Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 260 of 342 · 6,839 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 5181 |
XP Advisory US, Inc.
|
$183M
|
81
|
Jun 2026
|
| 5182 |
Legacies Wealth LLC
|
$183M
|
109
|
Jun 2026
|
| 5183 |
Certior Financial Group, Llc
|
$183M
|
146
|
Jun 2026
|
| 5184 |
Members Wealth Llc
|
$182M
|
120
|
Jun 2026
|
| 5185 |
Sterling Investment Management, Llc
|
$182M
|
66
|
Jun 2026
|
| 5186 |
Wisconsin Capital Management Llc
|
$182M
|
51
|
Mar 2026
|
| 5187 |
Magnolia Private Wealth, LLC
|
$182M
|
153
|
Jun 2026
|
| 5188 |
Shotwell Rutter Baer Inc
|
$182M
|
38
|
Jun 2026
|
| 5189 |
Brewster Financial Planning LLC
|
$182M
|
30
|
Jun 2026
|
| 5190 |
First National Bank of Hutchinson
|
$182M
|
157
|
Jun 2026
|
| 5191 |
Crown Advisors Management, Inc.
|
$182M
|
43
|
Jun 2026
|
| 5192 |
PUREfi Wealth, LLC
|
$182M
|
208
|
Jun 2026
|
| 5193 |
Stephenson & Company, Inc.
|
$182M
|
45
|
Dec 2025
|
| 5194 |
Eq Wealth Advisors, Llc
|
$182M
|
57
|
Jun 2026
|
| 5195 |
Fosse Capital Partners LLP
|
$182M
|
3
|
Jun 2026
|
| 5196 |
Taylor Financial Group, Inc.
|
$182M
|
103
|
Jun 2026
|
| 5197 |
Elevate Capital Advisors, LLC
|
$182M
|
77
|
Jun 2026
|
| 5198 |
Dean, Jacobson Financial Services, LLC
|
$182M
|
22
|
Jun 2026
|
| 5199 |
Baring Financial LLC
|
$182M
|
89
|
Jun 2026
|
| 5200 |
Hidden Cove Wealth Management, LLC
|
$182M
|
133
|
Jun 2026
|
Page 260 of 342 · 6,839 managers
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