Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 175 of 216 · 4,319 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 3481 |
Foundation Wealth Management, LLC
|
$148M
|
44
|
Mar 2026
|
| 3482 |
DMC Group, LLC
|
$148M
|
141
|
Mar 2026
|
| 3483 |
Brightwater Advisory LLC
|
$148M
|
59
|
Dec 2025
|
| 3484 |
Orleans Capital Management Corp/La
|
$148M
|
107
|
Mar 2026
|
| 3485 |
Bruce G. Allen Investments, LLC
|
$148M
|
1,081
|
Dec 2025
|
| 3486 |
Cannon Wealth Management Services, LLC
|
$148M
|
85
|
Mar 2026
|
| 3487 |
Northern Lights Advisors, Inc.
|
$148M
|
57
|
Mar 2026
|
| 3488 |
Campion Asset Management
|
$147M
|
82
|
Mar 2026
|
| 3489 |
Strategent Financial, LLC
|
$147M
|
41
|
Mar 2026
|
| 3490 |
Lighthouse Wealth Management Inc.
|
$147M
|
43
|
Mar 2026
|
| 3491 |
Pinnacle West Asset Management, Inc.
|
$147M
|
114
|
Mar 2026
|
| 3492 |
Lesa Sroufe & Co
|
$147M
|
69
|
Mar 2026
|
| 3493 |
Keystone Financial Services, LLC
|
$147M
|
54
|
Dec 2025
|
| 3494 |
MontVue Capital Management, Inc.
|
$147M
|
67
|
Mar 2026
|
| 3495 |
Retirement Planning Group, Llc / Ny
|
$147M
|
87
|
Dec 2025
|
| 3496 |
Wealthgarden F.S. Llc
|
$147M
|
165
|
Mar 2026
|
| 3497 |
SpringVest Wealth Management LLC
|
$146M
|
67
|
Mar 2026
|
| 3498 |
Greycroft Lp
|
$146M
|
14
|
Mar 2026
|
| 3499 |
Cygnus Capital Advisors, LLC
|
$146M
|
113
|
Mar 2026
|
| 3500 |
Elevate Wealth Advisory, Inc
|
$146M
|
122
|
Dec 2025
|
Page 175 of 216 · 4,319 managers
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