Institutions with $1B to $10B AUM (2434 funds)
2434 institutions currently have assets under management $1B to $10B, ranked below by AUM.
SA
Susquehanna Advisors Group, Inc.
CIK 0001444949
Total reported value
$5.7B
134 stks
2026-06-30
Concentration16.4
Portfolio Stability100.0
Sector conviction59.9
View detail
HP
Hancock Prospecting Pty Ltd
CIK 0002017993
Total reported value
$5.7B
42 stks
2026-06-30
Concentration49.9
Portfolio Stability54.2
Sector conviction100.0
View detail
CT
Country Trust Bank
CIK 0001209324
Total reported value
$5.7B
742 stks
2026-06-30
Concentration17.9
Portfolio Stability19.1
Sector conviction60.9
View detail
KK
Kohlberg Kravis Roberts & Co. L.P.
CIK 0001399770
Total reported value
$5.7B
104 stks
2026-06-30
Concentration79.8
Portfolio Stability17.8
Sector conviction100.0
View detail
BP
Badgley Phelps Wealth Managers, LLC
CIK 0001895362
Total reported value
$5.7B
333 stks
2026-06-30
Concentration7.0
Portfolio Stability0.0
Sector conviction59.2
View detail
EC
Evergreen Capital Management LLC
CIK 0001260824
Total reported value
$5.7B
2,269 stks
2026-06-30
Concentration3.3
Portfolio Stability32.8
Sector conviction42.4
View detail
JC
Junto Capital Management LP
CIK 0001595880
Total reported value
$5.7B
81 stks
2026-06-30
Concentration7.3
Portfolio Stability100.0
Sector conviction53.6
View detail
CI
Choate Investment Advisors
CIK 0001399794
Total reported value
$5.7B
472 stks
2026-06-30
Concentration50.4
Portfolio Stability14.6
Sector conviction52.4
View detail
BC
Bridgeway Capital Management, LLC
CIK 0001107261
Total reported value
$5.7B
1,233 stks
2026-06-30
Concentration1.2
Portfolio Stability30.3
Sector conviction43.4
View detail
SP
Summit Partners Public Asset Management, LLC
CIK 0001638555
Total reported value
$5.7B
155 stks
2026-06-30
Concentration9.5
Portfolio Stability100.0
Sector conviction100.0
View detail
BF
Benjamin F. Edwards & Company, Inc.
CIK 0001445065
Total reported value
$5.7B
2,847 stks
2024-06-30
Stale — no recent filing
Concentration2.3
Portfolio Stability0.0
Sector conviction40.2
View detail
AS
Atalanta Sosnoff Capital, LLC
CIK 0000700529
Total reported value
$5.7B
164 stks
2026-06-30
Concentration13.9
Portfolio Stability46.3
Sector conviction68.7
View detail
PI
Placemark Investments, Inc.
CIK 0001315726
Total reported value
$5.7B
1,619 stks
2014-12-31
Stale — no recent filing
Concentration1.1
Portfolio Stability27.6
Sector conviction48.6
View detail
DS
Donald Smith & Co., Inc.
CIK 0000814375
Total reported value
$5.6B
66 stks
2026-06-30
Concentration12.5
Portfolio Stability19.6
Sector conviction78.9
View detail
KC
Kennedy Capital Management LLC
CIK 0000884589
Total reported value
$5.6B
543 stks
2026-06-30
Concentration1.5
Portfolio Stability38.5
Sector conviction40.3
View detail
BL
Barings LLC
CIK 0000009015
Total reported value
$5.6B
245 stks
2026-06-30
Concentration37.9
Portfolio Stability35.7
Sector conviction44.6
View detail
VH
ValueAct Holdings, L.P.
CIK 0001418814
Total reported value
$5.6B
18 stks
2026-06-30
Concentration35.5
Portfolio Stability28.1
Sector conviction84.5
View detail
TA
Todd Asset Management LLC
CIK 0001071483
Total reported value
$5.6B
265 stks
2026-06-30
Concentration4.5
Portfolio Stability24.4
Sector conviction49.2
View detail
C&
Cannell & Spears LLC
CIK 0001426319
Total reported value
$5.6B
445 stks
2026-06-30
Concentration6.1
Portfolio Stability24.1
Sector conviction41.0
View detail
GX
Global X Management Co LLC
CIK 0001432354
Total reported value
$5.6B
1,175 stks
2018-06-30
Stale — no recent filing
Concentration3.7
Portfolio Stability23.9
Sector conviction68.8
View detail
LP
Linonia Partnership LP
CIK 0001985479
Total reported value
$5.6B
12 stks
2026-06-30
Concentration48.7
Portfolio Stability49.4
Sector conviction80.4
View detail
US
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
CIK 0001730896
Total reported value
$5.6B
184 stks
2026-06-30
Concentration8.6
Portfolio Stability27.7
Sector conviction61.6
View detail
NR
National Rural Electric Cooperative Association
CIK 0000833018
Total reported value
$5.6B
202 stks
2015-12-31
Stale — no recent filing
Concentration6.6
Portfolio Stability18.1
Sector conviction67.2
View detail
TS
Thompson Siegel & Walmsley LLC
CIK 0001008322
Total reported value
$5.6B
435 stks
2026-06-30
Concentration3.0
Portfolio Stability25.5
Sector conviction32.5
View detail
HI
HUB Investment Partners, LLC
CIK 0001841815
Total reported value
$5.6B
1,385 stks
2026-06-30
Concentration9.1
Portfolio Stability33.8
Sector conviction88.1
View detail
VA
Veritas Asset Management LLP
CIK 0001541448
Total reported value
$5.6B
21 stks
2026-06-30
Concentration28.0
Portfolio Stability0.0
Sector conviction67.3
View detail
SE
Signature Estate & Investment Advisors LLC
CIK 0001079935
Total reported value
$5.6B
1,062 stks
2026-06-30
Concentration11.9
Portfolio Stability26.1
Sector conviction59.4
View detail
AF
American Family Investments, Inc.
CIK 0002029723
Total reported value
$5.5B
13 stks
2026-06-30
Concentration100.0
Portfolio Stability42.6
Sector conviction100.0
View detail
IA
IFP Advisors, Inc
CIK 0001641866
Total reported value
$5.5B
5,147 stks
2026-06-30
Concentration1.8
Portfolio Stability24.9
Sector conviction52.7
View detail
BC
Bracebridge Capital, LLC
CIK 0001426486
Total reported value
$5.5B
40 stks
2026-06-30
Concentration81.8
Portfolio Stability100.0
Sector conviction100.0
View detail
GA
Generali Asset Management SPA SGR
CIK 0002046751
Total reported value
$5.5B
526 stks
2026-06-30
Concentration6.4
Portfolio Stability25.3
Sector conviction54.7
View detail
CT
CENTRAL TRUST Co
CIK 0000044365
Total reported value
$5.5B
2,083 stks
2026-06-30
Concentration6.4
Portfolio Stability16.9
Sector conviction55.1
View detail
MC
Maplelane Capital, LLC
CIK 0001512173
Total reported value
$5.5B
338 stks
2026-06-30
Concentration16.3
Portfolio Stability100.0
Sector conviction100.0
View detail
GC
Graham Capital Management, L.P.
CIK 0001315421
Total reported value
$5.5B
1,222 stks
2026-06-30
Concentration14.9
Portfolio Stability81.6
Sector conviction48.0
View detail
GC
Glenview Capital Management, LLC
CIK 0001138995
Total reported value
$5.5B
45 stks
2026-06-30
Concentration20.2
Portfolio Stability65.4
Sector conviction100.0
View detail
VC
Voleon Capital Management LP
CIK 0001479847
Total reported value
$5.5B
761 stks
2026-06-30
Concentration5.4
Portfolio Stability52.4
Sector conviction57.7
View detail
Abrams Capital Management, L.p.
CIK 0001358706
Total reported value
$5.5B
11 stks
2026-06-30
Concentration100.0
Portfolio Stability20.2
Sector conviction100.0
View detail
MC
Montanova Capital, LLC
CIK 0001569064
Total reported value
$5.5B
96 stks
2026-06-30
Concentration17.1
Portfolio Stability58.2
Sector conviction53.2
View detail
NC
Nicholas Company, Inc.
CIK 0000903949
Total reported value
$5.5B
195 stks
2026-06-30
Concentration6.0
Portfolio Stability17.6
Sector conviction58.9
View detail
EI
EFG International AG
CIK 0002109868
Total reported value
$5.5B
2,399 stks
2026-06-30
Concentration5.5
Portfolio Stability28.2
Sector conviction55.7
View detail
AP
ANTIPODES PARTNERS Ltd
CIK 0001652442
Total reported value
$5.5B
135 stks
2026-06-30
Concentration9.1
Portfolio Stability24.8
Sector conviction48.6
View detail
TP
TD Private Client Wealth LLC
CIK 0001551017
Total reported value
$5.4B
1,698 stks
2026-06-30
Concentration9.8
Portfolio Stability0.0
Sector conviction43.0
View detail
AC
AlphaCore Capital LLC
CIK 0001713662
Total reported value
$5.4B
1,479 stks
2026-06-30
Concentration3.4
Portfolio Stability29.2
Sector conviction47.8
View detail
RC
Resolution Capital Ltd
CIK 0001612389
Total reported value
$5.4B
39 stks
2026-06-30
Concentration26.9
Portfolio Stability24.3
Sector conviction100.0
View detail
SN
SIG North Trading, ULC
CIK 0001868643
Total reported value
$5.4B
286 stks
2026-06-30
Concentration19.6
Portfolio Stability32.8
Sector conviction100.0
View detail
Baupost Group Llc/ma
CIK 0001061768
Total reported value
$5.4B
23 stks
2026-06-30
Concentration29.7
Portfolio Stability36.3
Sector conviction69.0
View detail
EP
Elevation Point Wealth Partners, LLC
CIK 0001744349
Total reported value
$5.4B
1,202 stks
2026-06-30
Concentration2.7
Portfolio Stability38.2
Sector conviction49.2
View detail
KC
Knight Capital Group, Inc.
CIK 0001060749
Total reported value
$5.4B
3,276 stks
2013-06-30
Stale — no recent filing
Concentration1.7
Portfolio Stability0.0
Sector conviction46.4
View detail
SC
Shelton Capital Management
CIK 0001002784
Total reported value
$5.4B
749 stks
2026-06-30
Concentration8.2
Portfolio Stability31.9
Sector conviction87.8
View detail
EA
EverPoint Asset Management, LLC
CIK 0001603464
Total reported value
$5.4B
402 stks
2016-12-31
Stale — no recent filing
Concentration5.7
Portfolio Stability100.0
Sector conviction59.7
View detail
BJ
Brighton Jones LLC
CIK 0001360798
Total reported value
$5.4B
1,423 stks
2026-06-30
Concentration16.4
Portfolio Stability23.7
Sector conviction69.6
View detail
EC
ETRADE Capital Management LLC
CIK 0001512581
Total reported value
$5.4B
1,447 stks
2020-09-30
Stale — no recent filing
Concentration10.3
Portfolio Stability18.0
Sector conviction51.3
View detail
OA
Orbimed Advisors LLC
CIK 0001055951
Total reported value
$5.4B
128 stks
2026-06-30
Concentration12.8
Portfolio Stability61.5
Sector conviction100.0
View detail
PA
PFM Asset Management LLC
CIK 0001715304
Total reported value
$5.4B
29 stks
2021-09-30
Stale — no recent filing
Concentration100.0
Portfolio Stability0.0
Sector conviction0.0
View detail
NL
Nepc LLC
CIK 0001424799
Total reported value
$5.4B
53 stks
2026-06-30
Concentration28.1
Portfolio Stability7.2
Sector conviction0.0
View detail
IF
Independent Financial Group, LLC
CIK 0000275484
Total reported value
$5.3B
1,546 stks
2026-06-30
Concentration3.9
Portfolio Stability0.0
Sector conviction100.0
View detail
WT
Whittier Trust Co Of Nevada Inc
CIK 0001263548
Total reported value
$5.3B
1,727 stks
2026-06-30
Concentration8.2
Portfolio Stability19.4
Sector conviction61.1
View detail
FF
First Financial Bankshares Inc
CIK 0000036029
Total reported value
$5.3B
210 stks
2026-06-30
Concentration9.3
Portfolio Stability16.4
Sector conviction46.5
View detail
PB
Paradigm Biocapital Advisors LP
CIK 0001855655
Total reported value
$5.3B
28 stks
2026-06-30
Concentration38.0
Portfolio Stability75.4
Sector conviction100.0
View detail
Caxton Associates LLP
CIK 0002051323
Total reported value
$5.3B
730 stks
2026-06-30
Concentration15.3
Portfolio Stability85.0
Sector conviction59.2
View detail
C&
Cassaday & Co Wealth Management LLC
CIK 0001963612
Total reported value
$5.3B
1,319 stks
2026-06-30
Concentration48.3
Portfolio Stability17.4
Sector conviction57.5
View detail
SF
Susquehanna Fundamental Investments, LLC
CIK 0001446179
Total reported value
$5.3B
737 stks
2026-06-30
Concentration2.4
Portfolio Stability93.0
Sector conviction83.6
View detail
TT
Twin Tree Management, LP
CIK 0001535588
Total reported value
$5.3B
1,357 stks
2026-06-30
Concentration5.3
Portfolio Stability71.2
Sector conviction45.9
View detail
MA
Mutual Advisors, LLC
CIK 0001694080
Total reported value
$5.3B
1,412 stks
2026-06-30
Concentration4.3
Portfolio Stability23.8
Sector conviction57.0
View detail
MI
Merewether Investment Management, LP
CIK 0001736852
Total reported value
$5.3B
81 stks
2026-06-30
Concentration8.5
Portfolio Stability72.1
Sector conviction92.1
View detail
DK
DJE Kapital AG
CIK 0001659196
Total reported value
$5.3B
124 stks
2026-06-30
Concentration10.1
Portfolio Stability0.0
Sector conviction53.2
View detail
JS
Japan Science & Technology Agency
CIK 0001948391
Total reported value
$5.3B
12 stks
2026-06-30
Concentration46.4
Portfolio Stability9.6
Sector conviction0.0
View detail
BA
Baker Avenue Asset Management, LP
CIK 0001432529
Total reported value
$5.3B
827 stks
2026-06-30
Concentration5.8
Portfolio Stability23.4
Sector conviction76.4
View detail
SI
Sit Investment Associates Inc
CIK 0000769317
Total reported value
$5.3B
521 stks
2026-06-30
Concentration3.9
Portfolio Stability21.7
Sector conviction66.3
View detail
MR
Millburn Ridgefield LLC /DE/
CIK 0001294571
Total reported value
$5.3B
39 stks
2026-06-30
Concentration28.0
Portfolio Stability13.1
Sector conviction0.0
View detail
JT
J.P. Turner & Co Capital Mnagement, LLC
CIK 0001623184
Total reported value
$5.3B
635 stks
2015-09-30
Stale — no recent filing
Concentration13.4
Portfolio Stability0.0
Sector conviction44.8
View detail
HS
HBK Sorce Advisory LLC
CIK 0001379995
Total reported value
$5.3B
678 stks
2026-06-30
Concentration36.4
Portfolio Stability0.0
Sector conviction52.8
View detail
WA
Wealthcare Advisory Partners LLC
CIK 0001683059
Total reported value
$5.3B
1,084 stks
2026-06-30
Concentration5.3
Portfolio Stability20.1
Sector conviction58.9
View detail
OW
Orgel Wealth Management, LLC
CIK 0001658535
Total reported value
$5.3B
113 stks
2026-06-30
Concentration27.2
Portfolio Stability0.0
Sector conviction86.5
View detail
DD
Df Dent & Co Inc
CIK 0000934999
Total reported value
$5.3B
271 stks
2026-06-30
Concentration6.5
Portfolio Stability25.6
Sector conviction50.4
View detail
SM
Sumitomo Mitsui Financial Group, Inc.
CIK 0001022837
Total reported value
$5.3B
229 stks
2026-06-30
Concentration42.5
Portfolio Stability18.4
Sector conviction100.0
View detail
IU
Itau Unibanco Holding S.A.
CIK 0001132597
Total reported value
$5.3B
479 stks
2026-06-30
Concentration13.3
Portfolio Stability72.7
Sector conviction56.3
View detail
FA
Fideuram Asset Management
CIK 0002109923
Total reported value
$5.3B
742 stks
2026-06-30
Concentration2.0
Portfolio Stability100.0
Sector conviction44.0
View detail
EI
Equity Investment CORP
CIK 0001685771
Total reported value
$5.2B
76 stks
2026-06-30
Concentration9.3
Portfolio Stability24.0
Sector conviction43.9
View detail
DW
Dakota Wealth Management
CIK 0001631353
Total reported value
$5.2B
776 stks
2026-06-30
Concentration4.1
Portfolio Stability27.5
Sector conviction56.4
View detail
CF
Cincinnati Financial CORP
CIK 0000020286
Total reported value
$5.2B
56 stks
2026-06-30
Concentration20.3
Portfolio Stability23.4
Sector conviction72.2
View detail
CG
Caprock Group, LLC
CIK 0001610769
Total reported value
$5.2B
1,234 stks
2026-06-30
Concentration4.8
Portfolio Stability35.2
Sector conviction55.4
View detail
Duquesne Family Office LLC
CIK 0001536411
Total reported value
$5.2B
95 stks
2026-06-30
Concentration19.6
Portfolio Stability77.0
Sector conviction70.7
View detail
LN
Laird Norton Wetherby Trust Company, LLC
CIK 0000723204
Total reported value
$5.2B
1,873 stks
2026-06-30
Concentration6.4
Portfolio Stability18.8
Sector conviction68.6
View detail
BW
Bluespring Wealth Management, LLC
CIK 0001557485
Total reported value
$5.2B
549 stks
2026-06-30
Concentration5.5
Portfolio Stability100.0
Sector conviction51.8
View detail
AA
Ancora Advisors LLC
CIK 0001446114
Total reported value
$5.2B
2,510 stks
2026-06-30
Concentration4.0
Portfolio Stability31.8
Sector conviction38.3
View detail
DK
Davidson Kempner Partners
CIK 0000928549
Total reported value
$5.2B
368 stks
2023-03-31
Stale — no recent filing
Concentration7.8
Portfolio Stability0.0
Sector conviction37.6
View detail
KI
Kestra Investment Management, LLC
CIK 0001962449
Total reported value
$5.2B
519 stks
2026-06-30
Concentration12.0
Portfolio Stability29.3
Sector conviction57.9
View detail
NA
NextCapital Advisers, Inc.
CIK 0001616454
Total reported value
$5.2B
14 stks
2022-06-30
Stale — no recent filing
Concentration62.9
Portfolio Stability0.0
Sector conviction0.0
View detail
CC
Context Capital Management, LLC
CIK 0001301396
Total reported value
$5.1B
427 stks
2026-06-30
Concentration5.7
Portfolio Stability71.3
Sector conviction53.1
View detail
SB
Sig Brokerage, LP
CIK 0001094429
Total reported value
$5.1B
905 stks
2026-06-30
Concentration7.3
Portfolio Stability77.8
Sector conviction94.7
View detail
SG
Skye Global Management LP
CIK 0001675884
Total reported value
$5.1B
30 stks
2026-06-30
Concentration90.3
Portfolio Stability25.6
Sector conviction91.4
View detail
BM
Beck Mack & Oliver LLC
CIK 0000010742
Total reported value
$5.1B
201 stks
2026-06-30
Concentration12.2
Portfolio Stability11.9
Sector conviction57.1
View detail
AC
Akre Capital Management LLC
CIK 0001112520
Total reported value
$5.1B
20 stks
2026-06-30
Concentration39.2
Portfolio Stability20.2
Sector conviction100.0
View detail
BP
Bank Pictet & Cie
CIK 0001123274
Total reported value
$5.1B
211 stks
2026-06-30
Concentration14.3
Portfolio Stability19.8
Sector conviction53.4
View detail
CF
Callan Family Office, LLC
CIK 0001938970
Total reported value
$5.1B
1,226 stks
2026-06-30
Concentration3.8
Portfolio Stability22.5
Sector conviction53.6
View detail
MR
Maple Rock Capital Partners Inc.
CIK 0001658363
Total reported value
$5.1B
51 stks
2026-06-30
Concentration20.6
Portfolio Stability77.4
Sector conviction67.4
View detail
KA
Kayne Anderson Capital Advisors LP
CIK 0000949615
Total reported value
$5.1B
85 stks
2026-06-30
Concentration23.9
Portfolio Stability17.6
Sector conviction100.0
View detail
GC
Ghisallo Capital Management LLC
CIK 0001825214
Total reported value
$5.1B
339 stks
2026-06-30
Concentration18.4
Portfolio Stability100.0
Sector conviction41.1
View detail
MC
Meadow Creek Investment Management LLC
CIK 0001695508
Total reported value
$5.1B
1,363 stks
2019-09-30
Stale — no recent filing
Concentration3.8
Portfolio Stability19.3
Sector conviction49.5
View detail
YC
Yaupon Capital Management LP
CIK 0001755028
Total reported value
$5.1B
124 stks
2026-06-30
Concentration35.6
Portfolio Stability97.4
Sector conviction79.9
View detail
GI
Gulf International Bank
CIK 0001598697
Total reported value
$5.1B
565 stks
2026-06-30
Concentration7.2
Portfolio Stability19.9
Sector conviction59.0
View detail
MS
Maven Securities LTD
CIK 0001633046
Total reported value
$5.1B
342 stks
2026-06-30
Concentration8.5
Portfolio Stability87.2
Sector conviction73.6
View detail
WA
WT Asset Management Ltd
CIK 0001780365
Total reported value
$5.1B
29 stks
2026-06-30
Concentration30.3
Portfolio Stability100.0
Sector conviction100.0
View detail
BG
BW Gestao de Investimentos Ltda.
CIK 0001568280
Total reported value
$5.1B
307 stks
2026-06-30
Concentration26.9
Portfolio Stability99.7
Sector conviction51.4
View detail
Y-
Y-Intercept
CIK 0001772875
Total reported value
$5.1B
1,651 stks
2026-06-30
Concentration0.8
Portfolio Stability0.0
Sector conviction40.5
View detail
TS
Two Seas Capital LP
CIK 0001823138
Total reported value
$5.0B
52 stks
2026-06-30
Concentration68.2
Portfolio Stability64.1
Sector conviction73.5
View detail
FI
Foresters Investment Management Company, Inc.
CIK 0000728079
Total reported value
$5.0B
295 stks
2019-09-30
Stale — no recent filing
Concentration2.4
Portfolio Stability16.8
Sector conviction42.9
View detail
ON
Old National Bancorp /in/
CIK 0000707179
Total reported value
$5.0B
990 stks
2026-06-30
Concentration14.6
Portfolio Stability41.5
Sector conviction55.6
View detail
VD
Vaughan David Investments Llc/il
CIK 0001063571
Total reported value
$5.0B
245 stks
2026-06-30
Concentration5.1
Portfolio Stability19.0
Sector conviction39.1
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SF
Systematic Financial Management LP
CIK 0001085936
Total reported value
$5.0B
406 stks
2026-06-30
Concentration3.4
Portfolio Stability26.3
Sector conviction40.7
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AM
Appaloosa Management LP
CIK 0001006438
Total reported value
$5.0B
52 stks
2015-12-31
Stale — no recent filing
Concentration20.6
Portfolio Stability88.1
Sector conviction76.0
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CA
Commerzbank Aktiengesellschaft /fi
CIK 0000852933
Total reported value
$5.0B
347 stks
2026-06-30
Concentration11.0
Portfolio Stability26.3
Sector conviction60.0
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TG
Tpg Gp A, LLC
CIK 0001903793
Total reported value
$5.0B
82 stks
2026-06-30
Concentration41.4
Portfolio Stability50.5
Sector conviction81.0
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CP
Chicago Partners Investment Group LLC
CIK 0001563525
Total reported value
$5.0B
1,639 stks
2026-06-30
Concentration3.1
Portfolio Stability0.0
Sector conviction48.6
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CI
Carnegie Investment Counsel
CIK 0001511506
Total reported value
$5.0B
547 stks
2026-06-30
Concentration4.4
Portfolio Stability20.1
Sector conviction43.2
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AA
Ameritas Advisory Services, LLC
CIK 0001901275
Total reported value
$5.0B
1,942 stks
2026-06-30
Concentration2.6
Portfolio Stability80.1
Sector conviction73.9
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SL
Siren, L.L.C.
CIK 0002005245
Total reported value
$4.9B
119 stks
2026-06-30
Concentration12.7
Portfolio Stability42.9
Sector conviction100.0
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CI
Chartwell Investment Partners/pa
CIK 0001044516
Total reported value
$4.9B
394 stks
2014-03-31
Stale — no recent filing
Concentration2.2
Portfolio Stability38.6
Sector conviction49.9
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BI
Bailard, Inc.
CIK 0000750641
Total reported value
$4.9B
763 stks
2026-06-30
Concentration5.4
Portfolio Stability29.5
Sector conviction64.3
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GW
Geneos Wealth Management Inc.
CIK 0001764754
Total reported value
$4.9B
2,475 stks
2026-06-30
Concentration2.7
Portfolio Stability20.7
Sector conviction45.9
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FC
Freemont Capital Pte Ltd
CIK 0001796107
Total reported value
$4.9B
4 stks
2026-06-30
Concentration100.0
Portfolio Stability11.9
Sector conviction100.0
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IC
Ilex Capital Partners
CIK 0001985486
Total reported value
$4.9B
147 stks
2026-06-30
Concentration12.9
Portfolio Stability100.0
Sector conviction56.0
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AN
AMG National Trust Bank
CIK 0001388829
Total reported value
$4.9B
798 stks
2026-06-30
Concentration11.6
Portfolio Stability22.0
Sector conviction51.1
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HF
Harvest Fund Advisors LLC
CIK 0001456075
Total reported value
$4.9B
42 stks
2020-03-31
Stale — no recent filing
Concentration34.8
Portfolio Stability65.6
Sector conviction0.0
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MC
Mill Creek Capital Advisors, LLC
CIK 0001964962
Total reported value
$4.9B
260 stks
2026-03-31
Concentration46.7
Portfolio Stability6.5
Sector conviction56.5
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CC
Copeland Capital Management, LLC
CIK 0001541743
Total reported value
$4.9B
443 stks
2026-06-30
Concentration4.7
Portfolio Stability28.6
Sector conviction48.0
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GP
Glencore plc
CIK 0001521365
Total reported value
$4.9B
3 stks
2026-06-30
Concentration100.0
Portfolio Stability0.0
Sector conviction100.0
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LM
Legg Mason Investment Counsel, LLC
CIK 0001324943
Total reported value
$4.9B
1,005 stks
2014-09-30
Stale — no recent filing
Concentration3.4
Portfolio Stability13.7
Sector conviction50.5
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OA
Oberweis Asset Management Inc/
CIK 0000937886
Total reported value
$4.8B
176 stks
2026-06-30
Concentration5.8
Portfolio Stability60.5
Sector conviction97.1
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AG
AlTi Global, Inc.
CIK 0001838615
Total reported value
$4.8B
811 stks
2026-06-30
Concentration17.8
Portfolio Stability26.6
Sector conviction39.9
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MP
MFN Partners Management, LP
CIK 0001732811
Total reported value
$4.8B
9 stks
2026-06-30
Concentration100.0
Portfolio Stability22.1
Sector conviction100.0
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FA
Fenimore Asset Management Inc
CIK 0000884566
Total reported value
$4.8B
92 stks
2026-06-30
Concentration10.5
Portfolio Stability15.7
Sector conviction62.3
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WJ
Williams Jones & Associates LLC
CIK 0000949743
Total reported value
$4.8B
399 stks
2019-06-30
Stale — no recent filing
Concentration6.6
Portfolio Stability13.2
Sector conviction51.4
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SH
Sachem Head Capital Management LP
CIK 0001582090
Total reported value
$4.8B
19 stks
2026-06-30
Concentration26.6
Portfolio Stability83.0
Sector conviction65.0
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GH
Glen Harbor Capital Management LLC
CIK 0001696417
Total reported value
$4.8B
1,328 stks
2019-09-30
Stale — no recent filing
Concentration3.6
Portfolio Stability20.7
Sector conviction48.2
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BC
Bain Capital Investors LLC
CIK 0001040508
Total reported value
$4.8B
8 stks
2026-06-30
Concentration75.2
Portfolio Stability40.6
Sector conviction100.0
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AT
Ashton Thomas Private Wealth, LLC
CIK 0002019663
Total reported value
$4.8B
1,606 stks
2026-06-30
Concentration3.0
Portfolio Stability27.0
Sector conviction52.9
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TI
Truepoint, Inc.
CIK 0001427748
Total reported value
$4.8B
161 stks
2026-06-30
Concentration27.2
Portfolio Stability7.8
Sector conviction61.4
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KC
Kornitzer Capital Management Inc /ks
CIK 0000898358
Total reported value
$4.8B
548 stks
2026-06-30
Concentration4.1
Portfolio Stability33.0
Sector conviction41.6
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PT
Provident Trust Co
CIK 0001140436
Total reported value
$4.8B
22 stks
2026-06-30
Concentration40.3
Portfolio Stability10.9
Sector conviction81.2
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LP
Local Pensions Partnership Investment Ltd
CIK 0001698810
Total reported value
$4.8B
32 stks
2026-06-30
Concentration22.7
Portfolio Stability21.5
Sector conviction91.5
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SA
Sona Asset Management
CIK 0001856405
Total reported value
$4.8B
691 stks
2026-06-30
Concentration14.8
Portfolio Stability80.5
Sector conviction86.5
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SP
Stockbridge Partners LLC
CIK 0001505183
Total reported value
$4.8B
17 stks
2026-06-30
Concentration40.1
Portfolio Stability45.1
Sector conviction61.3
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BG
Bellevue Group AG
CIK 0001674546
Total reported value
$4.8B
164 stks
2026-06-30
Concentration11.2
Portfolio Stability50.2
Sector conviction100.0
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GS
Gts Securities LLC
CIK 0001452765
Total reported value
$4.8B
1,323 stks
2026-06-30
Concentration24.6
Portfolio Stability100.0
Sector conviction100.0
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VF
Valeo Financial Advisors, LLC
CIK 0001722641
Total reported value
$4.7B
848 stks
2026-06-30
Concentration15.7
Portfolio Stability0.0
Sector conviction48.5
View detail
NH
Nicholas Hoffman & Company, LLC.
CIK 0001678953
Total reported value
$4.7B
344 stks
2026-06-30
Concentration42.5
Portfolio Stability0.0
Sector conviction64.7
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DS
Drw Securities, L.l.c.
CIK 0001068940
Total reported value
$4.7B
244 stks
2022-09-30
Stale — no recent filing
Concentration84.2
Portfolio Stability0.0
Sector conviction86.0
View detail
SA
Savvy Advisors, Inc.
CIK 0002003633
Total reported value
$4.7B
1,261 stks
2026-06-30
Concentration4.8
Portfolio Stability0.0
Sector conviction65.5
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Showing 301-450 of 2,434 institutions