Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 249 of 342 · 6,839 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 4961 |
Scholtz & Company, Llc
|
$200M
|
48
|
Jun 2026
|
| 4962 |
Freshford Capital Management, LLC
|
$200M
|
53
|
Mar 2026
|
| 4963 |
Brindle & Bay Financial Advisors, LLC
|
$200M
|
86
|
Jun 2026
|
| 4964 |
Guardian Wealth Advisors, LLC
|
$200M
|
66
|
Jun 2026
|
| 4965 |
Point Windward Advisors Inc.
|
$200M
|
94
|
Mar 2026
|
| 4966 |
Sharpepoint Llc
|
$200M
|
89
|
Jun 2026
|
| 4967 |
Fortis Advisors, LLC
|
$200M
|
119
|
Mar 2026
|
| 4968 |
Aull & Monroe Investment Management Corp
|
$200M
|
120
|
Dec 2025
|
| 4969 |
Independence Wealth Advisors, LLC
|
$199M
|
85
|
Jun 2026
|
| 4970 |
Cetera Trust Company, N.A
|
$199M
|
345
|
Jun 2026
|
| 4971 |
Strategic Planning, Inc.
|
$199M
|
54
|
Mar 2026
|
| 4972 |
All-Stars Investment Ltd
|
$199M
|
11
|
Jun 2026
|
| 4973 |
Riverbend Wealth Management, LLC
|
$199M
|
176
|
Jun 2026
|
| 4974 |
Dba Trading, Llc
|
$199M
|
39
|
Jun 2026
|
| 4975 |
Patrick Mauro Investment Advisor, INC.
|
$199M
|
40
|
Mar 2026
|
| 4976 |
McBroom & Associates, LLC
|
$199M
|
37
|
Jun 2026
|
| 4977 |
Viawealth, Llc
|
$199M
|
167
|
Jun 2026
|
| 4978 |
Park Avenue Institutional Advisers LLC
|
$199M
|
2
|
Jun 2026
|
| 4979 |
Milestone Asset Management Group, LLC
|
$199M
|
133
|
Jun 2026
|
| 4980 |
Aozora Bank, Ltd.
|
$199M
|
1
|
Jun 2026
|
Page 249 of 342 · 6,839 managers
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