Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 199 of 223 · 4,456 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 3961 |
Allium Financial Advisors, Llc
|
$115M
|
88
|
Jun 2025
|
| 3962 |
Dedeker Financial LLC
|
$115M
|
50
|
Mar 2026
|
| 3963 |
Mh & Associates Securities Management Corp /Adv
|
$115M
|
98
|
Mar 2026
|
| 3964 |
Quest 10 Wealth Builders, Inc.
|
$114M
|
797
|
Mar 2026
|
| 3965 |
Stirlingshire Investments, Inc.
|
$114M
|
196
|
Mar 2026
|
| 3966 |
Directional Asset Management
|
$114M
|
93
|
Dec 2025
|
| 3967 |
Lord & Richards Wealth Management, LLC
|
$114M
|
282
|
Mar 2026
|
| 3968 |
Cdkv Holdings Llc
|
$114M
|
275
|
Mar 2026
|
| 3969 |
CrossGen Wealth, LLC
|
$114M
|
200
|
Mar 2026
|
| 3970 |
Bosman Wealth Management, LLC
|
$114M
|
52
|
Mar 2026
|
| 3971 |
Journey Retirement Planning & Investment Management Llc
|
$114M
|
265
|
Mar 2026
|
| 3972 |
Qp Wealth Management, Llc
|
$113M
|
105
|
Dec 2025
|
| 3973 |
Hudson Oak Wealth Advisory LLC
|
$113M
|
55
|
Dec 2025
|
| 3974 |
Eagle Bay Advisors LLC
|
$113M
|
127
|
Mar 2026
|
| 3975 |
IDG China Capital Fund GP III Associates Ltd.
|
$113M
|
2
|
Mar 2026
|
| 3976 |
Hingham Institution for Savings
|
$113M
|
15
|
Mar 2026
|
| 3977 |
Andina Capital Management, LLC
|
$113M
|
119
|
Mar 2026
|
| 3978 |
Msrh, Llc
|
$113M
|
29
|
Mar 2026
|
| 3979 |
Cooke Wealth Management, LLC
|
$113M
|
37
|
Mar 2026
|
| 3980 |
Graham Capital Wealth Management, Llc
|
$113M
|
56
|
Mar 2026
|
Page 199 of 223 · 4,456 managers
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