Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 235 of 256 · 5,113 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 4681 |
Northland Securities, Inc.
|
$105M
|
108
|
Mar 2026
|
| 4682 |
American National Bank of Texas
|
$105M
|
63
|
Mar 2026
|
| 4683 |
Artesa Financial Group, LLC
|
$105M
|
55
|
Mar 2026
|
| 4684 |
Expressive Wealth LLC
|
$105M
|
130
|
Mar 2026
|
| 4685 |
Weaver C. Barksdale & Associates, Inc.
|
$105M
|
62
|
Mar 2026
|
| 4686 |
Gritstone Asset Management Llc
|
$105M
|
148
|
Dec 2025
|
| 4687 |
Palladiem, Llc
|
$105M
|
166
|
Mar 2026
|
| 4688 |
Signet Private Wealth LLC
|
$105M
|
118
|
Mar 2026
|
| 4689 |
HighRoad Wealth Advisors, LLC
|
$105M
|
35
|
Dec 2025
|
| 4690 |
Peck Wealth Management, LLC
|
$105M
|
134
|
Sep 2025
|
| 4691 |
JHP Wealth Management, LLC
|
$105M
|
32
|
Mar 2026
|
| 4692 |
Cdm Financial Counseling Services, Inc.
|
$105M
|
80
|
Mar 2026
|
| 4693 |
Stonebridge Wealth Management, LLC
|
$104M
|
36
|
Mar 2026
|
| 4694 |
Elevation Wealth Management LLC
|
$104M
|
255
|
Dec 2025
|
| 4695 |
Breachway Investments LLC
|
$104M
|
96
|
Mar 2026
|
| 4696 |
Fiscal Wisdom Wealth Management, LLC
|
$104M
|
90
|
Mar 2026
|
| 4697 |
Luma Capital S.A. - SPF
|
$104M
|
12
|
Mar 2026
|
| 4698 |
FinArc Investments, Inc.
|
$104M
|
43
|
Mar 2026
|
| 4699 |
High Point Wealth Management, LLC
|
$104M
|
250
|
Mar 2026
|
| 4700 |
Alta Partners Management Company, L.P.
|
$104M
|
2
|
Dec 2025
|
Page 235 of 256 · 5,113 managers
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