Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 212 of 342 · 6,839 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 4221 |
Compass Financial Services Inc
|
$268M
|
57
|
Jun 2026
|
| 4222 |
Packer & Co Ltd
|
$267M
|
10
|
Mar 2026
|
| 4223 |
Cambridge Financial Group, Inc.
|
$267M
|
33
|
Mar 2026
|
| 4224 |
HMS Capital Management, LLC
|
$267M
|
120
|
Jun 2026
|
| 4225 |
Johnson & White Wealth Management, LLC
|
$267M
|
117
|
Jun 2026
|
| 4226 |
Financial Guidance Group, Inc.
|
$267M
|
91
|
Jun 2026
|
| 4227 |
Financial Planning Navigators CORP
|
$267M
|
70
|
Jun 2026
|
| 4228 |
Ridgewood Investments LLC
|
$267M
|
208
|
Jun 2026
|
| 4229 |
FF Advisors,LLC
|
$267M
|
123
|
Jun 2026
|
| 4230 |
Dupree Financial Group, LLC
|
$267M
|
121
|
Jun 2026
|
| 4231 |
Family Office Research LLC
|
$267M
|
85
|
Jun 2026
|
| 4232 |
Howard Bailey Securities, Llc
|
$267M
|
121
|
Jun 2026
|
| 4233 |
Strategic Equity Management
|
$266M
|
70
|
Mar 2026
|
| 4234 |
Retirement Guys Formula Llc
|
$266M
|
158
|
Jun 2026
|
| 4235 |
IMPACTfolio, LLC
|
$266M
|
37
|
Jun 2026
|
| 4236 |
Ballentine Capital Advisors, Inc
|
$265M
|
26
|
Jun 2026
|
| 4237 |
WMG Financial Advisors, LLC
|
$265M
|
187
|
Jun 2026
|
| 4238 |
Wind River Trust Co
|
$265M
|
11
|
Mar 2026
|
| 4239 |
Strategic Financial Partners, Ltd.
|
$265M
|
88
|
Jun 2026
|
| 4240 |
Hippocratic Financial Advisors, LLC
|
$265M
|
39
|
Jun 2026
|
Page 212 of 342 · 6,839 managers
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