Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 238 of 254 · 5,068 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 4741 |
Dwr Wealth Management, Llc
|
$115M
|
51
|
Mar 2026
|
| 4742 |
M Wealth Management, LLC
|
$115M
|
48
|
Dec 2025
|
| 4743 |
Allium Financial Advisors, Llc
|
$115M
|
88
|
Jun 2025
|
| 4744 |
Dedeker Financial LLC
|
$115M
|
50
|
Mar 2026
|
| 4745 |
Directional Asset Management
|
$114M
|
93
|
Dec 2025
|
| 4746 |
Cdkv Holdings Llc
|
$114M
|
275
|
Mar 2026
|
| 4747 |
Waycross Investment Management Co
|
$114M
|
47
|
Dec 2025
|
| 4748 |
Lwm Advisors Inc
|
$114M
|
29
|
Dec 2025
|
| 4749 |
Bosman Wealth Management, LLC
|
$114M
|
52
|
Mar 2026
|
| 4750 |
Qp Wealth Management, Llc
|
$113M
|
105
|
Dec 2025
|
| 4751 |
Hudson Oak Wealth Advisory LLC
|
$113M
|
55
|
Dec 2025
|
| 4752 |
Hingham Institution for Savings
|
$113M
|
15
|
Mar 2026
|
| 4753 |
Msrh, Llc
|
$113M
|
29
|
Mar 2026
|
| 4754 |
DB Fitzpatrick & Co, Inc
|
$113M
|
100
|
Dec 2025
|
| 4755 |
WJ Financial Advisors LLC
|
$112M
|
115
|
Dec 2025
|
| 4756 |
Vitruvian Partners LLP
|
$112M
|
7
|
Mar 2026
|
| 4757 |
Smith Partners Wealth Management, LLC
|
$112M
|
76
|
Mar 2026
|
| 4758 |
Advocate Investing Services LLC
|
$112M
|
450
|
Dec 2025
|
| 4759 |
Odyssey Capital Advisors, Inc.
|
$112M
|
97
|
Mar 2026
|
| 4760 |
Financial Concepts Unlimited, Inc.
|
$112M
|
44
|
Mar 2026
|
Page 238 of 254 · 5,068 managers
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