Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 169 of 342 · 6,839 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 3361 |
ForthRight Wealth Management, LLC
|
$391M
|
76
|
Jun 2026
|
| 3362 |
Access Investment Management LLC
|
$391M
|
144
|
Jun 2026
|
| 3363 |
Legacy CG, LLC
|
$391M
|
45
|
Jun 2026
|
| 3364 |
Sinvest Investments II Ltd.
|
$390M
|
1
|
Dec 2025
|
| 3365 |
HTG Investment Advisors, Inc.
|
$390M
|
88
|
Jun 2026
|
| 3366 |
Lead Edge Capital Management, LLC
|
$390M
|
8
|
Dec 2025
|
| 3367 |
Central Valley Advisors, Llc
|
$390M
|
226
|
Jun 2026
|
| 3368 |
Apeiron RIA LLC
|
$390M
|
162
|
Jun 2026
|
| 3369 |
LongView Wealth Management
|
$390M
|
227
|
Jun 2026
|
| 3370 |
Legacy Wealth Management, LLC / MS
|
$390M
|
114
|
Jun 2026
|
| 3371 |
Smart Money Group LLC
|
$390M
|
86
|
Jun 2026
|
| 3372 |
Supplemental Annuity Collective Trust of NJ
|
$389M
|
298
|
Jun 2026
|
| 3373 |
Trust Co Of Oklahoma
|
$389M
|
185
|
Jun 2026
|
| 3374 |
Trinity Financial Advisors LLC
|
$389M
|
95
|
Jun 2026
|
| 3375 |
St. Clair Advisors, LLC
|
$389M
|
78
|
Jun 2026
|
| 3376 |
Keystone Financial Services
|
$388M
|
283
|
Jun 2026
|
| 3377 |
Provident Wealth Management, LLC
|
$388M
|
161
|
Jun 2026
|
| 3378 |
Patriot Financial Partners GP II, L.P.
|
$388M
|
12
|
Mar 2026
|
| 3379 |
Keystone Financial Planning, Inc.
|
$388M
|
39
|
Jun 2026
|
| 3380 |
Puzo Michael J
|
$388M
|
368
|
Jun 2026
|
Page 169 of 342 · 6,839 managers
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