Institutions with under $100M AUM (2773 funds)

Nimble Partners, LLC

CIK 0001911627

Total reported value

$556.0K

4 stks

2022-09-30

Stale — no recent filing

Riverstone Group, LLC

CIK 0001132236

Total reported value

$539.0K

1 stks

2021-12-31

Stale — no recent filing

Avion Wealth

CIK 0001792704

Total reported value

$537.4K

1,755 stks

2026-06-30

Concentration24.9

Sector conviction51.1

Parafestas Anastasios

CIK 0001556198

Total reported value

$531.0K

2 stks

2026-06-30

Portfolio Stability21.2

First Fiduciary Investment Counsel, Inc.

CIK 0001072843

Total reported value

$529.2K

75 stks

2026-06-30

Concentration12.4

Sector conviction42.3

FSC Wealth Advisors, LLC

CIK 0001925685

Total reported value

$513.3K

1 stks

2026-06-30

Symetra Life Insurance co

CIK 0001559495

Total reported value

$512.0K

1 stks

2019-12-31

Stale — no recent filing

Portfolio Stability0.4

Giralda Advisors, LLC

CIK 0001571089

Total reported value

$497.0K

1 stks

2016-09-30

Stale — no recent filing

Tobam

CIK 0001527488

Total reported value

$411.9K

258 stks

2026-06-30

Concentration4.8

Sector conviction45.6

G.F.W. Energy XII, L.P.

CIK 0001860989

Total reported value

$401.4K

2 stks

2025-09-30

Stale — no recent filing

Portfolio Stability0.8

Longbow Capital Partners, L.P.

CIK 0001316393

Total reported value

$378.0K

2 stks

2016-09-30

Stale — no recent filing

Hazlett, Burt & Watson, Inc.

CIK 0000046392

Total reported value

$376.7K

14,715 stks

2026-06-30

Concentration4.5

Sector conviction59.9

Point72 Private Investments, LLC

CIK 0001954961

Total reported value

$368.1K

1 stks

2026-06-30

Portfolio Stability15.5

Q Domestic Advisors, LLC

CIK 0001598279

Total reported value

$366.0K

1 stks

2014-09-30

Stale — no recent filing

Portfolio Stability32.9

Holloway Wealth Management, LLC

CIK 0001535164

Total reported value

$349.6K

363 stks

2022-03-31

Stale — no recent filing

Concentration8.1

Sector conviction47.9

USAdvisors Wealth Management, LLC

CIK 0001735605

Total reported value

$348.8K

144 stks

2026-06-30

Concentration9.3

Sector conviction56.9

Parplus Partners

CIK 0001716164

Total reported value

$343.0K

1 stks

2020-03-31

Stale — no recent filing

Factorial Partners, LLC

CIK 0001732687

Total reported value

$341.0K

1 stks

2026-06-30

Saban Cheryl

CIK 0001568981

Total reported value

$334.0K

6 stks

2022-09-30

Stale — no recent filing

Concentration87.7

Hayek Kallen Investment Management

CIK 0001430681

Total reported value

$329.7K

97 stks

2026-06-30

Concentration15.1

Sector conviction53.5

RK Capital Management, LLC

CIK 0001426266

Total reported value

$323.7K

19 stks

2024-09-30

Stale — no recent filing

Concentration50.7

Capital Advisory Group Advisory Services, LLC

CIK 0001803229

Total reported value

$305.4K

1 stks

2026-06-30

Apogem Capital LLC

CIK 0001845268

Total reported value

$302.9K

1 stks

2022-12-31

Stale — no recent filing

Lucerne Capital Management LP

CIK 0001218961

Total reported value

$300.0K

2 stks

2020-09-30

Stale — no recent filing

Portfolio Stability99.3

qPULA Trading Management LP

CIK 0001831076

Total reported value

$289.0K

1 stks

2023-12-31

Stale — no recent filing

Willett Advisors LLC

CIK 0001509379

Total reported value

$273.0K

1 stks

2014-09-30

Stale — no recent filing

Evolution Advisers, Inc.

CIK 0001906967

Total reported value

$272.1K

943 stks

2026-06-30

Concentration33.8

Sector conviction53.4

Arrowgrass Capital Partners LLP

CIK 0001512754

Total reported value

$266.0K

1 stks

2020-09-30

Stale — no recent filing

Asset Planning Services Inc /la/ /adv

CIK 0000811407

Total reported value

$235.6K

36 stks

2026-06-30

Concentration26.8

Sector conviction63.5

Mitsubishi UFJ Asset Management

CIK 0001694895

Total reported value

$215.2K

95 stks

2026-06-30

Concentration9.4

Sector conviction70.5

Industrial Alliance Investment Management Inc.

CIK 0001630798

Total reported value

$212.5K

8 stks

2026-06-30

Chessman Wealth Strategies RIA

CIK 0001591278

Total reported value

$211.0K

1 stks

2019-12-31

Stale — no recent filing

Cfs, LLC

CIK 0001568542

Total reported value

$210.0K

1 stks

2016-09-30

Stale — no recent filing

Keyframe Capital Partners, L.P.

CIK 0001830175

Total reported value

$202.5K

1 stks

2026-06-30

Portfolio Stability12.4

Guardian Life Insurance Co of America

CIK 0000901849

Total reported value

$199.4K

1 stks

2024-03-31

Stale — no recent filing

Aozora Bank, LTD.

CIK 0001568541

Total reported value

$198.5K

1 stks

2026-06-30

Old North State Trust, LLC

CIK 0001760444

Total reported value

$194.5K

151 stks

2026-06-30

Concentration9.8

Sector conviction62.9

McGinn Penninger Investment Management, Inc.

CIK 0001845031

Total reported value

$164.5K

38 stks

2026-06-30

Concentration17.8

Sector conviction38.6

Ferox Capital Management LP

CIK 0001343232

Total reported value

$163.9K

37 stks

2020-03-31

Stale — no recent filing

Concentration23.3

MEAG MUNICH ERGO AssetManagement GmbH

CIK 0001654198

Total reported value

$162.0K

2 stks

2021-12-31

Stale — no recent filing

Telegraph Hill Partners Management Company, LLC

CIK 0001588012

Total reported value

$159.1K

1 stks

2015-12-31

Stale — no recent filing

CenterStar Fund, LLC

CIK 0001632849

Total reported value

$158.9K

1,569 stks

2016-12-31

Stale — no recent filing

Concentration4.8

Sector conviction49.0

Cygnus Capital Advisors, LLC

CIK 0002114319

Total reported value

$147.2K

92 stks

2026-06-30

Concentration14.1

Sector conviction77.1

Ball & Co Wealth Management Inc.

CIK 0002057075

Total reported value

$141.0K

74 stks

2026-06-30

Concentration45.3

Rocky Mountain Private Wealth Management, L.L.C.

CIK 0001581594

Total reported value

$136.0K

23 stks

2016-09-30

Stale — no recent filing

Concentration77.3

Portfolio Stability24.7

Turner Investments LLC

CIK 0000877035

Total reported value

$134.0K

1 stks

2018-09-30

Stale — no recent filing

Portfolio Stability20.1

Swaine & Leidel Wealth Services, LLC

CIK 0001741677

Total reported value

$130.0K

60 stks

2022-03-31

Stale — no recent filing

Concentration10.5

Sector conviction81.7

Founder Collective GP, LLC

CIK 0001681822

Total reported value

$124.0K

2 stks

2022-09-30

Stale — no recent filing

Merrithew & Thorsten Inc

CIK 0002107460

Total reported value

$117.4K

116 stks

2026-06-30

Concentration54.3

Sector conviction83.1

Delaware Ladera Management Company, Inc.

CIK 0002056289

Total reported value

$115.5K

1 stks

2026-06-30

Portfolio Stability10.8

Loukas Stephen

CIK 0001569515

Total reported value

$108.0K

1 stks

2019-09-30

Stale — no recent filing

Portfolio Stability9.7

Wyrmwood Management LLC

CIK 0002004581

Total reported value

$104.5K

4 stks

2023-12-31

Stale — no recent filing

Delphi Management Inc /ma/

CIK 0000767684

Total reported value

$102.3K

83 stks

2026-06-30

Concentration5.5

Sector conviction58.5

Ampfield Management, L.P.

CIK 0001853635

Total reported value

$100.2K

5 stks

2026-06-30

USCF Advisers LLC

CIK 0001633971

Total reported value

$99.9K

1 stks

2026-06-30

Montchanin Asset Management, LLC

CIK 0001940660

Total reported value

$98.1K

63 stks

2026-06-30

Concentration20.9

Sector conviction60.4

Section 32 GP 1, LLC

CIK 0001691437

Total reported value

$95.1K

2 stks

2025-09-30

Stale — no recent filing

Greyhound Capital Management LLP

CIK 0001908737

Total reported value

$77.0K

1 stks

2022-09-30

Stale — no recent filing

System Two Advisors

CIK 0001626473

Total reported value

$73.0K

2 stks

2016-03-31

Stale — no recent filing

Raven Rock Credit Master Fund L.P.

CIK 0001569433

Total reported value

$70.6K

23 stks

2013-12-31

Stale — no recent filing

Concentration23.4

Fsi Group, LLC

CIK 0001041241

Total reported value

$64.0K

1 stks

2020-09-30

Stale — no recent filing

Ferox Capital LLP

CIK 0001343231

Total reported value

$60.6K

37 stks

2020-12-31

Stale — no recent filing

Concentration20.8

Portfolio Stability83.2

SIG China Investments Master Fund III, LLLP

CIK 0001841827

Total reported value

$49.0K

1 stks

2022-03-31

Stale — no recent filing

Endowment Advisers LP

CIK 0001284052

Total reported value

$49.0K

1 stks

2013-09-30

Stale — no recent filing

Gemini Israel Funds IV Ltd.

CIK 0001824794

Total reported value

$46.0K

2 stks

2023-12-31

Stale — no recent filing

STAR-Global Equities Fund, LLC

CIK 0001608288

Total reported value

$46.0K

1 stks

2014-12-31

Stale — no recent filing

Founders Fund VI Management, LLC

CIK 0001853382

Total reported value

$45.8K

1 stks

2025-12-31

Stale — no recent filing

SpiderRock Trading LLC

CIK 0001421412

Total reported value

$36.1K

1,088 stks

2014-12-31

Stale — no recent filing

Concentration8.7

Sector conviction69.7

Acrospire Investment Management LLC

CIK 0001632612

Total reported value

$33.0K

4 stks

2017-09-30

Stale — no recent filing

Saltoro Capital, LP

CIK 0001552059

Total reported value

$30.0K

1 stks

2024-12-31

Stale — no recent filing

Gilfoyle Management LLC

CIK 0001979460

Total reported value

$25.0K

5 stks

2023-09-30

Stale — no recent filing

Concentration97.5

Amundi Smith Breeden LLC

CIK 0001713416

Total reported value

$18.8K

3 stks

2017-09-30

Stale — no recent filing

Portfolio Stability11.6

Post Advisory Group LLC

CIK 0001170789

Total reported value

$18.4K

2 stks

2014-03-31

Stale — no recent filing

Portfolio Stability80.0

Schooner Investment Group, LLC.

CIK 0001569258

Total reported value

$17.0K

1 stks

2016-12-31

Stale — no recent filing

Davies Financial Advisors, Inc.

CIK 0002020296

Total reported value

$14.1K

1 stks

2026-06-30

Civilization Ventures Management, LLC

CIK 0002112250

Total reported value

$8.7K

1 stks

2026-06-30

Blue Rock Advisors, LLC

CIK 0001666551

Total reported value

$7.0K

1 stks

2023-12-31

Stale — no recent filing

Raven Rock Capital Management, LLC

CIK 0001607618

Total reported value

$5.4K

5 stks

2015-12-31

Stale — no recent filing

Concentration90.7

DGH Investments Inc.

CIK 0001549497

Total reported value

$4.9K

1 stks

2017-12-31

Stale — no recent filing

Stone Harbor Investment Partners LP

CIK 0001508123

Total reported value

$1.0K

2 stks

2019-09-30

Stale — no recent filing

Tang Kevin C

CIK 0001178579

Total reported value

$783.0

1 stks

2023-09-30

Stale — no recent filing

Tipp Hill Capital Management LLC

CIK 0001569853

Total reported value

$513.0

1 stks

2016-09-30

Stale — no recent filing

Gilfoyle Foundation Trust

CIK 0001967157

Total reported value

$100.0

1 stks

2023-03-31

Stale — no recent filing

Tech Square Trading LP

CIK 0001633745

Total reported value

$1.0

1 stks

2019-06-30

Stale — no recent filing

Emso Asset Management Ltd

CIK 0001595951

Total reported value

$1.0

1 stks

2023-09-30

Stale — no recent filing

Forsta Ap-fonden

CIK 0001603328

Total reported value

$1.0

1 stks

2026-06-30

Garelick Capital Partners, LP

CIK 0001641391

Total reported value

$1.0

1 stks

2019-12-31

Stale — no recent filing

Jet Capital Investors L P

CIK 0001278235

Total reported value

—

1 stks

2024-09-30

Stale — no recent filing

Maple Securities USA Inc

CIK 0001277275

Total reported value

—

1 stks

2017-06-30

Stale — no recent filing

Tao Pro LLC

CIK 0001912008

Total reported value

—

1 stks

2023-09-30

Stale — no recent filing

Grand Jean Capital Management Inc

CIK 0001277158

Total reported value

—

1 stks

2025-09-30

Stale — no recent filing

H Capital III GP, L.P.

CIK 0001912542

Total reported value

—

1 stks

2022-09-30

Stale — no recent filing

Psagot Value Holdings Ltd. / (Israel)

CIK 0001912576

Total reported value

—

137 stks

2024-09-30

Stale — no recent filing

Highside Capital Management L P

CIK 0001276845

Total reported value

—

1 stks

2014-09-30

Stale — no recent filing

Bingham Osborn & Scarborough LLC

CIK 0001276673

Total reported value

—

1 stks

2021-12-31

Stale — no recent filing

Compass Financial Advisors LLC

CIK 0001913221

Total reported value

—

1 stks

2023-09-30

Stale — no recent filing

Ramius Advisors LLC

CIK 0001275893

Total reported value

—

1 stks

2023-09-30

Stale — no recent filing

Curian Capital LLC

CIK 0001275431

Total reported value

—

1 stks

2016-06-30

Stale — no recent filing

Acrisure Capital Management, LLC

CIK 0001913905

Total reported value

—

1 stks

2023-06-30

Stale — no recent filing

Karlinski Andrew C

CIK 0001914235

Total reported value

—

1 stks

2022-12-31

Stale — no recent filing

Clovis Capital Management LP

CIK 0001275729

Total reported value

—

1 stks

2017-09-30

Stale — no recent filing

Bank Of Edwardsville

CIK 0001272346

Total reported value

—

1 stks

2019-09-30

Stale — no recent filing

Banced CORP

CIK 0001272345

Total reported value

—

1 stks

2019-03-31

Stale — no recent filing

Discovery Investment Fund L.P.

CIK 0001916885

Total reported value

—

1 stks

2023-09-30

Stale — no recent filing

Piedmont Investment Advisors Inc

CIK 0001270341

Total reported value

—

1 stks

2020-06-30

Stale — no recent filing

Thoma Cressey Bravo, Inc.

CIK 0001270210

Total reported value

—

2 stks

2014-09-30

Stale — no recent filing

Decas Capital LLC

CIK 0001920624

Total reported value

—

0 stks

2026-06-30

Thomas H Lee Partners LP

CIK 0001260945

Total reported value

—

0 stks

2026-06-30

Asset Management Resources, LLC

CIK 0001927120

Total reported value

—

1 stks

2024-09-30

Stale — no recent filing

White Mountains Advisors LLC

CIK 0001253840

Total reported value

—

1 stks

2021-09-30

Stale — no recent filing

Fund Management at Engine No. 1 LLC

CIK 0001927961

Total reported value

—

1 stks

2023-12-31

Stale — no recent filing

Storm King Capital Partners, LLC

CIK 0001928010

Total reported value

—

1 stks

2023-09-30

Stale — no recent filing

Accel Viii Associates LLC

CIK 0001248538

Total reported value

—

1 stks

2019-09-30

Stale — no recent filing

Gruner Harry

CIK 0001233709

Total reported value

—

1 stks

2014-03-31

Stale — no recent filing

Utah Peaks Capital Inc

CIK 0001934556

Total reported value

—

1 stks

2023-06-30

Stale — no recent filing

Jd Capital Management LLC

CIK 0001219037

Total reported value

—

1 stks

2021-09-30

Stale — no recent filing

Oss Capital Management

CIK 0001218321

Total reported value

—

1 stks

2013-09-30

Stale — no recent filing

Carmenna Advisors LLC

CIK 0001829805

Total reported value

—

0 stks

2026-06-30

Point72 Middle East FZE

CIK 0001949771

Total reported value

—

1 stks

2025-09-30

Stale — no recent filing

Astrantus Investment Management srl

CIK 0001955207

Total reported value

—

1 stks

2023-03-31

Stale — no recent filing

Boundary Creek Advisors LP

CIK 0001771944

Total reported value

—

0 stks

2026-06-30

R. G. Niederhoffer Capital Management Inc

CIK 0001216800

Total reported value

—

0 stks

2020-06-30

Stale — no recent filing

Systematic Portfolios LLC

CIK 0001963900

Total reported value

—

1 stks

2024-12-31

Stale — no recent filing

Addison Clark Management, L.l.c.

CIK 0001213647

Total reported value

—

1 stks

2017-12-31

Stale — no recent filing

Giovine Capital Group LLC

CIK 0001212225

Total reported value

—

1 stks

2016-09-30

Stale — no recent filing

Social Capital Group LLC

CIK 0001964312

Total reported value

—

1 stks

2025-09-30

Stale — no recent filing

Sc X Management LLC

CIK 0001206787

Total reported value

—

1 stks

2014-09-30

Stale — no recent filing

Matrix X Management Co., L.l.c.

CIK 0001964785

Total reported value

—

1 stks

2023-09-30

Stale — no recent filing

Stillwater LLC

CIK 0001965218

Total reported value

—

0 stks

2026-06-30

Kontiki Services (Schweiz) AG

CIK 0001965325

Total reported value

—

1 stks

2024-09-30

Stale — no recent filing

Kellogg W K Foundation Trust

CIK 0001197921

Total reported value

—

0 stks

2026-06-30

Foundry Group Next, LLC

CIK 0001965482

Total reported value

—

1 stks

2025-09-30

Stale — no recent filing

Whippoorwill Associates, Inc.

CIK 0001197259

Total reported value

—

1 stks

2015-09-30

Stale — no recent filing

Spear Advisors LLC

CIK 0002119894

Total reported value

—

0 stks

2026-06-30

Spinnaker Capital LTD

CIK 0001178653

Total reported value

—

1 stks

2025-06-30

Stale — no recent filing

Senator Investment Group LP

CIK 0001443689

Total reported value

—

0 stks

2026-06-30

Inflection Point Holdings II LLC

CIK 0001970530

Total reported value

—

0 stks

2026-06-30

Hays Advisory LLC

CIK 0001175130

Total reported value

—

1 stks

2018-12-31

Stale — no recent filing

New York Community Bank

CIK 0001173497

Total reported value

—

1 stks

2019-03-31

Stale — no recent filing

Strive Asset Management, LLC

CIK 0001954109

Total reported value

—

0 stks

2026-06-30

Snow Lake Management LP

CIK 0001974834

Total reported value

—

1 stks

2024-09-30

Stale — no recent filing

Permira Holdings LTD

CIK 0001337150

Total reported value

—

0 stks

2026-06-30

Winder Pte. Ltd.

CIK 0001976998

Total reported value

—

1 stks

2024-12-31

Stale — no recent filing

Allostery Investments LP

CIK 0001978599

Total reported value

—

1 stks

2025-09-30

Stale — no recent filing

Cutter Capital Management, LP

CIK 0001983313

Total reported value

—

1 stks

2025-06-30

Stale — no recent filing

Council Ring Capital, LLC

CIK 0001984078

Total reported value

—

0 stks

2026-06-30

Altitude Crest Partners Inc.

CIK 0001986035

Total reported value

—

1 stks

2024-12-31

Stale — no recent filing

Pennant Capital Management, LLC

CIK 0001168664

Total reported value

—

1 stks

2018-09-30

Stale — no recent filing

Sigma Capital Management LLC

CIK 0001167507

Total reported value

—

1 stks

2015-09-30

Stale — no recent filing