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

Causey Wealth LLC

CIK 0002132639

Total reported value

$235.6M

81 stks

2026-03-31

Concentration13.8

Sector conviction71.5

IMPACTfolio, LLC

CIK 0001896447

Total reported value

$235.3M

35 stks

2026-03-31

Concentration55.5

Portfolio Stability11.5

I.G.Y. Ltd

CIK 0001811472

Total reported value

$235.3M

3 stks

2026-03-31

Portfolio Stability10.7

ACT Advisors, LLC.

CIK 0001842554

Total reported value

$235.2M

78 stks

2026-03-31

Concentration32.6

Portfolio Stability38.7

Sector conviction73.6

Cna Financial CORP

CIK 0000021175

Total reported value

$235.2M

15 stks

2026-03-31

Concentration32.2

Portfolio Stability78.6

Sector conviction43.9

Elevation Capital Advisory, LLC

CIK 0001871112

Total reported value

$234.9M

65 stks

2026-03-31

Concentration13.4

Portfolio Stability99.5

Elemental Capital Partners LLC

CIK 0001860672

Total reported value

$234.9M

12 stks

2026-03-31

Portfolio Stability43.8

Rubicon Global Capital Ltd

CIK 0002055276

Total reported value

$234.6M

10 stks

2026-03-31

Concentration97.8

Portfolio Stability46.7

KCS Wealth Advisory

CIK 0001697719

Total reported value

$234.5M

133 stks

2023-09-30

Stale — no recent filing

Concentration11.8

Sector conviction50.8

Montpelier Re Holdings Ltd

CIK 0001165880

Total reported value

$234.5M

4 stks

2015-03-31

Stale — no recent filing

Portfolio Stability26.5

Midwest Financial Group LLC

CIK 0001967193

Total reported value

$234.5M

126 stks

2026-03-31

Concentration9.4

Portfolio Stability10.5

Greenfield Savings Bank

CIK 0001940406

Total reported value

$234.5M

143 stks

2026-03-31

Concentration7.2

Portfolio Stability12.4

Sector conviction48.8

Matisse Capital

CIK 0001668256

Total reported value

$234.4M

190 stks

2026-03-31

Concentration5.7

Portfolio Stability27.4

Sector conviction59.4

Stillwater Investment Management, L.P.

CIK 0001638853

Total reported value

$234.4M

16 stks

2017-09-30

Stale — no recent filing

Concentration37.2

Portfolio Stability56.4

Bernard Wealth Management Corp.

CIK 0002056313

Total reported value

$234.4M

360 stks

2026-03-31

Concentration26.3

Portfolio Stability12.9

Sector conviction97.4

Aletheian Wealth Advisors LLC

CIK 0001922281

Total reported value

$234.2M

109 stks

2026-06-30

Concentration19.7

Portfolio Stability15.1

Sector conviction90.7

Compass Wealth Management, LLC/GA

CIK 0002076480

Total reported value

$234.1M

72 stks

2026-03-31

Concentration19.5

Portfolio Stability18.0

Sector conviction98.5

Clear Rock Advisors, LLC

CIK 0001810372

Total reported value

$234.0M

70 stks

2024-06-30

Stale — no recent filing

Concentration17.1

Sector conviction52.6

Heritage Wealth Management, Inc./Texas

CIK 0001966400

Total reported value

$234.0M

41 stks

2026-03-31

Concentration53.6

Portfolio Stability4.8

Sector conviction91.9

Saranac Partners Ltd

CIK 0002098745

Total reported value

$233.8M

103 stks

2026-03-31

Concentration10.4

Portfolio Stability30.8

Sector conviction53.0

Olistico Wealth, LLC

CIK 0001962695

Total reported value

$233.8M

334 stks

2026-06-30

Concentration13.7

Portfolio Stability18.8

Sector conviction68.0

Investmark Advisory Group LLC

CIK 0001926349

Total reported value

$233.7M

142 stks

2026-03-31

Concentration11.1

Portfolio Stability12.0

Sector conviction49.7

Accel Leaders 3 Associates L.P.

CIK 0001832690

Total reported value

$233.7M

1 stks

2026-03-31

Portfolio Stability21.4

YM Investment LTD

CIK 0001442485

Total reported value

$233.6M

2 stks

2014-09-30

Stale — no recent filing

Portfolio Stability91.8

J.H. Whitney Equity Partners VII, LLC

CIK 0001567459

Total reported value

$233.4M

1 stks

2026-03-31

Portfolio Stability23.7

Builders Union Fund LP

CIK 0001772593

Total reported value

$233.4M

8 stks

2021-06-30

Stale — no recent filing

Concentration83.9

Burk Holdings LLC

CIK 0002079815

Total reported value

$233.3M

679 stks

2026-03-31

Concentration14.5

Portfolio Stability13.0

Sector conviction66.1

Precision Path Capital, LP

CIK 0001654407

Total reported value

$233.2M

16 stks

2018-12-31

Stale — no recent filing

Concentration33.0

Napean Trading & Investment Co (Singapore) PTE Ltd

CIK 0002011874

Total reported value

$233.0M

16 stks

2026-03-31

Concentration90.3

Portfolio Stability77.3

Chelsea Counsel Co

CIK 0001276755

Total reported value

$232.8M

241 stks

2026-03-31

Concentration13.2

Sector conviction57.0

Brighton Securities CORP.

CIK 0000014213

Total reported value

$232.8M

50 stks

2026-06-30

Concentration59.2

Portfolio Stability12.9

Sector conviction43.7

Eos Management, L.P.

CIK 0001548882

Total reported value

$232.8M

41 stks

2026-03-31

Concentration46.0

Portfolio Stability23.9

Sector conviction49.8

Tree Line Advisors (Hong Kong) Ltd.

CIK 0001535096

Total reported value

$232.6M

3 stks

2026-03-31

Portfolio Stability66.9

Hokanson Associates, INC.

CIK 0001172799

Total reported value

$232.5M

108 stks

2015-12-31

Stale — no recent filing

Concentration6.9

Portfolio Stability15.7

Sector conviction49.1

TriOaks Capital Management L.P.

CIK 0001557664

Total reported value

$232.4M

45 stks

2014-09-30

Stale — no recent filing

Concentration27.2

LifePlan Financial Group, Inc

CIK 0001583104

Total reported value

$232.3M

595 stks

2020-09-30

Stale — no recent filing

Concentration7.1

Portfolio Stability8.7

Sector conviction49.9

Oxford Asset Management LLP

CIK 0001438284

Total reported value

$232.2M

442 stks

2026-03-31

Concentration2.8

Sector conviction37.4

5th Street Advisors, LLC

CIK 0001911026

Total reported value

$232.2M

71 stks

2026-03-31

Concentration25.4

Portfolio Stability14.5

Sector conviction71.8

Kilter Group LLC

CIK 0002058915

Total reported value

$232.1M

1,568 stks

2026-03-31

Concentration18.9

Portfolio Stability13.6

Sector conviction49.1

Cambridge Capital Management, LLC

CIK 0002078994

Total reported value

$232.1M

44 stks

2026-03-31

Concentration31.8

Portfolio Stability7.8

Banyan Capital Management, INC.

CIK 0000846600

Total reported value

$232.1M

55 stks

2026-03-31

Concentration20.1

Portfolio Stability21.1

Sector conviction51.0

Vision One Management Partners, LP

CIK 0001979969

Total reported value

$232.0M

9 stks

2026-03-31

Concentration60.0

Portfolio Stability37.9

Davidson Trust Co

CIK 0001133119

Total reported value

$232.0M

258 stks

2026-03-31

Concentration7.2

Portfolio Stability16.5

Sector conviction54.1

Silver Oak Advisory Group, Inc.

CIK 0001906937

Total reported value

$231.8M

80 stks

2026-03-31

Concentration31.6

Portfolio Stability7.5

Sector conviction51.6

Ranger Global Real Estate Advisors, LLC

CIK 0001689007

Total reported value

$231.8M

21 stks

2024-09-30

Stale — no recent filing

Concentration30.6

One Plus One Wealth Management, LLC

CIK 0001860132

Total reported value

$231.8M

92 stks

2026-06-30

Concentration12.3

Portfolio Stability24.8

Sector conviction58.1

Resolute Wealth Strategies, LLC

CIK 0001973981

Total reported value

$231.8M

114 stks

2026-03-31

Concentration16.6

Portfolio Stability17.8

Sector conviction69.0

Westfuller Advisors, LLC

CIK 0002024115

Total reported value

$231.7M

761 stks

2026-03-31

Concentration9.3

Portfolio Stability18.3

Sector conviction71.6

SMA Capital LLC

CIK 0002075338

Total reported value

$231.6M

96 stks

2026-03-31

Concentration12.5

Portfolio Stability98.9

Wills Financial Group, Inc.

CIK 0001525109

Total reported value

$231.6M

65 stks

2024-12-31

Stale — no recent filing

Concentration15.1

Sector conviction42.1

Baugh & Associates, LLC

CIK 0001730818

Total reported value

$231.5M

44 stks

2026-03-31

Concentration13.9

Portfolio Stability16.7

Sector conviction52.7

Redwood Wealth Management Group, LLC

CIK 0001963839

Total reported value

$231.5M

179 stks

2026-03-31

Concentration10.2

Portfolio Stability16.7

Sector conviction83.7

Titan Wealth (CI) Ltd

CIK 0002109452

Total reported value

$231.5M

51 stks

2026-03-31

Concentration14.2

Portfolio Stability40.9

Sector conviction51.5

Strategic Financial Partners, Ltd.

CIK 0002027921

Total reported value

$231.5M

81 stks

2026-03-31

Concentration27.5

Portfolio Stability19.3

Samjo Management, LLC

CIK 0001986590

Total reported value

$231.3M

84 stks

2026-03-31

Concentration19.2

Portfolio Stability33.1

Sector conviction48.6

Brentview Investment Management LLC

CIK 0002052564

Total reported value

$231.3M

63 stks

2026-03-31

Concentration12.2

Portfolio Stability20.6

Sector conviction36.3

Founders Capital Management

CIK 0001704300

Total reported value

$231.1M

420 stks

2026-06-30

Concentration18.7

Portfolio Stability24.2

Sector conviction68.3

AlphaMark Advisors, LLC

CIK 0001348183

Total reported value

$231.0M

642 stks

2024-12-31

Stale — no recent filing

Concentration8.5

Sector conviction39.1

Commonwealth Bank of Australia

CIK 0000008565

Total reported value

$231.0M

2 stks

2026-03-31

Portfolio Stability75.3

Cupps Capital Management, LLC

CIK 0001422219

Total reported value

$231.0M

177 stks

2016-09-30

Stale — no recent filing

Concentration4.9

Portfolio Stability84.8

Sector conviction94.0

New Millennium Group LLC

CIK 0001909654

Total reported value

$231.0M

407 stks

2025-12-31

Stale — no recent filing

Concentration17.5

Portfolio Stability21.8

Compass Financial Services Inc

CIK 0002039088

Total reported value

$230.9M

56 stks

2026-03-31

Concentration24.5

Portfolio Stability27.9

Sector conviction62.9

Massachusetts Wealth Management

CIK 0001966011

Total reported value

$230.7M

98 stks

2026-03-31

Concentration7.2

Portfolio Stability20.8

Sector conviction45.3

Meros Investment Management, LP

CIK 0001911372

Total reported value

$230.7M

52 stks

2026-03-31

Concentration12.9

Portfolio Stability28.4

Catalys Pacific, LLC

CIK 0002011385

Total reported value

$230.7M

2 stks

2026-03-31

Portfolio Stability29.5

Yiheng Capital Management, L.P.

CIK 0001447228

Total reported value

$230.7M

24 stks

2026-03-31

Concentration48.6

Portfolio Stability97.0

Prairie Wealth Advisors, Inc.

CIK 0002022783

Total reported value

$230.7M

153 stks

2026-03-31

Concentration25.3

Portfolio Stability11.5

Sector conviction81.3

Citrine Capital LLC

CIK 0002053242

Total reported value

$230.7M

58 stks

2026-03-31

Concentration49.8

Portfolio Stability13.3

rebel Financial LLC

CIK 0002077940

Total reported value

$230.6M

65 stks

2026-03-31

Concentration12.5

Portfolio Stability5.0

Midas Management CORP

CIK 0000065957

Total reported value

$230.5M

161 stks

2019-06-30

Stale — no recent filing

Concentration5.0

Portfolio Stability23.9

Sector conviction61.7

Employees' Retirement Fund of the City of Fort Worth

CIK 0001986812

Total reported value

$230.4M

21 stks

2026-03-31

Concentration28.8

Portfolio Stability4.8

Burrus Financial Services, INC.

CIK 0001573947

Total reported value

$230.3M

11 stks

2026-06-30

Concentration81.5

Portfolio Stability5.8

Wayfinding Financial, LLC

CIK 0001898131

Total reported value

$230.3M

157 stks

2026-03-31

Concentration11.1

Portfolio Stability14.0

Sector conviction82.2

Pavion Blue Capital, LLC

CIK 0001792565

Total reported value

$230.2M

108 stks

2026-03-31

Concentration12.0

Portfolio Stability14.9

Sector conviction45.0

Family Office Research LLC

CIK 0002041267

Total reported value

$230.2M

75 stks

2026-03-31

Concentration36.1

Portfolio Stability12.2

Cherry Creek Investment Advisors, Inc.

CIK 0001877829

Total reported value

$230.1M

124 stks

2026-03-31

Concentration12.1

Portfolio Stability19.0

Sector conviction78.0

Trail Ridge Investment Advisors, LLC

CIK 0001911013

Total reported value

$230.1M

99 stks

2026-03-31

Concentration15.0

Portfolio Stability9.4

Sector conviction55.2

Mccarter Private Wealth Services LLC

CIK 0002036922

Total reported value

$230.0M

284 stks

2026-03-31

Concentration6.5

Portfolio Stability21.3

Sector conviction39.8

Aurelius Family Office LLC

CIK 0002053738

Total reported value

$230.0M

47 stks

2026-03-31

Concentration29.5

Portfolio Stability3.1

Soros Capital Management LLC

CIK 0001748240

Total reported value

$229.9M

47 stks

2026-03-31

Concentration15.0

Sector conviction63.9

Azarias Capital Management, L.P.

CIK 0001625279

Total reported value

$229.8M

23 stks

2026-06-30

Concentration57.6

Portfolio Stability20.9

Dinsmore Capital Management Co/nj

CIK 0001014776

Total reported value

$229.8M

134 stks

2015-09-30

Stale — no recent filing

Concentration3.8

Portfolio Stability43.9

Sector conviction71.9

Ken Stern & Associates, Inc.

CIK 0001653168

Total reported value

$229.8M

133 stks

2018-09-30

Stale — no recent filing

Concentration21.5

Portfolio Stability27.1

Sector conviction52.8

Franchise Capital Ltd

CIK 0001859388

Total reported value

$229.8M

30 stks

2025-09-30

Stale — no recent filing

Concentration82.0

Portfolio Stability37.8

Haven Private, LLC

CIK 0002053665

Total reported value

$229.6M

166 stks

2026-03-31

Concentration9.2

Portfolio Stability18.8

Sector conviction72.9

A&i Financial Services, LLC

CIK 0001728031

Total reported value

$229.6M

75 stks

2026-06-30

Concentration31.9

Portfolio Stability53.5

Sector conviction57.8

Quantum Portfolio Management LLC

CIK 0002003672

Total reported value

$229.6M

254 stks

2026-03-31

Concentration4.7

Portfolio Stability40.2

Level Four Financial, LLC

CIK 0000857602

Total reported value

$229.5M

301 stks

2021-09-30

Stale — no recent filing

Concentration4.3

Sector conviction54.8

Barnes Pettey Financial Advisors, LLC

CIK 0001908288

Total reported value

$229.4M

156 stks

2026-03-31

Concentration13.6

Portfolio Stability22.3

Sector conviction51.2

Cloud Capital Management, LLC

CIK 0002060492

Total reported value

$229.4M

105 stks

2026-03-31

Concentration17.0

Portfolio Stability27.1

Sector conviction96.7

Cane Capital Partners, LLC

CIK 0002086121

Total reported value

$229.3M

131 stks

2026-03-31

Concentration11.9

Portfolio Stability29.1

Sector conviction60.1

Alternative Investment Advisors, LLC.

CIK 0002009486

Total reported value

$229.2M

76 stks

2026-03-31

Portfolio Stability18.9

Sector conviction74.5

Altura Wealth Advisors Inc.

CIK 0001931465

Total reported value

$229.1M

75 stks

2026-03-31

Concentration14.5

Portfolio Stability21.6

Sector conviction91.3

Taconic Capital Advisors LP

CIK 0001390113

Total reported value

$229.1M

15 stks

2026-03-31

Concentration66.1

Sector conviction81.3

Alhambra Investment Management LLC

CIK 0001802696

Total reported value

$229.1M

182 stks

2026-06-30

Concentration7.8

Portfolio Stability14.6

Sector conviction49.4

Granite Harbor Advisors, Inc.

CIK 0001967456

Total reported value

$229.1M

129 stks

2026-03-31

Concentration11.2

Portfolio Stability12.6

Sector conviction58.7

NBZ Investment Advisors LLC

CIK 0001998018

Total reported value

$229.1M

73 stks

2026-03-31

Concentration24.7

Portfolio Stability27.3

Sector conviction77.8

Two Point Capital Management, Inc.

CIK 0001962382

Total reported value

$229.0M

28 stks

2026-03-31

Concentration20.0

Portfolio Stability20.7

Moneywise, INC.

CIK 0001703080

Total reported value

$229.0M

82 stks

2026-03-31

Concentration13.4

Portfolio Stability50.5

Abound Financial, LLC

CIK 0002024264

Total reported value

$228.9M

283 stks

2026-03-31

Concentration27.5

Portfolio Stability14.8

Sector conviction61.3

Paul R. Ried Financial Group, LLC

CIK 0002033053

Total reported value

$228.9M

47 stks

2026-06-30

Concentration31.7

Portfolio Stability15.5

Worth Financial Advisory Group, LLC

CIK 0001964358

Total reported value

$228.9M

50 stks

2026-03-31

Concentration39.1

Sector conviction90.9

Stuart Investment Advisors, INC.

CIK 0001910180

Total reported value

$228.9M

27 stks

2026-03-31

Portfolio Stability72.4

Sector conviction68.1

One Wealth Capital Management, LLC

CIK 0002050308

Total reported value

$228.8M

130 stks

2026-03-31

Concentration20.5

Portfolio Stability32.5

IRON Financial LLC

CIK 0001595509

Total reported value

$228.8M

217 stks

2026-03-31

Concentration12.3

Portfolio Stability22.1

Sector conviction81.1

Cosmic Management, LLC

CIK 0002113747

Total reported value

$228.8M

4 stks

2026-03-31

Portfolio Stability36.2

GeoSphere Capital Management, LLC

CIK 0001426876

Total reported value

$228.8M

42 stks

2026-03-31

Concentration23.5

Asset Advisory Group, Inc.

CIK 0002110402

Total reported value

$228.8M

125 stks

2026-06-30

Concentration11.4

Portfolio Stability15.8

Sector conviction54.0

Shelton Wealth Management, LLC

CIK 0001903883

Total reported value

$228.6M

137 stks

2026-03-31

Concentration8.4

Portfolio Stability34.8

Sector conviction61.5

Allie Family Office LLC

CIK 0001908612

Total reported value

$228.5M

103 stks

2026-03-31

Concentration29.4

Portfolio Stability14.6

Sector conviction64.3

My Personal CFO, LLC

CIK 0001916366

Total reported value

$228.4M

88 stks

2026-03-31

Concentration19.5

Portfolio Stability13.9

Samson Capital Advisors LLC

CIK 0001631665

Total reported value

$228.3M

75 stks

2015-09-30

Stale — no recent filing

Concentration31.4

Portfolio Stability55.8

Sector conviction85.8

Chris Bulman Inc

CIK 0002032404

Total reported value

$228.3M

150 stks

2026-03-31

Concentration10.4

Portfolio Stability17.7

Conrad N. Hilton Foundation

CIK 0001729242

Total reported value

$228.3M

2 stks

2026-03-31

Portfolio Stability97.8

Financial Planning Navigators CORP

CIK 0002102043

Total reported value

$228.1M

51 stks

2026-03-31

Concentration48.3

Portfolio Stability6.0

Sector conviction96.2

Union Savings Bank

CIK 0001985855

Total reported value

$228.1M

408 stks

2026-03-31

Concentration19.7

Portfolio Stability10.8

Sector conviction47.0

Asset Planning Services INC /la/ /adv

CIK 0000811407

Total reported value

$228.1M

35 stks

2026-03-31

Concentration25.8

Portfolio Stability12.4

Sector conviction63.9

Hippocratic Financial Advisors, LLC

CIK 0002055803

Total reported value

$228.0M

33 stks

2026-03-31

Concentration47.3

Portfolio Stability7.2

Ceera Investments, LLC

CIK 0001860698

Total reported value

$228.0M

93 stks

2026-03-31

Concentration19.4

Portfolio Stability40.3

Sector conviction58.3

BlueChip Wealth Advisors LLC

CIK 0002015578

Total reported value

$227.8M

147 stks

2026-03-31

Concentration10.1

Portfolio Stability25.1

Sector conviction60.5

Cascade Wealth Advisors, Inc

CIK 0002018936

Total reported value

$227.7M

60 stks

2026-03-31

Concentration16.5

Portfolio Stability7.7

Financial Futures Ltd Liability Co.

CIK 0001911616

Total reported value

$227.6M

72 stks

2026-03-31

Concentration17.9

Portfolio Stability11.3

Sector conviction95.5

Arbor Trust Wealth Advisors, LLC

CIK 0001797135

Total reported value

$227.6M

90 stks

2026-03-31

Concentration11.0

Portfolio Stability13.7

Sector conviction50.8

eCIO, Inc.

CIK 0001830823

Total reported value

$227.6M

42 stks

2026-03-31

Concentration34.4

Portfolio Stability30.0

Maripau Wealth Management LLC

CIK 0001890698

Total reported value

$227.5M

166 stks

2026-03-31

Concentration10.6

Portfolio Stability14.9

Sector conviction75.9

Purkiss Capital Advisors LLC

CIK 0002053150

Total reported value

$227.4M

168 stks

2026-03-31

Concentration12.0

Portfolio Stability19.6

Sector conviction51.7

Brogan Financial, INC.

CIK 0001889918

Total reported value

$227.4M

56 stks

2026-03-31

Concentration76.0

Portfolio Stability4.6

Sector conviction60.4

Gratia Capital, LLC

CIK 0001599793

Total reported value

$227.2M

64 stks

2026-03-31

Concentration41.4

Flower City Capital

CIK 0001808394

Total reported value

$227.1M

49 stks

2026-06-30

Concentration94.1

Portfolio Stability13.4

Sector conviction97.7

Keyvantage Wealth, LLC

CIK 0002050555

Total reported value

$227.1M

92 stks

2026-03-31

Concentration20.9

Portfolio Stability10.9

Sector conviction79.5

Train Babcock Advisors LLC

CIK 0000860862

Total reported value

$227.0M

185 stks

2017-12-31

Stale — no recent filing

Concentration9.8

Portfolio Stability44.4

Sector conviction48.7

Yong Rong (HK) Asset Management Ltd

CIK 0001738071

Total reported value

$227.0M

10 stks

2026-03-31

Grove Street Fiduciary, LLC

CIK 0002054682

Total reported value

$227.0M

74 stks

2026-03-31

Concentration24.3

Portfolio Stability7.1

Sector conviction61.7

Pfc Capital Group, INC.

CIK 0002010374

Total reported value

$226.8M

90 stks

2026-03-31

Concentration15.2

Portfolio Stability13.0

Sector conviction77.7

PhiloSmith Capital Corp

CIK 0001701057

Total reported value

$226.8M

68 stks

2021-06-30

Stale — no recent filing

Concentration25.0

Portfolio Stability16.1

Schear Investment Advisers, LLC

CIK 0001962838

Total reported value

$226.8M

77 stks

2026-03-31

Concentration11.3

Portfolio Stability19.1

Sector conviction64.9

Optimist Retirement Group LLC

CIK 0002011850

Total reported value

$226.7M

113 stks

2026-03-31

Concentration21.4

Portfolio Stability16.4

Sector conviction62.4

Hiley Hunt Wealth Management

CIK 0002048051

Total reported value

$226.7M

47 stks

2026-03-31

Concentration32.7

Portfolio Stability6.7

Sector conviction67.5

Dudley Capital Management, LLC

CIK 0001965760

Total reported value

$226.7M

139 stks

2026-03-31

Concentration9.7

Portfolio Stability18.2

Sector conviction46.5

Ashburton (Jersey) Ltd

CIK 0001661222

Total reported value

$226.7M

52 stks

2024-12-31

Stale — no recent filing

Concentration20.5

Sector conviction56.5

Oakcliff Capital Partners, LP

CIK 0001657335

Total reported value

$226.6M

8 stks

2026-03-31

Concentration70.5

Portfolio Stability10.0

Sector conviction70.7

Steadview Capital Management LLC

CIK 0001844008

Total reported value

$226.6M

12 stks

2026-03-31

Concentration53.8

Portfolio Stability94.8

Sector conviction89.1

Westport Asset Management INC

CIK 0000811454

Total reported value

$226.5M

78 stks

2026-03-31

Concentration15.1

Portfolio Stability37.9

Sector conviction54.3

BancFirst Trust & Investment Management

CIK 0001914099

Total reported value

$226.3M

57 stks

2026-03-31

Concentration98.2

Portfolio Stability25.1

Patron Partners, LLC

CIK 0001841768

Total reported value

$226.3M

185 stks

2026-03-31

Concentration6.8

Portfolio Stability18.2

Sector conviction52.3

Ergawealth Advisors, Inc.

CIK 0001973209

Total reported value

$226.2M

55 stks

2026-03-31

Concentration45.8

Portfolio Stability8.6

Sector conviction61.6

Endowment Wealth Management, Inc.

CIK 0001904477

Total reported value

$226.1M

170 stks

2026-03-31

Concentration8.6

Portfolio Stability12.2

Sector conviction74.6

MOKAN Wealth Management Inc.

CIK 0002053727

Total reported value

$225.9M

109 stks

2026-03-31

Concentration10.3

Portfolio Stability42.5

Sector conviction44.7

Robbins Farley

CIK 0001847820

Total reported value

$225.9M

143 stks

2026-03-31

Concentration8.8

Portfolio Stability18.1

Sector conviction60.9