Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 158 of 211 · 4,217 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 3141 |
CAP Partners, LLC
|
$176M
|
143
|
Dec 2025
|
| 3142 |
Mcintyre Freedman & Flynn Investment Advisers Inc
|
$176M
|
81
|
Mar 2026
|
| 3143 |
Rps Advisory Solutions Llc
|
$176M
|
108
|
Mar 2026
|
| 3144 |
Cornerstone Wealth Partners, LLC
|
$176M
|
19
|
Mar 2026
|
| 3145 |
Union Square Park Capital Management, LLC
|
$176M
|
58
|
Mar 2026
|
| 3146 |
Mercuria Capital Strategies, LLC
|
$176M
|
28
|
Dec 2025
|
| 3147 |
Align Financial, LLC
|
$176M
|
373
|
Mar 2026
|
| 3148 |
Burrus Financial Services, Inc.
|
$176M
|
12
|
Dec 2025
|
| 3149 |
Taylor Frigon Capital Management LLC
|
$176M
|
93
|
Mar 2026
|
| 3150 |
Flywheel Private Wealth LLC
|
$176M
|
104
|
Mar 2026
|
| 3151 |
InTrack Investment Management Inc
|
$175M
|
108
|
Mar 2026
|
| 3152 |
Providence Financial Advisors, LLC
|
$175M
|
59
|
Mar 2026
|
| 3153 |
Gross & Hartman Investments LLC
|
$175M
|
72
|
Dec 2025
|
| 3154 |
Sterling Wealth Advisors Inc
|
$175M
|
20
|
Mar 2026
|
| 3155 |
Godshalk Welsh Capital Management, Inc.
|
$175M
|
132
|
Dec 2025
|
| 3156 |
Kellett Wealth Advisors, LLC
|
$175M
|
79
|
Dec 2025
|
| 3157 |
Momentous Wealth Management, Inc.
|
$175M
|
41
|
Mar 2026
|
| 3158 |
Braeburn Wealth Management LLC
|
$175M
|
85
|
Mar 2026
|
| 3159 |
Lowery Thomas, Llc
|
$175M
|
55
|
Mar 2026
|
| 3160 |
Aegis Wealth Management LLC
|
$175M
|
118
|
Mar 2026
|
Page 158 of 211 · 4,217 managers
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