Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 193 of 257 · 5,131 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 3841 |
Providence Financial Advisors, LLC
|
$175M
|
59
|
Mar 2026
|
| 3842 |
Gross & Hartman Investments LLC
|
$175M
|
72
|
Dec 2025
|
| 3843 |
Sterling Wealth Advisors Inc
|
$175M
|
20
|
Mar 2026
|
| 3844 |
Taylor & Morgan Wealth Management, LLC
|
$175M
|
79
|
Mar 2026
|
| 3845 |
Godshalk Welsh Capital Management, Inc.
|
$175M
|
132
|
Dec 2025
|
| 3846 |
Kellett Wealth Advisors, LLC
|
$175M
|
79
|
Dec 2025
|
| 3847 |
Momentous Wealth Management, Inc.
|
$175M
|
41
|
Mar 2026
|
| 3848 |
Braeburn Wealth Management LLC
|
$175M
|
85
|
Mar 2026
|
| 3849 |
William Mack & Associates, Inc.
|
$175M
|
73
|
Mar 2026
|
| 3850 |
Lowery Thomas, Llc
|
$175M
|
55
|
Mar 2026
|
| 3851 |
Aegis Wealth Management LLC
|
$175M
|
118
|
Mar 2026
|
| 3852 |
Converium Capital Inc.
|
$175M
|
36
|
Mar 2026
|
| 3853 |
Delos Wealth Advisors, LLC
|
$175M
|
260
|
Mar 2026
|
| 3854 |
Sunbeam Capital Management, LLC
|
$175M
|
112
|
Mar 2026
|
| 3855 |
4J Wealth Management LLC
|
$175M
|
98
|
Dec 2025
|
| 3856 |
GS Investments, Inc.
|
$175M
|
134
|
Mar 2026
|
| 3857 |
Arbiter Partners Capital Management LLC
|
$175M
|
45
|
Mar 2026
|
| 3858 |
Kaufman Rossin Wealth, LLC
|
$174M
|
98
|
Mar 2026
|
| 3859 |
Mudrick Capital Management, L.P.
|
$174M
|
3
|
Mar 2026
|
| 3860 |
Bridge Generations Wealth Management Llc
|
$174M
|
32
|
Mar 2026
|
Page 193 of 257 · 5,131 managers
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