Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 299 of 342 · 6,839 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 5961 |
Northeast Planning Associates, Inc. / Nh /
|
$133M
|
65
|
Jun 2026
|
| 5962 |
Capstone Wealth Management, Inc.
|
$133M
|
48
|
Jun 2026
|
| 5963 |
Harbor Asset Planning, Inc.
|
$133M
|
2,028
|
Jun 2026
|
| 5964 |
Winter & Associates, Inc.
|
$133M
|
85
|
Jun 2026
|
| 5965 |
Alpha Advisors, LLC/VA
|
$133M
|
51
|
Jun 2026
|
| 5966 |
Perkins Capital Management Inc
|
$133M
|
79
|
Jun 2026
|
| 5967 |
Summitas Investment Management LLC
|
$133M
|
10
|
Dec 2025
|
| 5968 |
Sherman Wealth Management LLC
|
$133M
|
84
|
Jun 2026
|
| 5969 |
R.H. Investment Group, LLC
|
$133M
|
47
|
Jun 2026
|
| 5970 |
Severin Investments, LLC
|
$133M
|
174
|
Jun 2026
|
| 5971 |
Frisco Financial Planning LLC
|
$133M
|
29
|
Jun 2026
|
| 5972 |
Centrica Wealth Management, Llc
|
$133M
|
12
|
Jun 2026
|
| 5973 |
New Covenant Trust Company, N.A.
|
$133M
|
107
|
Jun 2026
|
| 5974 |
H&F Corporate Investors VIII, Ltd.
|
$133M
|
1
|
Jun 2026
|
| 5975 |
Signal Tree Financial Partners Llc
|
$132M
|
47
|
Mar 2026
|
| 5976 |
North Capital, Inc.
|
$132M
|
102
|
Jun 2026
|
| 5977 |
Kampmann Melissa S.
|
$132M
|
86
|
Jun 2026
|
| 5978 |
Cedarwood Wealth LLC
|
$132M
|
96
|
Jun 2026
|
| 5979 |
Luts & Greenleigh Group, Inc.
|
$132M
|
105
|
Jun 2026
|
| 5980 |
Park State Asset Management
|
$132M
|
20
|
Mar 2026
|
Page 299 of 342 · 6,839 managers
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