Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 174 of 216 · 4,314 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 3461 |
Sagace Wealth Management LLC
|
$149M
|
75
|
Mar 2026
|
| 3462 |
Alpha Wealth Funds, LLC
|
$149M
|
41
|
Mar 2026
|
| 3463 |
Valley Brook Capital Group, Inc.
|
$149M
|
112
|
Mar 2026
|
| 3464 |
Forthright Family Wealth Advisory LLC
|
$149M
|
50
|
Mar 2026
|
| 3465 |
Atala Financial Inc
|
$149M
|
117
|
Mar 2026
|
| 3466 |
Ariose Capital Management Ltd
|
$149M
|
15
|
Mar 2026
|
| 3467 |
Rockbridge Asset Management LLC
|
$149M
|
27
|
Mar 2026
|
| 3468 |
Clark Wealth Partners
|
$149M
|
604
|
Mar 2026
|
| 3469 |
CogentBlue Wealth Advisors, LLC
|
$149M
|
78
|
Mar 2026
|
| 3470 |
Pinnacle Wealth Management, LLC
|
$148M
|
25
|
Mar 2026
|
| 3471 |
JDH Wealth Management, LLC
|
$148M
|
54
|
Mar 2026
|
| 3472 |
Lakehouse Capital Pty Ltd
|
$148M
|
13
|
Mar 2026
|
| 3473 |
Nicholas Wealth, LLC.
|
$148M
|
99
|
Dec 2025
|
| 3474 |
Jacksonville Wealth Management, LLC
|
$148M
|
68
|
Mar 2026
|
| 3475 |
S. R. Schill & Associates
|
$148M
|
29
|
Mar 2026
|
| 3476 |
Foundation Wealth Management, LLC
|
$148M
|
44
|
Mar 2026
|
| 3477 |
DMC Group, LLC
|
$148M
|
141
|
Mar 2026
|
| 3478 |
Brightwater Advisory LLC
|
$148M
|
59
|
Dec 2025
|
| 3479 |
Orleans Capital Management Corp/La
|
$148M
|
107
|
Mar 2026
|
| 3480 |
Bruce G. Allen Investments, LLC
|
$148M
|
1,081
|
Dec 2025
|
Page 174 of 216 · 4,314 managers
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