Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 205 of 342 · 6,839 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 4081 |
Lodestone Wealth Management LLC
|
$283M
|
835
|
Jun 2026
|
| 4082 |
Flagship Private Wealth, LLC
|
$283M
|
116
|
Jun 2026
|
| 4083 |
Seneca House Advisors
|
$283M
|
103
|
Jun 2026
|
| 4084 |
Thomas Story & Son Llc
|
$283M
|
53
|
Jun 2026
|
| 4085 |
O'Connor Financial Group LLC
|
$283M
|
69
|
Jun 2026
|
| 4086 |
Hendley & Co Inc
|
$283M
|
47
|
Jun 2026
|
| 4087 |
BKM Wealth Management, LLC
|
$282M
|
148
|
Jun 2026
|
| 4088 |
Selby Wealth Management, LLC
|
$282M
|
83
|
Jun 2026
|
| 4089 |
Access Financial Services, Inc.
|
$282M
|
95
|
Mar 2026
|
| 4090 |
Keeler Thomas Management LLC
|
$282M
|
135
|
Jun 2026
|
| 4091 |
N10 Wealth, Llc
|
$282M
|
75
|
Jun 2026
|
| 4092 |
Athos Capital Ltd
|
$282M
|
38
|
Jun 2026
|
| 4093 |
McNaughton Wealth Management, LLC
|
$282M
|
75
|
Jun 2026
|
| 4094 |
Montz Harcus Wealth Management LLC
|
$281M
|
100
|
Jun 2026
|
| 4095 |
Mount Lucas Management LP
|
$281M
|
168
|
Jun 2026
|
| 4096 |
Houlihan Financial Resource Group, Ltd.
|
$281M
|
113
|
Jun 2026
|
| 4097 |
Reliant Investment Management, LLC
|
$281M
|
55
|
Jun 2026
|
| 4098 |
Win Advisors, Inc
|
$281M
|
75
|
Jun 2026
|
| 4099 |
TradeWell Securities, LLC.
|
$280M
|
52
|
Jun 2026
|
| 4100 |
Employees' Retirement Fund of the City of Fort Worth
|
$280M
|
21
|
Jun 2026
|
Page 205 of 342 · 6,839 managers
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