Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 172 of 342 · 6,839 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 3421 |
Hobbs Group Advisors, LLC
|
$380M
|
205
|
Jun 2026
|
| 3422 |
Advanced Asset Management Advisors Inc
|
$380M
|
85
|
Jun 2026
|
| 3423 |
ShankerValleau Wealth Advisors, Inc.
|
$380M
|
40
|
Jun 2026
|
| 3424 |
Cabot-Wellington, LLC
|
$380M
|
5
|
Jun 2026
|
| 3425 |
Cardinal Strategic Wealth Guidance
|
$379M
|
63
|
Mar 2026
|
| 3426 |
Carr Financial Group Corp
|
$379M
|
174
|
Mar 2026
|
| 3427 |
MPS Loria Financial Planners, LLC
|
$379M
|
94
|
Mar 2026
|
| 3428 |
S.E.E.D. Planning Group LLC
|
$379M
|
88
|
Jun 2026
|
| 3429 |
Comprehensive Financial Consultants Institutional, Inc.
|
$378M
|
205
|
Jun 2026
|
| 3430 |
Shakespeare Wealth Management, LLC
|
$378M
|
79
|
Jun 2026
|
| 3431 |
FC Advisory LLC
|
$378M
|
118
|
Jun 2026
|
| 3432 |
Truefg, Llc
|
$377M
|
71
|
Mar 2026
|
| 3433 |
Sensible Money, LLC
|
$377M
|
101
|
Jun 2026
|
| 3434 |
Nalanda India Equity Fund Ltd
|
$377M
|
1
|
Jun 2026
|
| 3435 |
VSM Wealth Advisory, LLC
|
$376M
|
507
|
Jun 2026
|
| 3436 |
Lifelong Wealth Advisors, Inc.
|
$376M
|
90
|
Mar 2026
|
| 3437 |
Balance Wealth Partners LLC
|
$376M
|
165
|
Jun 2026
|
| 3438 |
Keewaydin Investments LLC
|
$376M
|
16
|
Dec 2025
|
| 3439 |
Harbor Island Capital LLC
|
$376M
|
16
|
Jun 2026
|
| 3440 |
Sara-Bay Financial
|
$375M
|
87
|
Jun 2026
|
Page 172 of 342 · 6,839 managers
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