Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 181 of 342 · 6,839 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 3601 |
LifeGuide Financial Advisors, LLC
|
$351M
|
47
|
Jun 2026
|
| 3602 |
Beacon Bridge Wealth Partners, LLC
|
$351M
|
105
|
Jun 2026
|
| 3603 |
Yakira Capital Management, Inc.
|
$351M
|
202
|
Jun 2026
|
| 3604 |
Pegasus Asset Management, Inc.
|
$351M
|
75
|
Jun 2026
|
| 3605 |
StrongBox Wealth, LLC
|
$351M
|
267
|
Jun 2026
|
| 3606 |
Davis-Rea Ltd.
|
$351M
|
45
|
Jun 2026
|
| 3607 |
PhiloSmith Capital Corp
|
$351M
|
58
|
Mar 2026
|
| 3608 |
Steph & Co
|
$351M
|
301
|
Mar 2026
|
| 3609 |
MTM Investment Management, LLC
|
$350M
|
708
|
Jun 2026
|
| 3610 |
Oxler Private Wealth LLC
|
$350M
|
93
|
Jun 2026
|
| 3611 |
PKO BP BANKOWY Universal Pension Society JSC
|
$350M
|
13
|
Jun 2026
|
| 3612 |
Your Advocates Ltd., LLP
|
$350M
|
210
|
Jun 2026
|
| 3613 |
Bruce & Co., Inc.
|
$350M
|
41
|
Mar 2026
|
| 3614 |
Lloyd Advisory Services, LLC.
|
$349M
|
581
|
Mar 2026
|
| 3615 |
Yukon Wealth Management, Inc.
|
$349M
|
132
|
Jun 2026
|
| 3616 |
Denver Wealth Management, Inc.
|
$349M
|
109
|
Jun 2026
|
| 3617 |
Planned Solutions, Inc.
|
$349M
|
155
|
Jun 2026
|
| 3618 |
Auour Investments LLC
|
$349M
|
95
|
Jun 2026
|
| 3619 |
Pines Wealth Management, LLC
|
$348M
|
219
|
Jun 2026
|
| 3620 |
First United Bank & Trust
|
$348M
|
589
|
Jun 2026
|
Page 181 of 342 · 6,839 managers
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