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

Sector conviction47.8

Worldly Partners Management, LLC

CIK 0001904574

Total reported value

$122.4M

3 stks

2026-06-30

Portfolio Stability20.6

Tandemgrowth Financial Advisors LLC

CIK 0002110449

Total reported value

$122.4M

27 stks

2026-06-30

Concentration54.4

Birchwood Financial Partners, Inc.

CIK 0002110062

Total reported value

$122.3M

352 stks

2026-06-30

Concentration9.2

Sector conviction64.5

Guardian Capital, LLC

CIK 0002083963

Total reported value

$122.3M

79 stks

2026-06-30

Concentration15.8

Sector conviction69.3

Akanthos Capital Management LLC

CIK 0001218957

Total reported value

$122.3M

13 stks

2018-09-30

Stale — no recent filing

High Point Wealth Management, LLC

CIK 0002106882

Total reported value

$122.2M

250 stks

2026-06-30

Concentration11.9

Portfolio Stability20.5

Sector conviction57.6

Forteris Wealth Management Inc.

CIK 0002107238

Total reported value

$122.2M

69 stks

2026-06-30

Concentration12.7

Portfolio Stability19.0

Sector conviction77.6

Wall Capital Group, Inc.

CIK 0001699803

Total reported value

$122.2M

30 stks

2026-06-30

Concentration62.4

Portfolio Stability40.0

LPF Advisors LLC

CIK 0001799556

Total reported value

$122.2M

34 stks

2025-03-31

Stale — no recent filing

Concentration49.6

Taal Capital Management LP

CIK 0001811243

Total reported value

$122.2M

34 stks

2021-06-30

Stale — no recent filing

Concentration0.0

Portfolio Stability99.8

Sector conviction77.8

Bredin Investment LLC

CIK 0001710440

Total reported value

$122.1M

75 stks

2019-12-31

Stale — no recent filing

Concentration15.0

Portfolio Stability12.5

Sector conviction58.4

WFA of San Diego, LLC

CIK 0001821407

Total reported value

$122.1M

94 stks

2026-06-30

Concentration15.3

Portfolio Stability25.6

Cooke Wealth Management, LLC

CIK 0002093659

Total reported value

$122.1M

39 stks

2026-06-30

Concentration38.1

Sector conviction83.8

JHP Wealth Management, LLC

CIK 0002110669

Total reported value

$122.1M

40 stks

2026-06-30

Concentration58.0

Portfolio Stability21.6

Coral Wealth Management, LLC

CIK 0002135133

Total reported value

$122.1M

17 stks

2026-06-30

Concentration35.6

Fure Financial Corp

CIK 0000841802

Total reported value

$122.1M

34 stks

2022-09-30

Stale — no recent filing

Concentration45.2

Sector conviction92.8

Financial Management, Inc.

CIK 0002143070

Total reported value

$122.0M

46 stks

2026-06-30

Concentration22.3

Portfolio Stability14.5

Sector conviction74.3

Hicks Capital Management LLC

CIK 0002062978

Total reported value

$122.0M

39 stks

2026-06-30

Concentration42.4

Portfolio Stability22.3

Moneda S.A. Administradora General de Fondos

CIK 0001536361

Total reported value

$122.0M

31 stks

2026-06-30

Concentration53.9

Portfolio Stability50.1

Vines Capital Management, LLC

CIK 0002110678

Total reported value

$121.9M

105 stks

2026-06-30

Concentration21.0

Portfolio Stability22.4

CAMG Solamere Management, LLC

CIK 0001698094

Total reported value

$121.8M

83 stks

2021-09-30

Stale — no recent filing

Concentration10.3

Sector conviction59.2

Clientfirst Wealth Management, LLC

CIK 0001915494

Total reported value

$121.7M

53 stks

2026-06-30

Concentration97.0

Portfolio Stability12.1

Greenline Wealth Management LLC

CIK 0002111541

Total reported value

$121.7M

131 stks

2026-06-30

Concentration8.2

Portfolio Stability51.5

Sector conviction94.8

Silverhawk Asset Management, LLC

CIK 0001910078

Total reported value

$121.6M

33 stks

2023-06-30

Stale — no recent filing

Concentration0.0

Drystone LLC

CIK 0001910462

Total reported value

$121.6M

18 stks

2026-06-30

Concentration35.3

Portfolio Stability11.3

Sector conviction93.3

Torrey-Payne Wealth Management, LLC

CIK 0002112151

Total reported value

$121.6M

39 stks

2026-06-30

Concentration29.1

Portfolio Stability12.8

Institutional Venture Management XV, LLC

CIK 0001640275

Total reported value

$121.5M

3 stks

2026-06-30

Portfolio Stability49.0

Midwest Investment Management LLC

CIK 0001278178

Total reported value

$121.5M

55 stks

2017-09-30

Stale — no recent filing

Concentration16.4

Portfolio Stability9.6

Sector conviction90.7

Portus Wealth Advisors, LLC

CIK 0002097516

Total reported value

$121.5M

50 stks

2026-06-30

Concentration23.4

Portfolio Stability27.5

Sector conviction71.1

Cfo Capital Management LLC

CIK 0002114167

Total reported value

$121.5M

105 stks

2026-03-31

Concentration10.2

Portfolio Stability27.4

Sector conviction65.0

Pandowealth. LLC

CIK 0002143045

Total reported value

$121.5M

18 stks

2026-06-30

Portfolio Stability22.4

Alexander Randolph Advisory, Inc.

CIK 0000874816

Total reported value

$121.4M

41 stks

2026-06-30

Concentration33.5

Portfolio Stability20.1

Sector conviction66.1

Dala Group, LLC

CIK 0002129058

Total reported value

$121.4M

68 stks

2026-06-30

Concentration27.6

Portfolio Stability77.7

Sector conviction48.6

Summit Investment Advisors, Inc.

CIK 0002055275

Total reported value

$121.4M

55 stks

2025-06-30

Stale — no recent filing

Concentration16.9

Shorepath Capital Management LLC

CIK 0002012685

Total reported value

$121.3M

23 stks

2025-06-30

Stale — no recent filing

Concentration27.6

Sector conviction87.0

JD Financial Services Inc.

CIK 0001840561

Total reported value

$121.3M

39 stks

2021-12-31

Stale — no recent filing

Concentration26.1

Sector conviction74.4

Verus Wealth Management, LLC

CIK 0002042938

Total reported value

$121.3M

60 stks

2026-06-30

Concentration21.1

Portfolio Stability12.7

Chapman Investment Management, LLC

CIK 0001751006

Total reported value

$121.2M

27 stks

2026-06-30

Concentration26.1

Portfolio Stability17.5

Sector conviction62.8

Curat Global, LLC

CIK 0002063003

Total reported value

$121.1M

253 stks

2026-06-30

Concentration11.5

Portfolio Stability37.6

Sector conviction64.4

Strategic Capital Advisers, Inc.

CIK 0001731127

Total reported value

$121.1M

59 stks

2022-06-30

Stale — no recent filing

Concentration11.1

Sector conviction52.3

Pathlight Investors LLC

CIK 0001767326

Total reported value

$121.1M

105 stks

2018-12-31

Stale — no recent filing

Concentration10.8

Sector conviction50.0

Newgate Capital Management LLC

CIK 0000939761

Total reported value

$121.0M

89 stks

2016-06-30

Stale — no recent filing

Concentration14.2

Portfolio Stability51.9

Sector conviction67.9

Fundsmith Long/Short Master Fund

CIK 0001813932

Total reported value

$121.0M

29 stks

2021-03-31

Stale — no recent filing

Concentration14.9

Portfolio Stability6.5

Sector conviction79.0

Hickory Asset Management, Inc.

CIK 0002053626

Total reported value

$120.9M

91 stks

2025-06-30

Stale — no recent filing

Concentration12.2

Sector conviction59.6

Tcs Capital Management LLC

CIK 0001167167

Total reported value

$120.9M

2 stks

2017-09-30

Stale — no recent filing

Portfolio Stability45.8

Worthington Financial Partners, LLC

CIK 0002111427

Total reported value

$120.8M

119 stks

2026-06-30

Concentration7.9

Portfolio Stability30.2

Miller Global Investments, LLC

CIK 0002099097

Total reported value

$120.7M

295 stks

2026-06-30

Concentration5.0

Portfolio Stability40.1

Sector conviction38.1

Koonce Calvin Scott

CIK 0001026013

Total reported value

$120.7M

2 stks

2023-12-31

Stale — no recent filing

Stoic Point Capital Management LLC

CIK 0002043279

Total reported value

$120.6M

69 stks

2026-06-30

Concentration50.2

Portfolio Stability30.7

Roan Capital Partners

CIK 0002124783

Total reported value

$120.6M

78 stks

2026-06-30

Concentration11.3

Portfolio Stability33.5

Sector conviction64.7

Defined Financial Planning LLC

CIK 0002056559

Total reported value

$120.6M

65 stks

2025-09-30

Stale — no recent filing

Concentration18.9

Portfolio Stability54.1

KDK Private Wealth Management, LLC

CIK 0001776910

Total reported value

$120.6M

57 stks

2026-06-30

Concentration40.1

Portfolio Stability18.4

Mission Financial Group, LLC

CIK 0002113810

Total reported value

$120.5M

158 stks

2026-06-30

Concentration7.4

Portfolio Stability22.0

Sector conviction68.3

Viaable, LLC

CIK 0001995984

Total reported value

$120.5M

36 stks

2026-06-30

Concentration29.3

NDVR, Inc.

CIK 0002011247

Total reported value

$120.5M

121 stks

2025-12-31

Stale — no recent filing

Concentration32.7

Portfolio Stability20.1

Sector conviction74.0

Clarfeld Financial Advisors, LLC

CIK 0001766347

Total reported value

$120.5M

589 stks

2018-12-31

Stale — no recent filing

Concentration39.1

Sector conviction49.3

Morangie Management LLC

CIK 0002056670

Total reported value

$120.4M

34 stks

2026-06-30

Concentration24.4

Sector conviction80.1

Helium Advisors LLC

CIK 0002056653

Total reported value

$120.4M

107 stks

2026-06-30

Concentration11.0

Portfolio Stability21.6

Global Thematic Partners, LLC

CIK 0001511381

Total reported value

$120.3M

15 stks

2020-06-30

Stale — no recent filing

Concentration45.2

Milestone Advisory Partners

CIK 0001819679

Total reported value

$120.2M

70 stks

2023-09-30

Stale — no recent filing

Concentration18.3

Sector conviction70.5

Mirabaud Asset Management Ltd

CIK 0001680493

Total reported value

$120.2M

49 stks

2026-06-30

Concentration12.1

Portfolio Stability96.0

Sector conviction65.5

Rhl Group, LLC

CIK 0002066311

Total reported value

$120.2M

272 stks

2026-06-30

Concentration53.5

Blom & Howell Financial Planning, Inc.

CIK 0002136102

Total reported value

$120.1M

67 stks

2026-06-30

Concentration20.3

Sector conviction85.8

Nexthera Capital LP

CIK 0001646343

Total reported value

$120.1M

23 stks

2019-06-30

Stale — no recent filing

Concentration25.3

Payne Capital LLC

CIK 0002094426

Total reported value

$120.0M

59 stks

2026-06-30

Concentration16.3

Portfolio Stability12.9

Blue Line Capital, LLC / IL

CIK 0002111406

Total reported value

$119.9M

92 stks

2026-06-30

Concentration10.2

Portfolio Stability49.5

Sector conviction75.5

Investment Management CORP /va/ /adv

CIK 0000789307

Total reported value

$119.8M

50 stks

2026-06-30

Concentration25.6

Portfolio Stability29.9

January Capital Advisors LLC

CIK 0001855967

Total reported value

$119.7M

55 stks

2026-06-30

Concentration22.0

Portfolio Stability75.8

Sector conviction74.5

Cypress Capital Management LLC

CIK 0001633896

Total reported value

$119.6M

213 stks

2026-06-30

Concentration22.4

Portfolio Stability28.8

Sector conviction85.8

Bdl Capital Management

CIK 0001907208

Total reported value

$119.6M

17 stks

2023-12-31

Stale — no recent filing

Sector conviction59.7

Grand Central Investment Group

CIK 0001844893

Total reported value

$119.6M

40 stks

2026-06-30

Concentration17.8

Sector conviction74.8

ETF Store, Inc.

CIK 0001911470

Total reported value

$119.5M

114 stks

2026-06-30

Concentration16.1

Portfolio Stability24.7

Sector conviction43.8

Heffernan Advisory, Inc

CIK 0001536230

Total reported value

$119.5M

43 stks

2026-06-30

Concentration79.6

Portfolio Stability12.2

Mann Financial Group, Inc.

CIK 0002093991

Total reported value

$119.5M

34 stks

2026-06-30

Concentration82.5

Portfolio Stability14.2

Baer Investment Advisory LLC

CIK 0002057153

Total reported value

$119.5M

43 stks

2026-06-30

Concentration19.5

Sector conviction97.9

Lion Long Term Partners LP

CIK 0001951388

Total reported value

$119.4M

2 stks

2022-12-31

Stale — no recent filing

1015 Capital Partners, LLC

CIK 0002133991

Total reported value

$119.4M

609 stks

2026-06-30

Concentration11.4

Portfolio Stability19.9

Sector conviction69.6

Ankerstar Wealth, LLC

CIK 0002053917

Total reported value

$119.3M

1,001 stks

2026-06-30

Concentration17.4

Portfolio Stability37.0

Sector conviction64.7

Red Mountain Financial, LLC

CIK 0001997650

Total reported value

$119.2M

82 stks

2026-06-30

Concentration13.2

Portfolio Stability19.2

Sector conviction94.5

DBK Financial Counsel, LLC

CIK 0001904822

Total reported value

$119.2M

56 stks

2026-06-30

Concentration17.1

Portfolio Stability26.8

Bannerstone Capital Management, LLC

CIK 0002083499

Total reported value

$119.1M

113 stks

2026-06-30

Concentration7.8

Portfolio Stability45.0

Sector conviction83.1

CSat Investment Advisory, L.P.

CIK 0001483801

Total reported value

$119.1M

520 stks

2021-03-31

Stale — no recent filing

Concentration6.3

Portfolio Stability37.6

Sector conviction45.0

Oakmont Advisory Group, LLC

CIK 0002115370

Total reported value

$119.1M

526 stks

2026-06-30

Concentration11.5

Sector conviction50.4

Millie Capital Management, LLC

CIK 0001499266

Total reported value

$119.1M

73 stks

2017-12-31

Stale — no recent filing

Concentration10.3

Portfolio Stability17.0

Sector conviction78.7

Cypress Growth Fund Iii LP

CIK 0000925824

Total reported value

$119.0M

32 stks

2021-09-30

Stale — no recent filing

Concentration15.3

Finhabits Advisors LLC

CIK 0002106949

Total reported value

$118.9M

15 stks

2026-06-30

Concentration37.6

Portfolio Stability9.5

Value Investment Professionals, LLC

CIK 0002110205

Total reported value

$118.9M

97 stks

2026-06-30

Concentration11.6

Sector conviction49.3

Auctus Advisors LLC

CIK 0002042516

Total reported value

$118.9M

34 stks

2026-06-30

Belleair Asset Management, LLC

CIK 0002108102

Total reported value

$118.8M

84 stks

2026-06-30

Concentration13.9

Portfolio Stability10.7

Sector conviction59.1

Ruggiero Investments, Inc.

CIK 0002110677

Total reported value

$118.7M

89 stks

2026-06-30

Concentration16.4

Portfolio Stability35.7

Sector conviction97.6

Fell Capital Management /adv

CIK 0000850601

Total reported value

$118.7M

96 stks

2026-06-30

Concentration9.1

Portfolio Stability18.9

Sector conviction47.0

Peck Wealth Management, LLC

CIK 0002135125

Total reported value

$118.7M

127 stks

2026-06-30

Concentration11.2

Portfolio Stability29.4

Sector conviction98.7

Yong Rong

CIK 0001738071

Total reported value

$118.6M

15 stks

2026-06-30

HighRoad Wealth Advisors, LLC

CIK 0002079807

Total reported value

$118.6M

38 stks

2026-06-30

Concentration54.7

Portfolio Stability16.3

Sector conviction65.4

Boyer Financial Services, Inc.

CIK 0002108122

Total reported value

$118.4M

57 stks

2026-06-30

Concentration21.4

Portfolio Stability29.3

Naples Money Management LLC

CIK 0002008660

Total reported value

$118.4M

381 stks

2024-09-30

Stale — no recent filing

Concentration18.2

Sector conviction49.4

Figure 8 Investment Strategies LLC

CIK 0001909570

Total reported value

$118.3M

56 stks

2026-06-30

Concentration11.2

Portfolio Stability25.4

Sector conviction69.4

Hobbs Wealth Management, LLC

CIK 0002019202

Total reported value

$118.3M

23 stks

2026-06-30

Concentration46.9

Portfolio Stability37.7

Directional Asset Management

CIK 0002105817

Total reported value

$118.3M

94 stks

2026-06-30

Concentration11.0

Sector conviction47.1

Align Wealth Management, LLC

CIK 0001961312

Total reported value

$118.3M

219 stks

2022-12-31

Stale — no recent filing

Concentration67.6

Sector conviction60.2

Portfolio Resources Advisor Group, Inc.

CIK 0002038285

Total reported value

$118.2M

154 stks

2026-06-30

Concentration17.6

Portfolio Stability47.3

Better Way Financial, LLC

CIK 0001817720

Total reported value

$118.2M

9 stks

2026-06-30

Kmt Wealth Management, LLC

CIK 0002058235

Total reported value

$118.2M

121 stks

2026-06-30

Concentration13.2

Sector conviction83.7

Kingsbury Capital Investment Advisors LLC

CIK 0001927315

Total reported value

$118.2M

121 stks

2026-06-30

Concentration13.2

Portfolio Stability32.3

Sector conviction83.7

3 Factor Indexing, LLC

CIK 0002135169

Total reported value

$118.1M

438 stks

2026-06-30

Concentration29.4

Portfolio Stability19.8

Sector conviction76.1

Ak Global Asset Management, LLC

CIK 0002105908

Total reported value

$118.1M

28 stks

2026-06-30

Concentration59.7

Portfolio Stability77.2

Masterton Capital Management, LP

CIK 0001817145

Total reported value

$118.1M

24 stks

2026-06-30

Concentration25.1

Portfolio Stability97.8

AlphaCentric Advisors LLC

CIK 0001913464

Total reported value

$118.0M

261 stks

2026-06-30

Concentration3.0

Portfolio Stability41.0

Sector conviction92.3

Curtis Wealth Management LLC

CIK 0002108708

Total reported value

$118.0M

55 stks

2026-06-30

Concentration17.5

Portfolio Stability40.4

Wheels Up Wealth, Inc.

CIK 0002107618

Total reported value

$117.9M

23 stks

2026-06-30

Concentration56.4

Portfolio Stability10.9

Starfox Financial Services, LLC

CIK 0001908885

Total reported value

$117.9M

29 stks

2024-03-31

Stale — no recent filing

Concentration40.4

Sector conviction81.7

Fiscal Wisdom Wealth Management, LLC

CIK 0002053757

Total reported value

$117.9M

102 stks

2026-06-30

Concentration59.8

Portfolio Stability23.9

Sector conviction71.7

E&R Wealth Management, LLC

CIK 0002109932

Total reported value

$117.9M

12 stks

2026-06-30

Concentration66.0

Portfolio Stability16.1

TrustWell Financial Advisors, LLC

CIK 0002133429

Total reported value

$117.9M

78 stks

2026-06-30

Concentration19.6

Portfolio Stability31.9

White Elm Capital, LLC

CIK 0001425294

Total reported value

$117.9M

24 stks

2019-12-31

Stale — no recent filing

Concentration20.5

Staton Financial Advisors, LLC

CIK 0001709719

Total reported value

$117.8M

43 stks

2017-06-30

Stale — no recent filing

Concentration12.3

Portfolio Stability6.1

Sector conviction63.2

North Forty Two & Co.

CIK 0002055134

Total reported value

$117.8M

104 stks

2026-06-30

Concentration8.4

Portfolio Stability13.4

Sector conviction53.6

Cannon Capital Management, Inc.

CIK 0002100130

Total reported value

$117.7M

28 stks

2026-06-30

Concentration30.8

Portfolio Stability35.1

Resolute Financial, LLC

CIK 0001908859

Total reported value

$117.6M

111 stks

2022-12-31

Stale — no recent filing

Concentration12.8

Sector conviction56.4

Obion Capital Management LP

CIK 0002011555

Total reported value

$117.6M

16 stks

2026-06-30

Concentration28.3

Portfolio Stability27.1

Sector conviction82.0

Arrow Capital Pty Ltd

CIK 0002005134

Total reported value

$117.5M

25 stks

2026-06-30

Concentration17.9

Sector conviction39.2

Weber Capital Management LLC /adv

CIK 0001099905

Total reported value

$117.5M

13 stks

2026-06-30

Concentration62.7

Portfolio Stability30.2

Rvb Capital Management LLC

CIK 0001721568

Total reported value

$117.5M

36 stks

2022-03-31

Stale — no recent filing

Concentration17.7

All Season Financial Advisors, Inc.

CIK 0001746810

Total reported value

$117.5M

94 stks

2024-09-30

Stale — no recent filing

Concentration9.1

Sector conviction58.9

GPS Wealth Strategies Group, LLC

CIK 0001731837

Total reported value

$117.4M

582 stks

2025-12-31

Stale — no recent filing

Concentration8.1

Hutner Daniel Ellsworth

CIK 0001665055

Total reported value

$117.4M

42 stks

2016-06-30

Stale — no recent filing

Concentration18.7

Portfolio Stability5.7

TABR Capital Management, LLC

CIK 0001805603

Total reported value

$117.4M

54 stks

2026-06-30

Concentration36.3

Sector conviction96.1

CSP Financial Group, LLC

CIK 0002111080

Total reported value

$117.3M

24 stks

2026-06-30

Concentration64.5

Raffles Associates LP

CIK 0001169581

Total reported value

$117.3M

48 stks

2026-06-30

Concentration23.0

Portfolio Stability32.8

Boston Provident, L.p.

CIK 0000931328

Total reported value

$117.3M

47 stks

2015-09-30

Stale — no recent filing

Concentration24.1

ASA Gold & Precious Metals Ltd

CIK 0001230869

Total reported value

$117.3M

17 stks

2019-09-30

Stale — no recent filing

Concentration38.0

Portfolio Stability22.4

Envision Financial Transparency, LLC

CIK 0002080849

Total reported value

$117.2M

59 stks

2026-06-30

Concentration44.9

Portfolio Stability96.3

Sector conviction69.3

PARK CIRCLE Co

CIK 0001546592

Total reported value

$117.2M

53 stks

2026-06-30

Concentration23.7

Portfolio Stability16.4

Sector conviction74.7

Corecam AG

CIK 0002110914

Total reported value

$117.1M

50 stks

2026-06-30

Concentration21.4

Sector conviction52.7

Artesa Financial Group, LLC

CIK 0002109808

Total reported value

$117.1M

62 stks

2026-06-30

Concentration23.4

Portfolio Stability29.6

Sector conviction75.2

21 West Wealth Management LLC

CIK 0002067541

Total reported value

$117.1M

65 stks

2026-06-30

Concentration12.4

Bedminster, LLC

CIK 0002087564

Total reported value

$117.1M

51 stks

2026-06-30

Concentration44.3

Sector conviction49.4

Entelevest, LLC

CIK 0002109595

Total reported value

$117.0M

142 stks

2026-06-30

Concentration11.0

Portfolio Stability21.4

Sector conviction78.5

Mkd Wealth Coaches, LLC

CIK 0001536549

Total reported value

$117.0M

31 stks

2026-06-30

Green Court Capital Management Ltd

CIK 0001710785

Total reported value

$117.0M

3 stks

2026-06-30

Portfolio Stability81.8

ORBA Wealth Advisors, L.L.C.

CIK 0002010248

Total reported value

$117.0M

85 stks

2026-06-30

Concentration15.8

Portfolio Stability48.9

Strategic Wealth Advisors LLC

CIK 0002107449

Total reported value

$116.9M

260 stks

2026-06-30

Concentration16.0

Sector conviction53.3

Markin Asset Management, LP

CIK 0002110806

Total reported value

$116.9M

47 stks

2026-06-30

Concentration38.5

Twin Cities Retirement Group LLC

CIK 0002109366

Total reported value

$116.8M

22 stks

2026-06-30

Concentration36.0

Portfolio Stability10.1

Aware Asset Management, Inc.

CIK 0001829985

Total reported value

$116.8M

2 stks

2020-12-31

Stale — no recent filing

Portfolio Stability32.4

Telluride Asset Management LLC

CIK 0001334170

Total reported value

$116.7M

243 stks

2014-06-30

Stale — no recent filing

Concentration3.3

Sector conviction80.0

Kilner Capital Advisors, LLC

CIK 0002109522

Total reported value

$116.7M

18 stks

2026-06-30

Concentration49.8

Elkhorn Partners Limited Partnership

CIK 0000928400

Total reported value

$116.7M

50 stks

2026-06-30

Concentration84.7

Portfolio Stability42.4

Wisconsin Wealth Advisors, LLC

CIK 0002073891

Total reported value

$116.7M

90 stks

2026-06-30

Concentration8.3

Portfolio Stability19.1