Institutions with $1B to $10B AUM (2434 funds)

Nan Fung Trinity

CIK 0001781880

Total reported value

$1.0B

55 stks

2026-06-30

Concentration11.2

Portfolio Stability42.7

Sector conviction52.8

Havemeyer Place LP

CIK 0002026128

Total reported value

$1.0B

495 stks

2026-06-30

Concentration1.6

Sector conviction40.3

Lavaca Capital LLC

CIK 0001641447

Total reported value

$1.0B

358 stks

2026-06-30

Concentration96.7

Portfolio Stability60.2

Accel Leaders 4 Associates L.P.

CIK 0001923783

Total reported value

$1.0B

1 stks

2026-06-30

Concentration100.0

Portfolio Stability72.2

Sector conviction0.0

TPH Asset Management, LLC

CIK 0001535249

Total reported value

$1.0B

83 stks

2017-12-31

Stale — no recent filing

Concentration10.5

Portfolio Stability41.8

Counterpoint Mutual Funds LLC

CIK 0001698461

Total reported value

$1.0B

295 stks

2026-06-30

Concentration23.5

Sector conviction63.8

Quantum Financial Advisors, LLC

CIK 0001929139

Total reported value

$1.0B

251 stks

2026-06-30

Concentration17.1

Portfolio Stability16.0

Sector conviction83.7

DiNuzzo Private Wealth, Inc.

CIK 0001994563

Total reported value

$1.0B

1,351 stks

2026-06-30

Concentration23.2

Portfolio Stability9.4

Sector conviction72.4

Counsel Portfolio Services Inc.

CIK 0001498900

Total reported value

$1.0B

300 stks

2016-06-30

Stale — no recent filing

Concentration6.6

Portfolio Stability56.6

Sector conviction59.0

Gladstone Capital Management LLP

CIK 0001353394

Total reported value

$1.0B

40 stks

2026-06-30

Concentration38.3

Portfolio Stability52.6

Sector conviction65.8

Bridgeworth, LLC

CIK 0001691804

Total reported value

$1.0B

177 stks

2023-12-31

Stale — no recent filing

Concentration21.0

Portfolio Stability0.0

Sector conviction40.6

IAG Wealth Partners, LLC

CIK 0001827261

Total reported value

$1.0B

508 stks

2026-06-30

Concentration11.5

Portfolio Stability14.5

Sector conviction44.7

Steigerwald, Gordon & Koch Inc.

CIK 0001731876

Total reported value

$1.0B

765 stks

2026-06-30

Concentration9.1

Portfolio Stability18.2

Sector conviction45.1

KR Capital LP

CIK 0002103364

Total reported value

$1.0B

79 stks

2026-06-30

Concentration12.0

Sector conviction58.1

Catalyst Financial Partners LLC

CIK 0001927537

Total reported value

$1.0B

416 stks

2026-06-30

Concentration15.5

Portfolio Stability0.0

Sector conviction60.0

Grove Bank & Trust

CIK 0001662212

Total reported value

$1.0B

1,039 stks

2026-06-30

Concentration9.9

Portfolio Stability21.6

Sector conviction56.6

World Asset Management Inc

CIK 0001389215

Total reported value

$1.0B

843 stks

2021-09-30

Stale — no recent filing

Concentration3.4

Portfolio Stability0.0

Sector conviction50.4

Occidental Asset Management, LLC

CIK 0001770994

Total reported value

$1.0B

328 stks

2026-06-30

Concentration6.8

Portfolio Stability23.5

Sector conviction73.8

Eagle Strategies LLC

CIK 0001907666

Total reported value

$1.0B

273 stks

2026-06-30

Concentration8.0

Portfolio Stability30.7

Sector conviction83.3

Old Mutual Customised Solutions (proprietary) LTD

CIK 0001463524

Total reported value

$1.0B

754 stks

2018-06-30

Stale — no recent filing

Concentration2.5

Portfolio Stability16.7

Sector conviction46.8

Patton Albertson Miller Group, LLC

CIK 0001511037

Total reported value

$1.0B

213 stks

2026-06-30

Concentration7.0

Portfolio Stability21.6

Sector conviction61.1

Mar Vista Investment Partners LLC

CIK 0001419999

Total reported value

$1.0B

33 stks

2026-06-30

Concentration15.8

Portfolio Stability19.6

Sector conviction69.3

B&D White Capital Company, LLC

CIK 0001752523

Total reported value

$1.0B

94 stks

2026-06-30

Concentration14.2

Portfolio Stability58.0

Sector conviction63.7

Sendero Wealth Management, LLC

CIK 0001639375

Total reported value

$1.0B

330 stks

2026-06-30

Concentration26.5

Portfolio Stability23.6

Sector conviction51.8

BlueStem Wealth Partners, LLC

CIK 0001977465

Total reported value

$1.0B

127 stks

2026-06-30

Concentration17.9

Portfolio Stability43.5

Sector conviction61.3

Kim, LLC

CIK 0001888968

Total reported value

$1.0B

69 stks

2026-06-30

Concentration27.3

Portfolio Stability52.9

Fulcrum Asset Management LLP

CIK 0001353395

Total reported value

$1.0B

1,037 stks

2026-06-30

Concentration3.7

Sector conviction43.8

Advisory Research Inc

CIK 0000902584

Total reported value

$1.0B

166 stks

2026-06-30

Concentration10.4

Portfolio Stability29.6

Sector conviction37.5

Hohimer Wealth Management, LLC

CIK 0001802533

Total reported value

$1.0B

402 stks

2026-06-30

Concentration6.7

Portfolio Stability32.5

Sector conviction55.2

Howard Financial Services, LTD.

CIK 0001768130

Total reported value

$1.0B

269 stks

2026-06-30

Concentration13.9

Portfolio Stability15.6

Sector conviction83.6

Sheets Smith Wealth Management

CIK 0001157436

Total reported value

$1.0B

408 stks

2026-06-30

Concentration4.9

Portfolio Stability21.3

Sector conviction34.5

Liberty One Investment Management, LLC

CIK 0001807328

Total reported value

$1.0B

219 stks

2026-06-30

Concentration7.6

Portfolio Stability24.5

Sector conviction37.5

Ascent Wealth Partners, LLC

CIK 0001546865

Total reported value

$1.0B

200 stks

2026-06-30

Concentration8.6

Portfolio Stability25.4

Sector conviction58.1