Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 152 of 342 · 6,838 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 3021 |
Opal Wealth Advisors, LLC
|
$463M
|
224
|
Jun 2026
|
| 3022 |
Whitcomb & Hess, Inc.
|
$463M
|
66
|
Jun 2026
|
| 3023 |
Outlook Wealth Advisors, LLC
|
$463M
|
305
|
Jun 2026
|
| 3024 |
Milestone Investment Advisors LLC
|
$463M
|
141
|
Jun 2026
|
| 3025 |
Great Oak Capital Partners, Llc
|
$463M
|
45
|
Jun 2026
|
| 3026 |
Essex Bank
|
$462M
|
574
|
Jun 2026
|
| 3027 |
Alliance Wealth Advisors, LLC /UT
|
$462M
|
228
|
Mar 2026
|
| 3028 |
NatWest Group plc
|
$462M
|
83
|
Mar 2026
|
| 3029 |
Fielder Capital Group LLC
|
$462M
|
303
|
Jun 2026
|
| 3030 |
Speece Thorson Capital Group Inc
|
$462M
|
42
|
Dec 2025
|
| 3031 |
Marks Wealth, LLC
|
$462M
|
19
|
Jun 2026
|
| 3032 |
Aristides Capital LLC
|
$462M
|
171
|
Mar 2026
|
| 3033 |
Trinity Legacy Partners, LLC
|
$462M
|
106
|
Mar 2026
|
| 3034 |
Gardner Lewis Asset Management L P
|
$462M
|
78
|
Mar 2026
|
| 3035 |
Mokosak Advisory Group, LLC
|
$462M
|
38
|
Jun 2026
|
| 3036 |
Uncommon Cents Investing LLC
|
$461M
|
215
|
Jun 2026
|
| 3037 |
Harrell Investment Partners, Llc
|
$461M
|
144
|
Jun 2026
|
| 3038 |
Peregrine Asset Advisers, Inc.
|
$461M
|
218
|
Jun 2026
|
| 3039 |
Investment Advisory Group, LLC
|
$461M
|
220
|
Jun 2026
|
| 3040 |
Generali Investments, Management Co LLC
|
$460M
|
164
|
Jun 2026
|
Page 152 of 342 · 6,838 managers
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