Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 184 of 218 · 4,360 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 3661 |
Harpswell Capital Advisors, LLC
|
$134M
|
36
|
Mar 2026
|
| 3662 |
Woodside Wealth Management LLC
|
$134M
|
83
|
Dec 2025
|
| 3663 |
Bonfire Financial
|
$134M
|
58
|
Dec 2025
|
| 3664 |
ADW Capital Management, LLC
|
$134M
|
5
|
Dec 2025
|
| 3665 |
RoundAngle Advisors LLC
|
$134M
|
60
|
Mar 2026
|
| 3666 |
Planwiser Financial, Llc
|
$134M
|
47
|
Dec 2025
|
| 3667 |
Rf&L Wealth Management, Llc
|
$134M
|
52
|
Mar 2026
|
| 3668 |
Shepherd Wealth Management Ltd Liability Co
|
$134M
|
52
|
Mar 2026
|
| 3669 |
LightSquare Wealth Management, LLC
|
$133M
|
92
|
Mar 2026
|
| 3670 |
Trace Wealth Advisors, LLC
|
$133M
|
66
|
Mar 2026
|
| 3671 |
Brickwood Asset Management LLP
|
$133M
|
10
|
Mar 2026
|
| 3672 |
Littlejohn Financial Services, Inc.
|
$133M
|
61
|
Mar 2026
|
| 3673 |
Fiduciary Advisors, Inc.
|
$133M
|
121
|
Mar 2026
|
| 3674 |
Legacy Advisory Services, LLC
|
$133M
|
50
|
Dec 2025
|
| 3675 |
Summitas Investment Management LLC
|
$133M
|
10
|
Dec 2025
|
| 3676 |
Phillips Wealth Planners LLC
|
$133M
|
210
|
Mar 2026
|
| 3677 |
Harbour Wealth Management Group, Inc.
|
$133M
|
89
|
Mar 2026
|
| 3678 |
Centerpoint Advisory Group
|
$133M
|
108
|
Mar 2026
|
| 3679 |
Forty-three Eighteen Advisors, LLC
|
$133M
|
75
|
Mar 2026
|
| 3680 |
Whi Trust Co Llc
|
$133M
|
95
|
Mar 2026
|
Page 184 of 218 · 4,360 managers
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