rempart Asset Management Inc.
|
$488M
|
36
|
Jun 2026
|
Page 146 of 342 · 6,838 managers
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