Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 183 of 257 · 5,128 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 3641 |
Castleview Partners, LLC
|
$195M
|
200
|
Mar 2026
|
| 3642 |
W Advisors, Llc
|
$195M
|
237
|
Mar 2026
|
| 3643 |
Crestview Partners III GP, L.P.
|
$195M
|
2
|
Mar 2026
|
| 3644 |
Lantern Wealth Advisors, LLC
|
$195M
|
174
|
Mar 2026
|
| 3645 |
WestCap Management, LLC
|
$195M
|
2
|
Mar 2026
|
| 3646 |
Wynn Capital, LLC
|
$195M
|
107
|
Mar 2026
|
| 3647 |
Clayton Financial Group LLC
|
$195M
|
630
|
Mar 2026
|
| 3648 |
Exit Wealth Advisors, LLC.
|
$195M
|
131
|
Mar 2026
|
| 3649 |
Friedenthal Financial
|
$194M
|
251
|
Dec 2025
|
| 3650 |
Cassia Capital Partners, LLC
|
$194M
|
67
|
Mar 2026
|
| 3651 |
Treasure Coast Financial Planning
|
$194M
|
48
|
Mar 2026
|
| 3652 |
Pettee Investors, Inc.
|
$194M
|
115
|
Mar 2026
|
| 3653 |
17 Capital Partners, Llc
|
$194M
|
172
|
Mar 2026
|
| 3654 |
IFS Advisors, LLC
|
$194M
|
217
|
Mar 2026
|
| 3655 |
True Vision MN LLC
|
$194M
|
98
|
Mar 2026
|
| 3656 |
Evergreen Wealth Management, LLC
|
$194M
|
56
|
Mar 2026
|
| 3657 |
LFA - Lugano Financial Advisors SA
|
$194M
|
235
|
Dec 2025
|
| 3658 |
VVR Holdings LLC
|
$194M
|
39
|
Mar 2026
|
| 3659 |
BostonPremier Wealth LLC
|
$194M
|
70
|
Mar 2026
|
| 3660 |
Jackson Hill Advisors, Llc
|
$193M
|
13
|
Mar 2026
|
Page 183 of 257 · 5,128 managers
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