Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 184 of 342 · 6,839 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 3661 |
Act Wealth Management, Llc
|
$340M
|
64
|
Jun 2026
|
| 3662 |
Warner Financial, Inc
|
$340M
|
145
|
Jun 2026
|
| 3663 |
First International Bank of Israel Ltd.
|
$340M
|
59
|
Mar 2026
|
| 3664 |
Greenbush Financial Group, LLC
|
$340M
|
35
|
Jun 2026
|
| 3665 |
ODonnell Financial Services, LLC
|
$340M
|
74
|
Jun 2026
|
| 3666 |
River Street Advisors LLC
|
$340M
|
255
|
Jun 2026
|
| 3667 |
Jeppson Wealth Management, Llc
|
$339M
|
242
|
Jun 2026
|
| 3668 |
Brilliance Asset Management Ltd
|
$339M
|
11
|
Jun 2026
|
| 3669 |
Verger Capital Management LLC
|
$339M
|
13
|
Mar 2026
|
| 3670 |
New Insight Wealth Advisors
|
$339M
|
120
|
Jun 2026
|
| 3671 |
Vanguard Investments Australia, Ltd.
|
$339M
|
37
|
Mar 2026
|
| 3672 |
Etesian Wealth Advisors, Inc.
|
$338M
|
141
|
Jun 2026
|
| 3673 |
Solitude Financial Services
|
$338M
|
39
|
Mar 2026
|
| 3674 |
Castle Wealth Management Llc
|
$338M
|
143
|
Jun 2026
|
| 3675 |
Sterling Financial Planning, Inc.
|
$337M
|
117
|
Mar 2026
|
| 3676 |
Shayne & Jacobs, Llc
|
$337M
|
129
|
Jun 2026
|
| 3677 |
Consilium Wealth Advisory, LLC
|
$337M
|
101
|
Jun 2026
|
| 3678 |
Ameliora Wealth Management Ltd.
|
$337M
|
229
|
Jun 2026
|
| 3679 |
Schiavi & Co LLC
|
$337M
|
51
|
Mar 2026
|
| 3680 |
Vance Wealth, Llc
|
$337M
|
116
|
Dec 2025
|
Page 184 of 342 · 6,839 managers
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