Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 247 of 342 · 6,839 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 4921 |
Guardian Wealth Management, Inc.
|
$204M
|
66
|
Jun 2026
|
| 4922 |
Clay Northam Wealth Management, LLC
|
$203M
|
109
|
Jun 2026
|
| 4923 |
Sage Advisory Services, Ltd.Co.
|
$203M
|
46
|
Jun 2026
|
| 4924 |
Washburn Capital Management, Inc.
|
$203M
|
56
|
Jun 2026
|
| 4925 |
AtlasMark Financial, Inc
|
$203M
|
48
|
Jun 2026
|
| 4926 |
Rachor Investment Advisory Services, LLC
|
$203M
|
203
|
Jun 2026
|
| 4927 |
Bucket List Wealth Management, LLC
|
$203M
|
63
|
Jun 2026
|
| 4928 |
Financial Alternatives, Inc
|
$203M
|
84
|
Jun 2026
|
| 4929 |
Flywheel Private Wealth LLC
|
$203M
|
109
|
Jun 2026
|
| 4930 |
Taylor & Morgan Wealth Management, LLC
|
$203M
|
89
|
Jun 2026
|
| 4931 |
Salus Financial Advisors, LLC
|
$203M
|
39
|
Jun 2026
|
| 4932 |
Valley Financial Group, Inc.
|
$203M
|
62
|
Jun 2026
|
| 4933 |
Tower Wealth Partners, Inc.
|
$203M
|
101
|
Jun 2026
|
| 4934 |
Longview Financial Advisors LLC
|
$202M
|
150
|
Jun 2026
|
| 4935 |
Delphi Financial Group, Inc.
|
$202M
|
26
|
Jun 2026
|
| 4936 |
Tower View Wealth Management LLC
|
$202M
|
176
|
Dec 2025
|
| 4937 |
Hilltop Wealth Advisors, Llc
|
$202M
|
74
|
Jun 2026
|
| 4938 |
Brandywine Managers, Llc
|
$202M
|
46
|
Jun 2026
|
| 4939 |
Orland Properties Ltd
|
$202M
|
10
|
Jun 2026
|
| 4940 |
Meriwether Wealth & Planning, LLC
|
$202M
|
122
|
Jun 2026
|
Page 247 of 342 · 6,839 managers
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