Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 281 of 342 · 6,839 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 5601 |
DeLarme Wealth Management, Inc.
|
$155M
|
63
|
Mar 2026
|
| 5602 |
Rockbridge Asset Management LLC
|
$155M
|
31
|
Jun 2026
|
| 5603 |
Sugar Maple Asset Management, LLC
|
$155M
|
81
|
Jun 2026
|
| 5604 |
Guardian Investment Management
|
$155M
|
60
|
Jun 2026
|
| 5605 |
Aegis Wealth Management, Inc.
|
$155M
|
183
|
Jun 2026
|
| 5606 |
Bright Futures Wealth Management, LLC.
|
$155M
|
208
|
Jun 2026
|
| 5607 |
Whi Trust Co Llc
|
$155M
|
66
|
Jun 2026
|
| 5608 |
LeConte Wealth Management, LLC
|
$155M
|
152
|
Mar 2026
|
| 5609 |
Diversified Investment Strategies, LLC
|
$155M
|
52
|
Jun 2026
|
| 5610 |
Tide Cove Capital Partners LLC
|
$155M
|
13
|
Jun 2026
|
| 5611 |
Yorkville Advisors Global, LP
|
$155M
|
44
|
Mar 2026
|
| 5612 |
Meadow Creek Wealth Advisors LLC
|
$155M
|
135
|
Mar 2026
|
| 5613 |
Collar Capital Management, LLC
|
$155M
|
72
|
Mar 2026
|
| 5614 |
Leigh Baldwin & Co., Llc
|
$154M
|
163
|
Mar 2026
|
| 5615 |
Asset Planning,Inc
|
$154M
|
336
|
Jun 2026
|
| 5616 |
Blalock Williams, Llc
|
$154M
|
154
|
Jun 2026
|
| 5617 |
Entrust Financial Llc
|
$154M
|
445
|
Jun 2026
|
| 5618 |
M3 Wealth Management, LLC
|
$154M
|
35
|
Jun 2026
|
| 5619 |
Oasis Advisors, LLC
|
$154M
|
54
|
Jun 2026
|
| 5620 |
Lionshead Wealth Management, LLC
|
$154M
|
112
|
Jun 2026
|
Page 281 of 342 · 6,839 managers
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