Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 167 of 342 · 6,839 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 3321 |
Three Bridge Wealth Advisors, LLC
|
$399M
|
87
|
Jun 2026
|
| 3322 |
Fsa Wealth Partners, Inc.
|
$399M
|
91
|
Jun 2026
|
| 3323 |
Capital Innovations LLC
|
$399M
|
53
|
Mar 2026
|
| 3324 |
Valtinson Bruner Financial Planning LLC
|
$399M
|
189
|
Jun 2026
|
| 3325 |
Cowa, Llc
|
$399M
|
181
|
Jun 2026
|
| 3326 |
NovaPoint Capital, LLC
|
$399M
|
79
|
Mar 2026
|
| 3327 |
Alfreton Capital LLP
|
$399M
|
6
|
Jun 2026
|
| 3328 |
Hudson Value Partners, LLC
|
$399M
|
113
|
Jun 2026
|
| 3329 |
Summit Investment Advisory Services, LLC
|
$398M
|
89
|
Jun 2026
|
| 3330 |
Fischer Financial Services, Inc.
|
$398M
|
65
|
Jun 2026
|
| 3331 |
Vision Capital Corp
|
$397M
|
15
|
Mar 2026
|
| 3332 |
Vista Investment Partners Llc
|
$397M
|
172
|
Jun 2026
|
| 3333 |
Brown Miller Wealth Management, LLC
|
$397M
|
291
|
Jun 2026
|
| 3334 |
Newton One Investments LLC
|
$397M
|
146
|
Jun 2026
|
| 3335 |
Pathway Financial Advisers, LLC
|
$397M
|
167
|
Jun 2026
|
| 3336 |
Net Worth Advisory Group
|
$397M
|
411
|
Jun 2026
|
| 3337 |
EMG Holdings, L.P.
|
$397M
|
27
|
Mar 2026
|
| 3338 |
Walled Lake Planning & Wealth Management, Llc
|
$396M
|
142
|
Jun 2026
|
| 3339 |
Greenstone Partners & Co., LLC
|
$395M
|
9
|
Mar 2026
|
| 3340 |
Pennsylvania Capital Management Inc /Adv
|
$395M
|
123
|
Jun 2026
|
Page 167 of 342 · 6,839 managers
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