Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 205 of 224 · 4,472 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 4081 |
HighRoad Wealth Advisors, LLC
|
$105M
|
35
|
Dec 2025
|
| 4082 |
Peck Wealth Management, LLC
|
$105M
|
134
|
Sep 2025
|
| 4083 |
JHP Wealth Management, LLC
|
$105M
|
32
|
Mar 2026
|
| 4084 |
Stonebridge Wealth Management, LLC
|
$104M
|
36
|
Mar 2026
|
| 4085 |
Bannerstone Capital Management, LLC
|
$104M
|
100
|
Dec 2025
|
| 4086 |
Elevation Wealth Management LLC
|
$104M
|
255
|
Dec 2025
|
| 4087 |
Fiscal Wisdom Wealth Management, LLC
|
$104M
|
90
|
Mar 2026
|
| 4088 |
FinArc Investments, Inc.
|
$104M
|
43
|
Mar 2026
|
| 4089 |
High Point Wealth Management, LLC
|
$104M
|
250
|
Mar 2026
|
| 4090 |
Alta Partners Management Company, L.P.
|
$104M
|
2
|
Dec 2025
|
| 4091 |
Monetary Solutions, Ltd
|
$103M
|
318
|
Mar 2026
|
| 4092 |
Expect Equity LLC
|
$103M
|
47
|
Dec 2025
|
| 4093 |
Mann Financial Group, Inc.
|
$103M
|
31
|
Dec 2025
|
| 4094 |
Townsend Financial Planning, LLC
|
$103M
|
29
|
Mar 2026
|
| 4095 |
MY Wealth Management Inc.
|
$103M
|
26
|
Mar 2026
|
| 4096 |
Rangeley Capital, LLC
|
$103M
|
138
|
Mar 2026
|
| 4097 |
Stoic Point Capital Management LLC
|
$103M
|
63
|
Mar 2026
|
| 4098 |
Hobbs Wealth Management, LLC
|
$103M
|
21
|
Dec 2025
|
| 4099 |
Investment Management Trust, LLC
|
$103M
|
82
|
Mar 2026
|
| 4100 |
Redwood Family Wealth LLC
|
$102M
|
102
|
Mar 2026
|
Page 205 of 224 · 4,472 managers
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