Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 179 of 257 · 5,136 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 3561 |
Mader & Shannon Wealth Management, Inc.
|
$204M
|
23
|
Dec 2025
|
| 3562 |
Birchbrook, Inc.
|
$204M
|
291
|
Mar 2026
|
| 3563 |
Ironclad Investments LLC
|
$204M
|
3
|
Mar 2026
|
| 3564 |
Optimize Financial Inc
|
$203M
|
297
|
Mar 2026
|
| 3565 |
Visionary Horizons, LLC
|
$203M
|
128
|
Mar 2026
|
| 3566 |
Olistico Wealth, LLC
|
$203M
|
341
|
Mar 2026
|
| 3567 |
Sharp Wealth Advisory, LLC
|
$203M
|
120
|
Mar 2026
|
| 3568 |
Arta Finance Wealth Management LLC
|
$202M
|
95
|
Mar 2026
|
| 3569 |
CarsonAllaria Wealth Management, Ltd.
|
$202M
|
70
|
Mar 2026
|
| 3570 |
Tower View Wealth Management LLC
|
$202M
|
176
|
Dec 2025
|
| 3571 |
Signature Wealth Management Partners, LLC
|
$202M
|
120
|
Dec 2025
|
| 3572 |
4Thought Financial Group Inc.
|
$202M
|
99
|
Mar 2026
|
| 3573 |
tru Independence LLC
|
$202M
|
102
|
Mar 2026
|
| 3574 |
Brendel Financial Advisors LLC
|
$202M
|
95
|
Mar 2026
|
| 3575 |
Spectrum Planning & Advisory Services Inc.
|
$202M
|
114
|
Mar 2026
|
| 3576 |
Paragon Capital Management LLC
|
$202M
|
57
|
Mar 2026
|
| 3577 |
Heritage Wealth Management, Inc.
|
$202M
|
157
|
Mar 2026
|
| 3578 |
Arwa Llc
|
$202M
|
149
|
Mar 2026
|
| 3579 |
Sowa Financial Group, Inc.
|
$202M
|
30
|
Mar 2026
|
| 3580 |
Griffith & Werner, Inc.
|
$202M
|
72
|
Mar 2026
|
Page 179 of 257 · 5,136 managers
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