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

Portfolio Stability34.1

Hoxton Financial, Inc.

CIK 0001497943

Total reported value

$194.1M

374 stks

2016-03-31

Stale — no recent filing

Concentration19.6

Portfolio Stability20.9

Sector conviction45.3

IFS Advisors, LLC

CIK 0001765617

Total reported value

$194.0M

217 stks

2026-03-31

Concentration32.9

Portfolio Stability4.5

Sector conviction40.3

True Vision MN LLC

CIK 0002013460

Total reported value

$193.9M

98 stks

2026-03-31

Concentration13.9

Portfolio Stability41.6

Sector conviction87.7

Evergreen Wealth Management, LLC

CIK 0001965292

Total reported value

$193.7M

56 stks

2026-03-31

Concentration13.1

Portfolio Stability19.9

Sector conviction55.1

Generali Investments Towarzystwo Funduszy Inwestycyjnych

CIK 0002043130

Total reported value

$193.7M

146 stks

2026-03-31

Concentration7.5

Portfolio Stability18.6

Sector conviction98.8

Sea Cliff Partners Management, LP

CIK 0002011655

Total reported value

$193.7M

13 stks

2026-03-31

Concentration38.1

Portfolio Stability36.0

Sector conviction97.3

Jackson Financial Management

CIK 0001730475

Total reported value

$193.7M

43 stks

2019-12-31

Stale — no recent filing

Concentration21.2

Portfolio Stability27.7

Sourcerock Fund LP

CIK 0001822534

Total reported value

$193.7M

12 stks

2021-03-31

Stale — no recent filing

Concentration76.6

Rainwater Charitable Foundation

CIK 0001729139

Total reported value

$193.7M

4 stks

2026-03-31

Portfolio Stability13.8

Echo45 Advisors LLC

CIK 0001908617

Total reported value

$193.6M

78 stks

2026-06-30

Concentration18.4

Portfolio Stability12.7

Sector conviction69.4

VVR Holdings LLC

CIK 0002070884

Total reported value

$193.6M

39 stks

2026-03-31

Concentration32.2

Portfolio Stability20.2

Legal Advantage Investments, Inc.

CIK 0001841769

Total reported value

$193.5M

79 stks

2026-03-31

Concentration9.9

Portfolio Stability26.4

Sector conviction76.9

BostonPremier Wealth LLC

CIK 0002053783

Total reported value

$193.5M

70 stks

2026-03-31

Concentration49.8

Portfolio Stability6.3

Sector conviction98.2

Ballew Advisors, Inc

CIK 0001729096

Total reported value

$193.5M

129 stks

2026-06-30

Concentration22.5

Portfolio Stability16.8

Sector conviction43.9

Mitsubishi UFJ Asset Management (UK) Ltd.

CIK 0001694895

Total reported value

$193.5M

96 stks

2026-03-31

Concentration9.8

Portfolio Stability48.4

Sector conviction62.4

Topel & Distasi Wealth Management, LLC

CIK 0001880087

Total reported value

$193.5M

58 stks

2026-03-31

Concentration19.3

Portfolio Stability8.6

Sector conviction61.1

McClarren Financial Advisors, Inc.

CIK 0001842974

Total reported value

$193.5M

85 stks

2026-06-30

Concentration19.4

Portfolio Stability14.8

Sector conviction90.9

Jackson Hill Advisors, LLC

CIK 0001911159

Total reported value

$193.4M

13 stks

2026-03-31

Concentration32.8

Portfolio Stability25.6

Broadway Wealth Solutions, Inc.

CIK 0002021265

Total reported value

$193.4M

95 stks

2026-03-31

Concentration38.0

Portfolio Stability7.3

Sector conviction62.0

waypoint wealth counsel

CIK 0001807909

Total reported value

$193.4M

350 stks

2026-03-31

Concentration11.2

Portfolio Stability41.5

Sector conviction59.6

Exome Asset Management LLC

CIK 0002011932

Total reported value

$193.3M

56 stks

2026-03-31

Concentration11.6

Portfolio Stability80.3

Banque de Luxembourg S.A.

CIK 0002055344

Total reported value

$193.3M

77 stks

2026-03-31

Concentration22.5

Portfolio Stability34.5

Sector conviction65.4

Ibbotson Associates INC

CIK 0001092688

Total reported value

$193.2M

20 stks

2015-12-31

Stale — no recent filing

Concentration41.4

Portfolio Stability28.6

Valley Financial Management, Inc.

CIK 0001128122

Total reported value

$193.2M

42 stks

2023-06-30

Stale — no recent filing

Concentration0.0

Downshift Financial, LLC

CIK 0002118380

Total reported value

$193.2M

77 stks

2026-03-31

Concentration22.5

Portfolio Stability25.4

Sandler Capital Management

CIK 0001000742

Total reported value

$193.1M

120 stks

2026-03-31

Concentration6.8

Sector conviction57.4

Cassady Wealth & Retirement Planning, LLC

CIK 0002121075

Total reported value

$193.1M

101 stks

2026-03-31

Concentration9.7

Portfolio Stability25.1

Promethium Advisors,llc

CIK 0002034073

Total reported value

$193.1M

112 stks

2026-03-31

Concentration10.3

Portfolio Stability21.6

Sector conviction52.6

Galilei Investment Office LLP

CIK 0002043729

Total reported value

$193.0M

27 stks

2026-03-31

Concentration58.4

Portfolio Stability12.0

Sector conviction57.0

QSM Asset Management Ltd

CIK 0002058325

Total reported value

$192.9M

24 stks

2026-06-30

Concentration20.2

Portfolio Stability41.9

Sector conviction50.5

Carson Advisory Inc.

CIK 0001909304

Total reported value

$192.9M

188 stks

2026-03-31

Concentration7.3

Portfolio Stability13.2

Sector conviction43.2

OmniStar Financial Group, Inc.

CIK 0001698777

Total reported value

$192.8M

108 stks

2026-03-31

Concentration9.1

Portfolio Stability69.2

Sector conviction37.4

Talara Capital Management, LLC

CIK 0001523557

Total reported value

$192.8M

17 stks

2018-09-30

Stale — no recent filing

Concentration32.0

Portfolio Stability6.9

Athena Investment Management

CIK 0001921093

Total reported value

$192.8M

153 stks

2026-03-31

Concentration16.8

Portfolio Stability10.7

Sector conviction44.5

RCS Financial Planning, LLC

CIK 0001963347

Total reported value

$192.8M

98 stks

2026-03-31

Concentration20.2

Portfolio Stability32.9

Whipplewood Advisors, LLC

CIK 0002052510

Total reported value

$192.7M

1,065 stks

2026-03-31

Concentration8.0

Portfolio Stability34.1

Sector conviction73.2

VAUGHAN & Co SECURITIES, INC.

CIK 0000805870

Total reported value

$192.6M

58 stks

2026-03-31

Concentration33.9

Portfolio Stability6.8

Sector conviction59.9

Gross & Hartman Investments LLC

CIK 0001966094

Total reported value

$192.3M

72 stks

2026-03-31

Concentration40.6

Portfolio Stability14.2

Sector conviction66.3

LM Asset Management Inc.

CIK 0002057190

Total reported value

$192.3M

10 stks

2026-03-31

Concentration80.8

Portfolio Stability54.3

Legacy Financial Independent Advisors LLC

CIK 0002131510

Total reported value

$192.2M

113 stks

2026-03-31

Concentration9.0

Sector conviction43.2

Westview Management dba Westview Investment Advisors

CIK 0002073768

Total reported value

$192.2M

70 stks

2026-03-31

Concentration10.2

Portfolio Stability31.1

Sector conviction49.5

Legacy Investment Solutions, LLC

CIK 0002044858

Total reported value

$192.1M

791 stks

2025-06-30

Stale — no recent filing

Concentration33.2

Sector conviction81.2

Kintayl Capital LP

CIK 0002032385

Total reported value

$192.0M

54 stks

2026-03-31

Concentration19.7

Sharp Capital Gestora de Recursos Ltda.

CIK 0001818890

Total reported value

$192.0M

7 stks

2026-03-31

Portfolio Stability23.4

Krm Wealth Management L.l.c.

CIK 0002126518

Total reported value

$191.9M

43 stks

2026-03-31

Concentration38.7

Portfolio Stability8.4

Intelligent Financial Strategies

CIK 0001911000

Total reported value

$191.9M

62 stks

2026-03-31

Concentration54.8

Portfolio Stability9.7

San Francisco Sentry Investment Group (ca)

CIK 0001540142

Total reported value

$191.9M

917 stks

2021-06-30

Stale — no recent filing

Concentration0.0

Sector conviction49.8

Riverchase Wealth Management, LLC

CIK 0002055985

Total reported value

$191.9M

73 stks

2026-03-31

Concentration24.4

Portfolio Stability10.4

Values First Advisors, Inc.

CIK 0001913608

Total reported value

$191.9M

360 stks

2026-03-31

Concentration5.8

Portfolio Stability15.4

Sector conviction72.3

Richmond Hill Investments, LLC

CIK 0001455952

Total reported value

$191.9M

3 stks

2025-09-30

Stale — no recent filing

Portfolio Stability11.9

C V Starr & Co INC

CIK 0001340459

Total reported value

$191.8M

5 stks

2026-03-31

Portfolio Stability5.8

Corrado Advisors, LLC

CIK 0001482611

Total reported value

$191.7M

115 stks

2026-03-31

Concentration4.8

Portfolio Stability31.7

Sector conviction88.1

White Wing Wealth Management

CIK 0002001473

Total reported value

$191.7M

40 stks

2026-06-30

Concentration45.8

Portfolio Stability18.6

Arch Global Advisors, LLC

CIK 0002126837

Total reported value

$191.6M

53 stks

2026-03-31

Concentration20.3

First Capital Advisors Group, LLC.

CIK 0001681126

Total reported value

$191.6M

971 stks

2023-06-30

Stale — no recent filing

Concentration0.0

Sector conviction51.8

McCarthy Asset Management, Inc.

CIK 0001843169

Total reported value

$191.6M

27 stks

2025-12-31

Stale — no recent filing

Concentration35.5

Portfolio Stability57.3

Sector conviction79.7

Cincinnati Casualty Co

CIK 0001279888

Total reported value

$191.5M

24 stks

2026-03-31

Concentration32.5

Portfolio Stability19.4

Sector conviction61.5

Prime Buchholz LLC

CIK 0002051999

Total reported value

$191.3M

22 stks

2026-03-31

Concentration35.2

Portfolio Stability26.3

Granville Capital, INC.

CIK 0001404784

Total reported value

$191.3M

86 stks

2026-03-31

Concentration25.4

Portfolio Stability8.8

Sector conviction56.9

Pennsylvania State University

CIK 0002134719

Total reported value

$191.3M

2 stks

2026-03-31

Portfolio Stability1.0

Andrews, Lucia Wealth Management LLC

CIK 0001906227

Total reported value

$191.1M

39 stks

2026-06-30

Concentration70.1

Portfolio Stability13.4

Ascension Asset Management LLC

CIK 0001714062

Total reported value

$191.1M

88 stks

2024-06-30

Stale — no recent filing

Concentration11.4

Sector conviction80.2

Magnolia Wealth Management, LLC

CIK 0001908732

Total reported value

$191.0M

17 stks

2026-06-30

Concentration94.6

Portfolio Stability16.8

Sector conviction92.4

Elkhorn Investments, LLC

CIK 0001595128

Total reported value

$191.0M

98 stks

2017-12-31

Stale — no recent filing

Concentration4.1

Portfolio Stability63.4

Sector conviction49.8

TFB Advisors LLC

CIK 0001965201

Total reported value

$191.0M

180 stks

2026-03-31

Concentration7.6

Portfolio Stability67.7

Sector conviction70.1

Birch Capital Management, LLC

CIK 0001799859

Total reported value

$190.8M

78 stks

2026-03-31

Concentration15.2

Portfolio Stability14.5

Sector conviction62.7

Mill Road Capital Management LLC

CIK 0001512275

Total reported value

$190.8M

25 stks

2026-03-31

Concentration42.5

Portfolio Stability29.0

Elevatus Welath Management

CIK 0001982776

Total reported value

$190.8M

141 stks

2026-03-31

Concentration8.4

Portfolio Stability72.9

Sector conviction66.4

HG Vora Capital Management, LLC

CIK 0001525362

Total reported value

$190.8M

7 stks

2026-03-31

Portfolio Stability69.1

Bullfrog Capital GP, Ltd.

CIK 0001801182

Total reported value

$190.7M

3 stks

2023-09-30

Stale — no recent filing

Junk Investment Group, LLC

CIK 0002112570

Total reported value

$190.7M

88 stks

2026-03-31

Sector conviction56.3

Sbe LLC Dba Cedar Cove Wealth Partners

CIK 0002111343

Total reported value

$190.6M

88 stks

2026-03-31

Concentration24.5

Portfolio Stability32.1

Sector conviction77.1

Keystone Financial Group, Inc.

CIK 0002053642

Total reported value

$190.5M

122 stks

2026-06-30

Concentration27.3

Portfolio Stability24.6

Sector conviction70.5

GuidedMoney, LLC

CIK 0002112951

Total reported value

$190.5M

29 stks

2026-03-31

Concentration96.7

Portfolio Stability3.5

Sector conviction67.7

GK Wealth Management LLC

CIK 0002069222

Total reported value

$190.5M

234 stks

2026-06-30

Concentration5.1

Sector conviction77.9

Security Benefit Life Insurance Co /ks/

CIK 0000869772

Total reported value

$190.3M

20 stks

2026-03-31

Portfolio Stability24.4

Coign Capital Advisors LLC

CIK 0002056441

Total reported value

$190.3M

80 stks

2026-03-31

Concentration15.9

Portfolio Stability5.2

Sector conviction53.6

Blue Oak Capital, LLC

CIK 0001307125

Total reported value

$190.3M

67 stks

2025-06-30

Stale — no recent filing

Concentration20.5

Founders Bank & Trust

CIK 0001358096

Total reported value

$190.2M

481 stks

2014-12-31

Stale — no recent filing

Concentration16.1

Portfolio Stability16.4

Sector conviction54.1

Western Standard LLC

CIK 0001517666

Total reported value

$190.2M

23 stks

2026-03-31

Concentration38.6

Resolute Capital Asset Partners LLC

CIK 0001834913

Total reported value

$190.1M

41 stks

2026-03-31

Concentration18.3

Sector conviction42.0

Harspring Capital Management, LLC

CIK 0001652327

Total reported value

$190.1M

14 stks

2026-03-31

Concentration36.2

Portfolio Stability34.6

Sector conviction85.3

Harrington Investments, INC

CIK 0001386364

Total reported value

$190.0M

84 stks

2026-03-31

Concentration10.2

Portfolio Stability12.7

Sector conviction46.9

Camarda Financial Advisors, LLC

CIK 0001536444

Total reported value

$190.0M

104 stks

2026-03-31

Concentration6.0

Portfolio Stability74.9

Sector conviction86.8

LBA Wealth Management, LLC

CIK 0001600566

Total reported value

$190.0M

449 stks

2017-03-31

Stale — no recent filing

Portfolio Stability9.8

Sector conviction53.9

Sib LLC

CIK 0001426857

Total reported value

$189.8M

19 stks

2024-12-31

Stale — no recent filing

Concentration37.8

Beaconlight Capital, LLC

CIK 0001569537

Total reported value

$189.8M

34 stks

2026-03-31

Concentration24.6

Portfolio Stability67.8

Sector conviction58.8

Arbor Capital Management LLC

CIK 0001055977

Total reported value

$189.8M

75 stks

2016-06-30

Stale — no recent filing

Concentration6.0

Portfolio Stability64.7

Smallwood Wealth Investment Management, LLC

CIK 0001921304

Total reported value

$189.7M

527 stks

2026-03-31

Concentration33.1

Portfolio Stability8.7

Sector conviction82.0

Sheridan Capital Management, LLC

CIK 0001926753

Total reported value

$189.7M

31 stks

2026-03-31

Concentration39.2

Portfolio Stability10.5

Bradley & Co. Private Wealth Management, LLC

CIK 0001861678

Total reported value

$189.7M

266 stks

2026-03-31

Concentration20.0

Portfolio Stability12.9

Sector conviction62.5

New England Guild Wealth Advisors, INC.

CIK 0000878057

Total reported value

$189.7M

67 stks

2022-12-31

Stale — no recent filing

Concentration23.8

Mayfield Select Management (UGP), Ltd.

CIK 0001708788

Total reported value

$189.7M

2 stks

2022-03-31

Stale — no recent filing

Laurel Wealth Planning LLC

CIK 0001842010

Total reported value

$189.6M

59 stks

2026-03-31

Concentration13.8

Portfolio Stability13.8

Pacific Point Advisors, LLC

CIK 0002056976

Total reported value

$189.5M

133 stks

2026-03-31

Concentration17.8

Portfolio Stability27.1

Sector conviction55.9

AllSquare Wealth Management LLC

CIK 0001633674

Total reported value

$189.5M

539 stks

2025-09-30

Stale — no recent filing

Concentration20.9

Portfolio Stability15.4

Sector conviction66.5

Steffes Financial, Ltd.

CIK 0002110878

Total reported value

$189.5M

32 stks

2026-03-31

Concentration71.2

Portfolio Stability7.5

Sector conviction80.2

Acasta Partners UK LLP

CIK 0002090007

Total reported value

$189.5M

18 stks

2026-06-30

Portfolio Stability49.2

Pragma Gestao De Patrimonio LTD

CIK 0001555512

Total reported value

$189.3M

18 stks

2026-03-31

Concentration82.2

Portfolio Stability40.5

Sector conviction58.4

Horizon Family Wealth, Inc.

CIK 0001910660

Total reported value

$189.3M

128 stks

2026-03-31

Concentration15.2

Portfolio Stability17.0

Sector conviction59.0

North Berkeley Wealth Management, LLC

CIK 0002062383

Total reported value

$189.2M

73 stks

2026-03-31

Concentration15.5

Portfolio Stability37.1

Sector conviction69.2

Granite FO LLC

CIK 0002034090

Total reported value

$189.1M

579 stks

2026-06-30

Concentration39.8

Portfolio Stability17.7

Union Bancaire Privee Asset Management LLC

CIK 0001775889

Total reported value

$189.0M

37 stks

2021-03-31

Stale — no recent filing

Concentration19.7

Portfolio Stability22.5

Sector conviction67.1

Underhill Investment Management LLC

CIK 0001512545

Total reported value

$189.0M

20 stks

2019-03-31

Stale — no recent filing

Concentration28.1

Portfolio Stability36.0

Sector conviction82.5

Mark Sheptoff Financial Planning, LLC

CIK 0001607355

Total reported value

$188.9M

510 stks

2026-03-31

Concentration14.5

Portfolio Stability29.4

Sector conviction58.5

Ffg Retirement Advisors LLC

CIK 0001966438

Total reported value

$188.9M

43 stks

2026-06-30

Concentration11.8

Portfolio Stability38.9

C-J Advisory, Inc.

CIK 0001773030

Total reported value

$188.8M

34 stks

2021-09-30

Stale — no recent filing

Concentration29.1

Wasserstein Management, L.P.

CIK 0001751492

Total reported value

$188.8M

4 stks

2026-03-31

Portfolio Stability52.1

WC Walker & Associates, Inc.

CIK 0001847258

Total reported value

$188.8M

70 stks

2022-12-31

Stale — no recent filing

Sector conviction57.6

Mpwm Advisory Solutions, LLC

CIK 0002056693

Total reported value

$188.8M

577 stks

2026-03-31

Concentration19.6

Portfolio Stability25.7

Sector conviction66.0

Two West Capital Advisors LLC

CIK 0002026617

Total reported value

$188.7M

96 stks

2026-03-31

Concentration27.4

Portfolio Stability15.7

Sector conviction73.9

Ptm Wealth Management, LLC

CIK 0002061027

Total reported value

$188.7M

56 stks

2026-03-31

Concentration35.3

Portfolio Stability45.2

Sector conviction79.5

First City Capital Management, Inc.

CIK 0001427350

Total reported value

$188.7M

160 stks

2026-03-31

Concentration6.9

Portfolio Stability12.6

Sector conviction44.2

Nalanda India Fund LTD

CIK 0001430193

Total reported value

$188.7M

1 stks

2025-06-30

Stale — no recent filing

Midwest Financial Partners Investments, Inc.

CIK 0001968851

Total reported value

$188.6M

76 stks

2026-03-31

Concentration20.7

Portfolio Stability13.1

Strive Financial Group ,LLC

CIK 0002090040

Total reported value

$188.6M

762 stks

2026-03-31

Concentration7.4

Portfolio Stability22.8

Sector conviction68.1

Thor Investment Management INC /oh/ /adv

CIK 0000883734

Total reported value

$188.4M

56 stks

2026-03-31

Concentration39.2

Portfolio Stability19.5

Sector conviction55.1

Asymmetry Capital Management, L.P.

CIK 0001657134

Total reported value

$188.4M

24 stks

2021-12-31

Stale — no recent filing

Concentration21.6

Ledgewood Wealth Advisors, LLC

CIK 0002064043

Total reported value

$188.4M

77 stks

2026-06-30

Concentration17.7

Portfolio Stability16.0

Sector conviction46.8

Jones Kertz & Associates, Inc.

CIK 0002104438

Total reported value

$188.3M

66 stks

2026-03-31

Concentration13.1

Portfolio Stability15.4

Sector conviction94.3

Beckerman Institutional, LLC

CIK 0002043468

Total reported value

$188.2M

121 stks

2026-03-31

Concentration10.4

Portfolio Stability9.8

American Alpha Advisors, LLC

CIK 0002041441

Total reported value

$188.1M

96 stks

2026-03-31

Concentration21.6

Portfolio Stability28.4

Sector conviction48.0

Farmhouse Investment Management LLC

CIK 0001706748

Total reported value

$188.1M

17 stks

2018-09-30

Stale — no recent filing

Concentration32.3

Portfolio Stability27.0

Axis Wealth Partners, LLC

CIK 0002052531

Total reported value

$188.1M

207 stks

2026-03-31

Concentration5.4

Portfolio Stability10.4

Sector conviction66.3

Sylvest Advisors, LLC

CIK 0002044121

Total reported value

$188.0M

70 stks

2026-03-31

Concentration27.2

Portfolio Stability12.2

Sector conviction92.8

Caliber Wealth Management, LLC

CIK 0001800453

Total reported value

$188.0M

60 stks

2024-03-31

Stale — no recent filing

Sector conviction68.2

Keynote Financial Services LLC

CIK 0002026127

Total reported value

$188.0M

174 stks

2026-03-31

Concentration6.3

Portfolio Stability15.6

Sector conviction40.0

PSP Research LLC

CIK 0002106939

Total reported value

$187.9M

75 stks

2026-06-30

Portfolio Stability43.2

Everstar Asset Management, LLC

CIK 0002023744

Total reported value

$187.9M

232 stks

2026-03-31

Concentration6.5

Portfolio Stability27.0

Sector conviction54.7

Clearfield Capital Management LP

CIK 0001643569

Total reported value

$187.9M

17 stks

2026-03-31

Concentration33.0

Portfolio Stability56.0

Sector conviction83.2

Starwood Capital Group Management, L.L.C.

CIK 0001388788

Total reported value

$187.8M

6 stks

2026-03-31

Concentration87.8

Portfolio Stability19.2

Eudaimonia Advisors LLC

CIK 0001905084

Total reported value

$187.8M

161 stks

2024-03-31

Stale — no recent filing

Concentration6.5

Sector conviction39.1

Ables, Iannone, Moore & Associates, INC.

CIK 0002013713

Total reported value

$187.7M

62 stks

2026-06-30

Concentration26.2

Portfolio Stability14.0

Sector conviction54.1

Destiny Capital Corp/CO

CIK 0001965275

Total reported value

$187.7M

53 stks

2026-03-31

Concentration37.9

Portfolio Stability7.6

Independence Wealth Advisors, LLC

CIK 0002001765

Total reported value

$187.6M

90 stks

2026-03-31

Concentration30.6

Portfolio Stability45.8

Sector conviction62.7

Davidson Kahn Capital Management, LLC

CIK 0002055535

Total reported value

$187.6M

62 stks

2026-03-31

Concentration18.7

Portfolio Stability30.6

Sector conviction72.9

Aspen Wealth Strategies, LLC

CIK 0001972517

Total reported value

$187.4M

89 stks

2026-03-31

Concentration19.7

Portfolio Stability9.7

Sector conviction46.8

Boomfish Wealth Group, LLC

CIK 0002010786

Total reported value

$187.3M

87 stks

2026-03-31

Concentration7.8

Portfolio Stability23.3

Sector conviction58.2

First County Bank /CT/

CIK 0001983616

Total reported value

$187.3M

374 stks

2026-03-31

Concentration6.5

Portfolio Stability19.9

Sector conviction47.3

Chokshi & Queen Wealth Advisors, Inc

CIK 0002057199

Total reported value

$187.2M

64 stks

2026-03-31

Concentration48.6

Portfolio Stability11.3

Wingate Wealth Advisors, Inc.

CIK 0002041800

Total reported value

$187.1M

121 stks

2026-03-31

Concentration12.9

Portfolio Stability13.4

Sector conviction46.8

McAlister, Sweet & Associates, Inc.

CIK 0001774087

Total reported value

$187.1M

41 stks

2026-06-30

Concentration54.5

Portfolio Stability25.1

Sector conviction94.8

Equitec Proprietary Markets, LLC

CIK 0001143261

Total reported value

$187.1M

81 stks

2026-03-31

Concentration64.1

Sector conviction96.6

Carroll Investors, Inc

CIK 0001911400

Total reported value

$187.1M

31 stks

2026-03-31

Concentration37.1

Portfolio Stability22.3

Quantitative Strategies, Inc.

CIK 0001810224

Total reported value

$187.0M

23 stks

2024-12-31

Stale — no recent filing

Concentration46.3

Beacon Advisors Holdings, LLC

CIK 0002114314

Total reported value

$187.0M

37 stks

2026-03-31

Concentration18.7

Portfolio Stability8.6

Equinox Fund Management LLC

CIK 0001325558

Total reported value

$186.9M

4 stks

2015-09-30

Stale — no recent filing

Portfolio Stability0.3

Mercer Capital Advisers, Inc.

CIK 0001631185

Total reported value

$186.9M

149 stks

2021-09-30

Stale — no recent filing

Concentration17.0

Sector conviction59.2

Rudd International, Inc.

CIK 0001783477

Total reported value

$186.9M

72 stks

2020-06-30

Stale — no recent filing

Concentration10.2

Portfolio Stability23.5

Sector conviction54.9