Institutions with $1B to $10B AUM (2434 funds)
2434 institutions currently have assets under management $1B to $10B, ranked below by AUM.
AC
AlphaStar Capital Management, LLC
CIK 0001633857
Total reported value
$1.6B
280 stks
2026-06-30
Concentration17.2
Portfolio Stability34.9
Sector conviction54.1
View detail
BF
Beaumont Financial Advisors, LLC
CIK 0001957394
Total reported value
$1.6B
383 stks
2026-06-30
Concentration6.8
Portfolio Stability29.7
Sector conviction62.6
View detail
IE
Iq Eq Fund Management
CIK 0001620943
Total reported value
$1.6B
289 stks
2026-06-30
Concentration4.3
Portfolio Stability31.6
Sector conviction60.3
View detail
AI
Avity Investment Management Inc.
CIK 0000926834
Total reported value
$1.6B
118 stks
2026-06-30
Concentration11.4
Portfolio Stability21.7
Sector conviction58.0
View detail
SC
Stonebridge Capital Advisors LLC
CIK 0001600035
Total reported value
$1.6B
215 stks
2026-06-30
Concentration8.5
Portfolio Stability20.1
Sector conviction52.5
View detail
EF
Everhart Financial Group, Inc.
CIK 0001852858
Total reported value
$1.6B
481 stks
2026-06-30
Concentration17.0
Portfolio Stability36.8
Sector conviction65.8
View detail
Dorsey Asset Management, LLC
CIK 0001671657
Total reported value
$1.6B
11 stks
2026-06-30
Concentration40.8
Portfolio Stability35.9
Sector conviction61.0
View detail
YI
YHB Investment Advisors, Inc.
CIK 0001469219
Total reported value
$1.6B
314 stks
2026-06-30
Concentration6.3
Portfolio Stability0.0
Sector conviction51.8
View detail
MS
Main Street Financial Solutions, LLC
CIK 0001763350
Total reported value
$1.6B
624 stks
2026-06-30
Concentration4.7
Portfolio Stability0.0
Sector conviction53.6
View detail
PG
P/E Global LLC
CIK 0001910344
Total reported value
$1.6B
8 stks
2026-06-30
Concentration100.0
Portfolio Stability20.5
Sector conviction0.0
View detail
HR
Heitman Real Estate Securities LLC
CIK 0001080117
Total reported value
$1.6B
57 stks
2026-06-30
Concentration18.6
Portfolio Stability43.9
Sector conviction100.0
View detail
HA
HoldCo Asset Management, LP
CIK 0001724246
Total reported value
$1.6B
29 stks
2026-06-30
Concentration36.6
Portfolio Stability17.8
Sector conviction100.0
View detail
PT
Philadelphia Trust Co
CIK 0001110806
Total reported value
$1.6B
269 stks
2026-06-30
Concentration13.0
Portfolio Stability23.4
Sector conviction72.5
View detail
HR
Hardy Reed LLC
CIK 0001761871
Total reported value
$1.6B
252 stks
2026-06-30
Concentration29.3
Portfolio Stability15.0
Sector conviction74.4
View detail
FF
Fullerton Fund Management Co Ltd.
CIK 0001592746
Total reported value
$1.6B
119 stks
2026-06-30
Concentration25.4
Portfolio Stability64.2
Sector conviction65.3
View detail
SC
Shay Capital LLC
CIK 0001723643
Total reported value
$1.6B
482 stks
2026-06-30
Concentration7.9
Portfolio Stability90.5
Sector conviction55.1
View detail
CC
Clear Creek Financial Management, LLC
CIK 0001784235
Total reported value
$1.6B
643 stks
2026-06-30
Concentration3.1
Portfolio Stability0.0
Sector conviction71.8
View detail
CI
Credit Industriel Et Commercial
CIK 0001274419
Total reported value
$1.6B
338 stks
2026-06-30
Concentration7.8
Portfolio Stability84.4
Sector conviction46.3
View detail
PA
Parvus Asset Management Jersey Ltd
CIK 0002061470
Total reported value
$1.6B
1 stks
2026-06-30
Concentration100.0
Portfolio Stability26.9
Sector conviction100.0
View detail
VC
Vestor Capital, LLC
CIK 0001132699
Total reported value
$1.6B
277 stks
2026-06-30
Concentration8.9
Portfolio Stability0.0
Sector conviction41.1
View detail
EW
Earned Wealth Advisors, LLC
CIK 0001905663
Total reported value
$1.6B
312 stks
2026-06-30
Concentration12.6
Portfolio Stability21.4
Sector conviction85.1
View detail
VA
VTL Associates, LLC
CIK 0001388712
Total reported value
$1.6B
1,704 stks
2015-09-30
Stale — no recent filing
Concentration1.4
Portfolio Stability16.0
Sector conviction40.1
View detail
DF
Dark Forest Capital Management LP
CIK 0001853322
Total reported value
$1.5B
777 stks
2026-06-30
Concentration1.0
Portfolio Stability100.0
Sector conviction38.7
View detail
VC
Vicus Capital
CIK 0001544806
Total reported value
$1.5B
268 stks
2026-06-30
Concentration15.7
Portfolio Stability0.0
Sector conviction74.6
View detail
CA
Cozad Asset Management Inc
CIK 0000709428
Total reported value
$1.5B
453 stks
2026-06-30
Concentration4.3
Portfolio Stability24.3
Sector conviction64.6
View detail
BF
Bouchey Financial Group, Ltd.
CIK 0001599054
Total reported value
$1.5B
191 stks
2026-06-30
Concentration20.2
Portfolio Stability43.5
Sector conviction100.0
View detail
FI
F-Squared Investment Management, LLC
CIK 0001512383
Total reported value
$1.5B
25 stks
2015-06-30
Stale — no recent filing
Concentration31.7
Portfolio Stability100.0
Sector conviction0.0
View detail
FH
First Heartland Consultants, Inc.
CIK 0001428793
Total reported value
$1.5B
589 stks
2026-06-30
Concentration4.2
Portfolio Stability24.5
Sector conviction56.3
View detail
NR
Neville Rodie & Shaw Inc
CIK 0000071210
Total reported value
$1.5B
336 stks
2026-06-30
Concentration10.8
Portfolio Stability20.4
Sector conviction56.1
View detail
CP
Cumberland Partners Ltd
CIK 0001578985
Total reported value
$1.5B
240 stks
2026-06-30
Concentration8.9
Portfolio Stability0.0
Sector conviction41.5
View detail
BO
Bank of Finland
CIK 0001844891
Total reported value
$1.5B
4 stks
2026-06-30
Concentration100.0
Portfolio Stability12.2
Sector conviction0.0
View detail
MC
Mid Continent Capital Llc/il
CIK 0001015887
Total reported value
$1.5B
413 stks
2015-09-30
Stale — no recent filing
Concentration6.0
Portfolio Stability27.6
Sector conviction56.6
View detail
LC
Landscape Capital Management, L.l.c.
CIK 0001536186
Total reported value
$1.5B
1,872 stks
2026-06-30
Concentration3.1
Portfolio Stability100.0
Sector conviction35.8
View detail
SM
Smith, Moore & Co.
CIK 0000200724
Total reported value
$1.5B
586 stks
2026-06-30
Concentration5.3
Portfolio Stability18.6
Sector conviction43.5
View detail
AW
Abundance Wealth Counselors
CIK 0001767080
Total reported value
$1.5B
317 stks
2026-06-30
Concentration25.4
Portfolio Stability76.8
Sector conviction48.6
View detail
FP
Flagship Pioneering, LLC
CIK 0001400240
Total reported value
$1.5B
7 stks
2026-06-30
Concentration100.0
Portfolio Stability28.2
Sector conviction100.0
View detail
SP
Stony Point Capital LLC
CIK 0001776023
Total reported value
$1.5B
30 stks
2026-06-30
Concentration20.8
Portfolio Stability40.0
Sector conviction100.0
View detail
AL
AdvicePeriod, LLC
CIK 0001634228
Total reported value
$1.5B
96 stks
2021-06-30
Stale — no recent filing
Concentration0.0
Portfolio Stability95.6
Sector conviction0.0
View detail
WP
Wealthsource Partners, LLC
CIK 0001674623
Total reported value
$1.5B
503 stks
2023-12-31
Stale — no recent filing
Concentration11.5
Portfolio Stability0.0
Sector conviction51.6
View detail
SC
Segantii Capital Management Ltd
CIK 0001544676
Total reported value
$1.5B
100 stks
2024-03-31
Stale — no recent filing
Concentration36.9
Portfolio Stability0.0
Sector conviction67.2
View detail
KC
Kanawha Capital Management LLC
CIK 0001164478
Total reported value
$1.5B
228 stks
2026-06-30
Concentration7.4
Portfolio Stability14.0
Sector conviction46.6
View detail
HC
Hollencrest Capital Management
CIK 0001161722
Total reported value
$1.5B
1,235 stks
2026-06-30
Concentration13.6
Portfolio Stability82.3
Sector conviction47.8
View detail
FM
Farr Miller & Washington Llc/dc
CIK 0001034184
Total reported value
$1.5B
187 stks
2021-09-30
Stale — no recent filing
Concentration10.9
Portfolio Stability0.0
Sector conviction47.7
View detail
US
UNICOM Systems, Inc.
CIK 0001996154
Total reported value
$1.5B
39 stks
2026-06-30
Concentration23.4
Portfolio Stability48.5
Sector conviction100.0
View detail
CC
Callodine Capital Management, LP
CIK 0001741675
Total reported value
$1.5B
63 stks
2026-06-30
Concentration15.5
Portfolio Stability30.5
Sector conviction44.8
View detail
ZC
Zeke Capital Advisors, LLC
CIK 0001469528
Total reported value
$1.5B
744 stks
2022-12-31
Stale — no recent filing
Concentration17.8
Portfolio Stability0.0
Sector conviction55.3
View detail
AP
Alaska Permanent Capital Management, LLC
CIK 0001426771
Total reported value
$1.5B
41 stks
2026-06-30
Concentration37.5
Portfolio Stability11.4
Sector conviction100.0
View detail
MS
M.D. Sass, LLC
CIK 0000922940
Total reported value
$1.5B
39 stks
2026-06-30
Concentration17.3
Portfolio Stability62.1
Sector conviction49.4
View detail
BW
Baldwin Wealth Partners Llc/ma
CIK 0001021258
Total reported value
$1.5B
284 stks
2026-06-30
Concentration11.4
Portfolio Stability0.0
Sector conviction58.6
View detail
FM
Fiduciary Management Associates LLC
CIK 0000319902
Total reported value
$1.5B
172 stks
2016-03-31
Stale — no recent filing
Concentration5.7
Portfolio Stability58.8
Sector conviction100.0
View detail
AP
Adero Partners, LLC
CIK 0001800593
Total reported value
$1.5B
259 stks
2025-03-31
Stale — no recent filing
Concentration24.3
Portfolio Stability100.0
Sector conviction85.1
View detail
WO
Wilkinson Ogrady & Co Inc /ny
CIK 0000945425
Total reported value
$1.5B
189 stks
2013-09-30
Stale — no recent filing
Concentration10.3
Portfolio Stability24.9
Sector conviction44.2
View detail
P(
Point72 (DIFC) Ltd
CIK 0002017863
Total reported value
$1.5B
1,117 stks
2025-09-30
Stale — no recent filing
Concentration4.7
Portfolio Stability100.0
Sector conviction60.7
View detail
KC
Kontiki Capital Management
CIK 0001713390
Total reported value
$1.5B
7 stks
2026-06-30
Concentration79.5
Portfolio Stability13.9
Sector conviction100.0
View detail
MP
Mangrove Partners Im, LLC
CIK 0001535392
Total reported value
$1.5B
426 stks
2026-06-30
Concentration9.7
Portfolio Stability58.2
Sector conviction42.7
View detail
GA
Geller Advisors LLC
CIK 0001354739
Total reported value
$1.5B
253 stks
2024-12-31
Stale — no recent filing
Concentration82.4
Portfolio Stability0.0
Sector conviction51.8
View detail
HI
HPS Investment Partners, LLC
CIK 0001670185
Total reported value
$1.5B
2 stks
2025-06-30
Stale — no recent filing
Concentration100.0
Portfolio Stability0.0
Sector conviction0.0
View detail
AC
Atika Capital Management LLC
CIK 0001599731
Total reported value
$1.5B
243 stks
2026-06-30
Concentration18.3
Portfolio Stability100.0
Sector conviction76.1
View detail
AC
Adelante Capital Management LLC
CIK 0001067926
Total reported value
$1.5B
42 stks
2026-06-30
Concentration24.2
Portfolio Stability22.9
Sector conviction100.0
View detail
NF
NEXT Financial Group, Inc
CIK 0001616654
Total reported value
$1.5B
4,218 stks
2021-12-31
Stale — no recent filing
Concentration2.1
Portfolio Stability0.0
Sector conviction65.0
View detail
MI
Marco Investment Management LLC
CIK 0001080493
Total reported value
$1.5B
245 stks
2026-06-30
Concentration9.3
Portfolio Stability0.0
Sector conviction62.0
View detail
RW
RVW Wealth, LLC
CIK 0001756543
Total reported value
$1.5B
183 stks
2026-06-30
Concentration20.1
Portfolio Stability18.7
Sector conviction100.0
View detail
AL
Algebris
CIK 0001700286
Total reported value
$1.5B
73 stks
2026-06-30
Concentration13.8
Portfolio Stability68.8
Sector conviction100.0
View detail
WF
Wellspring Financial Advisors, LLC
CIK 0001811308
Total reported value
$1.5B
288 stks
2026-06-30
Concentration29.5
Portfolio Stability21.9
Sector conviction70.8
View detail
SC
Styrax Capital, LP
CIK 0001904897
Total reported value
$1.5B
18 stks
2026-06-30
Concentration32.1
Portfolio Stability49.5
Sector conviction72.8
View detail
DA
DLD Asset Management, LP
CIK 0001578299
Total reported value
$1.5B
448 stks
2026-06-30
Concentration11.7
Portfolio Stability92.9
Sector conviction41.3
View detail
FF
Fairmount Funds Management LLC
CIK 0001802528
Total reported value
$1.5B
12 stks
2026-06-30
Concentration55.6
Portfolio Stability37.0
Sector conviction0.0
View detail
AW
Arete Wealth Advisors, LLC
CIK 0001600151
Total reported value
$1.5B
334 stks
2026-06-30
Concentration4.6
Portfolio Stability32.7
Sector conviction63.1
View detail
HC
Hodges Capital Management Inc.
CIK 0001337263
Total reported value
$1.5B
224 stks
2026-06-30
Concentration5.1
Portfolio Stability44.4
Sector conviction48.9
View detail
NB
Nbt Bank, N.a.
CIK 0000898413
Total reported value
$1.5B
1,561 stks
2026-06-30
Concentration5.8
Portfolio Stability0.0
Sector conviction45.0
View detail
RI
Rush Island Management, LP
CIK 0001736465
Total reported value
$1.5B
22 stks
2026-06-30
Concentration23.4
Portfolio Stability65.7
Sector conviction100.0
View detail
MP
Meritage Portfolio Management
CIK 0000881432
Total reported value
$1.5B
323 stks
2025-12-31
Stale — no recent filing
Concentration6.8
Portfolio Stability18.4
Sector conviction82.2
View detail
TE
Tensor Edge Capital, LLC
CIK 0002096531
Total reported value
$1.5B
18 stks
2026-06-30
Concentration41.1
Portfolio Stability0.0
Sector conviction100.0
View detail
HT
Hikari Tsushin, Inc.
CIK 0001423673
Total reported value
$1.5B
76 stks
2026-06-30
Concentration100.0
Portfolio Stability7.4
Sector conviction69.9
View detail
PI
Perennial Investment Advisors, LLC
CIK 0001801523
Total reported value
$1.5B
585 stks
2026-06-30
Concentration5.9
Portfolio Stability23.8
Sector conviction90.3
View detail
FF
Fusion Family Wealth, LLC
CIK 0001696209
Total reported value
$1.5B
50 stks
2026-06-30
Concentration36.8
Portfolio Stability11.7
Sector conviction85.9
View detail
BH
Bank Hapoalim Bm
CIK 0000902528
Total reported value
$1.5B
122 stks
2026-06-30
Concentration52.7
Portfolio Stability83.4
Sector conviction100.0
View detail
EI
Emerald Investment Advisers, LLC
CIK 0002127823
Total reported value
$1.5B
270 stks
2026-06-30
Concentration4.3
Portfolio Stability41.1
Sector conviction53.4
View detail
HI
Herr Investment Group LLC
CIK 0001922235
Total reported value
$1.5B
71 stks
2024-06-30
Stale — no recent filing
Concentration69.8
Portfolio Stability0.0
Sector conviction100.0
View detail
CI
CFS Investment Advisory Services, LLC
CIK 0001845688
Total reported value
$1.5B
357 stks
2026-06-30
Concentration8.9
Portfolio Stability0.0
Sector conviction44.0
View detail
AO
Advisor OS, LLC
CIK 0001767580
Total reported value
$1.5B
2,339 stks
2026-06-30
Concentration7.8
Portfolio Stability23.5
Sector conviction56.9
View detail
MC
Mill Capital Management, LLC
CIK 0001901166
Total reported value
$1.5B
128 stks
2026-06-30
Concentration15.9
Portfolio Stability0.0
Sector conviction54.3
View detail
NA
Nexpoint Asset Management, L.p.
CIK 0001469877
Total reported value
$1.5B
107 stks
2026-06-30
Concentration15.8
Portfolio Stability100.0
Sector conviction48.8
View detail
SB
Schaper Benz & Wise Investment Counsel Inc/wi
CIK 0001033974
Total reported value
$1.5B
160 stks
2026-06-30
Concentration7.2
Portfolio Stability18.6
Sector conviction53.3
View detail
EF
Ethos Financial Group, LLC
CIK 0001954242
Total reported value
$1.5B
648 stks
2026-06-30
Concentration4.0
Portfolio Stability0.0
Sector conviction50.5
View detail
JH
Johns Hopkins University
CIK 0001764756
Total reported value
$1.5B
18 stks
2026-06-30
Concentration100.0
Portfolio Stability10.1
Sector conviction100.0
View detail
NA
N.E.W. Advisory Services LLC
CIK 0001803456
Total reported value
$1.5B
980 stks
2026-06-30
Concentration21.2
Portfolio Stability12.8
Sector conviction52.7
View detail
SL
Swf LLC
CIK 0002065728
Total reported value
$1.5B
25 stks
2026-06-30
Concentration100.0
Portfolio Stability26.4
Sector conviction100.0
View detail
MA
Mid Atlantic Financial Management Inc/adv
CIK 0000746504
Total reported value
$1.5B
913 stks
2021-09-30
Stale — no recent filing
Concentration3.5
Portfolio Stability0.0
Sector conviction55.3
View detail
TI
Tandem Investment Advisors, Inc.
CIK 0001694284
Total reported value
$1.5B
68 stks
2026-06-30
Concentration13.5
Portfolio Stability41.9
Sector conviction50.0
View detail
PM
ProVise Management Group, LLC
CIK 0001305707
Total reported value
$1.5B
282 stks
2026-06-30
Concentration7.6
Portfolio Stability0.0
Sector conviction42.2
View detail
MF
Mosaic Family Wealth Partners, LLC
CIK 0001965241
Total reported value
$1.5B
431 stks
2026-06-30
Concentration13.3
Portfolio Stability42.4
Sector conviction47.6
View detail
LC
Levin Capital Strategies, L.p.
CIK 0001354821
Total reported value
$1.5B
262 stks
2026-06-30
Concentration7.0
Portfolio Stability28.5
Sector conviction45.1
View detail
AC
Aristotle Capital Boston, LLC
CIK 0001633911
Total reported value
$1.5B
119 stks
2026-06-30
Concentration4.7
Portfolio Stability23.2
Sector conviction47.8
View detail
FC
Fairholme Capital Management LLC
CIK 0001056831
Total reported value
$1.5B
13 stks
2026-06-30
Concentration100.0
Portfolio Stability8.2
Sector conviction100.0
View detail
RG
Redmile Group, LLC
CIK 0001425738
Total reported value
$1.5B
39 stks
2026-06-30
Concentration31.5
Portfolio Stability42.6
Sector conviction100.0
View detail
MM
Main Management LLC
CIK 0001583092
Total reported value
$1.5B
95 stks
2026-06-30
Concentration25.4
Portfolio Stability21.0
Sector conviction0.0
View detail
WA
Wbh Advisory Inc
CIK 0001259671
Total reported value
$1.5B
365 stks
2026-06-30
Concentration6.9
Portfolio Stability0.0
Sector conviction47.4
View detail
GA
Gemmer Asset Management LLC
CIK 0001607825
Total reported value
$1.5B
187 stks
2026-06-30
Concentration17.5
Portfolio Stability0.0
Sector conviction100.0
View detail
H&
Hosking & Co Ltd
CIK 0001615042
Total reported value
$1.5B
137 stks
2015-06-30
Stale — no recent filing
Concentration7.7
Portfolio Stability14.8
Sector conviction96.7
View detail
MA
Mark Asset Management LP
CIK 0000860176
Total reported value
$1.5B
42 stks
2026-06-30
Concentration29.4
Portfolio Stability46.0
Sector conviction96.2
View detail
TA
Titleist Asset Management, LLC
CIK 0001977759
Total reported value
$1.5B
412 stks
2026-06-30
Concentration5.2
Portfolio Stability19.0
Sector conviction73.9
View detail
PI
Petredis Investment Advisors LLC
CIK 0001964544
Total reported value
$1.5B
115 stks
2026-06-30
Concentration13.1
Portfolio Stability21.9
Sector conviction88.0
View detail
WA
Winthrop Advisory Group LLC
CIK 0001739043
Total reported value
$1.5B
331 stks
2026-06-30
Concentration19.5
Portfolio Stability0.0
Sector conviction81.3
View detail
NA
Nicolet Advisory Services, LLC
CIK 0001775863
Total reported value
$1.5B
421 stks
2025-12-31
Stale — no recent filing
Concentration21.3
Portfolio Stability52.4
Sector conviction60.1
View detail
CF
Cantor Fitzgerald Investment Advisors L.p.
CIK 0001710477
Total reported value
$1.5B
184 stks
2026-06-30
Concentration7.1
Portfolio Stability17.8
Sector conviction36.4
View detail
PR
Parametric Risk Advisors LLC
CIK 0001407409
Total reported value
$1.5B
110 stks
2016-09-30
Stale — no recent filing
Concentration60.0
Portfolio Stability18.1
Sector conviction100.0
View detail
TC
Transcend Capital Advisors, LLC
CIK 0001776082
Total reported value
$1.5B
818 stks
2026-06-30
Concentration5.3
Portfolio Stability28.1
Sector conviction56.5
View detail
AE
American Express Co
CIK 0000004962
Total reported value
$1.5B
1 stks
2026-06-30
Concentration100.0
Portfolio Stability0.0
Sector conviction0.0
View detail
HM
Hackensack Meridian Health, Inc.
CIK 0001851813
Total reported value
$1.5B
7 stks
2026-06-30
Concentration85.5
Portfolio Stability0.0
Sector conviction0.0
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FA
Fiduciary Alliance LLC
CIK 0001954805
Total reported value
$1.5B
535 stks
2026-06-30
Concentration3.2
Portfolio Stability29.7
Sector conviction44.6
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SI
Symmetry Investments LP
CIK 0001691919
Total reported value
$1.5B
346 stks
2026-06-30
Concentration46.8
Portfolio Stability100.0
Sector conviction87.3
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LF
Lanark Financial, Inc.
CIK 0000791540
Total reported value
$1.5B
2,420 stks
2026-06-30
Concentration2.1
Portfolio Stability23.1
Sector conviction40.5
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HC
Hilton Capital Management, LLC
CIK 0001541211
Total reported value
$1.5B
135 stks
2026-06-30
Concentration10.0
Portfolio Stability35.1
Sector conviction50.3
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VA
Valueinvest Asset Management S.A.
CIK 0001697867
Total reported value
$1.5B
11 stks
2018-03-31
Stale — no recent filing
Concentration44.8
Portfolio Stability10.3
Sector conviction100.0
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PW
Park West Asset Management LLC
CIK 0001386928
Total reported value
$1.5B
47 stks
2026-06-30
Concentration13.0
Portfolio Stability68.0
Sector conviction62.6
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PG
Partners Group Holding AG
CIK 0001534259
Total reported value
$1.5B
52 stks
2026-06-30
Concentration30.2
Portfolio Stability25.1
Sector conviction69.0
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HC
Harbor Capital Advisors, Inc.
CIK 0001039128
Total reported value
$1.5B
1,213 stks
2026-06-30
Concentration2.1
Portfolio Stability32.9
Sector conviction45.2
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RI
Rovida Investment Management Ltd
CIK 0002053064
Total reported value
$1.5B
20 stks
2026-06-30
Concentration76.9
Portfolio Stability0.0
Sector conviction83.2
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MA
Maple-Brown Abbott Ltd
CIK 0001681596
Total reported value
$1.5B
15 stks
2025-03-31
Stale — no recent filing
Concentration29.1
Portfolio Stability100.0
Sector conviction0.0
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PF
Parkside Financial Bank & Trust
CIK 0001455267
Total reported value
$1.5B
4,143 stks
2026-06-30
Concentration14.1
Portfolio Stability15.5
Sector conviction62.6
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EI
Edgemoor Investment Advisors, Inc.
CIK 0001313792
Total reported value
$1.5B
188 stks
2026-06-30
Concentration12.4
Portfolio Stability20.0
Sector conviction51.7
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MW
MBL Wealth, LLC
CIK 0001845785
Total reported value
$1.5B
434 stks
2026-06-30
Concentration13.5
Portfolio Stability0.0
Sector conviction62.5
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NP
Neumeier Poma Investment Counsel LLC
CIK 0001044936
Total reported value
$1.5B
42 stks
2026-06-30
Concentration11.5
Portfolio Stability30.6
Sector conviction76.0
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HP
Harvey Partners, LLC
CIK 0001406484
Total reported value
$1.5B
48 stks
2026-06-30
Concentration11.1
Portfolio Stability33.0
Sector conviction100.0
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CA
CapWealth Advisors, LLC
CIK 0001531809
Total reported value
$1.5B
118 stks
2026-06-30
Concentration9.9
Portfolio Stability0.0
Sector conviction44.3
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FC
FORA Capital, LLC
CIK 0001742435
Total reported value
$1.5B
345 stks
2026-06-30
Concentration3.2
Portfolio Stability100.0
Sector conviction50.1
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PI
Penobscot Investment Management Company, Inc.
CIK 0001394866
Total reported value
$1.5B
315 stks
2026-06-30
Concentration7.0
Portfolio Stability19.7
Sector conviction57.8
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CT
Chai Trust Co LLC
CIK 0001250731
Total reported value
$1.5B
14 stks
2026-06-30
Concentration100.0
Portfolio Stability20.7
Sector conviction100.0
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V&
Verity & Verity, LLC
CIK 0001542108
Total reported value
$1.5B
200 stks
2026-06-30
Concentration8.5
Portfolio Stability17.0
Sector conviction42.3
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SW
SHP Wealth Management
CIK 0001807060
Total reported value
$1.5B
1,981 stks
2026-06-30
Concentration39.9
Portfolio Stability32.6
Sector conviction63.6
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DN
Danmarks Nationalbank
CIK 0002110543
Total reported value
$1.5B
1 stks
2026-06-30
Concentration100.0
Portfolio Stability18.8
Sector conviction0.0
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BF
Baring Fintech Manager Holding Ltd
CIK 0002053290
Total reported value
$1.5B
1 stks
2026-06-30
Concentration100.0
Portfolio Stability8.1
Sector conviction0.0
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VI
Vantage Investment Partners, LLC
CIK 0001534561
Total reported value
$1.4B
64 stks
2026-03-31
Concentration11.9
Portfolio Stability23.1
Sector conviction48.3
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NC
Narwhal Capital Management
CIK 0001461287
Total reported value
$1.4B
157 stks
2026-06-30
Concentration14.2
Portfolio Stability18.7
Sector conviction50.7
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NP
Nilsine Partners, LLC
CIK 0001913043
Total reported value
$1.4B
433 stks
2026-06-30
Concentration5.3
Portfolio Stability27.2
Sector conviction58.3
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WI
Weitz Investment Management, Inc.
CIK 0000883965
Total reported value
$1.4B
50 stks
2026-06-30
Concentration16.9
Portfolio Stability14.9
Sector conviction48.1
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GC
Gw Capital Inc
CIK 0000867262
Total reported value
$1.4B
93 stks
2015-12-31
Stale — no recent filing
Concentration6.0
Portfolio Stability24.9
Sector conviction100.0
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SS
Stg Securities, LLC
CIK 0001934396
Total reported value
$1.4B
501 stks
2026-06-30
Concentration25.1
Portfolio Stability0.0
Sector conviction100.0
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AP
Alaska Permanent Fund Corp
CIK 0001582681
Total reported value
$1.4B
9 stks
2026-06-30
Concentration100.0
Portfolio Stability45.4
Sector conviction0.0
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PR
Pensioenfonds Rail & Ov
CIK 0001218761
Total reported value
$1.4B
35 stks
2024-09-30
Stale — no recent filing
Concentration14.3
Portfolio Stability100.0
Sector conviction82.1
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FP
Fort Point Capital Partners LLC
CIK 0001589282
Total reported value
$1.4B
254 stks
2026-06-30
Concentration37.4
Portfolio Stability58.1
Sector conviction55.9
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OD
One Day In July LLC
CIK 0001823172
Total reported value
$1.4B
167 stks
2026-06-30
Concentration21.0
Portfolio Stability15.6
Sector conviction87.7
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IA
Inspire Advisors, LLC
CIK 0001810558
Total reported value
$1.4B
729 stks
2026-06-30
Concentration10.8
Portfolio Stability38.3
Sector conviction50.1
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CT
Colonial Trust Advisors
CIK 0001567993
Total reported value
$1.4B
807 stks
2026-06-30
Concentration7.5
Portfolio Stability16.4
Sector conviction49.7
View detail
BG
Bristol Gate Capital Partners Inc.
CIK 0001650142
Total reported value
$1.4B
33 stks
2026-06-30
Concentration18.1
Portfolio Stability56.5
Sector conviction66.6
View detail
CE
Clean Energy Transition LLP
CIK 0001911523
Total reported value
$1.4B
14 stks
2026-06-30
Concentration49.3
Portfolio Stability60.6
Sector conviction100.0
View detail
SE
Soma Equity Partners LP
CIK 0001680964
Total reported value
$1.4B
24 stks
2026-06-30
Concentration18.8
Portfolio Stability85.4
Sector conviction93.1
View detail
UA
Unison Advisors LLC
CIK 0001695818
Total reported value
$1.4B
173 stks
2026-06-30
Concentration29.8
Portfolio Stability15.0
Sector conviction46.4
View detail
HI
Harbor Investment Advisory, LLC
CIK 0001468792
Total reported value
$1.4B
1,315 stks
2026-06-30
Concentration12.3
Portfolio Stability19.2
Sector conviction59.6
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Showing 1,651-1,800 of 2,434 institutions