Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 216 of 342 · 6,839 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 4301 |
Optimist Retirement Group LLC
|
$259M
|
118
|
Jun 2026
|
| 4302 |
Cherokee Insurance Co
|
$259M
|
124
|
Jun 2026
|
| 4303 |
Elevation Capital Advisory, LLC
|
$259M
|
63
|
Jun 2026
|
| 4304 |
Private Wealth Group, LLC
|
$259M
|
76
|
Jun 2026
|
| 4305 |
Heritage Family Offices, LLP
|
$259M
|
233
|
Jun 2026
|
| 4306 |
Samjo Management, LLC
|
$259M
|
85
|
Dec 2025
|
| 4307 |
Endowment Wealth Management, Inc.
|
$259M
|
189
|
Jun 2026
|
| 4308 |
Cottage Street Advisors LLC
|
$259M
|
149
|
Jun 2026
|
| 4309 |
Insight 2811, Inc.
|
$259M
|
122
|
Jun 2026
|
| 4310 |
Pacific Excel Wealth Advisors, Inc.
|
$258M
|
228
|
Jun 2026
|
| 4311 |
Resolute Wealth Strategies, LLC
|
$258M
|
132
|
Jun 2026
|
| 4312 |
Beach Point Capital Management LP
|
$258M
|
14
|
Jun 2026
|
| 4313 |
Family Capital Management, Inc.
|
$258M
|
115
|
Jun 2026
|
| 4314 |
Ergawealth Advisors, Inc.
|
$258M
|
54
|
Jun 2026
|
| 4315 |
Prospect Hill Management, LLC
|
$257M
|
14
|
Jun 2026
|
| 4316 |
Hoertkorn Richard Charles
|
$257M
|
80
|
Dec 2025
|
| 4317 |
Beaumont Asset Management, L.L.C.
|
$257M
|
79
|
Jun 2026
|
| 4318 |
Cruiser Capital Advisors, LLC
|
$257M
|
53
|
Mar 2026
|
| 4319 |
Transcendent Capital Group LLC
|
$257M
|
128
|
Jun 2026
|
| 4320 |
New England Research & Management, Inc.
|
$257M
|
134
|
Jun 2026
|
Page 216 of 342 · 6,839 managers
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