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

Paladin Partners, LLC

CIK 0002141570

Total reported value

$138.7M

212 stks

2026-03-31

Concentration25.3

Portfolio Stability11.7

Seelaus Asset Management LLC

CIK 0001705655

Total reported value

$138.7M

204 stks

2026-03-31

Concentration6.0

Portfolio Stability26.4

Sector conviction56.4

PMG Wealth Management, Inc.

CIK 0002052904

Total reported value

$138.7M

59 stks

2026-03-31

Concentration16.6

Portfolio Stability30.5

Nalls Sherbakoff Group, LLC

CIK 0001767500

Total reported value

$138.6M

442 stks

2025-12-31

Stale — no recent filing

Concentration16.2

Portfolio Stability15.5

Sector conviction46.1

Michels Family Financial, LLC

CIK 0002053733

Total reported value

$138.6M

139 stks

2026-03-31

Concentration7.2

Portfolio Stability10.4

Sector conviction52.4

Seven Mile Advisory

CIK 0001987932

Total reported value

$138.6M

182 stks

2026-03-31

Concentration12.0

Sector conviction74.8

Cogent Private Wealth, Inc.

CIK 0002078392

Total reported value

$138.5M

98 stks

2026-03-31

Concentration11.2

Portfolio Stability19.8

Sector conviction74.9

Parkworth Wealth Management, Inc.

CIK 0002026602

Total reported value

$138.5M

1,352 stks

2025-06-30

Stale — no recent filing

Concentration19.7

Westport Resources Management INC

CIK 0000878313

Total reported value

$138.5M

569 stks

2016-09-30

Stale — no recent filing

Concentration5.3

Portfolio Stability96.7

Sector conviction43.3

Delphi Management Partners VIII, L.L.C.

CIK 0001457494

Total reported value

$138.5M

4 stks

2021-09-30

Stale — no recent filing

RMR Capital Management, LLC

CIK 0002032709

Total reported value

$138.5M

75 stks

2026-03-31

Concentration21.6

Portfolio Stability10.2

Sector conviction97.7

Atlantic Family Wealth, LLC

CIK 0002012511

Total reported value

$138.4M

59 stks

2026-03-31

Concentration59.3

Portfolio Stability10.1

Sector conviction40.6

First Financial Group Corp

CIK 0002054920

Total reported value

$138.3M

81 stks

2026-06-30

Concentration15.2

Portfolio Stability15.0

Sector conviction97.0

Klr Investment Advisors, LLC

CIK 0001973130

Total reported value

$138.3M

185 stks

2024-03-31

Stale — no recent filing

Concentration7.4

Sector conviction53.3

Stoneridge Investment Partners LLC

CIK 0001108831

Total reported value

$138.3M

128 stks

2026-03-31

Concentration9.3

Portfolio Stability63.1

Sector conviction54.4

Durante & Waters, LLC

CIK 0001666582

Total reported value

$138.2M

31 stks

2026-03-31

Concentration50.7

Portfolio Stability4.8

Sector conviction71.7

Planwiser Financial, LLC

CIK 0002043741

Total reported value

$138.1M

47 stks

2026-03-31

Concentration18.9

Wealth & Pension Services Group, Inc.

CIK 0001697029

Total reported value

$138.1M

121 stks

2019-09-30

Stale — no recent filing

Concentration8.3

Portfolio Stability8.5

Sector conviction94.3

Cordasco Financial Network

CIK 0001594061

Total reported value

$138.1M

604 stks

2022-06-30

Stale — no recent filing

Concentration48.0

Sector conviction56.7

Renaissance Capital LLC

CIK 0001535058

Total reported value

$138.0M

47 stks

2026-03-31

Concentration21.7

Portfolio Stability43.6

Sector conviction77.2

Lepercq De Neuflize Asset Management LLC

CIK 0001854423

Total reported value

$138.0M

26 stks

2026-03-31

Portfolio Stability25.5

QUANTRES ASSET MANAGEMENT Ltd

CIK 0001600581

Total reported value

$137.9M

144 stks

2019-03-31

Stale — no recent filing

Concentration6.3

Sector conviction61.9

Appalachian Capital Management Ltd

CIK 0002111450

Total reported value

$137.9M

43 stks

2026-06-30

Concentration57.1

Portfolio Stability11.5

Sector conviction56.5

Factorial Partners, LLC

CIK 0001732687

Total reported value

$137.8M

60 stks

2026-03-31

Concentration12.5

Portfolio Stability31.7

Sector conviction61.7

Tannin Capital LLC

CIK 0002110834

Total reported value

$137.8M

152 stks

2026-03-31

Concentration6.6

Portfolio Stability34.5

Sector conviction44.1

Pine Brook Road Advisors, L.P.

CIK 0001630691

Total reported value

$137.8M

1 stks

2026-03-31

Portfolio Stability2.4

Demming Financial Services CORP /adv

CIK 0000760639

Total reported value

$137.8M

37 stks

2026-03-31

Concentration93.7

Portfolio Stability6.3

Sector conviction47.6

Legion Partners Asset Management, LLC

CIK 0001560207

Total reported value

$137.7M

6 stks

2026-03-31

Portfolio Stability42.7

Cria, Inc.

CIK 0002065494

Total reported value

$137.7M

2 stks

2026-03-31

Portfolio Stability19.6

Arsenal Capital Advisors LLC

CIK 0002109474

Total reported value

$137.7M

98 stks

2026-03-31

Concentration11.6

Portfolio Stability17.6

Sector conviction75.6

LSP Investment Advisors, LLC

CIK 0001728850

Total reported value

$137.7M

19 stks

2026-03-31

Concentration65.6

Portfolio Stability32.5

Cooksen Wealth, LLC

CIK 0002016393

Total reported value

$137.7M

45 stks

2026-03-31

Concentration25.7

Portfolio Stability4.9

Rubicon Founders LLC

CIK 0002032489

Total reported value

$137.6M

3 stks

2026-03-31

Clayton Partners LLC

CIK 0001550509

Total reported value

$137.5M

38 stks

2026-03-31

Concentration16.1

Portfolio Stability33.5

Sector conviction51.1

Octahedron Capital Management L.P.

CIK 0001891904

Total reported value

$137.5M

18 stks

2026-03-31

Concentration34.4

Portfolio Stability93.6

Mobius Capital Management, LLC

CIK 0001688237

Total reported value

$137.5M

25 stks

2018-09-30

Stale — no recent filing

Concentration27.6

K2 Financial Inc.

CIK 0002044711

Total reported value

$137.5M

59 stks

2026-03-31

Concentration14.7

Portfolio Stability12.2

Flight Deck Capital, LP

CIK 0001861705

Total reported value

$137.5M

10 stks

2026-03-31

Concentration54.7

Portfolio Stability68.1

Sector conviction79.5

Goldenstone Wealth Management LLC

CIK 0002109094

Total reported value

$137.5M

89 stks

2026-03-31

Concentration18.6

Portfolio Stability13.3

Sector conviction86.6

AI-Squared Management Ltd

CIK 0001933952

Total reported value

$137.4M

19 stks

2026-03-31

Concentration33.3

TRG Investments, LLC

CIK 0001675088

Total reported value

$137.4M

1 stks

2021-12-31

Stale — no recent filing

46 Peaks LLC

CIK 0002112665

Total reported value

$137.3M

21 stks

2026-03-31

Concentration48.2

Portfolio Stability3.6

Diamant Asset Management, INC.

CIK 0001731124

Total reported value

$137.2M

76 stks

2026-03-31

Concentration23.9

Portfolio Stability17.4

Sector conviction53.4

Lane Brothers & Co INC

CIK 0001177416

Total reported value

$137.2M

83 stks

2026-03-31

Concentration20.0

Portfolio Stability9.4

Sector conviction73.5

Financial Management Concepts CORP /adv

CIK 0000883933

Total reported value

$137.2M

29 stks

2021-12-31

Stale — no recent filing

Concentration29.7

Sector conviction82.7

Northern Financial Advisors Inc

CIK 0001962457

Total reported value

$137.2M

105 stks

2026-03-31

Concentration8.9

Portfolio Stability46.1

Sector conviction49.8

Polaris Investment Advisors, LLC

CIK 0002103332

Total reported value

$137.2M

70 stks

2026-03-31

Concentration17.6

Portfolio Stability14.4

Bank of Marin

CIK 0001801145

Total reported value

$137.0M

152 stks

2026-03-31

Concentration6.5

Portfolio Stability19.7

Sector conviction58.0

Praetorian Capital Management LLC

CIK 0001337851

Total reported value

$136.9M

21 stks

2023-03-31

Stale — no recent filing

Concentration66.7

Ridgeline Wealth Planning, LLC

CIK 0002013788

Total reported value

$136.9M

51 stks

2026-03-31

Concentration44.3

Portfolio Stability5.5

Sector conviction74.4

Schwallier Wealth Management LLC

CIK 0001934951

Total reported value

$136.9M

58 stks

2026-03-31

Concentration38.4

Portfolio Stability46.6

Sector conviction69.3

Generation Capital Management LLC

CIK 0002054384

Total reported value

$136.9M

74 stks

2026-03-31

Concentration14.0

Portfolio Stability27.4

Sector conviction56.1

Transparent Wealth Partners LLC

CIK 0001906537

Total reported value

$136.8M

32 stks

2023-03-31

Stale — no recent filing

Concentration55.0

Sector conviction71.4

Stone Wealth Partners

CIK 0001813454

Total reported value

$136.8M

63 stks

2026-06-30

Concentration15.7

Portfolio Stability28.1

South Shore Capital Advisors

CIK 0001852993

Total reported value

$136.8M

139 stks

2026-03-31

Concentration9.9

Portfolio Stability35.0

Sector conviction60.3

Sonnipe LTD

CIK 0001946733

Total reported value

$136.7M

1 stks

2026-03-31

Portfolio Stability72.4

URS Advisory LLC

CIK 0002111352

Total reported value

$136.7M

51 stks

2026-03-31

Concentration27.2

Portfolio Stability20.7

Sector conviction53.0

Compass Financial Group, Inc. (Ohio)

CIK 0002115210

Total reported value

$136.6M

47 stks

2026-03-31

Concentration22.3

Portfolio Stability17.3

Unionview, LLC

CIK 0001908167

Total reported value

$136.4M

91 stks

2024-12-31

Stale — no recent filing

Concentration15.9

Sector conviction93.0

Fulcrum Equity Management

CIK 0001737888

Total reported value

$136.4M

144 stks

2026-06-30

Concentration11.6

Portfolio Stability50.5

Sector conviction66.8

Tenere Capital LLC

CIK 0001849517

Total reported value

$136.4M

22 stks

2026-03-31

Concentration23.8

Portfolio Stability73.1

Sector conviction97.3

Transmarket Holdings LP

CIK 0002134828

Total reported value

$136.3M

33 stks

2026-06-30

Concentration23.1

Sector conviction76.4

LNZ Capital LP

CIK 0001666868

Total reported value

$136.3M

21 stks

2021-12-31

Stale — no recent filing

Concentration35.4

Blue Granite Capital, LLC

CIK 0001696548

Total reported value

$136.3M

105 stks

2017-12-31

Stale — no recent filing

Concentration78.7

Sector conviction52.9

LuminArx Capital Management LP

CIK 0001992915

Total reported value

$136.2M

84 stks

2026-03-31

Concentration22.8

Portfolio Stability95.2

Sector conviction50.8

Leibman Financial Services, Inc.

CIK 0002006661

Total reported value

$136.2M

49 stks

2026-03-31

Concentration11.7

Portfolio Stability26.8

Sector conviction43.1

Madrona Funds, LLC

CIK 0001663871

Total reported value

$136.1M

58 stks

2019-09-30

Stale — no recent filing

Concentration15.3

Sector conviction86.6

Rahlfs Capital, LLC

CIK 0002056410

Total reported value

$136.1M

86 stks

2026-03-31

Concentration12.4

Portfolio Stability17.4

Sector conviction41.8

Flagship Capital Management Inc.

CIK 0002106796

Total reported value

$136.1M

48 stks

2026-03-31

Concentration21.6

Portfolio Stability11.6

Sector conviction70.8

Eidelman Virant Capital

CIK 0001512865

Total reported value

$136.0M

177 stks

2022-09-30

Stale — no recent filing

Concentration6.5

Sector conviction61.5

Pollock Investment Advisors, LLC

CIK 0002049804

Total reported value

$136.0M

40 stks

2025-12-31

Stale — no recent filing

Concentration87.0

Portfolio Stability10.7

Sector conviction51.5

Aurora Investment Managers, LLC.

CIK 0001798485

Total reported value

$135.9M

30 stks

2026-03-31

Concentration19.6

Portfolio Stability50.9

Sector conviction95.8

Gagnon Advisors, LLC

CIK 0001599466

Total reported value

$135.9M

22 stks

2026-03-31

Concentration23.9

Portfolio Stability42.9

Womack Financial LLC

CIK 0002107079

Total reported value

$135.9M

71 stks

2026-03-31

Concentration16.1

Portfolio Stability10.0

Sector conviction62.8

Muirfield Wealth Advisors LLC

CIK 0002014898

Total reported value

$135.9M

80 stks

2026-03-31

Concentration15.4

Portfolio Stability11.2

Sector conviction89.6

Sovereign's Capital Management, LLC

CIK 0001911637

Total reported value

$135.9M

76 stks

2026-03-31

Concentration9.5

Portfolio Stability37.4

Sector conviction52.5

AGH Wealth Advisors, LLC

CIK 0002061010

Total reported value

$135.9M

185 stks

2026-03-31

Concentration12.7

Portfolio Stability23.9

Sector conviction65.5

Black Diamond Capital Management I, LLLP

CIK 0002084285

Total reported value

$135.8M

8 stks

2026-03-31

Concentration84.1

Portfolio Stability28.4

Lionshead Wealth Management, LLC

CIK 0002056752

Total reported value

$135.7M

108 stks

2026-03-31

Concentration9.8

Portfolio Stability14.5

Sector conviction56.3

Vantus Wealth LLC

CIK 0002109783

Total reported value

$135.7M

196 stks

2025-12-31

Stale — no recent filing

Concentration4.4

Sector conviction54.1

WPG Advisers, LLC

CIK 0002067343

Total reported value

$135.7M

1,476 stks

2026-03-31

Concentration10.2

Portfolio Stability19.7

Sector conviction73.3

StellarOne CORP

CIK 0001036070

Total reported value

$135.7M

334 stks

2013-09-30

Stale — no recent filing

Concentration7.6

Portfolio Stability30.2

Sector conviction40.5

Sage Asset Management, L.P.

CIK 0001109294

Total reported value

$135.6M

38 stks

2013-09-30

Stale — no recent filing

Concentration54.6

Sector conviction89.8

New Vernon Capital Holdings Ii LLC

CIK 0001512538

Total reported value

$135.6M

77 stks

2026-03-31

Concentration29.4

Portfolio Stability52.8

Gaddis Premier Wealth Advisors LLC

CIK 0002087873

Total reported value

$135.6M

85 stks

2026-03-31

Concentration18.4

Portfolio Stability17.0

Sector conviction47.5

Trv Gp Vi, LLC

CIK 0001990716

Total reported value

$135.6M

3 stks

2026-03-31

Portfolio Stability13.7

Wishbone Management, LP

CIK 0001777734

Total reported value

$135.6M

4 stks

2026-03-31

Portfolio Stability98.3

Oppenheimer & Close, Inc.

CIK 0001512395

Total reported value

$135.5M

58 stks

2013-06-30

Stale — no recent filing

Concentration13.8

Northwest Bank & Trust Co

CIK 0001936193

Total reported value

$135.5M

199 stks

2024-12-31

Stale — no recent filing

Concentration18.1

Sector conviction67.5

Bernicke Wealth Management, Ltd.

CIK 0001569863

Total reported value

$135.4M

48 stks

2020-06-30

Stale — no recent filing

Concentration70.4

Portfolio Stability25.9

Sector conviction40.5

Total Wealth Planning & Management, Inc.

CIK 0002058383

Total reported value

$135.4M

201 stks

2026-03-31

Concentration3.9

Portfolio Stability47.9

Sector conviction33.6

Fosse Capital Partners LLP

CIK 0001789908

Total reported value

$135.4M

2 stks

2026-03-31

Portfolio Stability11.3

Camelot Portfolios, LLC

CIK 0001569766

Total reported value

$135.3M

206 stks

2026-03-31

Concentration3.8

Portfolio Stability33.6

Sector conviction37.0

Spartan Planning & Wealth Management

CIK 0001749283

Total reported value

$135.2M

69 stks

2026-03-31

Concentration18.4

Portfolio Stability92.0

Sector conviction60.0

CornerStone Partners LLC

CIK 0001752833

Total reported value

$135.2M

9 stks

2020-09-30

Stale — no recent filing

Concentration98.8

Portfolio Stability28.1

Allstreet Capital Advisors LLC

CIK 0002130022

Total reported value

$135.2M

63 stks

2026-03-31

Concentration18.1

Grand Central Investment Group

CIK 0001844893

Total reported value

$135.2M

44 stks

2026-03-31

Concentration18.6

Portfolio Stability25.8

Sector conviction92.4

Mango Investments LLC

CIK 0002006561

Total reported value

$135.2M

23 stks

2024-03-31

Stale — no recent filing

Concentration44.6

Fortress Financial Group, LLC

CIK 0002054451

Total reported value

$135.2M

87 stks

2026-03-31

Concentration20.1

Portfolio Stability14.6

Sector conviction53.7

Terra Nova Asset Management LLC

CIK 0001658652

Total reported value

$135.2M

83 stks

2026-03-31

Concentration8.7

Portfolio Stability37.0

Sector conviction50.3

Murphy & Mullick Capital Management Corp

CIK 0002047271

Total reported value

$135.2M

726 stks

2026-03-31

Concentration4.6

Portfolio Stability18.1

Sector conviction68.7

Iszo Capital LP

CIK 0001484190

Total reported value

$135.1M

10 stks

2013-12-31

Stale — no recent filing

Alamea Verwaltungs GmbH

CIK 0001727645

Total reported value

$135.0M

87 stks

2026-03-31

Concentration76.0

Portfolio Stability35.5

Sector conviction65.4

Isabella Capital Management LLP

CIK 0002134988

Total reported value

$134.9M

9 stks

2026-03-31

Portfolio Stability24.7

Western Reserve Capital Management, LLC

CIK 0002110357

Total reported value

$134.9M

53 stks

2026-06-30

Concentration33.0

Portfolio Stability20.5

Sector conviction76.4

B Group, Inc.

CIK 0002043476

Total reported value

$134.9M

20 stks

2026-03-31

Concentration40.1

Portfolio Stability43.3

University of Pittsburgh - Of the Commonwealth System of Higher Education

CIK 0001896071

Total reported value

$134.9M

1 stks

2026-03-31

Portfolio Stability3.9

Enhancing Capital LLC

CIK 0001909572

Total reported value

$134.8M

86 stks

2026-03-31

Concentration10.8

Portfolio Stability16.9

Sector conviction40.7

Atlatl Advisers LLC

CIK 0002023168

Total reported value

$134.8M

95 stks

2026-03-31

Concentration26.1

Sector conviction92.5

General Equity Holdings LP

CIK 0001700362

Total reported value

$134.7M

11 stks

2026-03-31

Portfolio Stability33.3

Andrew Hill Investment Advisors, Inc.

CIK 0001897071

Total reported value

$134.7M

57 stks

2026-06-30

Concentration12.0

Portfolio Stability60.9

Sector conviction48.8

Hoese & Co LLP

CIK 0001840268

Total reported value

$134.7M

154 stks

2026-03-31

Concentration33.1

Portfolio Stability16.9

Sector conviction69.1

Seneschal Advisors, LLC

CIK 0002039659

Total reported value

$134.7M

664 stks

2026-03-31

Concentration40.0

Portfolio Stability6.8

Sector conviction54.4

Point72 Italy, S.r.l.

CIK 0002006887

Total reported value

$134.7M

19 stks

2025-09-30

Stale — no recent filing

Concentration40.4

Saber Capital Managment, LLC

CIK 0001911378

Total reported value

$134.7M

34 stks

2026-03-31

Concentration29.6

Portfolio Stability40.3

Sector conviction52.7

Joel Adams & Associates, Inc.

CIK 0002020459

Total reported value

$134.7M

64 stks

2026-03-31

Concentration26.8

Portfolio Stability11.2

Sector conviction66.6

Somerset Group LLC

CIK 0001567912

Total reported value

$134.6M

59 stks

2026-03-31

Concentration15.5

Portfolio Stability10.1

Sector conviction46.6

Hatton Consulting, INC.

CIK 0001859542

Total reported value

$134.4M

42 stks

2021-09-30

Stale — no recent filing

Concentration38.1

Sector conviction66.5

Tsai Capital Corp

CIK 0001574850

Total reported value

$134.4M

19 stks

2026-03-31

Concentration43.1

Portfolio Stability24.9

Sector conviction57.7

Avantra Family Wealth, Inc.

CIK 0001774744

Total reported value

$134.4M

158 stks

2026-03-31

Concentration5.9

Portfolio Stability30.4

Sector conviction66.9

David Wealth Management LLC

CIK 0002042337

Total reported value

$134.3M

55 stks

2025-06-30

Stale — no recent filing

Concentration40.7

StackLine Partners LP

CIK 0001742654

Total reported value

$134.3M

11 stks

2022-09-30

Stale — no recent filing

Concentration48.3

Harpswell Capital Advisors, LLC

CIK 0001806630

Total reported value

$134.3M

36 stks

2026-03-31

Concentration52.8

Portfolio Stability14.9

Spear Advisors LLC

CIK 0002119894

Total reported value

$134.3M

26 stks

2026-03-31

Concentration22.1

Pekao Towarzystwo Funduszy Inwestycyjnych S.A.

CIK 0002104543

Total reported value

$134.3M

80 stks

2026-03-31

Concentration13.6

Portfolio Stability86.4

Sector conviction52.5

Accredited Wealth Management, LLC

CIK 0002056519

Total reported value

$134.2M

431 stks

2025-09-30

Stale — no recent filing

Concentration15.6

Portfolio Stability60.4

Sector conviction56.1

Asempa Wealth Advisors

CIK 0002099967

Total reported value

$134.1M

125 stks

2026-06-30

Concentration7.3

Portfolio Stability22.9

Sector conviction55.4

KVP Capital Advisors, LP

CIK 0001858198

Total reported value

$133.9M

32 stks

2026-03-31

Concentration25.2

Portfolio Stability51.7

Freestate Advisors LLC

CIK 0001660328

Total reported value

$133.9M

42 stks

2026-06-30

Concentration34.2

Portfolio Stability8.2

Sector conviction93.4

Broadwater Capital Management LLC

CIK 0002084339

Total reported value

$133.8M

211 stks

2025-12-31

Stale — no recent filing

Concentration16.1

Portfolio Stability14.2

Sector conviction62.4

Householder Group Estate & Retirement Specialist, LLC

CIK 0001881590

Total reported value

$133.8M

601 stks

2024-12-31

Stale — no recent filing

Concentration14.9

Sector conviction65.9

RoundAngle Advisors LLC

CIK 0002049176

Total reported value

$133.8M

60 stks

2026-03-31

Concentration10.1

Portfolio Stability9.8

Sector conviction56.3

Paller Financial Services Inc

CIK 0002095931

Total reported value

$133.8M

44 stks

2026-06-30

Concentration13.7

Portfolio Stability33.6

BAM Wealth Management, LLC

CIK 0002093649

Total reported value

$133.7M

251 stks

2026-03-31

Concentration6.7

Portfolio Stability46.8

Sector conviction79.3

Dwr Wealth Management, LLC

CIK 0002123012

Total reported value

$133.6M

56 stks

2026-06-30

Concentration25.1

Portfolio Stability16.4

Langdon Equity Partners

CIK 0002111148

Total reported value

$133.6M

11 stks

2026-03-31

Concentration70.1

Portfolio Stability49.1

Sector conviction86.6

Tatro Capital, LLC

CIK 0001802488

Total reported value

$133.6M

84 stks

2022-03-31

Stale — no recent filing

Concentration15.8

Sector conviction49.1

Rf&l Wealth Management, LLC

CIK 0001965915

Total reported value

$133.6M

52 stks

2026-03-31

Concentration22.4

Portfolio Stability32.2

Sector conviction82.6

SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co

CIK 0002016209

Total reported value

$133.5M

52 stks

2026-03-31

Concentration42.4

Sector conviction66.6

Pw Advisors, LLC \ Fl

CIK 0002095919

Total reported value

$133.5M

35 stks

2026-03-31

Concentration31.6

Portfolio Stability25.1

LightSquare Wealth Management, LLC

CIK 0002118318

Total reported value

$133.5M

92 stks

2026-03-31

Concentration14.1

Sector conviction65.8

Trace Wealth Advisors, LLC

CIK 0002055838

Total reported value

$133.4M

66 stks

2026-03-31

Concentration25.6

Portfolio Stability12.6

Sector conviction62.6

Williamson Legacy Group, LLC

CIK 0002011965

Total reported value

$133.4M

81 stks

2026-03-31

Concentration8.5

Portfolio Stability80.4

Sector conviction76.0

Brickwood Asset Management LLP

CIK 0002056939

Total reported value

$133.3M

10 stks

2026-03-31

Concentration93.3

Portfolio Stability10.4

Phase 2 Partners, LLC

CIK 0001841126

Total reported value

$133.2M

26 stks

2024-12-31

Stale — no recent filing

Concentration20.9

Tukman Grossman Capital Management INC

CIK 0000778925

Total reported value

$133.2M

17 stks

2017-09-30

Stale — no recent filing

Concentration29.3

Portfolio Stability73.9

Sector conviction66.0

Personal Financial Consultants INC /adv

CIK 0000077657

Total reported value

$133.2M

19 stks

2019-06-30

Stale — no recent filing

Concentration44.6

Portfolio Stability4.5

Clearshares LLC

CIK 0001733456

Total reported value

$133.1M

40 stks

2021-12-31

Stale — no recent filing

Concentration12.7

Littlejohn Financial Services, INC.

CIK 0002031637

Total reported value

$133.1M

61 stks

2026-03-31

Concentration15.1

Portfolio Stability27.4

Sector conviction58.1