Institutions with $100M to $1B AUM (7399 funds)

Lead Edge Capital Management, LLC

CIK 0001802797

Total reported value

$550.4M

12 stks

2026-06-30

Concentration45.1

Portfolio Stability39.6

Kickstand Ventures, LLC.

CIK 0002000355

Total reported value

$550.3M

154 stks

2026-06-30

Concentration12.4

Portfolio Stability57.9

Landaas & Co /wi /adv

CIK 0000913990

Total reported value

$549.7M

149 stks

2026-06-30

Concentration43.7

Portfolio Stability19.8

Sector conviction60.6

Simcoe Capital Management, LLC

CIK 0001633362

Total reported value

$549.3M

15 stks

2026-06-30

Concentration37.4

Portfolio Stability46.4

PANTHERA INVESTMENT GmbH

CIK 0001603497

Total reported value

$549.3M

136 stks

2015-03-31

Stale — no recent filing

Concentration26.4

Portfolio Stability54.7

Sector conviction92.1

Harbour Capital Advisors, LLC

CIK 0001682501

Total reported value

$549.1M

299 stks

2026-06-30

Concentration5.1

Sector conviction63.1

G2 Investment Partners Management LLC

CIK 0001593404

Total reported value

$548.9M

73 stks

2026-06-30

Concentration9.2

Portfolio Stability68.0

Rowlandmiller & Partners.adv

CIK 0000225816

Total reported value

$548.6M

195 stks

2026-06-30

Concentration9.3

Portfolio Stability21.3

Sector conviction44.9

Maltese Capital Management LLC

CIK 0001040762

Total reported value

$548.6M

294 stks

2026-06-30

Concentration6.2

Portfolio Stability33.2

Ewa, LLC

CIK 0001835252

Total reported value

$548.1M

332 stks

2026-06-30

Concentration16.1

Sector conviction82.8

Clare Market Investments LLC

CIK 0002054098

Total reported value

$548.1M

174 stks

2026-06-30

Concentration18.6

Portfolio Stability28.7

Sector conviction77.2

Coyle Financial Counsel LLC

CIK 0001593038

Total reported value

$548.0M

126 stks

2026-06-30

Concentration28.5

Sector conviction60.1

Stonebrook Private Inc.

CIK 0002008738

Total reported value

$547.7M

271 stks

2026-06-30

Concentration11.8

Portfolio Stability28.8

Sector conviction61.1

CoreView Capital Management Ltd

CIK 0001842785

Total reported value

$547.1M

8 stks

2026-06-30

Concentration85.1

Portfolio Stability30.4

Rossby Financial, LCC

CIK 0002056510

Total reported value

$547.1M

2,144 stks

2026-06-30

Concentration4.5

Sector conviction48.0

Thrax Management, LLC

CIK 0001631260

Total reported value

$547.1M

181 stks

2016-12-31

Stale — no recent filing

Concentration7.0

Sector conviction70.9

Divergent Wealth Advisors

CIK 0001731275

Total reported value

$547.0M

33 stks

2024-09-30

Stale — no recent filing

Concentration90.1

Greenstone Partners, L.P.

CIK 0001494311

Total reported value

$546.9M

11 stks

2025-09-30

Stale — no recent filing

Concentration96.9

Brooklyn FI, LLC

CIK 0001916123

Total reported value

$546.9M

434 stks

2026-06-30

Concentration16.7

Loeb Offshore Management LP

CIK 0001434467

Total reported value

$546.8M

135 stks

2014-12-31

Stale — no recent filing

Concentration8.1

Sector conviction81.2

De Burlo Group Inc

CIK 0001134288

Total reported value

$546.6M

90 stks

2026-06-30

Concentration13.1

Portfolio Stability34.9

Sector conviction70.5

USA Financial Formulas

CIK 0001534358

Total reported value

$546.2M

412 stks

2026-06-30

Concentration30.7

Sector conviction71.3

Hamilton Wealth, LLC

CIK 0001760263

Total reported value

$546.2M

118 stks

2026-06-30

Concentration13.7

Portfolio Stability40.1

Sector conviction81.5

Lantz Financial LLC

CIK 0001766883

Total reported value

$546.2M

259 stks

2026-06-30

Concentration6.6

Portfolio Stability19.5

Sector conviction45.0

Ar Asset Management Inc

CIK 0001080166

Total reported value

$546.1M

122 stks

2026-06-30

Concentration13.8

Portfolio Stability13.0

Sector conviction44.5

Windsor Wealth Management, Inc.

CIK 0001731713

Total reported value

$546.1M

157 stks

2023-09-30

Stale — no recent filing

Concentration12.3

Sector conviction92.0

Q3 Asset Management

CIK 0001732543

Total reported value

$546.0M

70 stks

2026-06-30

Sector conviction76.4

Morningstar Investment Services LLC

CIK 0001478215

Total reported value

$546.0M

134 stks

2025-03-31

Stale — no recent filing

Concentration17.3

Sector conviction54.3

Stordahl Capital Management, Inc.

CIK 0001729093

Total reported value

$545.9M

68 stks

2026-06-30

Concentration34.0

Sector conviction61.3

TBH Global Asset Management, LLC

CIK 0001787125

Total reported value

$545.9M

263 stks

2026-06-30

Concentration9.3

Sector conviction57.0

Trigran Investments, Inc.

CIK 0001336800

Total reported value

$545.3M

33 stks

2026-06-30

Concentration30.2

Portfolio Stability33.2

Drummond Knight Asset Management Pty Ltd

CIK 0001808029

Total reported value

$544.8M

16 stks

2026-06-30

Concentration33.8

Portfolio Stability90.2

Fwl Investment Management, LLC

CIK 0001829231

Total reported value

$544.7M

501 stks

2026-06-30

Concentration10.9

Portfolio Stability42.5

Sector conviction52.2

Riverpoint Wealth Management Holdings, LLC

CIK 0001682733

Total reported value

$544.3M

61 stks

2026-06-30

Concentration34.5

Portfolio Stability16.4

Sector conviction80.0

Privium Fund Management B.V.

CIK 0001795097

Total reported value

$544.2M

61 stks

2026-06-30

Concentration24.5

Portfolio Stability39.7

Sector conviction74.2

Broad Peak Investment Advisers Pte Ltd

CIK 0001547349

Total reported value

$544.1M

21 stks

2026-06-30

Concentration30.8

Portfolio Stability40.4

Abacus FCF Advisors LLC

CIK 0001604903

Total reported value

$544.0M

58 stks

2026-06-30

Concentration8.8

Portfolio Stability41.0

Sector conviction72.1

Townsquare Capital LLC

CIK 0001761755

Total reported value

$543.9M

726 stks

2026-06-30

Concentration6.2

Portfolio Stability27.6

Sector conviction55.2

Private Portfolio Partners LLC

CIK 0001766520

Total reported value

$543.9M

299 stks

2024-12-31

Stale — no recent filing

Concentration9.8

Sector conviction55.3

Kowal Investment Group, LLC

CIK 0001846786

Total reported value

$543.6M

200 stks

2024-09-30

Stale — no recent filing

Concentration23.2

Sector conviction50.5

Coerente Capital Management

CIK 0001860790

Total reported value

$543.3M

43 stks

2026-06-30

Concentration19.5

Portfolio Stability11.9

Sector conviction42.9

Beck Capital Management, LLC

CIK 0001601904

Total reported value

$543.2M

140 stks

2026-06-30

Concentration8.6

Portfolio Stability33.9

Sector conviction75.9

Beacon Pointe Wealth Advisors, LLC

CIK 0001748071

Total reported value

$542.9M

271 stks

2019-12-31

Stale — no recent filing

Concentration7.0

Portfolio Stability26.0

Sector conviction61.8

Madrona Financial Services, LLC

CIK 0001578370

Total reported value

$542.6M

143 stks

2026-06-30

Concentration16.9

Sector conviction99.9

Westport Advisers LLC

CIK 0001092785

Total reported value

$542.4M

38 stks

2016-06-30

Stale — no recent filing

Concentration17.9

Portfolio Stability19.2

Lafayette Investments, Inc.

CIK 0001308377

Total reported value

$542.4M

162 stks

2026-06-30

Concentration13.8

Portfolio Stability15.0

Sector conviction54.8

F&V Capital Management, LLC

CIK 0001569453

Total reported value

$542.3M

63 stks

2026-06-30

Concentration13.5

Portfolio Stability25.7

Sector conviction49.2

Breton Hill Capital Ltd.

CIK 0001531987

Total reported value

$542.2M

330 stks

2017-09-30

Stale — no recent filing

Concentration4.5

Portfolio Stability32.2

Sector conviction47.7

Louisbourg Investments Inc.

CIK 0002053050

Total reported value

$542.1M

210 stks

2026-06-30

Portfolio Stability29.1

Sector conviction37.8

CV Advisors LLC

CIK 0001872254

Total reported value

$541.9M

134 stks

2026-06-30

Concentration69.3

Portfolio Stability39.9

Sector conviction75.3

Artia Global Partners LP

CIK 0001937964

Total reported value

$541.9M

48 stks

2026-06-30

Concentration22.8

Portfolio Stability65.5

Westerly Capital Management, LLC

CIK 0001546172

Total reported value

$541.8M

46 stks

2026-06-30

Concentration30.8

Portfolio Stability87.0

Tiedemann Trust Co

CIK 0001313345

Total reported value

$541.7M

66 stks

2016-06-30

Stale — no recent filing

Concentration19.3

Portfolio Stability19.9

Sector conviction63.4

Clear Wave Wealth Management LLC

CIK 0002113615

Total reported value

$541.5M

191 stks

2026-06-30

Concentration13.2

Sector conviction70.7

Chemung Canal Trust Co

CIK 0000790354

Total reported value

$541.2M

201 stks

2026-06-30

Concentration12.0

Sector conviction48.2

Dagco, Inc.

CIK 0001767343

Total reported value

$541.1M

117 stks

2026-06-30

Concentration16.7

Portfolio Stability23.8

Sector conviction53.7

Verde Capital Management

CIK 0001802891

Total reported value

$540.9M

80 stks

2026-06-30

Concentration24.6

Portfolio Stability33.6

Sector conviction64.3

Cobble Hill Financial Services, INC

CIK 0001463306

Total reported value

$540.8M

53 stks

2014-09-30

Stale — no recent filing

Concentration19.7

Portfolio Stability22.2

Wagner Wealth Management, LLC

CIK 0001728657

Total reported value

$540.6M

282 stks

2026-06-30

Concentration14.5

Portfolio Stability23.6

Sector conviction61.8

Cander Asset Management LP

CIK 0002082399

Total reported value

$540.3M

48 stks

2026-06-30

Concentration15.1

Portfolio Stability70.1

Mandatum Life Insurance Co Ltd

CIK 0001664324

Total reported value

$540.1M

90 stks

2026-06-30

Concentration59.5

Portfolio Stability26.6

Sector conviction52.5

Regent Peak Wealth Advisors LLC

CIK 0001803329

Total reported value

$540.1M

221 stks

2026-06-30

Concentration19.8

Portfolio Stability19.4

Sector conviction76.3

Northwest Quadrant Wealth Management, LLC

CIK 0001697767

Total reported value

$540.0M

77 stks

2026-06-30

Concentration55.0

Portfolio Stability20.6

Sector conviction51.7

Wooster Corthell Wealth Management, Inc.

CIK 0001566968

Total reported value

$540.0M

64 stks

2025-06-30

Stale — no recent filing

Concentration30.4

Sector conviction83.6

DecisionPoint Financial, LLC

CIK 0001938514

Total reported value

$539.9M

1,429 stks

2026-06-30

Concentration59.4

Portfolio Stability16.3

Sector conviction99.2

Aljian Capital Management, LLC

CIK 0001731260

Total reported value

$539.7M

134 stks

2026-06-30

Concentration28.6

Portfolio Stability18.4

Sector conviction65.3

Mascoma Wealth Management LLC

CIK 0001695664

Total reported value

$539.3M

609 stks

2026-06-30

Concentration25.1

Portfolio Stability12.1

Sector conviction68.7

GoalVest Advisory LLC

CIK 0001839307

Total reported value

$539.1M

500 stks

2026-06-30

Concentration64.3

Portfolio Stability30.7

Sector conviction37.8

America First Investment Advisors, LLC

CIK 0001308778

Total reported value

$538.9M

45 stks

2026-06-30

Concentration19.3

Portfolio Stability19.4

Sector conviction50.7

Keystone Wealth Services, LLC

CIK 0001866189

Total reported value

$538.6M

327 stks

2026-06-30

Concentration5.2

Portfolio Stability21.3

Sector conviction90.8

Small Cap Value Fund, Inc.

CIK 0001330833

Total reported value

$538.1M

95 stks

2015-06-30

Stale — no recent filing

Concentration85.6

Manitou Investment Management Ltd.

CIK 0001657428

Total reported value

$537.9M

48 stks

2026-06-30

Concentration40.5

Portfolio Stability27.4

Sector conviction59.3

Reverence Capital Partners, L.p.

CIK 0001907530

Total reported value

$537.6M

1 stks

2026-06-30

Portfolio Stability12.6

Basecamp Wealth Advisors LLC

CIK 0002115254

Total reported value

$537.4M

1,822 stks

2026-06-30

Concentration23.7

Portfolio Stability16.9

Sector conviction59.6

Firestone Capital Management

CIK 0001799964

Total reported value

$537.0M

168 stks

2026-06-30

Concentration12.2

Portfolio Stability14.7

Sector conviction44.3

Second Line Capital, LLC

CIK 0001992879

Total reported value

$537.0M

178 stks

2026-06-30

Concentration17.2

Portfolio Stability18.4

Sector conviction60.0

Ratio Wealth Group

CIK 0001971024

Total reported value

$536.9M

80 stks

2024-03-31

Stale — no recent filing

Concentration13.9

Sector conviction96.3

Rosenberg Matthew Hamilton

CIK 0001812103

Total reported value

$536.8M

792 stks

2026-06-30

Concentration20.0

Portfolio Stability16.0

Sector conviction38.6

Stelac Advisory Services LLC

CIK 0001519676

Total reported value

$536.6M

168 stks

2026-06-30

Concentration10.8

Portfolio Stability25.8

Sector conviction70.8

Headinvest, LLC

CIK 0001372130

Total reported value

$536.2M

217 stks

2026-06-30

Portfolio Stability21.4

Sector conviction53.5

WESCAP Management Group, Inc.

CIK 0001667140

Total reported value

$535.8M

107 stks

2026-06-30

Concentration13.4

Portfolio Stability10.7

Sector conviction97.3

Mycio Wealth Partners, LLC

CIK 0001371726

Total reported value

$535.0M

49 stks

2026-06-30

Portfolio Stability10.9

Shulman DeMeo Asset Management LLC

CIK 0001767070

Total reported value

$535.0M

146 stks

2026-06-30

Portfolio Stability14.2

Sector conviction61.7

Green Arrow Capital Management LLC

CIK 0001484068

Total reported value

$534.8M

123 stks

2015-09-30

Stale — no recent filing

Concentration10.9

Sector conviction74.9

12 West Capital Management LP

CIK 0001540531

Total reported value

$534.7M

18 stks

2026-06-30

Concentration34.6

Portfolio Stability48.7

Sector conviction58.2

Cranbrook Wealth Management, LLC

CIK 0001599084

Total reported value

$534.4M

406 stks

2026-06-30

Concentration17.3

Portfolio Stability11.0

Sector conviction60.5

SailingStone Capital Partners LLC

CIK 0001608904

Total reported value

$534.3M

19 stks

2026-06-30

Concentration37.0

Portfolio Stability32.6

Brigade Capital Management, LP

CIK 0001421306

Total reported value

$534.3M

20 stks

2026-06-30

Portfolio Stability81.4

Sanofi

CIK 0001121404

Total reported value

$534.0M

10 stks

2026-06-30

Concentration71.1

Portfolio Stability47.0

Oak Hill Wealth Advisors, LLC

CIK 0001964849

Total reported value

$533.6M

148 stks

2025-09-30

Stale — no recent filing

Concentration15.0

Portfolio Stability22.2

Sector conviction56.4

Rs Crum Inc.

CIK 0001401459

Total reported value

$533.4M

103 stks

2026-06-30

Concentration31.8

Portfolio Stability17.8

Sector conviction52.0

Board of Trustees of The Leland Stanford Junior University

CIK 0001315828

Total reported value

$533.1M

19 stks

2026-06-30

Portfolio Stability49.3

Technology Crossover Management XI, Ltd.

CIK 0001977402

Total reported value

$532.8M

2 stks

2026-06-30

Portfolio Stability8.8

Sovereign Investment Advisors, LLC

CIK 0001908165

Total reported value

$532.7M

109 stks

2026-06-30

Concentration19.1

Portfolio Stability18.9

Catalio Capital Management, LP

CIK 0001958125

Total reported value

$532.1M

39 stks

2026-06-30

Concentration18.0

Portfolio Stability92.2

3Chopt Investment Partners, LLC

CIK 0001978521

Total reported value

$532.1M

274 stks

2026-06-30

Concentration12.0

Sector conviction56.5

Interchange Capital Partners, LLC

CIK 0001845998

Total reported value

$531.7M

430 stks

2026-06-30

Concentration4.3

Portfolio Stability63.0

Sector conviction67.0

Icon Advisers Inc/co

CIK 0001058470

Total reported value

$531.6M

195 stks

2026-06-30

Concentration3.9

Portfolio Stability55.4

Sector conviction43.6

KP Management LLC

CIK 0002036769

Total reported value

$531.5M

86 stks

2026-06-30

Concentration8.2

Portfolio Stability43.3

Cherry Tree Wealth Management, LLC

CIK 0001985414

Total reported value

$531.5M

594 stks

2026-06-30

Concentration7.8

Portfolio Stability13.9

Sector conviction54.1

Broad Peak Investment Holdings Ltd.

CIK 0001728120

Total reported value

$531.4M

21 stks

2024-03-31

Stale — no recent filing

Concentration42.2

NORTHSTAR ASSET MANAGEMENT Co

CIK 0001132708

Total reported value

$530.8M

262 stks

2026-06-30

Concentration22.6

Sector conviction66.1

Long Run Wealth Advisors, LLC

CIK 0001903296

Total reported value

$530.7M

106 stks

2025-12-31

Stale — no recent filing

Concentration16.4

Portfolio Stability6.1

Sector conviction82.3

Fortress Investment Group LLC

CIK 0001380393

Total reported value

$530.6M

26 stks

2026-06-30

Portfolio Stability62.6

Sector conviction56.1

Coppell Advisory Solutions Corp.

CIK 0001942379

Total reported value

$530.5M

267 stks

2024-03-31

Stale — no recent filing

Concentration10.6

Sector conviction40.9

USA Financial Formulas

CIK 0001633716

Total reported value

$530.5M

437 stks

2026-03-31

Concentration53.4

Sector conviction45.5

Old Second National Bank Of Aurora

CIK 0000903783

Total reported value

$530.5M

387 stks

2026-06-30

Concentration9.8

Portfolio Stability19.5

Sector conviction52.4

Spirit Of America Management Corp/ny

CIK 0001041283

Total reported value

$530.5M

383 stks

2026-06-30

Concentration5.0

Portfolio Stability17.6

Sector conviction49.3

Thrive Capital Management, LLC

CIK 0001845943

Total reported value

$530.5M

170 stks

2026-06-30

Concentration5.6

Portfolio Stability32.2

Sector conviction51.7

Alliance Wealth Advisors, LLC /UT

CIK 0001893261

Total reported value

$530.3M

235 stks

2026-06-30

Concentration17.2

Portfolio Stability46.8

Sector conviction49.1

Ballast, Inc.

CIK 0001730477

Total reported value

$530.2M

156 stks

2026-06-30

Concentration15.3

Portfolio Stability23.8

Sector conviction49.8

New Hampshire Trust

CIK 0001961742

Total reported value

$530.2M

301 stks

2026-06-30

Concentration10.5

Portfolio Stability17.7

Sector conviction49.5

Adamsbrown Wealth Consultants LLC

CIK 0001911244

Total reported value

$530.2M

173 stks

2026-06-30

Concentration17.0

Portfolio Stability37.3

Sector conviction68.0

Garnet Equity Capital Holdings, Inc.

CIK 0001423876

Total reported value

$530.0M

29 stks

2026-06-30

Sector conviction92.8

Rinet Co LLC

CIK 0001642351

Total reported value

$530.0M

86 stks

2021-09-30

Stale — no recent filing

Concentration62.1

Sector conviction65.1

Valicenti Advisory Services Inc

CIK 0001080201

Total reported value

$529.9M

83 stks

2026-06-30

Concentration12.9

Sector conviction79.0

Bridgewealth Advisory Group, LLC

CIK 0001801982

Total reported value

$529.9M

141 stks

2026-06-30

Concentration14.6

Sector conviction71.0

DMKC Advisory Services, LLC

CIK 0001901337

Total reported value

$529.6M

92 stks

2026-06-30

Concentration15.2

Portfolio Stability81.0

Sector conviction57.6

J. Derek Lewis & Associates Inc.

CIK 0002077884

Total reported value

$529.2M

216 stks

2026-06-30

Concentration14.2

Portfolio Stability22.3

Sector conviction66.3

Teramo Advisors, LLC

CIK 0001904821

Total reported value

$529.2M

4 stks

2026-06-30

Portfolio Stability19.7

Sector conviction0.0

Keudell/Morrison Wealth Management

CIK 0001785498

Total reported value

$529.2M

260 stks

2026-06-30

Concentration11.9

Sector conviction51.2

Great Point Partners LLC

CIK 0001281446

Total reported value

$529.1M

42 stks

2026-06-30

Concentration20.2

Portfolio Stability86.1

Sugarloaf Wealth Management, LLC

CIK 0001664864

Total reported value

$528.7M

686 stks

2024-12-31

Stale — no recent filing

Concentration17.6

Sector conviction47.3

Clearlake Capital Group, L.p.

CIK 0001688282

Total reported value

$528.6M

6 stks

2026-06-30

Portfolio Stability25.3

Voisard Asset Management Group, Inc.

CIK 0002011215

Total reported value

$528.6M

111 stks

2026-06-30

Concentration27.8

Portfolio Stability17.7

Sector conviction85.0

Compass Wealth Management LLC

CIK 0001965653

Total reported value

$528.4M

167 stks

2026-06-30

Concentration7.1

Portfolio Stability33.3

Sector conviction40.5

Paragon Capital Management Ltd

CIK 0001569765

Total reported value

$528.0M

223 stks

2026-06-30

Concentration23.6

Sector conviction90.8

Silverlake Wealth Management LLC

CIK 0001966026

Total reported value

$528.0M

394 stks

2026-06-30

Concentration3.4

Portfolio Stability19.1

Sector conviction48.4

Webs Creek Capital Management LP

CIK 0001825309

Total reported value

$528.0M

13 stks

2026-06-30

Concentration32.4

Portfolio Stability46.4

Auxano Advisors, LLC

CIK 0001811491

Total reported value

$527.8M

207 stks

2026-06-30

Concentration16.4

Sector conviction76.4

Emerson Investment Management, LLC

CIK 0000774602

Total reported value

$527.8M

133 stks

2016-03-31

Stale — no recent filing

Concentration6.5

Portfolio Stability17.6

Sector conviction43.4

Winslow, Evans & Crocker, Inc.

CIK 0001597409

Total reported value

$527.7M

1,834 stks

2020-12-31

Stale — no recent filing

Concentration4.4

Portfolio Stability38.1

Sector conviction58.3

Global Wealth Strategies & Associates

CIK 0001912297

Total reported value

$527.6M

97 stks

2026-06-30

Concentration41.6

Portfolio Stability31.8

Sector conviction61.1

First National CORP /ma/ /adv

CIK 0000816192

Total reported value

$527.5M

174 stks

2025-09-30

Stale — no recent filing

Concentration9.3

Portfolio Stability28.4

Sector conviction74.3

Yelin Lapidot Holdings Management Ltd.

CIK 0001590495

Total reported value

$527.4M

96 stks

2026-06-30

Concentration20.3

Portfolio Stability17.4

Sector conviction59.9

New York Life Insurance Co

CIK 0000071633

Total reported value

$527.2M

3 stks

2026-06-30

Portfolio Stability46.8

Sector conviction0.0

Pinion Investment Advisors, LLC

CIK 0001738738

Total reported value

$526.8M

205 stks

2026-06-30

Concentration20.9

Portfolio Stability30.0

Sector conviction43.5

Altrius Capital Management Inc

CIK 0001940646

Total reported value

$526.5M

89 stks

2026-06-30

Portfolio Stability25.7

Sector conviction49.7

Investment Management Of Virginia LLC

CIK 0001009022

Total reported value

$526.5M

215 stks

2023-03-31

Stale — no recent filing

Concentration5.0

Sector conviction53.3

Merck & Co., Inc.

CIK 0000310158

Total reported value

$526.4M

13 stks

2026-06-30

Portfolio Stability55.9

H/2 Credit Manager LP

CIK 0001813784

Total reported value

$526.3M

16 stks

2026-06-30

Concentration55.5

Portfolio Stability48.1

Unio Capital LLC

CIK 0001730565

Total reported value

$526.2M

19 stks

2026-06-30

Concentration31.0

Portfolio Stability15.4

Sector conviction65.0

Shah Capital Management

CIK 0001383838

Total reported value

$526.2M

9 stks

2026-06-30

Portfolio Stability12.3

GGC Opportunity Fund Management, L.P.

CIK 0001488545

Total reported value

$526.2M

13 stks

2013-09-30

Stale — no recent filing

Portfolio Stability20.5

West Michigan Advisors, LLC

CIK 0001909879

Total reported value

$526.1M

295 stks

2026-06-30

Portfolio Stability62.6

Sector conviction56.0

Lwmg, LLC

CIK 0001964955

Total reported value

$526.1M

114 stks

2024-09-30

Stale — no recent filing

Concentration28.4

Sector conviction79.7

Stevens Capital Partners

CIK 0001965176

Total reported value

$525.8M

218 stks

2026-06-30

Concentration14.8

Portfolio Stability27.5

Sector conviction57.1

Beverly Hills Private Wealth, LLC

CIK 0001965710

Total reported value

$524.9M

406 stks

2026-06-30

Concentration5.5

Portfolio Stability35.6

Sector conviction45.9

Decagon Asset Management LLP

CIK 0001950677

Total reported value

$524.7M

104 stks

2026-06-30

Concentration22.4