Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 256 of 342 · 6,839 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 5101 |
Ledgewood Wealth Advisors, LLC
|
$188M
|
77
|
Jun 2026
|
| 5102 |
Isabella Capital Management LLP
|
$188M
|
8
|
Jun 2026
|
| 5103 |
Traction Financial Partners, LLC
|
$188M
|
61
|
Jun 2026
|
| 5104 |
Astra Wealth Partners LLC
|
$188M
|
104
|
Jun 2026
|
| 5105 |
Inman Jager Wealth Management, LLC
|
$188M
|
90
|
Jun 2026
|
| 5106 |
PSP Research LLC
|
$188M
|
75
|
Jun 2026
|
| 5107 |
Trivant Custom Portfolio Group, LLC
|
$188M
|
82
|
Jun 2026
|
| 5108 |
Kingstone Capital Partners Texas, LLC
|
$188M
|
60
|
Jun 2026
|
| 5109 |
Dynamic Wealth Strategies, LLC
|
$188M
|
291
|
Jun 2026
|
| 5110 |
Ables, Iannone, Moore & Associates, Inc.
|
$188M
|
62
|
Jun 2026
|
| 5111 |
Comprehensive Financial Planning, Inc./PA
|
$188M
|
427
|
Jun 2026
|
| 5112 |
St. Louis Financial Planners Asset Management, LLC
|
$188M
|
30
|
Jun 2026
|
| 5113 |
AI-Squared Management Ltd
|
$187M
|
19
|
Jun 2026
|
| 5114 |
Innealta Capital, Llc
|
$187M
|
91
|
Jun 2026
|
| 5115 |
Farrow Financial, Inc.
|
$187M
|
55
|
Jun 2026
|
| 5116 |
Paragon Financial Partners, Inc.
|
$187M
|
79
|
Jun 2026
|
| 5117 |
Chokshi & Queen Wealth Advisors, Inc
|
$187M
|
64
|
Mar 2026
|
| 5118 |
Meadowbrook Advisors Group, LLC
|
$187M
|
169
|
Jun 2026
|
| 5119 |
McAlister, Sweet & Associates, Inc.
|
$187M
|
41
|
Jun 2026
|
| 5120 |
Wall Street Financial Group, Inc.
|
$187M
|
120
|
Jun 2026
|
Page 256 of 342 · 6,839 managers
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