Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 259 of 342 · 6,839 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 5161 |
ZynergyRetirementPlanningLLC
|
$184M
|
26
|
Jun 2026
|
| 5162 |
GSI Capital Advisors LLC
|
$184M
|
58
|
Mar 2026
|
| 5163 |
Ervin Investment Management, LLC
|
$184M
|
47
|
Jun 2026
|
| 5164 |
Sterling Wealth Advisors Inc
|
$184M
|
20
|
Jun 2026
|
| 5165 |
Triavera Capital LLC
|
$184M
|
15
|
Jun 2026
|
| 5166 |
BXM Wealth LLC
|
$184M
|
163
|
Jun 2026
|
| 5167 |
Legend Capital Advisors LLC
|
$184M
|
62
|
Jun 2026
|
| 5168 |
Northern Lights Advisors, Inc.
|
$184M
|
72
|
Jun 2026
|
| 5169 |
Kestrel Investment Management Corp
|
$184M
|
40
|
Jun 2026
|
| 5170 |
Retirement Planning Group, Llc / Ny
|
$184M
|
108
|
Jun 2026
|
| 5171 |
Herbst Group, Llc
|
$183M
|
65
|
Jun 2026
|
| 5172 |
Millennium Capital Advisors, LLC
|
$183M
|
137
|
Jun 2026
|
| 5173 |
Alpha Wealth Funds, LLC
|
$183M
|
63
|
Jun 2026
|
| 5174 |
BCO Wealth Management LLC
|
$183M
|
45
|
Jun 2026
|
| 5175 |
Mcguire Capital Advisors Inc
|
$183M
|
915
|
Jun 2026
|
| 5176 |
Cascade Investment Advisors, Inc.
|
$183M
|
113
|
Jun 2026
|
| 5177 |
Crew Capital Management, Ltd
|
$183M
|
112
|
Jun 2026
|
| 5178 |
Kamunting Street Capital Management, L.P.
|
$183M
|
28
|
Mar 2026
|
| 5179 |
BNB Wealth Management, LLC
|
$183M
|
94
|
Jun 2026
|
| 5180 |
Claris Financial LLC
|
$183M
|
178
|
Mar 2026
|
Page 259 of 342 · 6,839 managers
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