Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 252 of 342 · 6,839 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 5021 |
Finivi Inc.
|
$195M
|
111
|
Jun 2026
|
| 5022 |
WestCap Management, LLC
|
$195M
|
2
|
Mar 2026
|
| 5023 |
Secured Retirement Advisors, Llc
|
$195M
|
134
|
Jun 2026
|
| 5024 |
Constitution Capital LLC
|
$195M
|
62
|
Jun 2026
|
| 5025 |
Peoples Bank /Oh
|
$195M
|
143
|
Jun 2026
|
| 5026 |
Exit Wealth Advisors, LLC.
|
$195M
|
131
|
Mar 2026
|
| 5027 |
Birch Financial Group, Llc
|
$195M
|
135
|
Jun 2026
|
| 5028 |
Ehrlich Financial Group
|
$194M
|
119
|
Jun 2026
|
| 5029 |
Pensionfund PDN
|
$194M
|
76
|
Jun 2026
|
| 5030 |
Defined Wealth Management, Llc
|
$194M
|
115
|
Jun 2026
|
| 5031 |
Gentry Private Wealth, Llc
|
$194M
|
115
|
Jun 2026
|
| 5032 |
International Private Wealth Advisors LLC
|
$194M
|
160
|
Jun 2026
|
| 5033 |
Key Capital Management, INC
|
$194M
|
726
|
Jun 2026
|
| 5034 |
Pettee Investors, Inc.
|
$194M
|
115
|
Mar 2026
|
| 5035 |
17 Capital Partners, Llc
|
$194M
|
172
|
Mar 2026
|
| 5036 |
Pioneer Family Office, LLC
|
$194M
|
129
|
Jun 2026
|
| 5037 |
True Vision MN LLC
|
$194M
|
98
|
Mar 2026
|
| 5038 |
TMT General Partner Ltd
|
$194M
|
3
|
Jun 2026
|
| 5039 |
Echo45 Advisors LLC
|
$194M
|
78
|
Jun 2026
|
| 5040 |
Ballew Advisors, Inc
|
$194M
|
129
|
Jun 2026
|
Page 252 of 342 · 6,839 managers
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