Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 240 of 342 · 6,839 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 4781 |
Peterson Wealth Management
|
$215M
|
184
|
Jun 2026
|
| 4782 |
Riverchase Wealth Management, Llc
|
$215M
|
79
|
Jun 2026
|
| 4783 |
Nipun Capital, L.P.
|
$215M
|
8
|
Jun 2026
|
| 4784 |
LifeSteps Financial, Inc.
|
$215M
|
792
|
Jun 2026
|
| 4785 |
Sowa Financial Group, Inc.
|
$215M
|
29
|
Jun 2026
|
| 4786 |
Signature Wealth Management Partners, LLC
|
$214M
|
122
|
Jun 2026
|
| 4787 |
Vaughan & Co Securities, Inc.
|
$214M
|
61
|
Jun 2026
|
| 4788 |
Pinnacle Wealth Management Group, Inc.
|
$214M
|
128
|
Jun 2026
|
| 4789 |
Share Andrew L.
|
$214M
|
16
|
Mar 2026
|
| 4790 |
Roubaix Capital, LLC
|
$214M
|
43
|
Mar 2026
|
| 4791 |
Bayshore Capital Advisors, LLC
|
$214M
|
42
|
Jun 2026
|
| 4792 |
Holos Integrated Wealth LLC
|
$214M
|
378
|
Jun 2026
|
| 4793 |
C M Bidwell & Associates Ltd
|
$214M
|
483
|
Mar 2026
|
| 4794 |
Fort Vancouver Investment Management, LLC
|
$214M
|
62
|
Jun 2026
|
| 4795 |
Successful Portfolios LLC
|
$214M
|
199
|
Jun 2026
|
| 4796 |
Mader & Shannon Wealth Management, Inc.
|
$214M
|
21
|
Jun 2026
|
| 4797 |
Midwest Capital Advisors, LLC
|
$214M
|
199
|
Mar 2026
|
| 4798 |
Eliot Finkel Investment Counsel, LLC
|
$214M
|
33
|
Jun 2026
|
| 4799 |
Tassel Capital Management, Inc.
|
$214M
|
45
|
Jun 2026
|
| 4800 |
Keynote Financial Services Llc
|
$214M
|
185
|
Jun 2026
|
Page 240 of 342 · 6,839 managers
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