Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 285 of 342 · 6,839 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 5681 |
Richard Young Associates, Ltd.
|
$150M
|
29
|
Jun 2026
|
| 5682 |
Leibman Financial Services, Inc.
|
$150M
|
46
|
Jun 2026
|
| 5683 |
FACT Capital, LP
|
$150M
|
17
|
Mar 2026
|
| 5684 |
Brooktree Capital Management
|
$150M
|
41
|
Dec 2025
|
| 5685 |
Spartan Planning & Wealth Management
|
$150M
|
75
|
Jun 2026
|
| 5686 |
AmeriServ Wealth Advisors
|
$150M
|
94
|
Jun 2026
|
| 5687 |
Nicholson Meyer Capital Management, Inc.
|
$150M
|
45
|
Jun 2026
|
| 5688 |
Charter Research & Investment Group, Inc.
|
$150M
|
86
|
Mar 2026
|
| 5689 |
Kennondale Capital Management LLC
|
$150M
|
80
|
Jun 2026
|
| 5690 |
Thompson Davis & Co., Inc.
|
$150M
|
141
|
Mar 2026
|
| 5691 |
Turn8 Private Wealth Inc.
|
$150M
|
54
|
Jun 2026
|
| 5692 |
Pw Advisors, Llc \ Fl
|
$150M
|
36
|
Jun 2026
|
| 5693 |
PlanVest Financial, Inc
|
$150M
|
597
|
Jun 2026
|
| 5694 |
Safe Harbor Family Capital, LLC
|
$150M
|
57
|
Jun 2026
|
| 5695 |
Axiom Investment Management LLC
|
$150M
|
4,311
|
Jun 2026
|
| 5696 |
Phillip James Consulting Co.
|
$150M
|
401
|
Jun 2026
|
| 5697 |
Black Cypress Capital Management, LLC
|
$150M
|
29
|
Jun 2026
|
| 5698 |
Compass Financial Group, Inc. (Ohio)
|
$150M
|
48
|
Jun 2026
|
| 5699 |
LTG Capital LLC
|
$150M
|
24
|
Jun 2026
|
| 5700 |
Zeit Capital LLC
|
$149M
|
53
|
Mar 2026
|
Page 285 of 342 · 6,839 managers
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