Institutions with $100M to $1B AUM (7399 funds)

NorthAvenue LLC

CIK 0002123735

Total reported value

$139.6M

314 stks

2026-06-30

Concentration46.0

Portfolio Stability11.1

Sector conviction48.8

Sky-mountain Capital Management, Inc.

CIK 0002065074

Total reported value

$139.6M

40 stks

2026-06-30

Concentration76.9

Portfolio Stability22.6

Sector conviction83.0

Two Creeks Capital Management, LP

CIK 0001606430

Total reported value

$139.5M

13 stks

2026-06-30

Sector conviction77.1

Stegent Equity Advisors, Inc.

CIK 0001908976

Total reported value

$139.5M

112 stks

2026-06-30

Concentration7.1

Sector conviction44.6

Robshaw & Julian Associates Inc

CIK 0001068840

Total reported value

$139.5M

43 stks

2017-06-30

Stale — no recent filing

Concentration13.3

Portfolio Stability17.0

Sector conviction62.7

Pcg Asset Management, LLC

CIK 0002054906

Total reported value

$139.5M

84 stks

2026-06-30

Concentration18.4

Portfolio Stability15.0

Sector conviction53.0

Blue Investment Opportunities, LLC - Project Breeze Series 1

CIK 0002032685

Total reported value

$139.5M

1 stks

2026-06-30

Portfolio Stability11.7

Lepercq Multi-Asset Fund

CIK 0001536991

Total reported value

$139.5M

14 stks

2024-12-31

Stale — no recent filing

Cadia Private Client LLC

CIK 0002135817

Total reported value

$139.4M

76 stks

2026-06-30

Concentration20.7

Portfolio Stability24.1

Sector conviction67.7

Madison Park Capital Advisors, LLC

CIK 0001993022

Total reported value

$139.4M

65 stks

2026-06-30

Concentration16.1

Portfolio Stability14.6

Ares Financial Consulting, LLC

CIK 0002106717

Total reported value

$139.4M

1,132 stks

2026-06-30

Concentration11.4

Portfolio Stability16.1

Sector conviction50.5

Forefront Wealth Management Inc.

CIK 0001904828

Total reported value

$139.4M

71 stks

2025-12-31

Stale — no recent filing

Concentration14.2

Portfolio Stability14.8

Sector conviction61.1

Balance Capital Partners L.p.

CIK 0002109256

Total reported value

$139.3M

10 stks

2026-06-30

Portfolio Stability61.9

Hershey Financial Advisers, LLC

CIK 0002034214

Total reported value

$139.2M

137 stks

2026-06-30

Concentration8.4

Portfolio Stability91.3

High Pointe Capital Management LLC

CIK 0001280051

Total reported value

$139.2M

78 stks

2022-03-31

Stale — no recent filing

Concentration6.8

Sector conviction55.5

HBE Wealth Management, LLC

CIK 0002104442

Total reported value

$139.2M

59 stks

2026-06-30

Concentration25.6

Sector conviction82.0

Brickwood Asset Management LLP

CIK 0002056939

Total reported value

$139.2M

10 stks

2026-06-30

Concentration96.8

Portfolio Stability17.7

Petiole USA ltd

CIK 0001600202

Total reported value

$139.1M

31 stks

2026-06-30

Concentration17.1

Portfolio Stability22.8

Synergy Financial Group, LTD

CIK 0001905669

Total reported value

$139.0M

119 stks

2026-06-30

Concentration11.9

Portfolio Stability22.1

Liberty Atlantic Advisors LLC

CIK 0002101909

Total reported value

$139.0M

86 stks

2026-06-30

Concentration27.8

Portfolio Stability18.0

Sector conviction88.1

SeedSafe Financial LLC

CIK 0002149814

Total reported value

$138.9M

39 stks

2026-06-30

Concentration22.4

Portfolio Stability14.1

BG Investment Services, LLC

CIK 0001873989

Total reported value

$138.8M

52 stks

2026-06-30

Concentration32.7

Sector conviction98.5

Karani Asset Management LLC

CIK 0001792430

Total reported value

$138.7M

57 stks

2026-06-30

Concentration17.0

Portfolio Stability34.0

Sector conviction99.2

New Mountain Capital, L.L.C.

CIK 0001407718

Total reported value

$138.6M

1 stks

2026-06-30

Portfolio Stability23.2

Purewater Capital LLC

CIK 0002135327

Total reported value

$138.6M

57 stks

2026-06-30

Concentration39.2

Portfolio Stability55.1

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

GS Investments, Inc.

CIK 0001714590

Total reported value

$138.4M

133 stks

2026-06-30

Concentration8.0

Sector conviction43.8

Sandro Wealth Management LLC

CIK 0002107860

Total reported value

$138.4M

103 stks

2026-06-30

Concentration9.5

Portfolio Stability22.6

Sector conviction51.4

First Financial Group Corp

CIK 0002054920

Total reported value

$138.3M

81 stks

2026-06-30

Concentration15.2

Portfolio Stability15.0

Sector conviction97.0

E-Wealth Partners, LLC

CIK 0002129940

Total reported value

$138.3M

59 stks

2026-06-30

Concentration35.8

Portfolio Stability23.6

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

Hillman Capital Management, Inc.

CIK 0001314620

Total reported value

$138.2M

54 stks

2026-06-30

Concentration10.7

Portfolio Stability22.3

Sector conviction60.8

Prosperity Advisers, LLC

CIK 0002042930

Total reported value

$138.1M

44 stks

2026-06-30

Concentration53.6

Portfolio Stability14.5

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

Wilmar Advisors LLC

CIK 0002052481

Total reported value

$138.1M

23 stks

2026-06-30

Concentration60.4

Portfolio Stability22.6

ArborFi Advisors, LLC

CIK 0002054674

Total reported value

$137.9M

45 stks

2026-06-30

Concentration26.0

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

Broadwater Capital Management LLC

CIK 0002084339

Total reported value

$137.9M

208 stks

2026-06-30

Concentration14.9

Portfolio Stability19.3

Sector conviction50.1

Cassilly Financial Group LLC

CIK 0002090777

Total reported value

$137.8M

75 stks

2026-06-30

Concentration19.2

Sector conviction93.4

Orca Investment Management, LLC

CIK 0001511229

Total reported value

$137.8M

60 stks

2026-06-30

Concentration15.2

Portfolio Stability23.6

Sector conviction64.4

Approach Retirement Advisors, LLC

CIK 0002106948

Total reported value

$137.7M

82 stks

2026-06-30

Concentration22.0

Windsor Advisory Group, LLC

CIK 0001739953

Total reported value

$137.7M

97 stks

2026-06-30

Concentration25.9

Portfolio Stability33.2

Pin Oak Investment Advisors Inc

CIK 0001094584

Total reported value

$137.6M

480 stks

2026-06-30

Concentration7.9

Portfolio Stability4.1

Sector conviction60.3

Littlejohn Financial Services, Inc.

CIK 0002031637

Total reported value

$137.6M

71 stks

2026-06-30

Concentration13.1

Portfolio Stability50.2

Sector conviction51.8

Mobius Capital Management, LLC

CIK 0001688237

Total reported value

$137.5M

25 stks

2018-09-30

Stale — no recent filing

Concentration27.6

Soapstone Management L.P.

CIK 0001726948

Total reported value

$137.5M

13 stks

2026-06-30

Concentration47.6

Portfolio Stability80.1

Sector conviction58.8

TRG Investments, LLC

CIK 0001675088

Total reported value

$137.4M

1 stks

2021-12-31

Stale — no recent filing

Rubicon Advisors, GP

CIK 0002114679

Total reported value

$137.3M

86 stks

2026-06-30

Concentration13.7

Portfolio Stability46.7

Sector conviction97.2

Pitti Group Wealth Management, LLC

CIK 0001909664

Total reported value

$137.3M

84 stks

2026-06-30

Concentration19.6

Portfolio Stability13.6

Sector conviction50.8

Gts Financial, LLC

CIK 0002112647

Total reported value

$137.2M

41 stks

2026-06-30

Concentration33.1

Portfolio Stability60.4

Marquette Associates, Inc.

CIK 0002042617

Total reported value

$137.2M

38 stks

2026-06-30

Concentration37.8

Portfolio Stability47.0

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

WealthPoint Financial, LLC

CIK 0002040860

Total reported value

$137.2M

126 stks

2026-06-30

Concentration9.4

Sector conviction57.6

Ferguson Johnson Wealth Management Inc

CIK 0002109387

Total reported value

$137.2M

38 stks

2026-06-30

Concentration38.0

Farnam Financial LLC

CIK 0002080267

Total reported value

$137.1M

53 stks

2026-06-30

Concentration17.3

Portfolio Stability17.4

Trustco Bank CORP N Y

CIK 0000357301

Total reported value

$137.1M

147 stks

2026-06-30

Concentration17.2

Portfolio Stability25.5

Sector conviction56.9

Sentinel Dome Partners, LLC

CIK 0002114194

Total reported value

$137.1M

32 stks

2026-06-30

Concentration23.3

Portfolio Stability96.8

Sector conviction99.1

Stephen J. Garry & Associates, LLC

CIK 0002056402

Total reported value

$137.1M

55 stks

2026-06-30

Concentration28.9

Portfolio Stability14.1

Sector conviction79.8

Templeton & Phillips Capital Management, LLC

CIK 0001961304

Total reported value

$137.1M

52 stks

2026-06-30

Concentration58.4

Sector conviction61.7

Daytona Street Capital LLC

CIK 0002101936

Total reported value

$137.0M

279 stks

2026-06-30

Concentration6.3

Sector conviction55.3

Crabel Capital Management, LLC

CIK 0001536557

Total reported value

$136.9M

51 stks

2026-06-30

Concentration20.9

Sector conviction95.2

Praetorian Capital Management LLC

CIK 0001337851

Total reported value

$136.9M

21 stks

2023-03-31

Stale — no recent filing

Concentration66.7

Syntax Research, Inc.

CIK 0001999827

Total reported value

$136.9M

179 stks

2026-06-30

Concentration21.1

Portfolio Stability68.7

Sector conviction73.9

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

Impact Investors, Inc

CIK 0001824539

Total reported value

$136.8M

130 stks

2026-06-30

Concentration16.3

Portfolio Stability25.1

Sector conviction92.5

Stone Wealth Partners

CIK 0001813454

Total reported value

$136.8M

63 stks

2026-06-30

Concentration15.7

Portfolio Stability28.1

Barrier Capital Management, LLC

CIK 0001909089

Total reported value

$136.8M

18 stks

2026-06-30

Concentration33.1

Portfolio Stability85.5

Sector conviction75.7

Momentum Wealth Planning, LLC

CIK 0002087652

Total reported value

$136.7M

39 stks

2026-06-30

Concentration49.9

Portfolio Stability45.1

Sector conviction76.1

Timmons Wealth Management, LLC

CIK 0002110045

Total reported value

$136.7M

74 stks

2026-06-30

Concentration41.5

Portfolio Stability41.7

Sector conviction51.5

Investment Advisory Services Group LLC

CIK 0002099157

Total reported value

$136.7M

37 stks

2026-06-30

Concentration38.0

Portfolio Stability18.3

Sector conviction86.0

Axos Invest Inc.

CIK 0002042928

Total reported value

$136.6M

20 stks

2026-06-30

Concentration73.2

Latash Investments, LLC

CIK 0001317961

Total reported value

$136.5M

20 stks

2026-06-30

Portfolio Stability5.9

Aventus Investment Advisors, Inc.

CIK 0002093055

Total reported value

$136.5M

157 stks

2026-06-30

Concentration32.1

Portfolio Stability27.8

Sector conviction82.1

Vesey Street Capital Partners, L.L.C.

CIK 0001910342

Total reported value

$136.5M

2 stks

2026-06-30

Portfolio Stability45.6

Sidoxia Capital Management, LLC

CIK 0002132534

Total reported value

$136.4M

88 stks

2026-06-30

Concentration8.9

Portfolio Stability21.4

Sector conviction55.6

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

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

KVP Capital Advisors, LP

CIK 0001858198

Total reported value

$136.2M

35 stks

2026-06-30

Concentration18.0

Portfolio Stability55.0

Rahlfs Capital, LLC

CIK 0002056410

Total reported value

$136.2M

86 stks

2026-06-30

Concentration12.1

Sector conviction50.5

Madrona Funds, LLC

CIK 0001663871

Total reported value

$136.1M

58 stks

2019-09-30

Stale — no recent filing

Concentration15.3

Sector conviction86.6

WJ Financial Advisors LLC

CIK 0002095682

Total reported value

$136.1M

137 stks

2026-06-30

Concentration7.1

Portfolio Stability18.4

Sector conviction40.1

Semitam Bonam LLC

CIK 0001922963

Total reported value

$136.1M

50 stks

2026-06-30

Concentration22.1

Portfolio Stability10.7

Ishara Investments LP

CIK 0002111609

Total reported value

$136.1M

41 stks

2026-06-30

Concentration15.4

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

Golden Bell Financial Planning LLC

CIK 0002044309

Total reported value

$136.0M

41 stks

2026-06-30

Concentration31.3

Portfolio Stability8.3

Rhodes Investment Advisors Inc /adv

CIK 0001005186

Total reported value

$136.0M

127 stks

2026-06-30

Concentration6.6

Portfolio Stability28.6

Sector conviction49.0

Red Crane Wealth Management, LLC

CIK 0001686343

Total reported value

$136.0M

79 stks

2026-06-30

Concentration11.7

Portfolio Stability14.9

Hanseatic Management Services Inc

CIK 0001128074

Total reported value

$135.9M

83 stks

2026-06-30

Concentration8.2

Portfolio Stability49.4

Challenger Wealth Management

CIK 0002057602

Total reported value

$135.9M

65 stks

2026-06-30

Concentration28.0

Portfolio Stability14.2

Sector conviction50.8

Phillips Wealth Planners LLC

CIK 0001962628

Total reported value

$135.8M

217 stks

2026-06-30

Concentration3.8

Portfolio Stability17.6

Sector conviction37.7

Core Wealth Advisors, LLC

CIK 0002110114

Total reported value

$135.7M

35 stks

2026-06-30

Concentration31.0

Portfolio Stability40.1

Donalies Financial Planning, LLC

CIK 0002111587

Total reported value

$135.7M

78 stks

2026-06-30

Concentration15.9

Sector conviction95.0

Telligent Fund, LP

CIK 0001470723

Total reported value

$135.7M

23 stks

2026-06-30

Concentration26.4

Portfolio Stability65.6

Valor Advisors LLC

CIK 0002108599

Total reported value

$135.7M

32 stks

2026-06-30

Concentration89.7

Portfolio Stability17.2

MRP Capital Investments, LLC

CIK 0001964831

Total reported value

$135.7M

263 stks

2026-06-30

Concentration8.2

Portfolio Stability30.3

Sector conviction47.8

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

Ulland Investment Advisors, LLC

CIK 0001911497

Total reported value

$135.6M

227 stks

2026-06-30

Concentration13.8

Sector conviction56.8

Oppenheimer & Close, Inc.

CIK 0001512395

Total reported value

$135.5M

58 stks

2013-06-30

Stale — no recent filing

Concentration13.8

Targeted Financial Services LLC

CIK 0001758288

Total reported value

$135.5M

63 stks

2026-06-30

Concentration40.5

Sector conviction43.0

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

Tsai Capital Corp

CIK 0001574850

Total reported value

$135.3M

17 stks

2026-06-30

Concentration43.5

Portfolio Stability30.1

Sector conviction63.7

180 GPS Investments IC Ltd

CIK 0002077902

Total reported value

$135.3M

23 stks

2026-06-30

Concentration48.4

Sector conviction63.3

Intrepid Family Office LLC

CIK 0001596197

Total reported value

$135.2M

36 stks

2026-06-30

Concentration37.5

Portfolio Stability61.7

CornerStone Partners LLC

CIK 0001752833

Total reported value

$135.2M

9 stks

2020-09-30

Stale — no recent filing

Concentration98.8

Portfolio Stability28.1

RD Lewis Holdings, Inc.

CIK 0002046179

Total reported value

$135.2M

88 stks

2026-06-30

Concentration8.6

Portfolio Stability20.1

Sector conviction33.2

Granite Islands Private Wealth, LLC

CIK 0002111372

Total reported value

$135.2M

78 stks

2026-06-30

Concentration12.1

Portfolio Stability32.0

Sector conviction73.8

Mango Investments LLC

CIK 0002006561

Total reported value

$135.2M

23 stks

2024-03-31

Stale — no recent filing

Concentration44.6

Lakeshore Capital Group, Inc.

CIK 0002057465

Total reported value

$135.1M

89 stks

2026-06-30

Concentration15.9

Portfolio Stability19.4

Sector conviction50.6

Barnett & Company, Inc.

CIK 0001426588

Total reported value

$135.1M

86 stks

2026-06-30

Concentration9.9

Portfolio Stability35.0

Sector conviction49.7

Iszo Capital LP

CIK 0001484190

Total reported value

$135.1M

10 stks

2013-12-31

Stale — no recent filing

Titan Investment Management LLC

CIK 0002112547

Total reported value

$135.1M

38 stks

2026-06-30

Concentration22.1

Sector conviction83.8

BFI Wealth Solutions, LLC

CIK 0002110651

Total reported value

$135.0M

82 stks

2026-06-30

Concentration11.8

Benningfield Financial Advisors, LLC

CIK 0002053653

Total reported value

$135.0M

19 stks

2026-06-30

Concentration53.9

Portfolio Stability10.4

Paragon Capital Management Inc

CIK 0002038506

Total reported value

$135.0M

80 stks

2026-06-30

Concentration13.0

Portfolio Stability35.6

Sector conviction74.5

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

Piper Sandler & Co.

CIK 0000724683

Total reported value

$134.9M

19 stks

2026-06-30

Concentration51.4

Sector conviction76.3

Stirlingshire Investments, Inc.

CIK 0001829271

Total reported value

$134.9M

221 stks

2026-06-30

Concentration4.0

Sector conviction61.0

Poinciana Advisors Group, LLC

CIK 0002054543

Total reported value

$134.8M

114 stks

2026-06-30

Concentration18.0

Portfolio Stability44.6

Sector conviction61.8

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

Oath Planning, LLC

CIK 0002109944

Total reported value

$134.7M

71 stks

2026-06-30

Concentration24.3

Portfolio Stability19.2

Sector conviction59.5

Point72 Italy, S.r.l.

CIK 0002006887

Total reported value

$134.7M

19 stks

2025-09-30

Stale — no recent filing

Concentration40.4

RM Financial Services, LLC

CIK 0002109852

Total reported value

$134.6M

79 stks

2026-06-30

Concentration14.4

Portfolio Stability22.2

Sector conviction58.4

VanWeelden Wealth Management, LLC

CIK 0001740451

Total reported value

$134.6M

19 stks

2026-06-30

Concentration47.1

BLVD Private Wealth, LLC

CIK 0002079537

Total reported value

$134.6M

71 stks

2026-06-30

Concentration29.0

Portfolio Stability22.0

Summitas Investment Management LLC

CIK 0002134540

Total reported value

$134.6M

10 stks

2026-06-30

Portfolio Stability13.3

Life Planning Partners, Inc

CIK 0001910934

Total reported value

$134.5M

71 stks

2026-06-30

Concentration25.0

Portfolio Stability9.7

Sector conviction83.4

Obsidian Cio, LLC

CIK 0001843581

Total reported value

$134.5M

221 stks

2026-06-30

Concentration11.2

Portfolio Stability38.8

Sector conviction78.0

Cook & Bynum Capital Management, LLC

CIK 0001542280

Total reported value

$134.5M

6 stks

2026-06-30

Portfolio Stability10.3

Tenet Wealth Partners, LLC

CIK 0002149209

Total reported value

$134.5M

101 stks

2026-06-30

Concentration31.9

Sector conviction56.9

Athena Wealth Management, LLC

CIK 0002128243

Total reported value

$134.5M

104 stks

2026-06-30

Concentration40.4

Portfolio Stability37.0

Sector conviction43.1

Hatton Consulting, Inc.

CIK 0001859542

Total reported value

$134.4M

42 stks

2021-09-30

Stale — no recent filing

Concentration38.1

Sector conviction66.5

Talisman Wealth Advisors LLC

CIK 0001962685

Total reported value

$134.4M

113 stks

2026-06-30

Concentration11.5

Sector conviction70.1

PeakShares LLC

CIK 0002113507

Total reported value

$134.4M

122 stks

2026-06-30

Concentration7.1

Sector conviction74.9

Valtrion Capital Management, LLC

CIK 0002072223

Total reported value

$134.4M

103 stks

2026-06-30

Concentration35.1

Portfolio Stability25.5

Sector conviction67.1

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

Hingham Institution for Savings

CIK 0002044671

Total reported value

$134.3M

15 stks

2026-06-30

Concentration62.0

Portfolio Stability18.4

Boreal Capital Management LLC

CIK 0002080094

Total reported value

$134.3M

507 stks

2026-06-30

Concentration7.5

Portfolio Stability21.9

Sector conviction76.0

Kraematon Investment Advisors, Inc

CIK 0001910852

Total reported value

$134.3M

103 stks

2026-06-30

Concentration8.0

Portfolio Stability17.7

Sector conviction65.3

Vista Cima Wealth Management LLC

CIK 0002055907

Total reported value

$134.3M

49 stks

2026-06-30

Concentration20.9

Portfolio Stability30.8