Institutions with $1B to $10B AUM (2448 funds)
2448 institutions currently have assets under management $1B to $10B, ranked below by AUM.
DC
DME Capital Management, LP
CIK 0001489933
Total reported value
$3.9B
95 stks
2026-06-30
Concentration23.7
Portfolio Stability37.4
Sector conviction44.7
View detail
LN
Lincoln National CORP
CIK 0000059558
Total reported value
$3.9B
20 stks
2026-06-30
Concentration23.9
Portfolio Stability12.3
Sector conviction0.0
View detail
GL
Gtcr LLC
CIK 0001576350
Total reported value
$3.9B
5 stks
2026-06-30
Concentration100.0
Portfolio Stability13.9
Sector conviction100.0
View detail
AC
Anther Capital Ltd
CIK 0002126503
Total reported value
$3.9B
21 stks
2026-06-30
Concentration46.7
Portfolio Stability82.5
Sector conviction100.0
View detail
FF
Founders Fund Growth II Management, LP
CIK 0002106825
Total reported value
$3.9B
1 stks
2026-06-30
Concentration100.0
Portfolio Stability100.0
Sector conviction0.0
View detail
SC
Saba Capital Management, L.P.
CIK 0001510281
Total reported value
$3.9B
400 stks
2026-06-30
Concentration10.1
Portfolio Stability36.6
Sector conviction70.8
View detail
MC
Masters Capital Management LLC
CIK 0001104186
Total reported value
$3.9B
93 stks
2026-06-30
Concentration23.7
Portfolio Stability97.8
Sector conviction50.4
View detail
CI
Champlain Investment Partners, LLC
CIK 0001315478
Total reported value
$3.9B
129 stks
2026-06-30
Concentration4.0
Portfolio Stability75.2
Sector conviction53.4
View detail
G&
Gofen & Glossberg LLC /il/
CIK 0000315498
Total reported value
$3.9B
602 stks
2022-12-31
Stale — no recent filing
Concentration5.7
Portfolio Stability0.0
Sector conviction46.3
View detail
BO
Bank Of Korea
CIK 0001965704
Total reported value
$3.9B
4 stks
2026-06-30
Concentration100.0
Portfolio Stability18.7
Sector conviction0.0
View detail
SC
SummitTX Capital, L.P.
CIK 0002052310
Total reported value
$3.9B
762 stks
2026-06-30
Concentration10.4
Portfolio Stability88.3
Sector conviction39.3
View detail
SP
Sigma Planning Corp
CIK 0001449126
Total reported value
$3.9B
1,325 stks
2026-09-30
Concentration4.1
Portfolio Stability16.9
Sector conviction68.2
View detail
IP
Interval Partners, LP
CIK 0001590228
Total reported value
$3.9B
298 stks
2026-06-30
Concentration5.0
Portfolio Stability93.7
Sector conviction83.4
View detail
JG
J. Goldman & Co LP
CIK 0001412741
Total reported value
$3.9B
684 stks
2026-06-30
Concentration2.7
Portfolio Stability100.0
Sector conviction50.5
View detail
FC
Freestone Capital Holdings, LLC
CIK 0001470876
Total reported value
$3.9B
626 stks
2026-06-30
Concentration14.0
Portfolio Stability24.6
Sector conviction71.4
View detail
NC
NZS Capital, LLC
CIK 0001816616
Total reported value
$3.9B
61 stks
2026-06-30
Concentration11.8
Portfolio Stability37.5
Sector conviction100.0
View detail
FH
First Horizon Advisors, Inc.
CIK 0001588539
Total reported value
$3.8B
4,799 stks
2025-06-30
Stale — no recent filing
Concentration3.6
Portfolio Stability0.0
Sector conviction52.3
View detail
DI
Dana Investment Advisors, Inc.
CIK 0001427514
Total reported value
$3.8B
572 stks
2026-06-30
Concentration4.1
Portfolio Stability27.1
Sector conviction53.5
View detail
CP
Compound Planning, Inc.
CIK 0001978879
Total reported value
$3.8B
2,302 stks
2026-06-30
Concentration3.5
Portfolio Stability0.0
Sector conviction55.1
View detail
MC
Marsico Capital Management LLC
CIK 0001055966
Total reported value
$3.8B
69 stks
2026-06-30
Concentration13.6
Portfolio Stability50.1
Sector conviction65.1
View detail
VV
Venture Visionary Partners LLC
CIK 0001792283
Total reported value
$3.8B
737 stks
2026-09-30
Concentration4.3
Portfolio Stability16.7
Sector conviction55.1
View detail
TC
Thrive Capital Management, LLC
CIK 0001765681
Total reported value
$3.8B
5 stks
2026-06-30
Concentration100.0
Portfolio Stability100.0
Sector conviction100.0
View detail
LF
Larson Financial Group LLC
CIK 0001731061
Total reported value
$3.8B
3,846 stks
2026-06-30
Concentration5.8
Portfolio Stability31.9
Sector conviction66.8
View detail
TH
TCTC Holdings, LLC
CIK 0001483870
Total reported value
$3.8B
348 stks
2026-06-30
Concentration24.9
Portfolio Stability12.1
Sector conviction52.2
View detail
SI
Scout Investments, Inc.
CIK 0001161927
Total reported value
$3.8B
192 stks
2024-09-30
Stale — no recent filing
Concentration3.3
Portfolio Stability0.0
Sector conviction36.6
View detail
XL
Xn LP
CIK 0001756558
Total reported value
$3.8B
27 stks
2026-06-30
Concentration25.6
Portfolio Stability64.3
Sector conviction63.5
View detail
GI
Glg Inc.
CIK 0001425915
Total reported value
$3.8B
822 stks
2013-12-31
Stale — no recent filing
Concentration2.5
Portfolio Stability85.7
Sector conviction44.6
View detail
PM
Private Management Group Inc
CIK 0001142031
Total reported value
$3.8B
320 stks
2026-06-30
Concentration3.4
Portfolio Stability19.7
Sector conviction39.9
View detail
M&
Michael & Susan Dell Foundation
CIK 0001599858
Total reported value
$3.8B
7 stks
2026-06-30
Concentration100.0
Portfolio Stability28.9
Sector conviction100.0
View detail
MP
MassMutual Private Wealth & Trust, FSB
CIK 0001103653
Total reported value
$3.8B
2,398 stks
2026-09-30
Concentration6.8
Portfolio Stability13.6
Sector conviction54.3
View detail
AW
Avior Wealth Management, LLC
CIK 0001599868
Total reported value
$3.8B
786 stks
2026-09-30
Concentration5.2
Portfolio Stability13.6
Sector conviction63.6
View detail
FT
Fifth Third Wealth Advisors LLC
CIK 0001899030
Total reported value
$3.8B
1,068 stks
2026-09-30
Concentration9.6
Portfolio Stability14.8
Sector conviction58.4
View detail
QB
Qs Batterymarch Financial Management, Inc
CIK 0000316471
Total reported value
$3.8B
900 stks
2014-09-30
Stale — no recent filing
Concentration1.6
Portfolio Stability23.2
Sector conviction47.2
View detail
AC
Addenda Capital Inc.
CIK 0001569411
Total reported value
$3.8B
131 stks
2026-09-30
Concentration9.2
Portfolio Stability20.3
Sector conviction51.5
View detail
DG
Darwin Global Management, Ltd.
CIK 0001839209
Total reported value
$3.8B
5 stks
2026-06-30
Concentration100.0
Portfolio Stability100.0
Sector conviction100.0
View detail
3S
36 South Capital Advisors LLP
CIK 0001845671
Total reported value
$3.8B
11 stks
2021-09-30
Stale — no recent filing
Concentration86.1
Portfolio Stability0.0
Sector conviction93.6
View detail
AI
Ameritas Investment Partners, Inc.
CIK 0001055980
Total reported value
$3.8B
3,748 stks
2026-06-30
Concentration2.6
Portfolio Stability23.9
Sector conviction56.6
View detail
AS
American Securities LLC
CIK 0001475483
Total reported value
$3.8B
2 stks
2026-06-30
Concentration100.0
Portfolio Stability8.1
Sector conviction100.0
View detail
CC
Check Capital Management Inc/ca
CIK 0001032814
Total reported value
$3.7B
31 stks
2026-06-30
Concentration100.0
Portfolio Stability10.8
Sector conviction100.0
View detail
KB
Kleinwort Benson Investors Dublin Ltd
CIK 0001410251
Total reported value
$3.7B
398 stks
2016-06-30
Stale — no recent filing
Concentration5.7
Portfolio Stability0.0
Sector conviction61.0
View detail
BF
Bragg Financial Advisors, Inc
CIK 0001327055
Total reported value
$3.7B
363 stks
2026-06-30
Concentration3.7
Portfolio Stability23.3
Sector conviction55.6
View detail
FA
Foxhaven Asset Management, LP
CIK 0001590531
Total reported value
$3.7B
16 stks
2026-06-30
Concentration34.9
Portfolio Stability35.5
Sector conviction94.9
View detail
NI
Navera Investment Management Ltd.
CIK 0001842702
Total reported value
$3.7B
56 stks
2026-06-30
Concentration21.4
Portfolio Stability36.2
Sector conviction62.0
View detail
SA
Systematic Alpha Investments, LLC
CIK 0001806755
Total reported value
$3.7B
233 stks
2026-06-30
Concentration27.4
Portfolio Stability29.3
Sector conviction67.1
View detail
BC
Becker Capital Management Inc
CIK 0000799004
Total reported value
$3.7B
303 stks
2026-06-30
Concentration6.5
Portfolio Stability17.5
Sector conviction49.0
View detail
MH
Miller Howard Investments Inc /ny
CIK 0000903947
Total reported value
$3.7B
159 stks
2026-09-30
Concentration6.1
Portfolio Stability19.2
Sector conviction58.4
View detail
OH
Osiris Holdings Inc.
CIK 0001318318
Total reported value
$3.7B
2 stks
2026-06-30
Concentration100.0
Portfolio Stability0.0
Sector conviction100.0
View detail
CC
Center Coast Capital Advisors, LP
CIK 0001521079
Total reported value
$3.7B
45 stks
2017-12-31
Stale — no recent filing
Concentration19.5
Portfolio Stability20.4
Sector conviction0.0
View detail
MS
Mufg Securities
CIK 0001656187
Total reported value
$3.7B
43 stks
2026-06-30
Concentration19.1
Portfolio Stability19.3
Sector conviction80.3
View detail
CM
Castleark Management LLC
CIK 0001106832
Total reported value
$3.7B
309 stks
2026-06-30
Concentration7.3
Portfolio Stability52.9
Sector conviction65.8
View detail
FE
Fund Evaluation Group, LLC
CIK 0001356249
Total reported value
$3.7B
80 stks
2026-06-30
Concentration52.8
Portfolio Stability19.0
Sector conviction100.0
View detail
Himalaya Capital Management LLC
CIK 0001709323
Total reported value
$3.7B
8 stks
2026-06-30
Concentration78.8
Portfolio Stability38.4
Sector conviction100.0
View detail
CC
Cevian Capital II GP LTD
CIK 0001365341
Total reported value
$3.7B
3 stks
2026-06-30
Concentration100.0
Portfolio Stability17.0
Sector conviction100.0
View detail
QC
Quadrant Capital Group LLC
CIK 0001650717
Total reported value
$3.7B
1,229 stks
2026-09-30
Concentration5.2
Portfolio Stability24.8
Sector conviction59.3
View detail
DC
Douglas C. Lane & Associates, Inc.
CIK 0001004248
Total reported value
$3.7B
227 stks
2015-12-31
Stale — no recent filing
Concentration4.7
Portfolio Stability17.9
Sector conviction51.0
View detail
CI
CX Institutional
CIK 0001737089
Total reported value
$3.7B
1,669 stks
2026-09-30
Concentration4.4
Portfolio Stability48.2
Sector conviction59.8
View detail
BW
BIP Wealth, LLC
CIK 0001590214
Total reported value
$3.7B
560 stks
2026-09-30
Concentration10.9
Portfolio Stability12.2
Sector conviction58.5
View detail
PN
Park National CORP /oh/
CIK 0000805676
Total reported value
$3.7B
517 stks
2026-09-30
Concentration7.6
Portfolio Stability15.0
Sector conviction61.1
View detail
BP
BNP Paribas
CIK 0000872786
Total reported value
$3.7B
616 stks
2026-06-30
Concentration12.5
Portfolio Stability33.8
Sector conviction76.1
View detail
FG
Foster Group, Inc.
CIK 0001841544
Total reported value
$3.7B
316 stks
2026-09-30
Concentration17.7
Portfolio Stability9.8
Sector conviction69.5
View detail
EP
Evelyn Partners Investment Management LLP
CIK 0002065206
Total reported value
$3.7B
410 stks
2026-03-31
Stale — no recent filing
Concentration14.0
Portfolio Stability24.9
Sector conviction45.1
View detail
PC
Paradigm Capital Management Inc/ny
CIK 0001037792
Total reported value
$3.7B
174 stks
2026-06-30
Concentration20.6
Portfolio Stability41.5
Sector conviction100.0
View detail
MC
MKP Capital Management, L.L.C.
CIK 0001534949
Total reported value
$3.7B
24 stks
2026-06-30
Concentration67.5
Portfolio Stability65.7
Sector conviction100.0
View detail
I&
Ingalls & Snyder LLC
CIK 0001041885
Total reported value
$3.7B
478 stks
2026-06-30
Concentration19.3
Portfolio Stability36.0
Sector conviction48.3
View detail
KF
Krilogy Financial LLC
CIK 0001659047
Total reported value
$3.7B
1,093 stks
2026-09-30
Concentration4.4
Portfolio Stability25.4
Sector conviction55.0
View detail
SS
Simplicity Solutions, LLC
CIK 0001486066
Total reported value
$3.7B
1,070 stks
2023-12-31
Stale — no recent filing
Concentration4.6
Portfolio Stability0.0
Sector conviction45.2
View detail
LI
Lighthouse Investment Partners, LLC
CIK 0001600344
Total reported value
$3.7B
840 stks
2026-06-30
Concentration3.4
Portfolio Stability100.0
Sector conviction33.6
View detail
HA
Hyperion Asset Management Ltd
CIK 0001619844
Total reported value
$3.7B
20 stks
2026-09-30
Concentration28.7
Portfolio Stability18.8
Sector conviction78.2
View detail
BC
Burney Co/
CIK 0000940445
Total reported value
$3.7B
646 stks
2026-09-30
Concentration21.0
Portfolio Stability19.8
Sector conviction55.0
View detail
CW
Connectus Wealth, LLC
CIK 0001857493
Total reported value
$3.7B
417 stks
2024-03-31
Stale — no recent filing
Concentration7.6
Portfolio Stability0.0
Sector conviction48.6
View detail
ML
Maseco LLP
CIK 0002074052
Total reported value
$3.7B
673 stks
2026-09-30
Concentration26.0
Portfolio Stability5.0
Sector conviction55.5
View detail
AI
Avalon Investment & Advisory
CIK 0001221362
Total reported value
$3.7B
309 stks
2023-03-31
Stale — no recent filing
Concentration4.8
Portfolio Stability0.0
Sector conviction47.5
View detail
MW
Moran Wealth Management, LLC
CIK 0001965334
Total reported value
$3.6B
899 stks
2026-09-30
Concentration2.3
Portfolio Stability23.1
Sector conviction48.5
View detail
VG
Voyager Global Management LP
CIK 0001849753
Total reported value
$3.6B
8 stks
2026-06-30
Concentration67.0
Portfolio Stability30.1
Sector conviction100.0
View detail
MC
Metropolis Capital Ltd
CIK 0001765388
Total reported value
$3.6B
16 stks
2026-09-30
Concentration35.0
Portfolio Stability16.9
Sector conviction53.8
View detail
CA
Capstone Asset Management Co
CIK 0000825204
Total reported value
$3.6B
1,595 stks
2017-06-30
Stale — no recent filing
Concentration1.4
Portfolio Stability12.2
Sector conviction46.2
View detail
VK
Virtu KCG Holdings LLC
CIK 0001569391
Total reported value
$3.6B
2,819 stks
2017-06-30
Stale — no recent filing
Concentration13.1
Portfolio Stability81.2
Sector conviction41.6
View detail
OC
One Capital Management, LLC
CIK 0001606588
Total reported value
$3.6B
523 stks
2026-06-30
Concentration7.7
Portfolio Stability2.4
Sector conviction51.0
View detail
AW
Avidian Wealth Enterprises, LLC
CIK 0001471474
Total reported value
$3.6B
753 stks
2026-09-30
Concentration12.9
Portfolio Stability14.6
Sector conviction61.6
View detail
YC
Yarbrough Capital, LLC
CIK 0001767686
Total reported value
$3.6B
81 stks
2026-09-30
Concentration37.2
Portfolio Stability13.3
Sector conviction100.0
View detail
RP
Riverbridge Partners LLC
CIK 0001112325
Total reported value
$3.6B
198 stks
2026-06-30
Concentration7.8
Portfolio Stability0.0
Sector conviction58.0
View detail
5L
55i, LLC
CIK 0001730242
Total reported value
$3.6B
580 stks
2022-09-30
Stale — no recent filing
Concentration14.3
Portfolio Stability0.0
Sector conviction51.8
View detail
MM
Matson Money. Inc.
CIK 0001672512
Total reported value
$3.6B
9 stks
2026-09-30
Concentration56.2
Portfolio Stability3.9
Sector conviction0.0
View detail
WS
Wilbanks Smith & Thomas Asset Management LLC
CIK 0001007399
Total reported value
$3.6B
528 stks
2024-03-31
Stale — no recent filing
Concentration8.8
Portfolio Stability0.0
Sector conviction50.2
View detail
MA
Mirae Asset Securities
CIK 0000890203
Total reported value
$3.6B
108 stks
2026-09-30
Concentration24.2
Portfolio Stability59.6
Sector conviction76.7
View detail
DL
Delta Lloyd Asset Management N.V.
CIK 0001547720
Total reported value
$3.6B
436 stks
2017-06-30
Stale — no recent filing
Concentration3.2
Portfolio Stability0.0
Sector conviction48.9
View detail
DV
Deer VIII & Co. Ltd.
CIK 0001559311
Total reported value
$3.6B
5 stks
2021-09-30
Stale — no recent filing
Concentration100.0
Portfolio Stability0.0
Sector conviction0.0
View detail
AC
Anchor Capital Advisors LLC
CIK 0000813933
Total reported value
$3.6B
245 stks
2026-06-30
Concentration4.9
Portfolio Stability28.0
Sector conviction35.4
View detail
MB
MUFG Bank, Ltd.
CIK 0000852743
Total reported value
$3.6B
7 stks
2026-06-30
Concentration100.0
Portfolio Stability22.8
Sector conviction100.0
View detail
CR
Compass Rose Asset Management, LP
CIK 0001758811
Total reported value
$3.6B
25 stks
2026-06-30
Concentration100.0
Portfolio Stability100.0
Sector conviction74.3
View detail
FP
Fort Pitt Capital Group, LLC
CIK 0001663897
Total reported value
$3.6B
127 stks
2024-09-30
Stale — no recent filing
Concentration12.0
Portfolio Stability0.0
Sector conviction53.6
View detail
CV
Ceredex Value Advisors LLC
CIK 0001738726
Total reported value
$3.6B
387 stks
2026-06-30
Concentration3.2
Portfolio Stability73.8
Sector conviction37.7
View detail
FN
First National Bank Of Omaha
CIK 0000036644
Total reported value
$3.5B
860 stks
2026-06-30
Concentration4.2
Portfolio Stability21.3
Sector conviction43.3
View detail
CL
Cooperman Leon G
CIK 0000898382
Total reported value
$3.5B
39 stks
2026-06-30
Concentration30.6
Portfolio Stability37.1
Sector conviction71.2
View detail
MM
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
CIK 0001142433
Total reported value
$3.5B
197 stks
2025-06-30
Stale — no recent filing
Concentration6.4
Portfolio Stability0.0
Sector conviction66.2
View detail
LF
Level Four Advisory Services, LLC
CIK 0001696715
Total reported value
$3.5B
935 stks
2026-06-30
Concentration3.2
Portfolio Stability23.2
Sector conviction56.9
View detail
GA
Genesis Asset Managers, LLP
CIK 0001300978
Total reported value
$3.5B
18 stks
2019-06-30
Stale — no recent filing
Concentration42.2
Portfolio Stability15.8
Sector conviction100.0
View detail
HI
Heritage Investors Management CORP
CIK 0000937589
Total reported value
$3.5B
253 stks
2026-09-30
Concentration8.3
Portfolio Stability13.0
Sector conviction54.9
View detail
DA
Dynamic Advisor Solutions LLC
CIK 0001599747
Total reported value
$3.5B
1,029 stks
2026-09-30
Concentration2.8
Portfolio Stability12.8
Sector conviction54.7
View detail
II
Intact Investment Management Inc.
CIK 0001443077
Total reported value
$3.5B
274 stks
2026-06-30
Concentration6.5
Portfolio Stability42.3
Sector conviction45.1
View detail
HI
Hartford Investment Management Co
CIK 0000922439
Total reported value
$3.5B
496 stks
2026-06-30
Concentration8.0
Portfolio Stability0.0
Sector conviction60.2
View detail
CC
CloudAlpha Capital Management Limited/Hong Kong
CIK 0001745907
Total reported value
$3.5B
36 stks
2026-06-30
Concentration36.6
Portfolio Stability100.0
Sector conviction100.0
View detail
PU
People's United Financial, Inc.
CIK 0001378946
Total reported value
$3.5B
617 stks
2022-03-31
Stale — no recent filing
Concentration4.2
Portfolio Stability0.0
Sector conviction52.7
View detail
CK
Cohen Klingenstein LLC
CIK 0001453620
Total reported value
$3.5B
206 stks
2026-09-30
Concentration31.2
Portfolio Stability8.8
Sector conviction51.2
View detail
F-
Fideuram - Intesa Sanpaolo Private Banking S.p.a.
CIK 0001280487
Total reported value
$3.5B
442 stks
2026-09-30
Concentration6.4
Portfolio Stability47.0
Sector conviction72.9
View detail
SW
Sax Wealth Advisors, LLC
CIK 0001846150
Total reported value
$3.5B
750 stks
2026-09-30
Concentration11.8
Portfolio Stability42.8
Sector conviction98.2
View detail
DC
Donaldson Capital Management, LLC
CIK 0001487438
Total reported value
$3.5B
311 stks
2026-06-30
Concentration9.1
Portfolio Stability30.8
Sector conviction47.7
View detail
CW
Confluence Wealth Services, Inc.
CIK 0001910411
Total reported value
$3.5B
476 stks
2026-06-30
Concentration12.3
Portfolio Stability32.9
Sector conviction53.3
View detail
MH
Meyer Handelman Co
CIK 0000045319
Total reported value
$3.5B
287 stks
2026-09-30
Concentration7.8
Portfolio Stability21.7
Sector conviction46.3
View detail
SY
Stock Yards Bank & Trust Co
CIK 0000741073
Total reported value
$3.5B
694 stks
2026-06-30
Concentration7.6
Portfolio Stability18.2
Sector conviction47.2
View detail
SH
Spruce House Partnership LLC
CIK 0001797827
Total reported value
$3.5B
8 stks
2021-03-31
Stale — no recent filing
Concentration100.0
Portfolio Stability0.0
Sector conviction100.0
View detail
PA
Profund Advisors LLC
CIK 0001129919
Total reported value
$3.5B
1,099 stks
2026-09-30
Concentration11.6
Portfolio Stability20.7
Sector conviction100.0
View detail
TC
Tremblant Capital Group
CIK 0001353312
Total reported value
$3.5B
58 stks
2026-06-30
Concentration10.3
Portfolio Stability45.2
Sector conviction59.3
View detail
BS
Braun Stacey Associates Inc
CIK 0000872080
Total reported value
$3.5B
114 stks
2026-09-30
Concentration9.3
Portfolio Stability34.2
Sector conviction64.3
View detail
CA
CoreCap Advisors, LLC
CIK 0001902501
Total reported value
$3.5B
3,146 stks
2026-09-30
Concentration5.4
Portfolio Stability21.3
Sector conviction58.7
View detail
KM
Karpus Management, Inc.
CIK 0001048703
Total reported value
$3.5B
233 stks
2026-06-30
Concentration8.1
Portfolio Stability22.2
Sector conviction99.8
View detail
ICONIQ Capital, LLC
CIK 0001569709
Total reported value
$3.5B
89 stks
2026-06-30
Concentration57.2
Portfolio Stability50.1
Sector conviction100.0
View detail
TC
Torno Capital, LLC
CIK 0001974312
Total reported value
$3.5B
74 stks
2026-06-30
Concentration69.7
Portfolio Stability100.0
Sector conviction100.0
View detail
EI
Exxonmobil Investment Management Inc /tx
CIK 0001082970
Total reported value
$3.5B
506 stks
2018-03-31
Stale — no recent filing
Concentration3.1
Portfolio Stability10.4
Sector conviction45.7
View detail
AT
Argent Trust Co
CIK 0001625292
Total reported value
$3.5B
1,617 stks
2026-06-30
Concentration4.1
Portfolio Stability0.0
Sector conviction45.4
View detail
JI
Joel Isaacson & Co., LLC
CIK 0001599330
Total reported value
$3.5B
482 stks
2026-06-30
Concentration17.5
Portfolio Stability15.2
Sector conviction69.7
View detail
RB
Richard Bernstein Advisors LLC
CIK 0001528214
Total reported value
$3.4B
227 stks
2026-03-31
Stale — no recent filing
Concentration29.4
Portfolio Stability100.0
Sector conviction69.7
View detail
HC
Hamilton Capital Partners Inc.
CIK 0002141005
Total reported value
$3.4B
214 stks
2026-06-30
Concentration6.8
Portfolio Stability22.2
Sector conviction53.5
View detail
BK
BHF Kleinwort Benson Group S.A.
CIK 0001513271
Total reported value
$3.4B
363 stks
2016-03-31
Stale — no recent filing
Concentration4.8
Portfolio Stability63.7
Sector conviction49.2
View detail
FF
Fisher Funds Management LTD
CIK 0001435028
Total reported value
$3.4B
170 stks
2026-09-30
Concentration7.9
Portfolio Stability34.7
Sector conviction48.4
View detail
SC
Silvant Capital Management LLC
CIK 0001738728
Total reported value
$3.4B
521 stks
2026-06-30
Concentration16.9
Portfolio Stability49.0
Sector conviction82.3
View detail
CA
Camden Asset Management L P /ca
CIK 0000903944
Total reported value
$3.4B
73 stks
2026-06-30
Concentration9.3
Portfolio Stability90.0
Sector conviction56.2
View detail
SW
Simplicity Wealth,LLC
CIK 0001913243
Total reported value
$3.4B
1,074 stks
2026-09-30
Concentration2.8
Portfolio Stability32.0
Sector conviction49.5
View detail
ZF
Zhang Financial LLC
CIK 0001776290
Total reported value
$3.4B
392 stks
2026-06-30
Concentration11.7
Portfolio Stability0.0
Sector conviction72.8
View detail
TL
TrinityBridge Ltd
CIK 0001718570
Total reported value
$3.4B
263 stks
2026-09-30
Concentration18.4
Portfolio Stability39.1
Sector conviction68.3
View detail
PW
Prio Wealth Limited Partnership
CIK 0001008929
Total reported value
$3.4B
266 stks
2024-09-30
Stale — no recent filing
Concentration10.3
Portfolio Stability0.0
Sector conviction59.6
View detail
SM
Senvest Management, LLC
CIK 0001328785
Total reported value
$3.4B
55 stks
2026-06-30
Concentration18.3
Portfolio Stability35.8
Sector conviction100.0
View detail
SH
Spruce House Investment Management LLC
CIK 0001543170
Total reported value
$3.4B
11 stks
2026-06-30
Concentration63.7
Portfolio Stability20.3
Sector conviction100.0
View detail
KC
KAMES CAPITAL management Ltd
CIK 0001539976
Total reported value
$3.4B
163 stks
2014-12-31
Stale — no recent filing
Concentration7.6
Portfolio Stability24.9
Sector conviction49.5
View detail
NB
Narodna banka Slovenska
CIK 0002126778
Total reported value
$3.4B
3 stks
2026-09-30
Concentration100.0
Portfolio Stability3.0
Sector conviction0.0
View detail
CA
CWA Asset Management Group, LLC
CIK 0001667134
Total reported value
$3.4B
763 stks
2026-09-30
Concentration5.6
Portfolio Stability20.2
Sector conviction53.9
View detail
EG
Electrum Group LLC
CIK 0001565641
Total reported value
$3.4B
10 stks
2026-06-30
Concentration100.0
Portfolio Stability100.0
Sector conviction100.0
View detail
SG
Swan Global Investments, LLC
CIK 0001591505
Total reported value
$3.4B
104 stks
2026-06-30
Concentration76.5
Portfolio Stability12.4
Sector conviction100.0
View detail
BC
BIT Capital GmbH
CIK 0002053305
Total reported value
$3.4B
97 stks
2026-06-30
Concentration25.4
Portfolio Stability94.2
Sector conviction98.3
View detail
MC
Militia Capital Management LLC
CIK 0002130487
Total reported value
$3.4B
278 stks
2026-06-30
Concentration91.6
Portfolio Stability100.0
Sector conviction96.6
View detail
TM
Tokio Marine Asset Management Co LTD
CIK 0001504169
Total reported value
$3.4B
503 stks
2026-09-30
Concentration9.3
Portfolio Stability18.3
Sector conviction64.6
View detail
EP
Edgestream Partners, L.P.
CIK 0001535061
Total reported value
$3.4B
936 stks
2026-06-30
Concentration0.9
Portfolio Stability96.2
Sector conviction33.2
View detail
KI
Kcm Investment Advisors LLC
CIK 0001109228
Total reported value
$3.4B
411 stks
2026-09-30
Concentration9.6
Portfolio Stability11.6
Sector conviction49.5
View detail
EP
Elm Partners Management LLC
CIK 0001743941
Total reported value
$3.4B
160 stks
2026-06-30
Concentration29.9
Portfolio Stability43.5
Sector conviction100.0
View detail
EC
Elequin Capital, LP
CIK 0001810873
Total reported value
$3.4B
693 stks
2026-06-30
Concentration33.8
Portfolio Stability100.0
Sector conviction100.0
View detail
RA
RPOA Advisors, Inc.
CIK 0001963326
Total reported value
$3.4B
8 stks
2026-09-30
Concentration100.0
Portfolio Stability52.2
Sector conviction0.0
View detail
HI
Helikon Investments Ltd
CIK 0001839497
Total reported value
$3.3B
18 stks
2026-06-30
Concentration32.5
Portfolio Stability45.0
Sector conviction100.0
View detail
RC
Regentatlantic Capital LLC
CIK 0001217758
Total reported value
$3.3B
666 stks
2022-09-30
Stale — no recent filing
Concentration12.5
Portfolio Stability0.0
Sector conviction51.6
View detail
AG
Ascent Group, LLC
CIK 0001913231
Total reported value
$3.3B
2,857 stks
2026-09-30
Concentration5.0
Portfolio Stability16.7
Sector conviction52.5
View detail
DL
Delta Lloyd NV
CIK 0001145935
Total reported value
$3.3B
426 stks
2017-03-31
Stale — no recent filing
Concentration3.5
Portfolio Stability20.2
Sector conviction49.5
View detail
Showing 601-750 of 2,448 institutions