Institutions with under $100M AUM (2838 funds)

EnCap Energy Capital Fund VIII, L.P.

CIK 0001504103

Total reported value

$84.9M

2 stks

2025-12-31

Stale — no recent filing

Portfolio Stability12.1

Intrepid Capital Management INC /de/

CIK 0001134459

Total reported value

$84.7M

28 stks

2014-09-30

Stale — no recent filing

Concentration56.6

Portfolio Stability84.0

Capitol Family Office, Inc.

CIK 0001863768

Total reported value

$84.7M

48 stks

2026-03-31

Sector conviction72.9

Triad Investment Management

CIK 0001615717

Total reported value

$84.7M

36 stks

2026-03-31

Concentration16.2

Portfolio Stability31.2

Sector conviction85.2

Longer Investments Inc.

CIK 0001534417

Total reported value

$84.6M

31 stks

2019-03-31

Stale — no recent filing

Concentration19.8

Portfolio Stability76.2

Sector conviction72.1

Prism Planning Partners LLC

CIK 0002110534

Total reported value

$84.5M

64 stks

2026-03-31

Concentration51.1

Portfolio Stability14.2

Sector conviction74.0

Stonebridge Advisors LLC

CIK 0001367441

Total reported value

$84.5M

2 stks

2026-03-31

Portfolio Stability80.0

HP Holding LLC f/k/a ISTM Associates, LLC

CIK 0001616282

Total reported value

$84.5M

1 stks

2023-12-31

Stale — no recent filing

Karsch Capital Management LP

CIK 0001167235

Total reported value

$84.5M

24 stks

2013-09-30

Stale — no recent filing

Concentration20.4

Sector conviction83.0

Man Investment Partners (US) LP

CIK 0001633312

Total reported value

$84.3M

6 stks

2026-03-31

Portfolio Stability36.1

Alpha Omega Group, Inc.

CIK 0001802876

Total reported value

$84.1M

21 stks

2025-03-31

Stale — no recent filing

Concentration44.1

Sector conviction73.9

Goodwin Investment Advisory

CIK 0001803294

Total reported value

$84.0M

212 stks

2026-03-31

Portfolio Stability11.5

RobecoSam USA, Inc.

CIK 0001455838

Total reported value

$84.0M

48 stks

2016-09-30

Stale — no recent filing

Concentration16.1

Portfolio Stability22.6

IDG-Accel China Capital Associates L.P.

CIK 0001500732

Total reported value

$83.9M

2 stks

2016-09-30

Stale — no recent filing

Portfolio Stability7.8

Mayar Capital Ltd.

CIK 0001858699

Total reported value

$83.9M

16 stks

2026-03-31

Concentration37.9

Portfolio Stability45.0

Sector conviction60.8

ORBA Wealth Advisors, L.L.C.

CIK 0002010248

Total reported value

$83.9M

65 stks

2026-03-31

Concentration11.9

Portfolio Stability34.9

Westend Partners LP

CIK 0001422465

Total reported value

$83.8M

106 stks

2013-09-30

Stale — no recent filing

Concentration13.1

Sector conviction54.0

Cpwa, LLC

CIK 0002134744

Total reported value

$83.7M

90 stks

2026-03-31

Concentration13.6

Sector conviction55.7

Prosperity Capital Management Ltd

CIK 0001514542

Total reported value

$83.6M

2 stks

2020-03-31

Stale — no recent filing

Portfolio Stability50.3

Delphi Management INC /ma/

CIK 0000767684

Total reported value

$83.6M

79 stks

2026-03-31

Concentration5.6

Portfolio Stability32.8

Sector conviction99.9

Marvin & Palmer Associates INC

CIK 0000860645

Total reported value

$83.5M

21 stks

2026-03-31

Concentration21.6

Portfolio Stability90.7

Sector conviction62.0

Mpi Investment Management, INC.

CIK 0001730084

Total reported value

$83.5M

67 stks

2017-12-31

Stale — no recent filing

Concentration9.1

Sector conviction63.0

FNY Managed Accounts LLC

CIK 0001408324

Total reported value

$83.4M

732 stks

2018-03-31

Stale — no recent filing

Concentration36.3

Sector conviction82.0

Crystal Cove Asset Management, LLC

CIK 0002129719

Total reported value

$83.2M

21 stks

2026-03-31

L.m. Kohn & Company

CIK 0000870260

Total reported value

$83.2M

121 stks

2025-09-30

Stale — no recent filing

Concentration7.3

Sector conviction55.1

Empery Asset Management, LP

CIK 0001469336

Total reported value

$83.0M

32 stks

2026-03-31

Concentration97.8

Portfolio Stability65.3

North Ground Capital

CIK 0002055446

Total reported value

$83.0M

40 stks

2026-03-31

Concentration20.8

Portfolio Stability95.9

Sinecera Capital, LLC

CIK 0001909816

Total reported value

$82.9M

30 stks

2024-09-30

Stale — no recent filing

Concentration46.3

Yorkville Capital Management, LLC

CIK 0001590784

Total reported value

$82.8M

61 stks

2017-12-31

Stale — no recent filing

Concentration13.7

Portfolio Stability37.7

Amida Capital Management II, LLC

CIK 0001427356

Total reported value

$82.8M

136 stks

2014-06-30

Stale — no recent filing

Concentration31.4

Blantyre Capital Ltd

CIK 0001887451

Total reported value

$82.8M

1 stks

2026-03-31

Portfolio Stability24.2

Wiser Advisor Group LLC

CIK 0002011550

Total reported value

$82.7M

224 stks

2026-03-31

Concentration11.3

Portfolio Stability20.6

Sector conviction60.1

Variant Private Wealth, LLC

CIK 0002054798

Total reported value

$82.6M

38 stks

2026-03-31

Concentration19.9

Portfolio Stability28.4

Axim Planning & Wealth

CIK 0001950607

Total reported value

$82.4M

84 stks

2026-03-31

Concentration96.5

Portfolio Stability34.9

Sector conviction57.3

Weather Gauge Advisory, LLC

CIK 0001762575

Total reported value

$82.4M

75 stks

2021-09-30

Stale — no recent filing

Concentration11.1

Sector conviction97.3

Moon Capital Management, LLC

CIK 0001410588

Total reported value

$82.4M

40 stks

2020-06-30

Stale — no recent filing

Concentration15.7

Portfolio Stability26.6

Fifth Lane Capital, LP

CIK 0001858558

Total reported value

$82.3M

58 stks

2026-03-31

Concentration24.4

MSD Partners, L.P.

CIK 0001514334

Total reported value

$82.3M

8 stks

2026-03-31

Concentration95.0

Portfolio Stability86.9

One01 Capital, LP

CIK 0001817181

Total reported value

$82.3M

18 stks

2023-09-30

Stale — no recent filing

Concentration26.8

Marble Arch Investments, LP

CIK 0001427112

Total reported value

$82.3M

17 stks

2018-06-30

Stale — no recent filing

Concentration30.5

1060 Capital, LLC

CIK 0001602119

Total reported value

$82.3M

12 stks

2026-03-31

Concentration56.3

Portfolio Stability88.8

Coolidge Francis L

CIK 0000898409

Total reported value

$82.2M

541 stks

2013-06-30

Stale — no recent filing

Concentration5.7

Sector conviction49.9

Adirondack Research & Management Inc.

CIK 0001569100

Total reported value

$82.2M

98 stks

2021-09-30

Stale — no recent filing

Concentration5.7

Sector conviction49.6

Tegean Capital Management, LLC

CIK 0001536063

Total reported value

$82.1M

16 stks

2023-12-31

Stale — no recent filing

Concentration39.2

Sector conviction78.9

New Century Advisors, LLC

CIK 0001574758

Total reported value

$82.1M

100 stks

2022-09-30

Stale — no recent filing

Concentration23.4

Sector conviction46.1

Khall LLC

CIK 0001569242

Total reported value

$82.0M

1 stks

2026-03-31

Portfolio Stability5.6

One Tusk Investment Partners LP

CIK 0001679027

Total reported value

$82.0M

12 stks

2019-09-30

Stale — no recent filing

Concentration47.2

Portfolio Stability44.1

Carl Domino Inc

CIK 0001308523

Total reported value

$82.0M

115 stks

2017-09-30

Stale — no recent filing

Concentration5.7

Portfolio Stability22.9

Sector conviction56.6

Bayesian Capital Management, LP

CIK 0001632551

Total reported value

$81.9M

137 stks

2026-03-31

Concentration6.1

Sector conviction41.4

Bryce Point Capital, LLC

CIK 0002019492

Total reported value

$81.9M

168 stks

2025-09-30

Stale — no recent filing

Concentration2.6

Sector conviction96.2

Valley National Bancorp

CIK 0000714310

Total reported value

$81.9M

321 stks

2014-12-31

Stale — no recent filing

Concentration11.0

Portfolio Stability15.4

Sector conviction53.8

Zelman Capital LLC

CIK 0001592162

Total reported value

$81.9M

14 stks

2016-12-31

Stale — no recent filing

Concentration38.8

Bay Street Capital Partners LLC

CIK 0001698613

Total reported value

$81.9M

13 stks

2018-03-31

Stale — no recent filing

Concentration66.7

FinDec Wealth Services, Inc.

CIK 0001916066

Total reported value

$81.8M

30 stks

2026-03-31

Concentration38.8

Portfolio Stability13.4

Hickory Lane Capital Management LP

CIK 0001817276

Total reported value

$81.7M

24 stks

2023-03-31

Stale — no recent filing

Concentration20.5

Sector conviction70.2

Fund Resources Investment Holding Group Co Ltd

CIK 0001652026

Total reported value

$81.7M

1 stks

2026-03-31

Portfolio Stability22.9

Accel Growth Fund V Associates L.L.C.

CIK 0001767987

Total reported value

$81.7M

2 stks

2026-03-31

Portfolio Stability42.3

Walleye Partners, LLC

CIK 0002068376

Total reported value

$81.4M

54 stks

2026-03-31

Concentration38.6

Portfolio Stability20.5

KERR FINANCIAL PLANNING Corp

CIK 0002095947

Total reported value

$81.4M

528 stks

2026-03-31

Concentration8.4

Portfolio Stability28.4

Sector conviction83.7

QVIDTVM Management LLC

CIK 0001912226

Total reported value

$81.4M

14 stks

2026-03-31

Concentration68.2

Portfolio Stability34.5

Tradewinds Global Investors, LLC

CIK 0001383221

Total reported value

$81.3M

51 stks

2016-09-30

Stale — no recent filing

Concentration11.2

MWG Management Ltd.

CIK 0001845151

Total reported value

$81.3M

3 stks

2025-09-30

Stale — no recent filing

Portfolio Stability66.5

Blue Creek Capital Management Ltd

CIK 0001854024

Total reported value

$81.3M

5 stks

2025-09-30

Stale — no recent filing

Concentration84.3

Portfolio Stability20.7

Medici Capital LLC

CIK 0001777234

Total reported value

$81.2M

11 stks

2026-03-31

Portfolio Stability53.1

Sonoma Private Wealth LLC

CIK 0001965757

Total reported value

$81.2M

67 stks

2026-03-31

Concentration17.3

Portfolio Stability24.0

Riverview Trust Co

CIK 0001593600

Total reported value

$81.2M

220 stks

2026-03-31

Concentration35.3

Portfolio Stability9.1

Sector conviction55.5

Morgens Waterfall Vintiadis & Co INC

CIK 0001016150

Total reported value

$81.2M

14 stks

2026-03-31

Concentration33.6

Portfolio Stability78.5

Sector conviction74.9

Significant Wealth Partners LLC

CIK 0001964680

Total reported value

$81.2M

111 stks

2026-03-31

Concentration8.0

Sector conviction50.4

Pavadi Capital LLC

CIK 0001906649

Total reported value

$81.2M

14 stks

2023-12-31

Stale — no recent filing

Concentration31.2

Feynman Point Asset Management LLC

CIK 0002110123

Total reported value

$81.1M

25 stks

2026-03-31

Algorithmic Investment Models, LLC

CIK 0001806628

Total reported value

$81.0M

32 stks

2026-03-31

Concentration22.8

Portfolio Stability42.3

Lloyd Park, LLC

CIK 0001909251

Total reported value

$81.0M

81 stks

2022-09-30

Stale — no recent filing

Concentration13.5

Sector conviction48.3

Formulate Financial LLC

CIK 0002093400

Total reported value

$81.0M

26 stks

2026-03-31

Concentration42.1

Portfolio Stability7.6

Bell Rock Capital LLC

CIK 0001756283

Total reported value

$81.0M

94 stks

2022-09-30

Stale — no recent filing

Concentration16.5

Sector conviction82.3

Weston Capital Management INC

CIK 0001084469

Total reported value

$80.9M

38 stks

2013-12-31

Stale — no recent filing

Concentration34.2

Portfolio Stability18.2

Sector conviction66.8

Wellment Financial

CIK 0001940000

Total reported value

$80.8M

38 stks

2026-03-31

Concentration23.1

Portfolio Stability21.3

Sector conviction89.7

Ampfield Management, L.P.

CIK 0001853635

Total reported value

$80.8M

5 stks

2026-03-31

Portfolio Stability69.8

Acorn Advisory Capital L.P.

CIK 0001730745

Total reported value

$80.8M

25 stks

2019-09-30

Stale — no recent filing

Concentration33.6

Portfolio Stability49.0

Edmond De Rothschild (italia) Sgr Spa

CIK 0001649591

Total reported value

$80.7M

20 stks

2016-09-30

Stale — no recent filing

Concentration32.9

Portfolio Stability30.8

Sector conviction84.8

HCEP Management Ltd

CIK 0001822015

Total reported value

$80.7M

4 stks

2026-03-31

Portfolio Stability94.1

Lara, May & Associates, LLC

CIK 0001420989

Total reported value

$80.6M

70 stks

2018-03-31

Stale — no recent filing

Concentration17.8

Portfolio Stability42.4

Sector conviction59.9

HS Investments IV Ltd

CIK 0002065165

Total reported value

$80.6M

2 stks

2026-03-31

POM Investment Strategies, LLC

CIK 0001906322

Total reported value

$80.5M

433 stks

2026-03-31

Concentration21.8

Sector conviction45.1

Broadmark Asset Management LLC

CIK 0001095952

Total reported value

$80.4M

1 stks

2023-12-31

Stale — no recent filing

AMH Equity Ltd

CIK 0001600535

Total reported value

$80.3M

54 stks

2025-09-30

Stale — no recent filing

Concentration16.4

Portfolio Stability74.2

Blenheim Capital Management, L.L.C.

CIK 0001389080

Total reported value

$80.2M

32 stks

2014-09-30

Stale — no recent filing

Concentration50.9

Portfolio Stability30.7

Maniyar Capital Advisors UK Ltd.

CIK 0001819870

Total reported value

$80.2M

1 stks

2022-09-30

Stale — no recent filing

Odey Asset Management LLP

CIK 0001512842

Total reported value

$80.1M

35 stks

2023-09-30

Stale — no recent filing

Concentration17.6

Sector conviction40.1

Kr Capital Advisors INC

CIK 0000740918

Total reported value

$80.0M

14 stks

2015-12-31

Stale — no recent filing

Concentration35.8

Portfolio Stability55.4

Elite Life Management LLC

CIK 0002010262

Total reported value

$80.0M

57 stks

2026-03-31

Concentration37.4

Portfolio Stability31.1

Sector conviction67.9

Ventas, Inc.

CIK 0000740260

Total reported value

$80.0M

1 stks

2026-03-31

Portfolio Stability3.1

Glaxis Capital Management, LLC

CIK 0001542161

Total reported value

$79.9M

41 stks

2026-03-31

Concentration30.4

Sector conviction72.6

Nair Vinay

CIK 0001632680

Total reported value

$79.8M

154 stks

2015-06-30

Stale — no recent filing

Concentration3.7

Sector conviction89.3

Quaero Capital S.A.

CIK 0001843510

Total reported value

$79.8M

65 stks

2025-06-30

Stale — no recent filing

Concentration8.5

Seidman Lawrence B

CIK 0001026081

Total reported value

$79.8M

25 stks

2020-12-31

Stale — no recent filing

Concentration33.9

Portfolio Stability22.9

Teachers Insurance & Annuity Association Of America

CIK 0000315038

Total reported value

$79.7M

84 stks

2026-03-31

Concentration53.6

Portfolio Stability14.8

Children's Medical Center Corp

CIK 0002092549

Total reported value

$79.7M

1 stks

2026-03-31

Portfolio Stability10.7

Kize Capital LP

CIK 0001798860

Total reported value

$79.6M

6 stks

2026-03-31

Concentration98.1

Portfolio Stability30.4

Assured Investment Management LLC

CIK 0001427430

Total reported value

$79.5M

1 stks

2020-09-30

Stale — no recent filing

Portfolio Stability30.1

AlphaOne Investment Services, LLC

CIK 0001482390

Total reported value

$79.5M

75 stks

2020-06-30

Stale — no recent filing

Concentration15.2

Portfolio Stability88.7

Founders Circle Capital LLC

CIK 0001887190

Total reported value

$79.5M

6 stks

2024-09-30

Stale — no recent filing

Grey Owl Capital Management, LLC

CIK 0001599375

Total reported value

$79.3M

48 stks

2014-09-30

Stale — no recent filing

Concentration18.9

Portfolio Stability27.8

Billings Capital Management, LLC

CIK 0001578258

Total reported value

$79.3M

7 stks

2021-12-31

Stale — no recent filing

Concentration73.6

AmericaFirst Quantitative Trust - AmericaFirst Defensive Growth & Income Portfolio, Series 2

CIK 0001579160

Total reported value

$79.3M

146 stks

2017-06-30

Stale — no recent filing

Concentration4.8

Sector conviction69.0

Advance Emerging Capital Ltd

CIK 0001652132

Total reported value

$79.2M

14 stks

2015-09-30

Stale — no recent filing

Concentration72.0

Atw Spac Management LLC

CIK 0001878495

Total reported value

$79.2M

152 stks

2025-09-30

Stale — no recent filing

Concentration13.5

Portfolio Stability83.6

Summitpoint Capital Management

CIK 0002108283

Total reported value

$78.8M

35 stks

2026-03-31

Concentration23.9

Dantai Capital Ltd

CIK 0001806570

Total reported value

$78.8M

27 stks

2024-09-30

Stale — no recent filing

Concentration22.6

DPM Capital LLC

CIK 0001711257

Total reported value

$78.7M

1 stks

2021-12-31

Stale — no recent filing

Centennial Advisors, LLC

CIK 0001951376

Total reported value

$78.6M

83 stks

2026-03-31

Concentration9.5

Portfolio Stability30.6

Sector conviction75.7

KPCB DGF II Associates, LLC

CIK 0001611737

Total reported value

$78.6M

3 stks

2025-09-30

Stale — no recent filing

Portfolio Stability30.8

Spahn Wealth & Retirement LLC

CIK 0001949033

Total reported value

$78.6M

25 stks

2026-03-31

Concentration24.3

Portfolio Stability94.3

Sector conviction73.4

swisspartners Ltd.

CIK 0001837984

Total reported value

$78.4M

73 stks

2022-12-31

Stale — no recent filing

Concentration11.7

Sector conviction47.4

Totem Point Management, LLC

CIK 0001759364

Total reported value

$78.4M

17 stks

2026-03-31

Concentration36.3

Stapp Wealth Management, Pllc

CIK 0001954085

Total reported value

$78.3M

30 stks

2026-03-31

Concentration26.4

Portfolio Stability48.5

Prudence Investment Management (Hong Kong) Ltd.

CIK 0001909568

Total reported value

$78.2M

25 stks

2022-09-30

Stale — no recent filing

Concentration57.1

Innovius Capital Management, LLC

CIK 0001913494

Total reported value

$77.9M

2 stks

2024-09-30

Stale — no recent filing

State of New Jersey Common Pension Fund E

CIK 0001483260

Total reported value

$77.7M

1 stks

2026-03-31

Portfolio Stability16.0

Unterberg Capital LLC

CIK 0001662237

Total reported value

$77.6M

18 stks

2018-09-30

Stale — no recent filing

Concentration28.4

Portfolio Stability39.4

Gavea Investimentos Ltda

CIK 0001523705

Total reported value

$77.6M

4 stks

2022-09-30

Stale — no recent filing

Skyline Asset Management LP

CIK 0001024716

Total reported value

$77.5M

56 stks

2020-12-31

Stale — no recent filing

Concentration7.5

Premise Capital, LLC

CIK 0001599974

Total reported value

$77.3M

16 stks

2020-06-30

Stale — no recent filing

Concentration66.6

Avory & Company, LLC

CIK 0001842766

Total reported value

$77.3M

34 stks

2026-03-31

Concentration37.8

Portfolio Stability98.0

Sector conviction84.8

Certares Management LLC

CIK 0001807622

Total reported value

$77.3M

1 stks

2025-09-30

Stale — no recent filing

Portfolio Stability76.1

Omnitrust Wealth Management, Inc

CIK 0002108483

Total reported value

$77.2M

119 stks

2026-03-31

Concentration71.3

Portfolio Stability76.7

Sector conviction80.7

Spitfire Capital LLC

CIK 0001531064

Total reported value

$77.1M

15 stks

2019-09-30

Stale — no recent filing

Concentration40.1

Portfolio Stability22.8

DB&C Advisors, LLC

CIK 0002107377

Total reported value

$77.0M

67 stks

2026-03-31

Concentration13.1

Portfolio Stability16.7

Sector conviction81.6

Natixis Investment Managers, LLC

CIK 0001053187

Total reported value

$76.9M

2 stks

2026-03-31

Portfolio Stability74.6

Anchor Pointe Wealth Management, LLC

CIK 0002033218

Total reported value

$76.9M

88 stks

2024-12-31

Stale — no recent filing

Concentration11.4

Sector conviction69.9

T3 Companies, LLC

CIK 0002052441

Total reported value

$76.8M

159 stks

2026-03-31

Concentration26.5

McGrath & Associates, Inc.

CIK 0002054701

Total reported value

$76.8M

32 stks

2026-06-30

Concentration35.1

Portfolio Stability37.8

regents capital Ltd

CIK 0001862881

Total reported value

$76.8M

14 stks

2021-06-30

Stale — no recent filing

Concentration0.0

Cognios Beta Neutral Large Cap Fund, LP

CIK 0001538882

Total reported value

$76.7M

99 stks

2024-03-31

Stale — no recent filing

Concentration7.5

Sector conviction50.9

BRX Global LP

CIK 0001844103

Total reported value

$76.7M

3 stks

2026-03-31

Portfolio Stability33.3

PW Partners Capital Management LLC

CIK 0001594107

Total reported value

$76.7M

4 stks

2016-09-30

Stale — no recent filing

Portfolio Stability24.0

Trutina Financial LLC

CIK 0001569067

Total reported value

$76.7M

58 stks

2016-12-31

Stale — no recent filing

Concentration13.8

Portfolio Stability12.7

Sector conviction69.8

Cove Street Capital, LLC

CIK 0001531612

Total reported value

$76.6M

96 stks

2025-09-30

Stale — no recent filing

Concentration14.3

Portfolio Stability60.3

Sector conviction89.0

Eagle Point Credit Management LLC

CIK 0001607203

Total reported value

$76.5M

14 stks

2026-03-31

Concentration66.2

Portfolio Stability50.0

Del Mar Asset Management, LP

CIK 0001350639

Total reported value

$76.5M

32 stks

2014-09-30

Stale — no recent filing

Concentration30.2

Ratos AB

CIK 0001854762

Total reported value

$76.4M

1 stks

2022-09-30

Stale — no recent filing

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

CIK 0001527914

Total reported value

$76.3M

1 stks

2017-09-30

Stale — no recent filing

Portfolio Stability18.6

Linden Rose Investment LLC

CIK 0001833819

Total reported value

$76.2M

6 stks

2026-03-31

Portfolio Stability82.9

Canaan Partners XI LLC

CIK 0001850694

Total reported value

$76.1M

3 stks

2026-03-31

PICTET BANK & TRUST Ltd

CIK 0001535631

Total reported value

$76.1M

33 stks

2026-03-31

Concentration21.4

Portfolio Stability20.1

Sector conviction52.4

Sturgeon Ventures LLP

CIK 0001720346

Total reported value

$76.0M

43 stks

2023-09-30

Stale — no recent filing

Concentration30.5

Sector conviction94.3

Kenmare Capital Partners, L.L.C.

CIK 0001324869

Total reported value

$76.0M

21 stks

2019-09-30

Stale — no recent filing

Concentration44.4

Portfolio Stability27.9

Multicoin Capital Management, LLC

CIK 0002017172

Total reported value

$75.9M

3 stks

2026-03-31

GG Group Ventures, LLC

CIK 0002032228

Total reported value

$75.8M

53 stks

2024-12-31

Stale — no recent filing

Concentration36.0

Applied Fundamental Research, LLC

CIK 0001849776

Total reported value

$75.8M

10 stks

2026-03-31

Concentration49.0

Portfolio Stability34.5

Sector conviction90.5