Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 166 of 342 · 6,839 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 3301 |
M3F, Inc.
|
$404M
|
28
|
Mar 2026
|
| 3302 |
KG&L Capital Management,LLC
|
$403M
|
227
|
Dec 2025
|
| 3303 |
OLIO Financial Planning
|
$403M
|
68
|
Jun 2026
|
| 3304 |
Clean Yield Group
|
$403M
|
396
|
Jun 2026
|
| 3305 |
Clg Llc
|
$403M
|
134
|
Mar 2026
|
| 3306 |
Manske Wealth Management
|
$403M
|
226
|
Jun 2026
|
| 3307 |
Grandview Asset Management LLC
|
$403M
|
146
|
Jun 2026
|
| 3308 |
Ping Capital Management, Inc.
|
$401M
|
93
|
Jun 2026
|
| 3309 |
Heritage Wealth Management, Inc.
|
$401M
|
272
|
Jun 2026
|
| 3310 |
Absolute Capital Management, Llc
|
$401M
|
162
|
Jun 2026
|
| 3311 |
Physicians Financial Services, Inc.
|
$401M
|
106
|
Jun 2026
|
| 3312 |
Wealth Group, Ltd.
|
$401M
|
90
|
Jun 2026
|
| 3313 |
Olp Capital Management Ltd
|
$400M
|
6
|
Jun 2026
|
| 3314 |
Presidio Capital Management, LLC
|
$400M
|
86
|
Jun 2026
|
| 3315 |
TriaGen Wealth Management LLC
|
$400M
|
185
|
Jun 2026
|
| 3316 |
Elmwood Wealth Management, Inc.
|
$400M
|
200
|
Jun 2026
|
| 3317 |
Fiduciary Family Office, Llc
|
$400M
|
177
|
Jun 2026
|
| 3318 |
Sandy Cove Advisors, LLC
|
$400M
|
162
|
Jun 2026
|
| 3319 |
Dumont & Blake Investment Advisors Llc
|
$400M
|
202
|
Mar 2026
|
| 3320 |
Argent Advisors, Inc.
|
$400M
|
186
|
Jun 2026
|
Page 166 of 342 · 6,839 managers
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