Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 273 of 342 · 6,839 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 5441 |
Laraway Financial Advisors Inc
|
$165M
|
140
|
Jun 2026
|
| 5442 |
Vann Equity Management LLC
|
$165M
|
168
|
Jun 2026
|
| 5443 |
Gaddis Premier Wealth Advisors LLC
|
$165M
|
99
|
Jun 2026
|
| 5444 |
Pandora Wealth, Inc.
|
$165M
|
224
|
Dec 2025
|
| 5445 |
Atala Financial Inc
|
$165M
|
121
|
Jun 2026
|
| 5446 |
McGinn Penninger Investment Management, Inc.
|
$164M
|
38
|
Jun 2026
|
| 5447 |
Foresite Capital Management V, LLC
|
$164M
|
7
|
Dec 2025
|
| 5448 |
Cannon Advisors, Inc.
|
$164M
|
93
|
Jun 2026
|
| 5449 |
JDH Wealth Management, LLC
|
$164M
|
61
|
Jun 2026
|
| 5450 |
Hemming& Wealth Management, Inc.
|
$164M
|
16
|
Jun 2026
|
| 5451 |
Winebrenner Capital Management Llc
|
$164M
|
153
|
Jun 2026
|
| 5452 |
Velan Capital Investment Management LP
|
$164M
|
53
|
Jun 2026
|
| 5453 |
Paradigm, Strategies in Wealth Management, LLC
|
$164M
|
61
|
Jun 2026
|
| 5454 |
Simcoe Capital LLC
|
$164M
|
37
|
Jun 2026
|
| 5455 |
Family Legacy Financial Solutions, LLC
|
$164M
|
65
|
Jun 2026
|
| 5456 |
Sippican Capital Advisors
|
$164M
|
111
|
Jun 2026
|
| 5457 |
Broadview Financial Management, LLC
|
$164M
|
43
|
Jun 2026
|
| 5458 |
Apex Wealth Management, LLC
|
$164M
|
63
|
Jun 2026
|
| 5459 |
Holistic Financial Partners
|
$164M
|
120
|
Jun 2026
|
| 5460 |
Arbor Wealth Advisors LLC
|
$164M
|
60
|
Jun 2026
|
Page 273 of 342 · 6,839 managers
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