Institutions with under $100M AUM (2833 funds)

Kaizen Capital Partners Ltd

CIK 0001903898

Total reported value

$65.7M

4 stks

2023-12-31

Stale — no recent filing

High Pines Wealth Management, LLC

CIK 0001855571

Total reported value

$65.6M

30 stks

2023-12-31

Stale — no recent filing

Concentration38.8

Sector conviction66.8

Heritage Wealth Partners, LLC

CIK 0001963794

Total reported value

$65.6M

65 stks

2025-03-31

Stale — no recent filing

Concentration18.3

Sector conviction76.2

Kinnevik AB (publ)

CIK 0001766574

Total reported value

$65.6M

1 stks

2025-09-30

Stale — no recent filing

Portfolio Stability8.3

Kingsbury Capital Investment Advisors LLC

CIK 0001927315

Total reported value

$65.6M

77 stks

2022-09-30

Stale — no recent filing

Concentration22.8

Sector conviction69.6

Springbank Value Partners LP

CIK 0001144903

Total reported value

$65.5M

38 stks

2016-09-30

Stale — no recent filing

Concentration21.6

Portfolio Stability13.3

Mowery & Schoenfeld Wealth Management, LLC

CIK 0002019946

Total reported value

$65.5M

357 stks

2026-03-31

Concentration12.1

Portfolio Stability33.5

Sector conviction48.4

Maiden Cove Capital, LLC

CIK 0002037009

Total reported value

$65.4M

66 stks

2024-12-31

Stale — no recent filing

Concentration25.5

Sector conviction75.6

Invenire Partners, LP

CIK 0001726823

Total reported value

$65.4M

26 stks

2022-09-30

Stale — no recent filing

Concentration19.5

ProCore Advisors, LLC

CIK 0002085963

Total reported value

$65.2M

73 stks

2026-03-31

Concentration42.5

Portfolio Stability56.0

Sector conviction90.4

Bush Odonnell Investment Advisors INC

CIK 0001106544

Total reported value

$65.2M

26 stks

2018-09-30

Stale — no recent filing

Concentration20.2

Portfolio Stability17.5

Sector conviction90.6

H&F Corporate Investors IX, Ltd.

CIK 0001767564

Total reported value

$65.2M

1 stks

2026-03-31

Portfolio Stability25.8

Financial Advantage, Inc.

CIK 0001518320

Total reported value

$65.2M

33 stks

2023-09-30

Stale — no recent filing

Concentration19.4

Sector conviction39.8

John A. Wolfe & Associates, Inc.

CIK 0002118722

Total reported value

$65.1M

43 stks

2026-03-31

Concentration52.1

PMC FIG Opportunities LLC

CIK 0001899896

Total reported value

$65.0M

29 stks

2026-03-31

Concentration18.0

Portfolio Stability98.9

S.C. Financial Services, Inc.

CIK 0001906806

Total reported value

$65.0M

118 stks

2022-12-31

Stale — no recent filing

Concentration6.1

Sector conviction55.8

Markin Volterra Fund LP

CIK 0002073603

Total reported value

$65.0M

34 stks

2026-03-31

Concentration87.4

Norwood Investment Partners, LP

CIK 0001888610

Total reported value

$65.0M

15 stks

2026-03-31

Concentration34.1

Portfolio Stability63.7

Corre Partners Management, LLC

CIK 0001537323

Total reported value

$64.9M

3 stks

2026-03-31

Portfolio Stability45.4

Louis-Dreyfus Family Office LLC

CIK 0001889527

Total reported value

$64.7M

5 stks

2022-09-30

Stale — no recent filing

Gargoyle Investment Advisor L.l.c.

CIK 0001389974

Total reported value

$64.6M

85 stks

2019-12-31

Stale — no recent filing

Concentration5.4

Portfolio Stability31.9

Sector conviction81.3

13D Management LLC

CIK 0001600133

Total reported value

$64.5M

13 stks

2026-03-31

Concentration33.9

Portfolio Stability48.9

Sector conviction90.1

Mithril II GP LP

CIK 0001878232

Total reported value

$64.5M

3 stks

2025-09-30

Stale — no recent filing

Carnegie Mellon University

CIK 0001039067

Total reported value

$64.3M

6 stks

2026-03-31

Portfolio Stability32.5

Matrix China Management IV, L.P.

CIK 0001910355

Total reported value

$64.3M

1 stks

2023-09-30

Stale — no recent filing

Stringer Asset Management, LLC

CIK 0001599210

Total reported value

$64.2M

26 stks

2022-09-30

Stale — no recent filing

Concentration42.8

Lewis Capital Management, LLC

CIK 0001349267

Total reported value

$64.2M

58 stks

2023-09-30

Stale — no recent filing

Concentration30.0

Sector conviction64.6

Caprin Asset Management LLC /adv

CIK 0001034369

Total reported value

$64.1M

21 stks

2022-12-31

Stale — no recent filing

Concentration64.4

Atlas Financial Advisors, Inc.

CIK 0001924030

Total reported value

$64.1M

40 stks

2024-12-31

Stale — no recent filing

Concentration46.0

Limestone Value Partners, LLC

CIK 0001481882

Total reported value

$64.0M

31 stks

2016-09-30

Stale — no recent filing

Concentration19.3

Portfolio Stability51.9

Lennar Corp /New/

CIK 0000920760

Total reported value

$64.0M

4 stks

2026-03-31

Portfolio Stability92.0

Antonetti Capital Management LLC

CIK 0001568859

Total reported value

$64.0M

337 stks

2023-09-30

Stale — no recent filing

Concentration26.1

Sector conviction52.4

Crow Point Partners, LLC

CIK 0001384305

Total reported value

$64.0M

72 stks

2019-12-31

Stale — no recent filing

Concentration18.9

Clear Investment Research, LLC

CIK 0001635523

Total reported value

$63.9M

241 stks

2026-03-31

Concentration15.0

Portfolio Stability23.9

Sector conviction54.3

Titan Managers, LLC

CIK 0001526246

Total reported value

$63.6M

5 stks

2024-09-30

Stale — no recent filing

Concentration80.1

Deschaine & Company, LLC

CIK 0001632692

Total reported value

$63.6M

72 stks

2015-06-30

Stale — no recent filing

Concentration8.6

Portfolio Stability10.2

Sector conviction52.3

H&F Corporate Investors VIII, Ltd.

CIK 0001767563

Total reported value

$63.5M

1 stks

2026-03-31

Portfolio Stability89.4

John W. Brooker & Co., CPAs

CIK 0001798926

Total reported value

$63.5M

66 stks

2026-03-31

Concentration11.7

Portfolio Stability37.2

PCB Capital LLC

CIK 0002123661

Total reported value

$63.5M

183 stks

2026-03-31

Concentration6.8

Portfolio Stability20.3

Sector conviction49.2

Bailey Value Limited Partnership

CIK 0001266850

Total reported value

$63.4M

11 stks

2022-09-30

Stale — no recent filing

Provident Co of the Employees of the Hebrew University LTD

CIK 0002016961

Total reported value

$63.4M

26 stks

2026-03-31

Concentration23.0

Portfolio Stability82.4

Sector conviction66.9

Charles Schwab Trust Bank

CIK 0001776551

Total reported value

$63.3M

1 stks

2026-03-31

Portfolio Stability7.8

Hayman Capital Management, L.p.

CIK 0001420192

Total reported value

$63.3M

3 stks

2016-09-30

Stale — no recent filing

Northwestern University

CIK 0000873687

Total reported value

$63.3M

5 stks

2026-06-30

Portfolio Stability20.8

Telemetry Investments, L.L.C.

CIK 0001537055

Total reported value

$63.3M

146 stks

2022-12-31

Stale — no recent filing

Concentration23.1

Sector conviction67.7

MAS Advisors LLC

CIK 0001906683

Total reported value

$63.2M

67 stks

2025-09-30

Stale — no recent filing

Concentration13.5

Portfolio Stability36.5

Sector conviction98.1

Sun Valley Gold LLC

CIK 0001280493

Total reported value

$63.2M

3 stks

2024-09-30

Stale — no recent filing

Avanda Investment Management Pte. Ltd.

CIK 0001650258

Total reported value

$63.1M

24 stks

2026-03-31

Concentration43.4

Portfolio Stability69.5

Sector conviction83.8

SBK Financial, Inc.

CIK 0001911894

Total reported value

$63.1M

61 stks

2022-12-31

Stale — no recent filing

Concentration13.6

Sector conviction48.7

1888 Investments, LLC

CIK 0001885092

Total reported value

$63.0M

3 stks

2026-03-31

Micawber Capital, LLC

CIK 0001675170

Total reported value

$62.9M

31 stks

2017-09-30

Stale — no recent filing

Concentration18.9

Portfolio Stability20.4

Sector conviction56.5

China-UAE Investment Cooperation Fund, L.P.

CIK 0002106200

Total reported value

$62.9M

1 stks

2026-03-31

Portfolio Stability7.0

Community Capital Management, LLC

CIK 0001738887

Total reported value

$62.8M

52 stks

2023-09-30

Stale — no recent filing

Concentration9.7

Sector conviction46.9

Groesbeck Investment Management CORP /nj/

CIK 0000923116

Total reported value

$62.8M

100 stks

2026-06-30

Concentration19.3

Portfolio Stability28.0

Sector conviction79.6

KDT Advisors, LLC

CIK 0002054458

Total reported value

$62.8M

69 stks

2026-03-31

Concentration16.0

Portfolio Stability22.9

Sector conviction51.7

Stonerise Capital Management, LLC

CIK 0001494179

Total reported value

$62.6M

10 stks

2018-03-31

Stale — no recent filing

Concentration52.3

Portfolio Stability90.2

Tactical Allocation Group LLC

CIK 0001388348

Total reported value

$62.6M

21 stks

2016-06-30

Stale — no recent filing

Concentration38.4

Portfolio Stability35.8

Stone Asset Management Inc.

CIK 0001904459

Total reported value

$62.6M

35 stks

2023-03-31

Stale — no recent filing

Concentration26.8

Coury Firm Asset Management LLC

CIK 0001921396

Total reported value

$62.6M

48 stks

2023-09-30

Stale — no recent filing

Concentration41.8

Sector conviction72.9

Mercer Investments LLC

CIK 0001409728

Total reported value

$62.6M

9 stks

2024-03-31

Stale — no recent filing

Concentration84.0

Rip Road Capital Partners LP

CIK 0001802893

Total reported value

$62.5M

14 stks

2025-12-31

Stale — no recent filing

Concentration31.8

Portfolio Stability59.2

Ardian France SA

CIK 0001929509

Total reported value

$62.5M

1 stks

2023-09-30

Stale — no recent filing

P&S Credit Management, L.P.

CIK 0001484159

Total reported value

$62.5M

14 stks

2024-03-31

Stale — no recent filing

Concentration67.3

Tiger Legatus Capital Management, LLC

CIK 0001535279

Total reported value

$62.4M

12 stks

2022-03-31

Stale — no recent filing

Concentration67.7

Polaris Venture Management Co IV LLC

CIK 0001295438

Total reported value

$62.4M

4 stks

2016-09-30

Stale — no recent filing

Portfolio Stability10.0

Amitell Capital Pte Ltd

CIK 0001807559

Total reported value

$62.4M

14 stks

2026-03-31

Concentration91.0

Portfolio Stability98.9

Sector conviction99.2

H. L. Ormond & Company, LLC

CIK 0001909569

Total reported value

$62.4M

243 stks

2022-09-30

Stale — no recent filing

Concentration5.7

Sector conviction43.9

Breakthru Advisory Services, LLC

CIK 0002055645

Total reported value

$62.4M

59 stks

2026-03-31

Concentration19.6

Portfolio Stability89.6

Sector conviction78.6

Dw Partners, LP

CIK 0001506321

Total reported value

$62.3M

5 stks

2019-09-30

Stale — no recent filing

Portfolio Stability35.7

Bregal General Partner Jersey Ltd

CIK 0001695721

Total reported value

$62.3M

1 stks

2026-03-31

Aperimus Capital, LLC

CIK 0001577216

Total reported value

$62.2M

28 stks

2021-06-30

Stale — no recent filing

Portfolio Stability81.3

Silchester International Investors LLP

CIK 0001506409

Total reported value

$62.0M

4 stks

2026-06-30

Portfolio Stability66.1

Scout Trading, LLC

CIK 0001474522

Total reported value

$61.9M

12 stks

2013-12-31

Stale — no recent filing

Concentration90.2

Friedberg Investment Management

CIK 0001381859

Total reported value

$61.9M

64 stks

2017-09-30

Stale — no recent filing

Concentration10.1

Baltimore Capital Management, INC

CIK 0001351363

Total reported value

$61.9M

78 stks

2019-03-31

Stale — no recent filing

Concentration9.8

Portfolio Stability30.3

Sector conviction53.4

ENA Investment Capital LLP

CIK 0001713698

Total reported value

$61.8M

2 stks

2018-09-30

Stale — no recent filing

Aft, Forsyth & Sober, LLC

CIK 0001569656

Total reported value

$61.7M

23 stks

2016-12-31

Stale — no recent filing

Concentration59.1

Portfolio Stability7.5

Oechsle International Advisors, LLC

CIK 0001073724

Total reported value

$61.6M

5 stks

2015-09-30

Stale — no recent filing

Portfolio Stability27.6

Global Value Investment CORP.

CIK 0001569866

Total reported value

$61.5M

19 stks

2025-09-30

Stale — no recent filing

Concentration31.9

Portfolio Stability52.2

Hein Park Capital Management LP

CIK 0001826937

Total reported value

$61.3M

1 stks

2026-03-31

Portfolio Stability15.7

Kepos Capital LP

CIK 0001512020

Total reported value

$61.3M

149 stks

2026-03-31

Concentration13.3

Forager Funds Management Pty Ltd

CIK 0001911150

Total reported value

$61.3M

22 stks

2022-09-30

Stale — no recent filing

Concentration20.4

Corbin Capital Partners, L.P.

CIK 0001509874

Total reported value

$61.3M

27 stks

2024-12-31

Stale — no recent filing

Centerbridge Partners, L.P.

CIK 0001484836

Total reported value

$61.1M

3 stks

2026-03-31

Portfolio Stability17.0

Parasol Investment Management, LLC

CIK 0001591925

Total reported value

$61.0M

93 stks

2017-03-31

Stale — no recent filing

Concentration28.6

Portfolio Stability81.4

Sector conviction51.7

Mount Kellett Capital Management LP

CIK 0001479058

Total reported value

$61.0M

3 stks

2017-09-30

Stale — no recent filing

Portfolio Stability14.8

New Jersey Better Educational Savings Trust

CIK 0001482010

Total reported value

$60.9M

4 stks

2026-03-31

Portfolio Stability25.8

Beecher Investors INC

CIK 0001281649

Total reported value

$60.9M

12 stks

2022-09-30

Stale — no recent filing

Concentration77.8

Sector conviction71.0

MASO CAPITAL PARTNERS Ltd

CIK 0001698093

Total reported value

$60.9M

44 stks

2025-09-30

Stale — no recent filing

Concentration51.9

Tuttle Capital Management, LLC

CIK 0001581641

Total reported value

$60.8M

124 stks

2026-03-31

Concentration6.2

Sector conviction49.4

Bregal Investments, Inc.

CIK 0001814533

Total reported value

$60.8M

2 stks

2022-09-30

Stale — no recent filing

Freedom Wealth Alliance, LLC

CIK 0001941346

Total reported value

$60.8M

47 stks

2023-09-30

Stale — no recent filing

Concentration37.8

Sector conviction95.0

Texas County & District Retirement System

CIK 0001698632

Total reported value

$60.8M

1 stks

2026-03-31

Portfolio Stability14.5

Quantitative Value Technologies, LLC

CIK 0001861809

Total reported value

$60.7M

97 stks

2021-06-30

Stale — no recent filing

Portfolio Stability86.7

Sector conviction60.3

AREX Capital Management, LP

CIK 0001800261

Total reported value

$60.5M

26 stks

2026-03-31

Portfolio Stability76.6

Legacy Wealth Planning, LLC

CIK 0001802490

Total reported value

$60.4M

84 stks

2022-09-30

Stale — no recent filing

Concentration15.0

Sector conviction76.4

Gardiner Nancy B

CIK 0001661532

Total reported value

$60.4M

291 stks

2020-06-30

Stale — no recent filing

Concentration9.2

Portfolio Stability23.2

Sector conviction49.6

Norwest Venture Partners Xiv, LP

CIK 0001842721

Total reported value

$60.4M

2 stks

2021-09-30

Stale — no recent filing

Messner & Smith Theme Value Investment Management LTD /ca/

CIK 0000883487

Total reported value

$60.3M

115 stks

2018-03-31

Stale — no recent filing

Concentration10.5

Portfolio Stability46.8

HCSF Management, LLC

CIK 0001562453

Total reported value

$60.3M

6 stks

2022-09-30

Stale — no recent filing

Concentration98.4

Red Cedar Management, LP

CIK 0001703147

Total reported value

$60.3M

20 stks

2020-03-31

Stale — no recent filing

Concentration29.0

SPRINGS CAPITAL (HONG KONG) Ltd

CIK 0001911536

Total reported value

$60.3M

13 stks

2022-09-30

Stale — no recent filing

Capital Management Associates /ny/

CIK 0000825293

Total reported value

$60.2M

36 stks

2026-03-31

Concentration13.6

Portfolio Stability30.7

Sector conviction45.4

Offit Capital Advisors LLC

CIK 0001424071

Total reported value

$60.1M

1 stks

2023-09-30

Stale — no recent filing

MV Management XI, L.L.C.

CIK 0001503556

Total reported value

$60.1M

3 stks

2023-09-30

Stale — no recent filing

NCP Inc.

CIK 0002023709

Total reported value

$60.1M

76 stks

2026-03-31

Concentration33.8

Portfolio Stability74.3

Sector conviction78.5

BP Capital Management L P

CIK 0001218269

Total reported value

$60.1M

17 stks

2013-09-30

Stale — no recent filing

Concentration32.4

Boardman Bay Capital Management LLC

CIK 0001602987

Total reported value

$60.1M

37 stks

2021-12-31

Stale — no recent filing

Concentration16.8

Connective Portfolio Management, LLC

CIK 0001905083

Total reported value

$60.1M

39 stks

2026-06-30

Concentration14.0

Portfolio Stability98.2

Sector conviction82.0

Greencape Capital Pty Ltd

CIK 0001731029

Total reported value

$59.9M

2 stks

2026-03-31

Friess Associates LLC

CIK 0000820289

Total reported value

$59.9M

32 stks

2022-06-30

Stale — no recent filing

Concentration14.1

Tanaka Capital Management INC

CIK 0000816788

Total reported value

$59.9M

44 stks

2026-03-31

Concentration21.6

Portfolio Stability29.6

Jayhawk Capital Management, L.l.c.

CIK 0001002078

Total reported value

$59.9M

1 stks

2019-12-31

Stale — no recent filing

Portfolio Stability3.0

Gordian Capital Singapore Pte Ltd

CIK 0001869164

Total reported value

$59.8M

124 stks

2026-03-31

Concentration20.0

Sector conviction49.4

Perritt Capital Management Inc

CIK 0001279342

Total reported value

$59.8M

79 stks

2025-12-31

Stale — no recent filing

Concentration7.4

Bassett Hargrove Investment Counsel, LLC

CIK 0001875995

Total reported value

$59.6M

45 stks

2023-09-30

Stale — no recent filing

Concentration14.0

Sector conviction60.8

Technology Crossover Management VI, L.L.C.

CIK 0001370400

Total reported value

$59.6M

1 stks

2019-09-30

Stale — no recent filing

Portfolio Stability3.5

Saban Capital Group LLC

CIK 0001568913

Total reported value

$59.5M

18 stks

2019-09-30

Stale — no recent filing

Concentration38.8

Portfolio Stability31.0

First Growth Investment Manager LP

CIK 0001859691

Total reported value

$59.5M

27 stks

2023-06-30

Stale — no recent filing

Astrantus Ltd

CIK 0001838912

Total reported value

$59.4M

172 stks

2022-03-31

Stale — no recent filing

Concentration2.5

Sector conviction38.6

Gigafund Management Company, LLC

CIK 0001713833

Total reported value

$59.4M

1 stks

2026-03-31

Portfolio Stability42.0

JAT Capital Mgmt LP

CIK 0001834438

Total reported value

$59.3M

10 stks

2026-03-31

Concentration64.7

PMV Capital Advisers, LLC

CIK 0001980695

Total reported value

$59.3M

123 stks

2026-03-31

Concentration53.6

Portfolio Stability19.3

Sector conviction81.5

Zesiger Capital Group LLC

CIK 0001004744

Total reported value

$59.2M

22 stks

2014-12-31

Stale — no recent filing

Concentration27.7

Matrix Ix Management Co. LLC

CIK 0001600026

Total reported value

$59.2M

1 stks

2022-09-30

Stale — no recent filing

Ribbit Capital IV, L.P.

CIK 0001697450

Total reported value

$59.1M

2 stks

2022-09-30

Stale — no recent filing

Working Capital Advisors (UK) Ltd.

CIK 0001807878

Total reported value

$59.1M

2 stks

2026-03-31

Portfolio Stability40.3

Heartwood Wealth Management Ltd

CIK 0001645754

Total reported value

$58.9M

18 stks

2016-09-30

Stale — no recent filing

Portfolio Stability18.4

Venor Capital Management LP

CIK 0001399348

Total reported value

$58.9M

3 stks

2022-09-30

Stale — no recent filing

Dryden Capital, LLC

CIK 0001756488

Total reported value

$58.9M

30 stks

2024-06-30

Stale — no recent filing

Concentration48.0

Hellman Jordan Management Co INC /ma/

CIK 0000779519

Total reported value

$58.9M

41 stks

2022-12-31

Stale — no recent filing

Concentration15.4

Sector conviction84.1

Asia Pacific Associates Iii LTD

CIK 0001172401

Total reported value

$58.9M

1 stks

2015-06-30

Stale — no recent filing

Portfolio Stability1.4

Accel Growth Fund IV Associates L.L.C.

CIK 0001665744

Total reported value

$58.7M

1 stks

2024-09-30

Stale — no recent filing

FBR & Co.

CIK 0001371446

Total reported value

$58.7M

48 stks

2013-12-31

Stale — no recent filing

Concentration18.9

Arias Resource Capital GP Ltd.

CIK 0001732325

Total reported value

$58.6M

1 stks

2024-09-30

Stale — no recent filing

Optima Fund Management LLC

CIK 0001744575

Total reported value

$58.6M

37 stks

2019-06-30

Stale — no recent filing

Concentration14.7

Portfolio Stability53.8

Sector conviction79.2

Steel Canyon Capital, LLC

CIK 0001665853

Total reported value

$58.4M

30 stks

2023-09-30

Stale — no recent filing

Concentration25.4

Corbett Road Capital Management, LLC

CIK 0001799581

Total reported value

$58.4M

87 stks

2022-06-30

Stale — no recent filing

Concentration7.1

Sector conviction45.4

IDG Technology Venture Investment IV, LLC

CIK 0001879976

Total reported value

$58.3M

1 stks

2025-09-30

Stale — no recent filing

Portfolio Stability1.7

KPCB DGF Associates, LLC

CIK 0001537345

Total reported value

$58.3M

2 stks

2023-09-30

Stale — no recent filing

AIFG Consultants Ltd.

CIK 0001988547

Total reported value

$58.2M

54 stks

2025-12-31

Stale — no recent filing

Concentration24.1

Portfolio Stability27.3

Sector conviction96.8

Library Research Ltd

CIK 0001788330

Total reported value

$58.1M

3 stks

2023-12-31

Stale — no recent filing

Elevation Management, LLC

CIK 0001344814

Total reported value

$58.1M

2 stks

2013-12-31

Stale — no recent filing

Premia Global Advisors, LLC

CIK 0001696677

Total reported value

$57.9M

44 stks

2019-09-30

Stale — no recent filing

Concentration26.2

Portfolio Stability21.7

26North Partners LP

CIK 0001950972

Total reported value

$57.9M

1 stks

2026-03-31

Abanco Investors LTD., LLC

CIK 0000922437

Total reported value

$57.9M

8 stks

2022-12-31

Stale — no recent filing

Concentration67.5

Accomplice Associates II, LLC

CIK 0001898735

Total reported value

$57.8M

4 stks

2022-03-31

Stale — no recent filing

Voce Capital Management LLC

CIK 0001563530

Total reported value

$57.8M

11 stks

2023-06-30

Stale — no recent filing

Charles River Partnership XIII, LP

CIK 0001519781

Total reported value

$57.8M

2 stks

2013-09-30

Stale — no recent filing