Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 268 of 342 · 6,839 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 5341 |
Shade Tree Advisors LLC
|
$172M
|
29
|
Jun 2026
|
| 5342 |
Welch Financial Planning, LLC
|
$172M
|
71
|
Jun 2026
|
| 5343 |
MAC Alpha Capital Management, LP
|
$171M
|
21
|
Mar 2026
|
| 5344 |
Brian Low Financial Group, Llc
|
$171M
|
116
|
Jun 2026
|
| 5345 |
Bannerman Wealth Management Group, Llc
|
$171M
|
38
|
Jun 2026
|
| 5346 |
Lifetime Wealth Management P.C.
|
$171M
|
90
|
Jun 2026
|
| 5347 |
Del-Sette Capital Management, LLC
|
$171M
|
50
|
Jun 2026
|
| 5348 |
Fidato Wealth LLC
|
$171M
|
14
|
Jun 2026
|
| 5349 |
CFC Planning Co LLC
|
$171M
|
71
|
Jun 2026
|
| 5350 |
Guided Capital Wealth Management, LLC
|
$171M
|
35
|
Jun 2026
|
| 5351 |
Alexis Investment Partners, LLC
|
$171M
|
38
|
Jun 2026
|
| 5352 |
Longview Financial Advisors, Inc.
|
$171M
|
43
|
Jun 2026
|
| 5353 |
Ridgeline Wealth, LLC
|
$171M
|
60
|
Jun 2026
|
| 5354 |
English Capital Management Llc
|
$171M
|
36
|
Mar 2026
|
| 5355 |
Rareview Capital LLC
|
$171M
|
52
|
Mar 2026
|
| 5356 |
Invariant Investment Management
|
$171M
|
68
|
Jun 2026
|
| 5357 |
Cathy Pareto & Associates, Inc
|
$171M
|
102
|
Jun 2026
|
| 5358 |
Ndwm Llc
|
$170M
|
39
|
Jun 2026
|
| 5359 |
WPG Advisers, LLC
|
$170M
|
1,549
|
Jun 2026
|
| 5360 |
Evolution Wealth Management Inc.
|
$170M
|
939
|
Jun 2026
|
Page 268 of 342 · 6,839 managers
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