Institutions with $100M to $1B AUM (7399 funds)
7399 institutions currently have assets under management $100M to $1B, ranked below by AUM.
DL
Dentgroup LLC
CIK 0001867570
Total reported value
$145.6M
93 stks
2025-12-31
Stale — no recent filing
Concentration10.0
Portfolio Stability10.9
Sector conviction100.0
View detail
OI
OptiFour Integrated Wealth Management, LLC
CIK 0001775361
Total reported value
$145.5M
74 stks
2019-12-31
Stale — no recent filing
Concentration24.3
Portfolio Stability6.0
Sector conviction61.0
View detail
EC
Enhancing Capital LLC
CIK 0001909572
Total reported value
$145.4M
90 stks
2026-06-30
Concentration11.2
Portfolio Stability16.8
Sector conviction43.2
View detail
G&
GUNN & Co INVESTMENT MANAGEMENT, INC.
CIK 0002000490
Total reported value
$145.4M
61 stks
2024-09-30
Stale — no recent filing
Concentration13.3
Portfolio Stability0.0
Sector conviction45.2
View detail
WC
Wynnefield Capital Inc
CIK 0001251567
Total reported value
$145.4M
8 stks
2026-06-30
Concentration96.9
Portfolio Stability12.9
Sector conviction100.0
View detail
BP
Bingham Private Wealth, LLC
CIK 0002063211
Total reported value
$145.3M
178 stks
2026-06-30
Concentration5.2
Portfolio Stability29.6
Sector conviction46.5
View detail
HA
Hegarty Advisors, LLC
CIK 0002107727
Total reported value
$145.3M
66 stks
2026-06-30
Concentration19.8
Portfolio Stability0.0
Sector conviction100.0
View detail
RC
RMR Capital Management, LLC
CIK 0002032709
Total reported value
$145.2M
76 stks
2026-06-30
Concentration20.2
Portfolio Stability11.5
Sector conviction47.8
View detail
CF
Corus Family Wealth Advisors
CIK 0001894830
Total reported value
$145.2M
82 stks
2026-06-30
Concentration24.9
Portfolio Stability0.0
Sector conviction75.7
View detail
CC
Cushing Capital Partners, LLC
CIK 0002054827
Total reported value
$145.2M
99 stks
2026-06-30
Concentration11.3
Portfolio Stability15.2
Sector conviction49.2
View detail
GT
Global Trust Wealth Management LLC
CIK 0002065265
Total reported value
$145.2M
75 stks
2026-06-30
Concentration12.7
Portfolio Stability25.2
Sector conviction46.1
View detail
AC
Anchor Capital Management Group Inc
CIK 0000894119
Total reported value
$145.1M
16 stks
2026-06-30
Concentration100.0
Portfolio Stability14.7
Sector conviction100.0
View detail
LW
LightSquare Wealth Management, LLC
CIK 0002118318
Total reported value
$145.0M
104 stks
2026-06-30
Concentration14.8
Portfolio Stability16.5
Sector conviction70.2
View detail
DC
Dara Capital US, Inc.
CIK 0001891892
Total reported value
$145.0M
110 stks
2026-06-30
Concentration15.1
Portfolio Stability71.5
Sector conviction100.0
View detail
RD
Ritter Daniher Financial Advisory LLC
CIK 0001844428
Total reported value
$145.0M
242 stks
2022-03-31
Stale — no recent filing
Concentration35.5
Portfolio Stability0.0
Sector conviction74.5
View detail
VG
VUB Generali dochodkova spravcovska spolocnost, a.s.
CIK 0002111369
Total reported value
$145.0M
91 stks
2026-06-30
Concentration10.9
Portfolio Stability18.0
Sector conviction56.8
View detail
CR
Clarity Retirement & Wealth, LLC
CIK 0002103352
Total reported value
$144.9M
35 stks
2026-06-30
Concentration39.2
Portfolio Stability24.6
Sector conviction0.0
View detail
MC
Magnolia Capital Management LTD
CIK 0001802361
Total reported value
$144.9M
75 stks
2026-06-30
Concentration28.9
Portfolio Stability13.9
Sector conviction80.3
View detail
AA
AO Asset Management, LP
CIK 0001594585
Total reported value
$144.9M
25 stks
2022-06-30
Stale — no recent filing
Concentration21.5
Portfolio Stability0.0
Sector conviction100.0
View detail
FA
Futuris Asset Management AB
CIK 0001536726
Total reported value
$144.9M
13 stks
2014-06-30
Stale — no recent filing
Concentration51.4
Portfolio Stability54.9
Sector conviction100.0
View detail
SI
SWP Investment Management LLC
CIK 0002098300
Total reported value
$144.8M
43 stks
2026-06-30
Concentration10.5
Portfolio Stability67.5
Sector conviction58.8
View detail
PC
Pangea Capital Gestao de Recursos Ltda.
CIK 0002119167
Total reported value
$144.8M
11 stks
2026-06-30
Concentration100.0
Portfolio Stability10.3
Sector conviction100.0
View detail
EP
Elizabeth Park Capital Advisors, Ltd.
CIK 0001600583
Total reported value
$144.8M
44 stks
2026-06-30
Concentration10.8
Portfolio Stability28.1
Sector conviction100.0
View detail
GW
Gilpin Wealth Management, LLC
CIK 0002058144
Total reported value
$144.7M
1,064 stks
2026-06-30
Concentration5.1
Portfolio Stability18.9
Sector conviction61.2
View detail
JE
Jacobs Equity LLC
CIK 0002111761
Total reported value
$144.7M
121 stks
2026-06-30
Concentration9.4
Portfolio Stability30.3
Sector conviction53.4
View detail
PW
Pinnacle West Asset Management, Inc.
CIK 0001975730
Total reported value
$144.7M
104 stks
2026-06-30
Concentration7.6
Portfolio Stability25.6
Sector conviction42.3
View detail
SI
Snowwater Investment Partners, LLC
CIK 0002075393
Total reported value
$144.6M
98 stks
2026-06-30
Concentration17.1
Portfolio Stability38.3
Sector conviction50.2
View detail
PA
Paragon Associates II, Ltd
CIK 0001566137
Total reported value
$144.6M
19 stks
2013-12-31
Stale — no recent filing
Concentration29.8
Portfolio Stability0.0
Sector conviction100.0
View detail
CG
Clifford Group, LLC
CIK 0001965522
Total reported value
$144.6M
86 stks
2026-06-30
Concentration41.8
Portfolio Stability17.7
Sector conviction66.9
View detail
PR
Post Resch Tallon Group Inc.
CIK 0002054476
Total reported value
$144.6M
138 stks
2026-06-30
Concentration12.7
Portfolio Stability21.3
Sector conviction59.4
View detail
WS
Warm Springs Advisors Inc.
CIK 0002057078
Total reported value
$144.6M
45 stks
2026-06-30
Concentration21.7
Portfolio Stability51.5
Sector conviction100.0
View detail
NF
NorthLanding Financial Partners, LLC
CIK 0001655982
Total reported value
$144.5M
45 stks
2026-06-30
Concentration55.1
Portfolio Stability15.5
Sector conviction100.0
View detail
SO
Sierra Ocean, LLC
CIK 0002051715
Total reported value
$144.5M
72 stks
2026-06-30
Concentration28.4
Portfolio Stability17.6
Sector conviction97.9
View detail
RB
Robert B. Daugherty Foundation
CIK 0001515721
Total reported value
$144.4M
1 stks
2026-06-30
Concentration100.0
Portfolio Stability0.0
Sector conviction100.0
View detail
BA
Blueline Advisors LLC
CIK 0002110066
Total reported value
$144.4M
260 stks
2026-06-30
Concentration22.3
Portfolio Stability13.1
Sector conviction53.6
View detail
BH
Beacon Hill Wealth Management LTD.
CIK 0002147314
Total reported value
$144.3M
27 stks
2026-06-30
Concentration49.8
Portfolio Stability0.0
Sector conviction100.0
View detail
AF
Affinia Financial Group, LLC
CIK 0001802862
Total reported value
$144.3M
35 stks
2023-06-30
Stale — no recent filing
Concentration0.0
Portfolio Stability0.0
Sector conviction0.0
View detail
B&
Boyce & Associates Wealth Consulting, Inc.
CIK 0001922884
Total reported value
$144.2M
82 stks
2026-06-30
Concentration17.8
Portfolio Stability15.1
Sector conviction96.5
View detail
MB
Marble Bar Asset Management LLP
CIK 0001346570
Total reported value
$144.2M
42 stks
2026-06-30
Concentration73.1
Portfolio Stability100.0
Sector conviction100.0
View detail
OI
Oakmont Investment Advisors, Inc.
CIK 0002150170
Total reported value
$144.1M
115 stks
2026-06-30
Concentration10.1
Portfolio Stability49.3
Sector conviction51.5
View detail
Aquamarine Zurich AG
CIK 0001953324
Total reported value
$144.1M
7 stks
2026-06-30
Concentration79.3
Portfolio Stability6.3
Sector conviction100.0
View detail
AA
Aflac Asset Management LLC
CIK 0001882466
Total reported value
$144.1M
1 stks
2021-12-31
Stale — no recent filing
Concentration100.0
Portfolio Stability0.0
Sector conviction0.0
View detail
SC
Sharp Capital Gestora de Recursos Ltda.
CIK 0001818890
Total reported value
$144.1M
6 stks
2026-06-30
Concentration100.0
Portfolio Stability28.5
Sector conviction100.0
View detail
CO
Carbahal Olsen Financial Services Group, LLC
CIK 0002052538
Total reported value
$144.0M
40 stks
2026-06-30
Concentration50.5
Portfolio Stability15.2
Sector conviction100.0
View detail
KA
Kaizen Advisory, LLC
CIK 0001669336
Total reported value
$144.0M
703 stks
2018-12-31
Stale — no recent filing
Concentration8.6
Portfolio Stability32.9
Sector conviction45.9
View detail
PF
Planwiser Financial, LLC
CIK 0002043741
Total reported value
$143.9M
50 stks
2026-06-30
Concentration17.3
Portfolio Stability0.0
Sector conviction100.0
View detail
YA
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.
CIK 0001894044
Total reported value
$143.8M
40 stks
2026-06-30
Concentration32.6
Portfolio Stability100.0
Sector conviction94.9
View detail
CM
Capital Market Strategies LLC
CIK 0001810158
Total reported value
$143.8M
139 stks
2025-06-30
Stale — no recent filing
Concentration14.7
Portfolio Stability0.0
Sector conviction100.0
View detail
BJ
Blue Jean Financial LLC
CIK 0002047089
Total reported value
$143.7M
70 stks
2026-06-30
Concentration7.3
Portfolio Stability100.0
Sector conviction54.3
View detail
FF
Fox Financial, Inc
CIK 0002004131
Total reported value
$143.6M
12 stks
2026-06-30
Concentration66.5
Portfolio Stability15.8
Sector conviction0.0
View detail
WW
Woodside Wealth Management LLC
CIK 0002064883
Total reported value
$143.5M
45 stks
2026-06-30
Concentration37.2
Portfolio Stability12.0
Sector conviction100.0
View detail
AE
AH Equity Partners Bio II, L.L.C.
CIK 0001725722
Total reported value
$143.5M
4 stks
2022-09-30
Stale — no recent filing
Concentration100.0
Portfolio Stability0.0
Sector conviction0.0
View detail
AC
Acuta Capital Partners, LLC
CIK 0001582844
Total reported value
$143.5M
23 stks
2026-06-30
Concentration35.1
Portfolio Stability63.9
Sector conviction100.0
View detail
FP
Flax Pond Capital, LLC
CIK 0002106996
Total reported value
$143.5M
56 stks
2026-06-30
Concentration12.7
Portfolio Stability33.1
Sector conviction50.1
View detail
AV
Atlas Venture Advisors, Inc.
CIK 0001767432
Total reported value
$143.4M
3 stks
2026-06-30
Concentration100.0
Portfolio Stability0.0
Sector conviction100.0
View detail
BO
Bank of Marin
CIK 0001801145
Total reported value
$143.4M
150 stks
2026-06-30
Concentration6.8
Portfolio Stability21.9
Sector conviction63.7
View detail
LA
LongView Asset Management LLC
CIK 0002053960
Total reported value
$143.4M
51 stks
2025-12-31
Stale — no recent filing
Concentration35.9
Portfolio Stability6.7
Sector conviction95.2
View detail
PW
Pathway Wealth Management LLC
CIK 0002135623
Total reported value
$143.4M
31 stks
2026-06-30
Concentration52.8
Portfolio Stability32.9
Sector conviction100.0
View detail
JP
Jordan Park Trust Co LLC
CIK 0002051108
Total reported value
$143.4M
15 stks
2026-06-30
Concentration100.0
Portfolio Stability9.4
Sector conviction100.0
View detail
IC
Integrated Capital Management, Inc.
CIK 0001608826
Total reported value
$143.3M
57 stks
2026-06-30
Concentration29.0
Portfolio Stability19.8
Sector conviction0.0
View detail
SA
Sectoral Asset Management Inc
CIK 0001274413
Total reported value
$143.3M
82 stks
2026-06-30
Concentration10.9
Portfolio Stability60.0
Sector conviction100.0
View detail
SL
Sonnipe Ltd
CIK 0001946733
Total reported value
$143.2M
1 stks
2026-06-30
Concentration100.0
Portfolio Stability4.6
Sector conviction100.0
View detail
OF
OTA Financial Group L.P.
CIK 0001317346
Total reported value
$143.2M
7 stks
2023-06-30
Stale — no recent filing
Concentration0.0
Portfolio Stability0.0
Sector conviction100.0
View detail
SA
Spotlight Asset Group, Inc.
CIK 0001809159
Total reported value
$143.2M
260 stks
2024-06-30
Stale — no recent filing
Concentration15.9
Portfolio Stability0.0
Sector conviction64.6
View detail
MA
Maxele Advisors, LLC
CIK 0002096567
Total reported value
$143.1M
98 stks
2026-06-30
Concentration9.9
Portfolio Stability21.7
Sector conviction73.9
View detail
GA
Geier Asset Management, Inc.
CIK 0001848930
Total reported value
$143.1M
83 stks
2021-06-30
Stale — no recent filing
Concentration0.0
Portfolio Stability97.7
Sector conviction48.0
View detail
VA
Vienna Asset Management LLC
CIK 0001913545
Total reported value
$143.0M
73 stks
2026-06-30
Concentration17.2
Portfolio Stability40.6
Sector conviction99.8
View detail
WF
WESTERN FINANCIAL Corp
CIK 0000106077
Total reported value
$143.0M
93 stks
2022-09-30
Stale — no recent filing
Concentration42.7
Portfolio Stability0.0
Sector conviction55.6
View detail
GC
Grizzlyrock Capital, LLC
CIK 0002011732
Total reported value
$143.0M
20 stks
2026-06-30
Concentration30.5
Portfolio Stability46.8
Sector conviction78.1
View detail
SK
Sanborn Kilcollin Partners LLC
CIK 0001210976
Total reported value
$143.0M
19 stks
2014-09-30
Stale — no recent filing
Concentration24.6
Portfolio Stability41.1
Sector conviction80.7
View detail
CC
Commons Capital, LLC
CIK 0001912835
Total reported value
$142.9M
96 stks
2026-06-30
Concentration19.7
Portfolio Stability0.0
Sector conviction86.1
View detail
MC
Matters Capital LLC
CIK 0002110838
Total reported value
$142.9M
75 stks
2026-06-30
Concentration12.5
Portfolio Stability36.2
Sector conviction89.5
View detail
CP
Camelot Portfolios, LLC
CIK 0001569766
Total reported value
$142.9M
215 stks
2026-06-30
Concentration3.6
Portfolio Stability0.0
Sector conviction37.8
View detail
WF
Wechter Feldman Wealth Management, Inc.
CIK 0001538338
Total reported value
$142.9M
23 stks
2021-06-30
Stale — no recent filing
Concentration0.0
Portfolio Stability97.4
Sector conviction100.0
View detail
MF
Midwestern Financial, LLC /IA
CIK 0002083276
Total reported value
$142.8M
54 stks
2026-06-30
Concentration18.0
Portfolio Stability12.5
Sector conviction97.6
View detail
SV
Strategic Value Bank Partners LLC
CIK 0001904067
Total reported value
$142.8M
10 stks
2026-06-30
Concentration64.5
Portfolio Stability92.4
Sector conviction100.0
View detail
RP
Repertoire Partners LP
CIK 0001909393
Total reported value
$142.8M
10 stks
2025-06-30
Stale — no recent filing
Concentration100.0
Portfolio Stability0.0
Sector conviction0.0
View detail
WK
White Knight Strategic Wealth Advisors, LLC
CIK 0001904677
Total reported value
$142.8M
89 stks
2026-06-30
Concentration18.6
Portfolio Stability27.0
Sector conviction66.8
View detail
LF
LifePlan Financial, LLC
CIK 0001739485
Total reported value
$142.8M
89 stks
2026-06-30
Concentration11.1
Portfolio Stability19.8
Sector conviction49.7
View detail
GC
Gilbert Capital Group, Inc.
CIK 0002035854
Total reported value
$142.8M
56 stks
2026-06-30
Concentration24.9
Portfolio Stability0.0
Sector conviction61.0
View detail
GP
Guardsman Private Capital Management, Inc.
CIK 0002110760
Total reported value
$142.7M
44 stks
2026-06-30
Concentration56.8
Portfolio Stability12.0
Sector conviction100.0
View detail
TC
Twin City Private Wealth, LLC
CIK 0002021982
Total reported value
$142.6M
104 stks
2026-06-30
Concentration6.2
Portfolio Stability20.1
Sector conviction37.2
View detail
OF
Outfitters Financial LLC
CIK 0001846505
Total reported value
$142.6M
80 stks
2026-06-30
Concentration9.7
Portfolio Stability25.0
Sector conviction44.0
View detail
EI
Emmett Investment Management, LP
CIK 0002042845
Total reported value
$142.6M
28 stks
2026-06-30
Concentration23.6
Portfolio Stability87.0
Sector conviction78.5
View detail
RB
Rye Brook Capital LLC
CIK 0001844147
Total reported value
$142.6M
40 stks
2026-06-30
Concentration26.6
Portfolio Stability38.8
Sector conviction59.2
View detail
CC
Clearfield Capital Management LP
CIK 0001643569
Total reported value
$142.6M
5 stks
2026-06-30
Concentration100.0
Portfolio Stability100.0
Sector conviction100.0
View detail
PW
Peak Wealth Management LLC
CIK 0002094948
Total reported value
$142.5M
59 stks
2026-06-30
Concentration21.4
Portfolio Stability0.0
Sector conviction82.4
View detail
VW
Vector Wealth Management, LLC
CIK 0001686409
Total reported value
$142.5M
116 stks
2016-12-31
Stale — no recent filing
Concentration23.4
Portfolio Stability12.3
Sector conviction55.3
View detail
FG
First Growth Capital Management LLC
CIK 0001830236
Total reported value
$142.5M
25 stks
2020-12-31
Stale — no recent filing
Concentration23.4
Portfolio Stability0.0
Sector conviction100.0
View detail
SG
Somerset Group LLC
CIK 0001567912
Total reported value
$142.5M
58 stks
2026-06-30
Concentration15.8
Portfolio Stability9.4
Sector conviction48.5
View detail
PA
Private Advisors, LLC
CIK 0001766226
Total reported value
$142.4M
187 stks
2020-09-30
Stale — no recent filing
Concentration4.2
Portfolio Stability50.2
Sector conviction59.5
View detail
1W
1858 Wealth Management, LLC
CIK 0002011812
Total reported value
$142.4M
113 stks
2025-09-30
Stale — no recent filing
Concentration9.5
Portfolio Stability54.8
Sector conviction83.8
View detail
VA
Virtue Asset Management LLC
CIK 0002094533
Total reported value
$142.4M
108 stks
2026-06-30
Concentration8.3
Portfolio Stability0.0
Sector conviction53.8
View detail
SA
Seelaus Asset Management LLC
CIK 0001705655
Total reported value
$142.4M
204 stks
2026-06-30
Concentration6.1
Portfolio Stability0.0
Sector conviction50.0
View detail
GC
Gunpowder Capital Management, LLC dba Oliver Wealth Management
CIK 0002114795
Total reported value
$142.4M
408 stks
2026-06-30
Concentration19.4
Portfolio Stability20.0
Sector conviction84.0
View detail
GW
Greenhouse Wealth Management, LLC
CIK 0001843566
Total reported value
$142.3M
52 stks
2026-06-30
Concentration66.2
Portfolio Stability24.4
Sector conviction66.2
View detail
RI
Richwood Investment Advisors, LLC
CIK 0001911900
Total reported value
$142.2M
106 stks
2026-06-30
Concentration24.9
Portfolio Stability17.1
Sector conviction49.6
View detail
BC
Barington Companies Management, LLC
CIK 0000887762
Total reported value
$142.2M
9 stks
2026-06-30
Concentration62.2
Portfolio Stability30.4
Sector conviction100.0
View detail
IC
Investment Counsel Inc.
CIK 0001670053
Total reported value
$142.1M
51 stks
2021-03-31
Stale — no recent filing
Concentration27.6
Portfolio Stability8.9
Sector conviction55.3
View detail
KC
KHIS Custodian LP
CIK 0002055575
Total reported value
$142.1M
1 stks
2026-06-30
Concentration100.0
Portfolio Stability75.8
Sector conviction100.0
View detail
LA
Legacy Advisory Services, LLC
CIK 0002068847
Total reported value
$142.1M
54 stks
2026-06-30
Concentration33.5
Portfolio Stability14.9
Sector conviction58.3
View detail
MW
MY Wealth Management Inc.
CIK 0001827845
Total reported value
$142.0M
46 stks
2026-06-30
Concentration20.9
Portfolio Stability0.0
Sector conviction100.0
View detail
RC
Rain Capital Management, LLC
CIK 0001667553
Total reported value
$142.0M
95 stks
2024-06-30
Stale — no recent filing
Concentration39.1
Portfolio Stability0.0
Sector conviction100.0
View detail
AF
ASL Financial, LLC
CIK 0002105933
Total reported value
$142.0M
99 stks
2026-06-30
Concentration16.2
Portfolio Stability14.8
Sector conviction83.3
View detail
HA
Hallstatt Advisors L.p.
CIK 0002040638
Total reported value
$141.9M
13 stks
2026-06-30
Concentration37.5
Portfolio Stability0.0
Sector conviction95.7
View detail
CC
Connective Capital Management, LLC
CIK 0001543568
Total reported value
$141.9M
70 stks
2026-06-30
Concentration36.8
Portfolio Stability83.7
Sector conviction100.0
View detail
KF
Kropog Financial Group, LLC
CIK 0002084205
Total reported value
$141.9M
39 stks
2026-06-30
Concentration52.5
Portfolio Stability0.0
Sector conviction100.0
View detail
MP
MIO Partners, Inc.
CIK 0001535457
Total reported value
$141.9M
6 stks
2026-06-30
Concentration100.0
Portfolio Stability0.0
Sector conviction0.0
View detail
SW
Sentinel Wealth Management, Inc.
CIK 0001929328
Total reported value
$141.9M
39 stks
2026-06-30
Concentration29.0
Portfolio Stability12.8
Sector conviction100.0
View detail
KF
K2 Financial Inc.
CIK 0002044711
Total reported value
$141.7M
60 stks
2026-06-30
Concentration14.9
Portfolio Stability5.1
Sector conviction100.0
View detail
TC
Travelers Companies, Inc.
CIK 0000086312
Total reported value
$141.6M
2 stks
2026-06-30
Concentration100.0
Portfolio Stability11.1
Sector conviction0.0
View detail
IF
iSAM Funds
CIK 0001919867
Total reported value
$141.6M
241 stks
2026-06-30
Concentration2.9
Portfolio Stability100.0
Sector conviction43.7
View detail
LG
L1 Global Manager Pty Ltd
CIK 0001878742
Total reported value
$141.6M
121 stks
2026-06-30
Concentration11.4
Portfolio Stability77.5
Sector conviction100.0
View detail
KL
Keenan, LLC
CIK 0002111703
Total reported value
$141.6M
45 stks
2026-06-30
Concentration35.1
Portfolio Stability0.0
Sector conviction100.0
View detail
SG
SIG Growth Equity Funds Ltd Partnership, LLLP
CIK 0002009262
Total reported value
$141.5M
1 stks
2024-09-30
Stale — no recent filing
Concentration100.0
Portfolio Stability0.0
Sector conviction0.0
View detail
PA
PartnerRe Asset Management CORP
CIK 0001301542
Total reported value
$141.5M
2 stks
2026-06-30
Concentration0.0
Portfolio Stability5.0
Sector conviction0.0
View detail
BC
Breithorn Capital Management
CIK 0001483060
Total reported value
$141.5M
45 stks
2017-06-30
Stale — no recent filing
Concentration13.7
Portfolio Stability35.9
Sector conviction95.6
View detail
MW
Merited Wealth, LLC
CIK 0002123943
Total reported value
$141.4M
73 stks
2026-06-30
Concentration22.4
Portfolio Stability60.6
Sector conviction79.3
View detail
NA
Nestegg Advisors, Inc.
CIK 0002062716
Total reported value
$141.4M
53 stks
2026-06-30
Concentration32.3
Portfolio Stability0.0
Sector conviction100.0
View detail
CO
Capital One Financial CORP
CIK 0000927628
Total reported value
$141.4M
91 stks
2022-03-31
Stale — no recent filing
Concentration12.2
Portfolio Stability0.0
Sector conviction69.0
View detail
VA
Veratis Advisors, Inc.
CIK 0002111807
Total reported value
$141.3M
84 stks
2026-06-30
Concentration15.2
Portfolio Stability30.3
Sector conviction52.1
View detail
AC
Alessandra Capital Management, LLC
CIK 0002132506
Total reported value
$141.3M
127 stks
2026-06-30
Concentration10.8
Portfolio Stability32.8
Sector conviction59.1
View detail
SA
Strategic Advisory Partners, LLC
CIK 0002114344
Total reported value
$141.2M
43 stks
2026-06-30
Concentration91.3
Portfolio Stability15.7
Sector conviction100.0
View detail
KC
Kemper Corp Master Retirement Trust
CIK 0001352900
Total reported value
$141.1M
2 stks
2023-06-30
Stale — no recent filing
Concentration0.0
Portfolio Stability0.0
Sector conviction0.0
View detail
SW
SIMA Wealth Partners, LLC
CIK 0002135539
Total reported value
$141.1M
145 stks
2026-06-30
Concentration24.5
Portfolio Stability9.1
Sector conviction55.9
View detail
CD
Campbell Deegan Wealth Management, LLC
CIK 0002059743
Total reported value
$141.0M
56 stks
2026-06-30
Concentration45.2
Portfolio Stability0.0
Sector conviction55.1
View detail
AF
Avise Financial Cooperative, Inc.
CIK 0002013342
Total reported value
$141.0M
114 stks
2026-06-30
Concentration10.9
Portfolio Stability0.0
Sector conviction49.4
View detail
SP
Sound Portfolio Advisors, LLC
CIK 0002109204
Total reported value
$140.9M
48 stks
2026-06-30
Concentration33.4
Portfolio Stability33.5
Sector conviction69.6
View detail
MW
marrick wealth, LLC
CIK 0002109850
Total reported value
$140.8M
62 stks
2026-06-30
Concentration45.5
Portfolio Stability0.0
Sector conviction100.0
View detail
NS
Nalls Sherbakoff Group, LLC
CIK 0001767500
Total reported value
$140.7M
378 stks
2026-06-30
Concentration17.2
Portfolio Stability17.1
Sector conviction53.1
View detail
PF
Penseco Financial Services CORP
CIK 0001054508
Total reported value
$140.5M
483 stks
2013-09-30
Stale — no recent filing
Concentration8.1
Portfolio Stability9.2
Sector conviction46.1
View detail
PB
Pine Brook Road Advisors, L.P.
CIK 0001630691
Total reported value
$140.5M
1 stks
2026-06-30
Concentration100.0
Portfolio Stability1.9
Sector conviction0.0
View detail
FL
Fourthstone LLC
CIK 0001767803
Total reported value
$140.5M
25 stks
2026-06-30
Concentration34.3
Portfolio Stability100.0
Sector conviction0.0
View detail
CC
Cobalt Capital Management, Inc.
CIK 0001086762
Total reported value
$140.5M
26 stks
2026-06-30
Concentration34.4
Portfolio Stability100.0
Sector conviction58.9
View detail
EC
Ethos Capital Management, Inc.
CIK 0002106214
Total reported value
$140.5M
59 stks
2026-06-30
Concentration32.6
Portfolio Stability93.2
Sector conviction84.3
View detail
4I
440 Investment Group, LLC
CIK 0001473174
Total reported value
$140.4M
110 stks
2017-12-31
Stale — no recent filing
Concentration11.7
Portfolio Stability28.5
Sector conviction47.1
View detail
GC
Graver Capital Management, LLC
CIK 0002056589
Total reported value
$140.4M
26 stks
2026-06-30
Concentration61.0
Portfolio Stability7.4
Sector conviction63.7
View detail
LS
Lesa Sroufe & Co
CIK 0001492162
Total reported value
$140.2M
68 stks
2026-06-30
Concentration12.6
Portfolio Stability24.3
Sector conviction56.0
View detail
VW
Vigil Wealth Management, LLC
CIK 0002107625
Total reported value
$140.2M
81 stks
2026-06-30
Concentration20.3
Portfolio Stability15.3
Sector conviction54.6
View detail
MC
Mallini Complete Financial Planning LLC
CIK 0002049540
Total reported value
$140.2M
70 stks
2026-06-30
Concentration72.5
Portfolio Stability65.0
Sector conviction55.5
View detail
MM
Marque Millennium Capital Management Lcc
CIK 0001056519
Total reported value
$140.2M
75 stks
2015-09-30
Stale — no recent filing
Concentration7.6
Portfolio Stability43.3
Sector conviction69.3
View detail
AA
Armor Advisors, L.l.c.
CIK 0001600698
Total reported value
$140.1M
16 stks
2026-06-30
Concentration39.8
Portfolio Stability100.0
Sector conviction92.9
View detail
DW
Delta Wealth Advisors LLC
CIK 0001970701
Total reported value
$140.0M
46 stks
2026-06-30
Concentration20.6
Portfolio Stability0.0
Sector conviction70.5
View detail
OA
Opes Advisors Inc
CIK 0001694948
Total reported value
$140.0M
43 stks
2018-12-31
Stale — no recent filing
Concentration21.8
Portfolio Stability51.6
Sector conviction100.0
View detail
EG
Emerging Global Advisors, LLC
CIK 0001523609
Total reported value
$139.9M
17 stks
2016-06-30
Stale — no recent filing
Concentration73.1
Portfolio Stability7.2
Sector conviction0.0
View detail
MW
Mfg Wealth Management, Inc.
CIK 0002053046
Total reported value
$139.8M
63 stks
2026-06-30
Concentration7.5
Portfolio Stability0.0
Sector conviction50.0
View detail
AU
AEGON USA Investment Management, LLC
CIK 0001454937
Total reported value
$139.7M
42 stks
2026-06-30
Concentration100.0
Portfolio Stability0.0
Sector conviction100.0
View detail
SA
Stenham Asset Management Ltd
CIK 0001840750
Total reported value
$139.6M
15 stks
2026-06-30
Concentration100.0
Portfolio Stability46.7
Sector conviction100.0
View detail
AF
Aurora Financial Advisors, LLC
CIK 0001731392
Total reported value
$139.6M
187 stks
2017-12-31
Stale — no recent filing
Concentration4.3
Portfolio Stability0.0
Sector conviction50.8
View detail
CI
Coordinating Investment Fiduciary of Raytheon Master Pension Trust
CIK 0001512998
Total reported value
$139.6M
4 stks
2019-03-31
Stale — no recent filing
Concentration100.0
Portfolio Stability76.3
Sector conviction0.0
View detail
Showing 6,301-6,450 of 7,399 institutions