Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 186 of 342 · 6,839 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 3701 |
Costello Asset Management, INC
|
$333M
|
710
|
Jun 2026
|
| 3702 |
Goepper Burkhardt LLC
|
$333M
|
99
|
Jun 2026
|
| 3703 |
MSA Advisors, LLC
|
$333M
|
50
|
Mar 2026
|
| 3704 |
Ducere Wealth Management LLC
|
$333M
|
135
|
Jun 2026
|
| 3705 |
Steadview Capital Management LLC
|
$333M
|
14
|
Jun 2026
|
| 3706 |
Tandem Financial, LLC
|
$332M
|
101
|
Jun 2026
|
| 3707 |
Canopy Partners, LLC
|
$332M
|
256
|
Jun 2026
|
| 3708 |
Rench Wealth Management, Inc.
|
$332M
|
62
|
Mar 2026
|
| 3709 |
Master'S Wealth Management Inc.
|
$332M
|
91
|
Jun 2026
|
| 3710 |
American Assets Inc
|
$332M
|
12
|
Jun 2026
|
| 3711 |
Iams Wealth Management, Llc
|
$332M
|
190
|
Jun 2026
|
| 3712 |
Atlas Brown,Inc.
|
$332M
|
339
|
Mar 2026
|
| 3713 |
Pure Portfolios Holdings Llc
|
$332M
|
104
|
Dec 2025
|
| 3714 |
Prodigy Asset Management LLC
|
$332M
|
29
|
Jun 2026
|
| 3715 |
BCS Private Wealth Management, Inc.
|
$332M
|
187
|
Jun 2026
|
| 3716 |
Precision Wealth Strategies, LLC
|
$332M
|
170
|
Jun 2026
|
| 3717 |
Legacy Capital Group California, Inc.
|
$332M
|
299
|
Jun 2026
|
| 3718 |
Crestview Partners IV GP, L.P.
|
$332M
|
2
|
Mar 2026
|
| 3719 |
FDx Advisors, Inc.
|
$332M
|
179
|
Jun 2026
|
| 3720 |
Left Brain Wealth Management, LLC
|
$332M
|
99
|
Jun 2026
|
Page 186 of 342 · 6,839 managers
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