Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 180 of 342 · 6,839 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 3581 |
Essential Planning, LLC.
|
$354M
|
87
|
Jun 2026
|
| 3582 |
TSA Wealth Managment LLC
|
$354M
|
119
|
Jun 2026
|
| 3583 |
Somerset Trust Co
|
$354M
|
232
|
Jun 2026
|
| 3584 |
INCA Investments LLC
|
$353M
|
10
|
Jun 2026
|
| 3585 |
Autumn Glory Partners, LLC
|
$353M
|
359
|
Jun 2026
|
| 3586 |
Bcwm, Llc
|
$353M
|
57
|
Mar 2026
|
| 3587 |
Midwest Heritage Bank, FSB
|
$353M
|
53
|
Jun 2026
|
| 3588 |
AXS Investments LLC
|
$353M
|
193
|
Jun 2026
|
| 3589 |
jvl associates llc
|
$352M
|
79
|
Jun 2026
|
| 3590 |
FFG Partners, LLC
|
$352M
|
42
|
Jun 2026
|
| 3591 |
Seven Post Investment Office LP
|
$352M
|
42
|
Jun 2026
|
| 3592 |
Keeler & Nadler Financial Planning & Wealth Management
|
$352M
|
85
|
Jun 2026
|
| 3593 |
Centerpoint Advisors, LLC
|
$352M
|
425
|
Jun 2026
|
| 3594 |
Sunpointe, LLC
|
$352M
|
281
|
Jun 2026
|
| 3595 |
Palisades Investment Partners, LLC
|
$352M
|
53
|
Jun 2026
|
| 3596 |
Colonial River Investments, LLC
|
$352M
|
249
|
Jun 2026
|
| 3597 |
Everpar Advisors Llc
|
$352M
|
302
|
Jun 2026
|
| 3598 |
Kirtland Hills Capital Management, Llc
|
$351M
|
166
|
Jun 2026
|
| 3599 |
Gerald Baker Financial Group LLC
|
$351M
|
126
|
Jun 2026
|
| 3600 |
Whitegate Investment Counselors, Inc.
|
$351M
|
76
|
Jun 2026
|
Page 180 of 342 · 6,839 managers
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