Institutions with $100M to $1B AUM (7392 funds)

Madden Advisory Services, Inc.

CIK 0001542284

Total reported value

$253.9M

108 stks

2026-03-31

Concentration11.0

Portfolio Stability11.8

GEM Asset Management, LLC

CIK 0001963319

Total reported value

$253.9M

116 stks

2026-06-30

Concentration16.8

Portfolio Stability18.3

Sellwood Investment Partners LLC

CIK 0001763958

Total reported value

$253.8M

59 stks

2026-03-31

Concentration35.1

Portfolio Stability6.0

Sector conviction80.8

Gainplan LLC

CIK 0001697857

Total reported value

$253.8M

61 stks

2026-06-30

Concentration71.5

Portfolio Stability80.3

MorganRosel Wealth Management, LLC

CIK 0001753218

Total reported value

$253.5M

103 stks

2026-03-31

Concentration21.0

Portfolio Stability58.1

Sector conviction53.0

Dogwood Wealth Management LLC

CIK 0002056922

Total reported value

$253.4M

851 stks

2026-06-30

Concentration15.5

Portfolio Stability18.3

Sector conviction65.2

Shore Point Advisors, LLC

CIK 0001907092

Total reported value

$253.2M

76 stks

2026-03-31

Concentration22.0

Portfolio Stability30.0

Sector conviction68.7

Phoenix Wealth Advisors

CIK 0001842362

Total reported value

$253.2M

126 stks

2026-03-31

Concentration13.6

Portfolio Stability12.8

Sector conviction58.9

Avos Capital Management, LLC

CIK 0001948622

Total reported value

$253.0M

29 stks

2026-03-31

Concentration86.2

Portfolio Stability73.0

Jupiter Wealth Management LLC

CIK 0001774207

Total reported value

$253.0M

90 stks

2026-03-31

Concentration19.1

Portfolio Stability20.5

Sector conviction65.5

DLK Investment Management, LLC

CIK 0002016793

Total reported value

$252.9M

92 stks

2026-03-31

Concentration11.2

Portfolio Stability20.6

Sector conviction44.6

Naspers LTD

CIK 0001106051

Total reported value

$252.9M

3 stks

2026-03-31

Portfolio Stability58.7

Baltimore-Washington Financial Advisors Inc.

CIK 0001426221

Total reported value

$252.7M

211 stks

2013-09-30

Stale — no recent filing

Concentration6.3

Portfolio Stability32.2

Sector conviction63.6

O'ROURKE & COMPANY, Inc

CIK 0001911468

Total reported value

$252.6M

171 stks

2026-03-31

Concentration8.1

Portfolio Stability13.8

Sector conviction63.6

Ruggaard & Associates LLC

CIK 0001971230

Total reported value

$252.4M

139 stks

2026-03-31

Concentration12.4

Portfolio Stability10.1

Sector conviction76.8

Lodestone Wealth Management LLC

CIK 0001950158

Total reported value

$252.3M

832 stks

2026-03-31

Concentration4.5

Portfolio Stability12.5

Sector conviction46.6

Visionary Asset Management, Inc.

CIK 0001541666

Total reported value

$252.3M

129 stks

2018-12-31

Stale — no recent filing

Concentration52.3

Sector conviction52.4

CHI Advisors LLC

CIK 0001791468

Total reported value

$252.3M

28 stks

2023-09-30

Stale — no recent filing

Concentration40.4

PJT Investments Corp.

CIK 0002080606

Total reported value

$252.3M

8 stks

2026-03-31

Concentration75.4

Portfolio Stability59.6

Meramec Financial Planners, LLC

CIK 0002100778

Total reported value

$252.1M

551 stks

2026-03-31

Concentration11.4

Portfolio Stability7.2

Sector conviction72.9

Optimum Investment Advisors

CIK 0001037763

Total reported value

$252.1M

613 stks

2025-09-30

Stale — no recent filing

Concentration8.9

Portfolio Stability24.1

Sector conviction79.4

Silver Lake Advisory, LLC

CIK 0001596055

Total reported value

$252.0M

103 stks

2026-03-31

Concentration8.3

Portfolio Stability18.9

Sector conviction85.7

Rainier Group Investment Advisory LLC

CIK 0001424116

Total reported value

$252.0M

72 stks

2020-09-30

Stale — no recent filing

Portfolio Stability10.3

Sector conviction84.6

Investment Security Group INC /co/ /adv

CIK 0000892914

Total reported value

$251.9M

18 stks

2021-09-30

Stale — no recent filing

Invenio Wealth Partners LLC

CIK 0001989341

Total reported value

$251.9M

89 stks

2026-03-31

Concentration17.7

Portfolio Stability31.9

Sector conviction67.2

NinePointTwo Capital LLC

CIK 0001824516

Total reported value

$251.8M

249 stks

2023-12-31

Stale — no recent filing

Concentration32.7

Sector conviction57.6

Carnegie Lake Advisors LLC

CIK 0002043591

Total reported value

$251.8M

167 stks

2026-03-31

Concentration7.2

Portfolio Stability15.4

Sector conviction48.0

Christensen, King & Associates Investment Services, Inc.

CIK 0002032544

Total reported value

$251.7M

108 stks

2026-06-30

Concentration18.7

Portfolio Stability11.7

Seneca House Advisors

CIK 0001731359

Total reported value

$251.7M

96 stks

2026-03-31

Concentration12.7

Portfolio Stability27.3

Sector conviction39.8

Trustees of Dartmouth College

CIK 0001599404

Total reported value

$251.6M

11 stks

2026-03-31

Concentration64.1

Portfolio Stability77.3

United Bank, INC.

CIK 0001044330

Total reported value

$251.6M

214 stks

2017-09-30

Stale — no recent filing

Concentration20.2

Portfolio Stability15.2

Sector conviction52.7

Wetzel Investment Advisors, INC.

CIK 0002009211

Total reported value

$251.5M

142 stks

2026-03-31

Concentration14.4

Portfolio Stability10.8

Sector conviction66.8

Ducere Wealth Management LLC

CIK 0002083656

Total reported value

$251.5M

126 stks

2026-03-31

Concentration11.0

Portfolio Stability26.7

Sector conviction62.6

Hapanowicz & Associates Financial Services, Inc

CIK 0001695959

Total reported value

$251.4M

31 stks

2026-03-31

Concentration62.7

Portfolio Stability6.3

Sector conviction74.5

Weik Capital Management

CIK 0001278793

Total reported value

$251.3M

90 stks

2026-03-31

Concentration14.5

Portfolio Stability12.3

Sector conviction48.5

Washington State Investment Board

CIK 0000943712

Total reported value

$251.2M

2 stks

2026-03-31

Portfolio Stability23.7

Bayshore Asset Management, LLC

CIK 0001906790

Total reported value

$251.2M

40 stks

2026-03-31

Concentration41.8

Portfolio Stability5.4

Barrington Wilshire, LLC

CIK 0001503541

Total reported value

$251.1M

10 stks

2013-06-30

Stale — no recent filing

Client First Capital LLC

CIK 0001822065

Total reported value

$251.1M

28 stks

2026-06-30

Concentration46.0

Portfolio Stability12.3

Sector conviction62.3

Claraphi Advisory Network, LLC

CIK 0001724134

Total reported value

$251.1M

157 stks

2022-12-31

Stale — no recent filing

Concentration7.2

Sector conviction57.3

Hubbell Strickland Wealth Management, LLC

CIK 0001791555

Total reported value

$250.9M

83 stks

2026-03-31

Concentration45.7

Portfolio Stability7.6

Sector conviction67.7

M37 Management LP

CIK 0002056045

Total reported value

$250.9M

12 stks

2026-03-31

Concentration53.4

Portfolio Stability80.1

TrueWealth Financial Partners

CIK 0001908108

Total reported value

$250.9M

66 stks

2026-03-31

Concentration29.5

Boulder Wealth Advisors, LLC

CIK 0001874080

Total reported value

$250.9M

33 stks

2026-03-31

Concentration37.8

Portfolio Stability43.2

REDW Wealth LLC

CIK 0001688931

Total reported value

$250.7M

99 stks

2026-03-31

Concentration14.8

Portfolio Stability14.6

Sector conviction56.3

Bridgewater Wealth & Financial Management, LLC

CIK 0001648901

Total reported value

$250.7M

27 stks

2017-12-31

Stale — no recent filing

Concentration28.3

Portfolio Stability11.8

Sector conviction51.6

Essex Woodlands Management, Inc.

CIK 0001542339

Total reported value

$250.5M

5 stks

2026-03-31

Portfolio Stability39.3

Chicago Wealth Management, Inc.

CIK 0001592178

Total reported value

$250.5M

59 stks

2026-03-31

Concentration15.6

Portfolio Stability74.6

Sector conviction84.6

Pflug Koory, LLC

CIK 0001740063

Total reported value

$250.3M

426 stks

2026-06-30

Concentration8.4

Portfolio Stability21.3

Sector conviction57.1

Parker Financial LLC

CIK 0001965668

Total reported value

$250.3M

37 stks

2026-03-31

Concentration42.4

Portfolio Stability5.0

VPR Management LLC

CIK 0001894203

Total reported value

$250.2M

65 stks

2026-03-31

Concentration27.8

Portfolio Stability13.3

Sector conviction60.6

Quadratic Capital Management LLC

CIK 0001697722

Total reported value

$250.1M

2 stks

2026-06-30

Portfolio Stability61.5

Concorde Asset Management, LLC

CIK 0001631773

Total reported value

$250.0M

241 stks

2025-12-31

Stale — no recent filing

Concentration6.3

Portfolio Stability15.5

Sector conviction85.1

EVR Research LP

CIK 0001843019

Total reported value

$250.0M

30 stks

2026-03-31

Concentration45.4

Portfolio Stability96.1

Sector conviction99.1

TMT General Partner Ltd

CIK 0001847582

Total reported value

$249.9M

3 stks

2026-03-31

Portfolio Stability28.9

Bigelow Investment Advisors, LLC

CIK 0001729516

Total reported value

$249.8M

153 stks

2026-03-31

Concentration7.9

Portfolio Stability11.9

Sector conviction51.4

Stonepine Capital Management, LLC

CIK 0001440771

Total reported value

$249.7M

83 stks

2026-03-31

Concentration74.4

Fidelity D & D Bancorp INC

CIK 0001098151

Total reported value

$249.4M

166 stks

2026-03-31

Concentration16.1

Portfolio Stability14.3

Sector conviction77.1

Step Capital Management Pte. Ltd.

CIK 0002091341

Total reported value

$249.1M

27 stks

2026-03-31

Concentration45.9

Portfolio Stability52.4

Dopkins Wealth Management, LLC

CIK 0001904152

Total reported value

$248.9M

92 stks

2026-03-31

Concentration20.1

Portfolio Stability9.8

Sector conviction86.3

Rosalind Advisors, Inc.

CIK 0001622627

Total reported value

$248.9M

38 stks

2026-03-31

Concentration22.3

Portfolio Stability69.1

Financial Guidance Group, Inc.

CIK 0001929349

Total reported value

$248.8M

89 stks

2026-03-31

Concentration12.5

Portfolio Stability6.2

Jenkins Wealth

CIK 0001666667

Total reported value

$248.8M

81 stks

2022-12-31

Stale — no recent filing

Concentration38.6

Sector conviction45.9

Tabor Asset Management, LP

CIK 0001834780

Total reported value

$248.7M

39 stks

2026-03-31

Concentration14.5

Portfolio Stability75.2

Swarthmore Group INC

CIK 0001019531

Total reported value

$248.7M

47 stks

2022-06-30

Stale — no recent filing

Sector conviction62.1

Tumwater Wealth Management, LLC

CIK 0002034579

Total reported value

$248.6M

34 stks

2026-03-31

Concentration71.7

Portfolio Stability4.7

Sector conviction71.2

Bks Advisors, LLC

CIK 0001634865

Total reported value

$248.5M

209 stks

2019-03-31

Stale — no recent filing

Concentration5.0

Portfolio Stability25.1

Sector conviction50.0

Finley Financial, LLC

CIK 0002047823

Total reported value

$248.5M

110 stks

2026-06-30

Concentration22.9

Portfolio Stability15.7

Sector conviction94.5

Dupree Financial Group, LLC

CIK 0001989251

Total reported value

$248.5M

108 stks

2026-03-31

Concentration12.9

Portfolio Stability30.4

Sector conviction47.1

FSA Investment Group, LLC

CIK 0002051584

Total reported value

$248.4M

45 stks

2026-03-31

Concentration96.0

Portfolio Stability47.5

Sector conviction92.8

Brinton Eaton, LLC

CIK 0001174248

Total reported value

$248.4M

216 stks

2013-09-30

Stale — no recent filing

Concentration21.7

Portfolio Stability19.5

Sector conviction73.6

Edmond de Rothschild (Europe)

CIK 0001536550

Total reported value

$248.3M

236 stks

2016-09-30

Stale — no recent filing

Concentration23.8

Portfolio Stability45.7

Sector conviction82.2

Mount Capital Ltd

CIK 0001896379

Total reported value

$248.2M

18 stks

2026-03-31

Concentration38.7

Portfolio Stability25.6

Sector conviction86.0

Greykasell Wealth Strategies, Inc.

CIK 0002041220

Total reported value

$248.0M

567 stks

2026-03-31

Concentration7.1

Portfolio Stability11.4

Sector conviction53.6

Segra Capital Management, LLC

CIK 0001607512

Total reported value

$248.0M

12 stks

2026-03-31

Concentration79.0

Avalon Advisory Group

CIK 0001802119

Total reported value

$247.9M

12 stks

2026-03-31

Portfolio Stability2.0

Intrepid Financial Planning Group LLC

CIK 0001641296

Total reported value

$247.8M

125 stks

2026-03-31

Concentration13.7

Portfolio Stability15.3

Sector conviction79.9

American Capital Advisory, LLC

CIK 0002018007

Total reported value

$247.7M

1,140 stks

2026-03-31

Concentration17.6

Portfolio Stability16.3

Sector conviction57.7

GoalFusion Wealth Management, LLC

CIK 0001895678

Total reported value

$247.7M

32 stks

2026-06-30

Concentration59.3

Portfolio Stability13.2

AXS Investments LLC

CIK 0001801467

Total reported value

$247.6M

190 stks

2026-03-31

Concentration36.5

Portfolio Stability28.6

Sector conviction87.6

WealthOne, LLC

CIK 0001763608

Total reported value

$247.6M

85 stks

2023-09-30

Stale — no recent filing

Concentration31.6

Montz Harcus Wealth Management LLC

CIK 0001918613

Total reported value

$247.6M

93 stks

2026-03-31

Concentration23.6

Portfolio Stability10.0

Sector conviction66.4

Capital Impact Advisors, LLC

CIK 0001602198

Total reported value

$247.5M

30 stks

2026-03-31

Concentration15.6

Sector conviction75.3

Evergreen Private Wealth LLC

CIK 0002010098

Total reported value

$247.4M

87 stks

2026-03-31

Concentration9.7

Portfolio Stability14.8

Sector conviction84.5

NavPoint Financial, Inc.

CIK 0002009813

Total reported value

$247.3M

71 stks

2026-03-31

Concentration17.1

Portfolio Stability10.6

Sector conviction97.7

Anb Bank

CIK 0002067126

Total reported value

$247.3M

202 stks

2026-03-31

Concentration13.3

Portfolio Stability12.9

Sector conviction40.7

Peloton Wealth Strategists

CIK 0001080132

Total reported value

$247.2M

86 stks

2026-03-31

Concentration8.2

Portfolio Stability28.1

Sector conviction42.8

Blacksheep Fund Management Ltd

CIK 0001800249

Total reported value

$247.2M

8 stks

2026-03-31

Concentration62.3

Portfolio Stability31.5

Sector conviction82.1

Councilor Wealth, LLC

CIK 0002052759

Total reported value

$247.2M

88 stks

2026-06-30

Concentration11.2

Portfolio Stability19.0

Sector conviction73.0

Vivid Wealth Management, LLC

CIK 0002007281

Total reported value

$247.1M

66 stks

2026-03-31

Concentration15.9

Portfolio Stability23.3

Sector conviction50.9

Resolute Capital, LLC

CIK 0002069920

Total reported value

$246.9M

64 stks

2026-03-31

Concentration36.8

Portfolio Stability5.2

Sector conviction59.5

Dixon Fnancial Services, INC.

CIK 0001909993

Total reported value

$246.9M

48 stks

2026-06-30

Concentration63.4

Portfolio Stability11.0

Hillcrest Wealth Advisors - NY, LLC

CIK 0001767121

Total reported value

$246.9M

51 stks

2026-03-31

Concentration35.1

Portfolio Stability10.4

FF Advisors,LLC

CIK 0002011904

Total reported value

$246.8M

114 stks

2026-03-31

Concentration19.1

Portfolio Stability22.9

Valued Wealth Advisors LLC

CIK 0002007175

Total reported value

$246.7M

751 stks

2026-03-31

Concentration35.9

Portfolio Stability12.9

Sector conviction54.3

Iridian Asset Management Llc/ct

CIK 0001033427

Total reported value

$246.7M

44 stks

2026-03-31

Concentration19.9

Portfolio Stability24.0

Matthews International Capital Management LLC

CIK 0001028074

Total reported value

$246.5M

37 stks

2026-03-31

Concentration19.8

Portfolio Stability82.6

Sector conviction80.3

Verisail Partners, LLC

CIK 0002016904

Total reported value

$246.5M

25 stks

2026-03-31

Concentration75.3

Portfolio Stability2.5

Sector conviction98.9

Point View Wealth Management, Inc.

CIK 0001408103

Total reported value

$246.5M

276 stks

2020-12-31

Stale — no recent filing

Concentration3.0

Portfolio Stability20.5

Sector conviction48.4

Zeno Equity Partners LLP

CIK 0002013334

Total reported value

$246.4M

13 stks

2026-03-31

Concentration42.5

Portfolio Stability71.2

Sector conviction66.0

Cordant, Inc.

CIK 0001830942

Total reported value

$246.4M

75 stks

2026-03-31

Concentration27.4

Portfolio Stability8.5

Flagship Private Wealth, LLC

CIK 0001842560

Total reported value

$246.4M

108 stks

2026-03-31

Concentration15.6

Portfolio Stability11.3

Sector conviction80.2

Mitchell & Pahl Private Wealth, LLC

CIK 0001836506

Total reported value

$246.3M

145 stks

2026-03-31

Concentration4.3

Portfolio Stability15.8

Sector conviction41.9

Genesee Valley Trust Co

CIK 0001159457

Total reported value

$246.3M

221 stks

2018-03-31

Stale — no recent filing

Concentration20.2

Portfolio Stability16.2

Sector conviction48.7

Dravo Bay LLC

CIK 0001910389

Total reported value

$246.1M

54 stks

2026-03-31

Concentration31.8

Portfolio Stability7.5

Hanover Advisors INC

CIK 0000914973

Total reported value

$246.1M

118 stks

2026-03-31

Concentration38.7

Portfolio Stability9.7

Sector conviction60.1

Wealth Analytics Partners, LLC

CIK 0002110717

Total reported value

$246.0M

46 stks

2026-03-31

Concentration39.5

Portfolio Stability9.7

Sector conviction72.3

Vernal Point Advisors, LLC

CIK 0001820363

Total reported value

$246.0M

21 stks

2026-03-31

Portfolio Stability6.5

Caldwell Sutter Capital, INC.

CIK 0000702007

Total reported value

$245.9M

894 stks

2026-03-31

Concentration4.0

Portfolio Stability15.8

Sector conviction40.2

Retirement Planning Co of New England, Inc.

CIK 0001817693

Total reported value

$245.8M

248 stks

2026-03-31

Concentration4.3

Portfolio Stability13.6

Sector conviction35.2

MY.Alpha Management HK Advisors Ltd

CIK 0001910173

Total reported value

$245.8M

11 stks

2026-03-31

Concentration49.2

Portfolio Stability80.0

Sector conviction88.0

Investment Research Partners LLC

CIK 0002069274

Total reported value

$245.8M

245 stks

2026-03-31

Concentration5.8

Portfolio Stability18.7

Sector conviction65.2

Mirabaud & Cie SA

CIK 0001869685

Total reported value

$245.7M

54 stks

2026-03-31

Concentration31.0

Portfolio Stability30.5

Sector conviction96.3

Pilgrim Partners Asia Pte Ltd

CIK 0002012674

Total reported value

$245.6M

126 stks

2026-03-31

Concentration47.1

Portfolio Stability49.7

Sector conviction68.9

HighMark Wealth Management LLC

CIK 0001802451

Total reported value

$245.6M

555 stks

2026-03-31

Concentration46.1

Portfolio Stability10.9

Sector conviction52.6

Taylor Hoffman Wealth Management

CIK 0001727762

Total reported value

$245.5M

111 stks

2024-06-30

Stale — no recent filing

Concentration10.6

Sector conviction67.4

Equinox Partners Investment Management LLC

CIK 0000938552

Total reported value

$245.4M

11 stks

2026-03-31

Concentration60.7

Portfolio Stability84.6

School Employees Retirement Board Of Ohio

CIK 0000315024

Total reported value

$245.3M

6 stks

2026-03-31

Portfolio Stability36.1

Nut Tree Capital Management, LP

CIK 0001661655

Total reported value

$245.3M

4 stks

2026-03-31

Portfolio Stability79.2

Kinloch Capital, LLC

CIK 0001818557

Total reported value

$245.2M

83 stks

2026-03-31

Concentration8.4

Portfolio Stability45.3

Sector conviction42.9

Trustees Of General Electric Pension Trust

CIK 0000902967

Total reported value

$245.2M

2 stks

2023-09-30

Stale — no recent filing

Shared Vision Wealth Group LLC

CIK 0002008178

Total reported value

$245.2M

95 stks

2026-03-31

Concentration23.5

Portfolio Stability19.0

GP Brinson Investments LLC

CIK 0001860928

Total reported value

$244.9M

14 stks

2026-06-30

Portfolio Stability10.8

Maxwell Wealth Strategies Inc.

CIK 0001993410

Total reported value

$244.9M

110 stks

2024-12-31

Stale — no recent filing

Concentration13.6

Sector conviction51.6

Forte Asset Management LLC

CIK 0001927129

Total reported value

$244.6M

77 stks

2026-06-30

Concentration9.5

Portfolio Stability18.9

Aspect Partners, LLC

CIK 0001985284

Total reported value

$244.6M

957 stks

2026-03-31

Concentration17.2

Portfolio Stability27.4

Sector conviction42.5

Lloyd Harbor Capital Management, LLC

CIK 0001847935

Total reported value

$244.6M

26 stks

2026-03-31

Concentration45.0

Lewis Asset Management, LLC

CIK 0002004520

Total reported value

$244.6M

199 stks

2026-03-31

Concentration6.9

Portfolio Stability20.1

Sector conviction63.4

Ridgewood Investments LLC

CIK 0001703556

Total reported value

$244.5M

208 stks

2026-03-31

Concentration6.7

Portfolio Stability27.6

Sector conviction48.4

Hrc Wealth Management, LLC

CIK 0002009521

Total reported value

$244.4M

65 stks

2026-06-30

Concentration65.5

Portfolio Stability15.0

Sector conviction96.9

JNE Partners LLP

CIK 0001770120

Total reported value

$244.4M

7 stks

2026-03-31

Portfolio Stability13.2

Innova Wealth Partners

CIK 0001888831

Total reported value

$244.4M

183 stks

2026-06-30

Concentration7.9

Portfolio Stability47.0

Sector conviction42.9

Longitude (Cayman) Ltd.

CIK 0001664999

Total reported value

$244.4M

51 stks

2026-03-31

Concentration19.8

Portfolio Stability64.3

Sector conviction74.3

Investors Asset Management Of Georgia INC /ga/ /adv

CIK 0000867926

Total reported value

$244.3M

182 stks

2026-03-31

Concentration6.0

Portfolio Stability18.8

Sector conviction43.7

Cresta Advisors, Ltd.

CIK 0001947670

Total reported value

$244.2M

53 stks

2026-03-31

Concentration24.6

Portfolio Stability10.8

Bawa N Mallick Trust

CIK 0002040013

Total reported value

$244.2M

69 stks

2026-03-31

Concentration46.5

Portfolio Stability10.3

Altus Wealth Group LLC

CIK 0001842572

Total reported value

$244.1M

144 stks

2026-03-31

Concentration15.3

Portfolio Stability15.9

Sector conviction66.7

Second Half Financial Partners, LLC

CIK 0001946654

Total reported value

$243.9M

109 stks

2026-06-30

Concentration29.4

Portfolio Stability15.3

Sector conviction51.4

Burford Brothers, Inc.

CIK 0002001434

Total reported value

$243.9M

172 stks

2026-03-31

Concentration9.0

Portfolio Stability19.2

Sector conviction48.1

GE Investment Management CORP.

CIK 0001125824

Total reported value

$243.8M

4 stks

2026-03-31

Portfolio Stability8.2

Orin Green Financial, LLC

CIK 0001844227

Total reported value

$243.8M

78 stks

2026-03-31

Concentration22.3

Portfolio Stability7.3

AAF Wealth Management, LLC

CIK 0001726609

Total reported value

$243.8M

59 stks

2026-03-31

Concentration48.5

Portfolio Stability9.6

Baldrige Asset Management LLC

CIK 0001761742

Total reported value

$243.8M

467 stks

2023-03-31

Stale — no recent filing

Concentration11.1

Solstein Capital, LLC

CIK 0001730769

Total reported value

$243.6M

441 stks

2026-03-31

Concentration9.6

Portfolio Stability24.1

Sector conviction48.1

JW Asset Management, LLC

CIK 0001549738

Total reported value

$243.5M

19 stks

2026-03-31

Portfolio Stability29.9

Sector conviction76.5

Schulhoff & Co INC

CIK 0001080197

Total reported value

$243.4M

133 stks

2026-03-31

Concentration10.8

Portfolio Stability12.8

Sector conviction40.1

Hutner Capital Management INC

CIK 0000944733

Total reported value

$243.4M

44 stks

2026-03-31

Concentration19.5

Portfolio Stability9.5

Sector conviction54.3

HNA Capital Group Co., Ltd.

CIK 0001707885

Total reported value

$243.3M

1 stks

2018-12-31

Stale — no recent filing

Portfolio Stability33.0

YANKCOM Partnership

CIK 0002036975

Total reported value

$243.2M

634 stks

2026-03-31

Concentration10.1

Portfolio Stability11.8

Sector conviction48.7