Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 158 of 342 · 6,838 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 3141 |
Prosperity Planning, Inc.
|
$436M
|
117
|
Jun 2026
|
| 3142 |
Monarch Capital Management Inc
|
$436M
|
130
|
Jun 2026
|
| 3143 |
Bare Financial Services, Inc
|
$436M
|
3,039
|
Jun 2026
|
| 3144 |
Able Wealth Management LLC
|
$436M
|
182
|
Jun 2026
|
| 3145 |
Peak Financial Management, Inc.
|
$436M
|
114
|
Jun 2026
|
| 3146 |
One Charles Private Wealth Services, LLC
|
$434M
|
177
|
Jun 2026
|
| 3147 |
New Republic Capital, LLC
|
$434M
|
352
|
Jun 2026
|
| 3148 |
Hussman Strategic Advisors, Inc.
|
$434M
|
231
|
Jun 2026
|
| 3149 |
Seafarer Capital Partners, LLC
|
$434M
|
9
|
Jun 2026
|
| 3150 |
Clark Estates Inc/Ny
|
$434M
|
90
|
Jun 2026
|
| 3151 |
Bay Harbor Wealth Management, LLC
|
$434M
|
1,293
|
Jun 2026
|
| 3152 |
Foyston, Gordon & Payne Inc
|
$434M
|
67
|
Mar 2026
|
| 3153 |
Horiko Capital Management LLC
|
$434M
|
20
|
Mar 2026
|
| 3154 |
Creative Capital Management Investments LLC
|
$433M
|
1,438
|
Jun 2026
|
| 3155 |
First PREMIER Bank
|
$433M
|
581
|
Mar 2026
|
| 3156 |
Intergy Private Wealth, LLC
|
$433M
|
147
|
Jun 2026
|
| 3157 |
Seven Springs Wealth Group, LLC
|
$432M
|
81
|
Mar 2026
|
| 3158 |
Cornerstone Planning, LLC
|
$432M
|
136
|
Jun 2026
|
| 3159 |
Investment Planning Advisors, Inc.
|
$432M
|
118
|
Jun 2026
|
| 3160 |
Gradient Capital Advisors, LLC
|
$432M
|
179
|
Jun 2026
|
Page 158 of 342 · 6,838 managers
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