Institutions with $100M to $1B AUM (7391 funds)

BerganKDV Wealth Management, LLC

Total reported value

$999.6M

862 stks

2023-06-30

Concentration0.0

Wgi Dm, LLC

Total reported value

$999.5M

6 stks

2026-03-31

Portfolio Stability41.3

Sector conviction99.5

180 Wealth Advisors, LLC

Total reported value

$997.5M

493 stks

2026-06-30

Concentration3.9

Portfolio Stability23.9

Sector conviction72.0

Numerai GP LLC

Total reported value

$997.3M

746 stks

2026-03-31

Concentration1.1

Portfolio Stability99.9

Sector conviction46.8

Heritage Trust Co

Total reported value

$996.8M

472 stks

2026-03-31

Concentration5.8

Portfolio Stability14.3

Sector conviction44.1

HHM Wealth Advisors, LLC

Total reported value

$996.0M

905 stks

2026-06-30

Concentration31.4

Portfolio Stability16.4

Sector conviction53.6

Gladstone Capital Management LLP

Total reported value

$995.9M

32 stks

2026-03-31

Concentration39.5

Portfolio Stability58.6

Sector conviction73.8

Palisade Asset Management, LLC

Total reported value

$995.9M

195 stks

2026-03-31

Concentration7.0

Portfolio Stability12.6

Sector conviction46.6

Shell Asset Management Co

Total reported value

$995.7M

1,191 stks

2025-09-30

Concentration5.9

Portfolio Stability64.9

Sector conviction76.4

Cheviot Value Management, LLC

Total reported value

$995.6M

426 stks

2026-03-31

Concentration19.2

Portfolio Stability11.9

Sector conviction49.7

Strategies Wealth Advisors, LLC

Total reported value

$995.4M

193 stks

2026-03-31

Concentration32.5

Portfolio Stability9.0

Sector conviction57.1

Stadion Money Management, LLC

Total reported value

$994.4M

26 stks

2026-03-31

Concentration46.7

Portfolio Stability43.5

Vista Capital Partners, INC.

Total reported value

$994.1M

156 stks

2026-03-31

Concentration73.0

Portfolio Stability5.7

Sector conviction68.9

Arrow Financial Corp

Total reported value

$994.0M

278 stks

2026-03-31

Concentration16.6

Portfolio Stability10.5

Sector conviction50.9

Chicago Equity Partners LLC

Total reported value

$993.1M

647 stks

2020-03-31

Concentration2.4

Portfolio Stability72.3

Sector conviction53.5

Perella Weinberg Partners Capital Management LP

Total reported value

$992.8M

26 stks

2024-03-31

Concentration36.8

Knollwood Investment Advisory, LLC

Total reported value

$991.7M

303 stks

2026-03-31

Concentration7.7

Portfolio Stability17.6

Sector conviction67.5

Capital Advisors, Ltd. LLC

Total reported value

$991.2M

1,518 stks

2026-06-30

Concentration9.9

Portfolio Stability15.6

Sector conviction52.6

Azzad Asset Management INC /adv

Total reported value

$989.0M

331 stks

2026-03-31

Concentration3.9

Portfolio Stability25.2

Sector conviction74.7

Wilmington Funds Management Corp

Total reported value

$988.1M

747 stks

2014-06-30

Concentration1.8

Portfolio Stability36.0

Sector conviction49.3

Lightspeed Management Company, L.l.c.

Total reported value

$988.0M

8 stks

2026-03-31

Portfolio Stability34.4

Rock Creek Group LLC

Total reported value

$987.7M

61 stks

2026-03-31

Concentration26.3

Portfolio Stability21.6

Polymer Capital Management (US) LLC

Total reported value

$987.6M

803 stks

2026-03-31

Concentration3.4

Portfolio Stability87.8

Sector conviction45.3

Wealth Management Nebraska

Total reported value

$987.3M

100 stks

2026-03-31

Concentration34.0

Portfolio Stability14.8

Sector conviction54.9

Forge Financial Services LLC

Total reported value

$987.3M

31 stks

2026-03-31

Concentration70.7

Sector conviction68.7

Planning Center, Inc.

Total reported value

$987.1M

78 stks

2026-03-31

Concentration34.5

Portfolio Stability4.1

Sector conviction67.7

Taurus Asset Management, LLC

Total reported value

$986.2M

87 stks

2025-03-31

Concentration12.8

Sector conviction62.5

Politan Capital Management LP

Total reported value

$984.9M

3 stks

2026-03-31

Portfolio Stability32.3

LVZ, Inc.

Total reported value

$984.3M

177 stks

2026-06-30

Concentration33.5

Portfolio Stability12.4

Sector conviction55.4

Central Pacific Bank - Trust Division

Total reported value

$984.1M

1,037 stks

2026-06-30

Concentration5.8

Portfolio Stability37.4

Sector conviction52.3

Nachman Norwood & Parrott, Inc

Total reported value

$983.9M

372 stks

2021-06-30

Concentration0.0

Portfolio Stability96.0

Sector conviction53.8

Tuscan Ridge Asset Management LLC

Total reported value

$983.5M

369 stks

2019-12-31

Sector conviction85.1

Rodgers & Associates, LTD

Total reported value

$982.2M

101 stks

2026-03-31

Concentration15.8

Portfolio Stability4.2

Sector conviction67.1

Medicxi Ventures Management (Jersey) Ltd

Total reported value

$981.8M

4 stks

2026-03-31

Portfolio Stability49.3

Evolution Wealth Advisors, LLC

Total reported value

$981.5M

176 stks

2026-03-31

Concentration41.4

Portfolio Stability9.4

Blueprint Investment Partners LLC

Total reported value

$980.4M

131 stks

2026-03-31

Concentration20.9

Portfolio Stability40.7

Sector conviction78.7

ClariVest Asset Management LLC

Total reported value

$980.2M

844 stks

2024-09-30

Concentration5.5

Sector conviction71.8

Rational Advisors, INC.

Total reported value

$979.9M

229 stks

2026-03-31

Concentration14.6

Portfolio Stability50.5

Sector conviction43.2

Silverarc Capital Management, LLC

Total reported value

$979.8M

73 stks

2026-03-31

Concentration14.9

Portfolio Stability76.0

Johnson & Johnson Innovation - JJDC, Inc.

Total reported value

$978.2M

21 stks

2021-06-30

Concentration0.0

Portfolio Stability88.2

Mosaic Family Wealth Partners, LLC

Total reported value

$977.0M

286 stks

2026-03-31

Concentration20.3

Portfolio Stability12.7

Sector conviction61.1

Fortis Capital Management LLC

Total reported value

$976.9M

211 stks

2026-03-31

Concentration31.9

Portfolio Stability50.4

PSG Equity L.L.C.

Total reported value

$976.9M

1 stks

2026-03-31

Portfolio Stability5.8

Berkshire Money Management, Inc.

Total reported value

$976.4M

52 stks

2026-03-31

Concentration34.1

Portfolio Stability39.5

Kim, LLC

Total reported value

$975.9M

64 stks

2026-03-31

Concentration29.1

Portfolio Stability66.4

Sector conviction90.2

Gryphon Financial Partners LLC

Total reported value

$975.8M

371 stks

2026-03-31

Concentration20.3

Portfolio Stability16.9

Sector conviction48.2

Dymon Asia Capital (singapore) Pte. LTD.

Total reported value

$975.7M

245 stks

2026-03-31

Concentration11.2

Portfolio Stability90.7

Sector conviction55.6

Abu Dhabi Investment Council Co P.J.S.C

Total reported value

$974.8M

25 stks

2026-03-31

Concentration99.2

Steigerwald, Gordon & Koch Inc.

Total reported value

$974.2M

782 stks

2026-03-31

Concentration8.9

Portfolio Stability19.5

Sector conviction53.5

Patriot Financial Group Insurance Agency, LLC

Total reported value

$974.0M

491 stks

2026-06-30

Concentration3.0

Portfolio Stability63.4

Sector conviction52.8

Uniplan Investment Counsel, Inc.

Total reported value

$973.9M

221 stks

2026-03-31

Concentration8.0

Lodestar Investment Counsel Llc/il

Total reported value

$973.9M

176 stks

2019-06-30

Concentration7.8

Portfolio Stability11.2

Sector conviction44.3

Two Creeks Capital Management, LP

Total reported value

$973.8M

22 stks

2026-03-31

Concentration21.2

Portfolio Stability59.1

Sector conviction61.6

Stansberry Asset Management, LLC

Total reported value

$972.7M

141 stks

2026-03-31

Concentration6.5

Portfolio Stability38.3

Sector conviction37.4

Jackson Wealth Management, LLC

Total reported value

$972.1M

153 stks

2026-03-31

Concentration13.1

Portfolio Stability32.2

Sector conviction79.9

Deer IX & Co. Ltd.

Total reported value

$971.4M

6 stks

2021-09-30

Cutler Investment Counsel LLC

Total reported value

$971.1M

146 stks

2026-03-31

Concentration8.6

Portfolio Stability8.9

Sector conviction40.9

Mane Global Capital Management LP

Total reported value

$970.7M

57 stks

2026-03-31

Concentration15.1

Cascade Financial Partners, LLC

Total reported value

$970.2M

266 stks

2026-03-31

Concentration24.3

Portfolio Stability19.9

Liberty One Investment Management, LLC

Total reported value

$970.0M

217 stks

2026-03-31

Concentration7.9

Portfolio Stability29.8

Sector conviction39.2

Resource Management, LLC

Total reported value

$969.8M

190 stks

2021-12-31

Concentration52.6

Sector conviction62.1

Parkman Healthcare Partners LLC

Total reported value

$969.6M

90 stks

2026-03-31

Concentration8.4

Portfolio Stability71.7

Stokes Family Office, LLC

Total reported value

$969.0M

276 stks

2026-03-31

Concentration7.5

Portfolio Stability24.1

Sector conviction47.2

Bensler, LLC

Total reported value

$968.9M

194 stks

2026-03-31

Concentration7.7

Portfolio Stability29.1

Sector conviction67.8

Intrua Financial, LLC

Total reported value

$968.8M

459 stks

2026-03-31

Concentration8.0

Portfolio Stability21.6

Sector conviction63.0

Southern Farm Bureau Life Insurance

Total reported value

$968.4M

16 stks

2025-12-31

Concentration38.5

Portfolio Stability13.4

LMR Master Fund Ltd

Total reported value

$968.1M

676 stks

2013-12-31

Concentration3.5

Sector conviction55.1

Pinnacle Wealth Planning Services, Inc.

Total reported value

$968.0M

2,737 stks

2026-03-31

Concentration11.8

Portfolio Stability14.8

Sector conviction43.4

black-and-white Capital LP

Total reported value

$967.3M

25 stks

2021-06-30

Concentration48.2

Portfolio Stability98.6

WNY Asset Management, LLC

Total reported value

$967.1M

249 stks

2026-03-31

Concentration14.4

Portfolio Stability45.4

Sector conviction56.4

Great Lakes Retirement, Inc.

Total reported value

$966.7M

219 stks

2026-03-31

Concentration7.2

Portfolio Stability20.6

Sector conviction48.3

Graham Holdings Co

Total reported value

$966.7M

6 stks

2026-03-31

Portfolio Stability11.8

Twinbeech Capital LP

Total reported value

$965.3M

536 stks

2026-03-31

Concentration1.9

Sector conviction42.2

Revolve Wealth Partners, LLC

Total reported value

$965.2M

356 stks

2026-06-30

Concentration13.8

Portfolio Stability23.5

Sector conviction60.4

Bath Savings Trust Co

Total reported value

$965.1M

278 stks

2026-06-30

Concentration11.4

Portfolio Stability15.6

Sector conviction41.9

Red Cedar Investment Management, LLC

Total reported value

$964.5M

92 stks

2026-03-31

Concentration24.2

Portfolio Stability22.2

Sector conviction52.7

Focused Wealth Management, Inc

Total reported value

$964.2M

228 stks

2026-03-31

Concentration26.2

Portfolio Stability15.1

Sector conviction59.5

Ullmann Wealth Partners Group, LLC

Total reported value

$963.3M

156 stks

2026-03-31

Concentration25.5

Portfolio Stability11.9

Sector conviction48.4

Triple Frond Partners LLC

Total reported value

$962.9M

12 stks

2026-03-31

Concentration42.0

Portfolio Stability29.8

Sector conviction66.8

Quantitative Investment Management, LLC

Total reported value

$962.5M

363 stks

2026-03-31

Concentration3.2

Sector conviction54.8

MASTERINVEST Kapitalanlage GmbH

Total reported value

$962.5M

292 stks

2026-03-31

Concentration6.6

Portfolio Stability24.7

Sector conviction48.9

Red Door Wealth Management, LLC

Total reported value

$961.7M

307 stks

2026-03-31

Portfolio Stability13.8

Sector conviction52.0

Navellier & Associates INC

Total reported value

$959.5M

326 stks

2026-03-31

Concentration8.6

Portfolio Stability33.5

Sector conviction61.9

Oak Harvest Investment Services

Total reported value

$958.0M

229 stks

2026-03-31

Portfolio Stability36.0

Sector conviction55.1

Center for Financial Planning, Inc.

Total reported value

$958.0M

663 stks

2026-03-31

Concentration57.9

Portfolio Stability18.6

Sector conviction41.4

Bruni J V & Co /co

Total reported value

$957.8M

31 stks

2026-03-31

Concentration18.7

Portfolio Stability21.0

Sector conviction85.8

Capital Investment Services of America, Inc.

Total reported value

$957.7M

80 stks

2026-03-31

Concentration11.1

Portfolio Stability17.4

Lombard Odier Asset Management (USA) Corp

Total reported value

$957.1M

263 stks

2026-03-31

Concentration19.7

Portfolio Stability58.0

Sector conviction42.0

Pekin Hardy Strauss, Inc.

Total reported value

$957.0M

478 stks

2026-03-31

Concentration2.8

Portfolio Stability45.9

Sector conviction39.3

Capital Growth Management LP

Total reported value

$956.9M

46 stks

2020-09-30

Concentration13.3

Paradigm Operations LP

Total reported value

$954.1M

3 stks

2026-03-31

Portfolio Stability36.4

Isthmus Partners, LLC

Total reported value

$953.4M

218 stks

2026-03-31

Concentration5.4

Portfolio Stability65.2

Sector conviction52.1

Wellesley Asset Management

Total reported value

$952.5M

54 stks

2026-03-31

Concentration11.4

Portfolio Stability45.6

Legacy Edge Advisors, LLC

Total reported value

$951.4M

223 stks

2026-03-31

Concentration14.9

Portfolio Stability15.3

Sector conviction73.6

Inscription Capital, LLC

Total reported value

$951.1M

715 stks

2026-03-31

Concentration5.2

Portfolio Stability23.3

Sector conviction51.6

Dock Street Asset Management INC

Total reported value

$950.8M

58 stks

2026-03-31

Concentration30.0

Portfolio Stability19.7

Summit Wealth Group LLC / Co

Total reported value

$950.4M

339 stks

2026-03-31

Concentration18.1

Portfolio Stability27.4

Sector conviction86.8

Discipline Wealth Solutions, LLC

Total reported value

$949.9M

192 stks

2026-03-31

Concentration12.5

Portfolio Stability58.2

Sector conviction75.2

CVA Family Office, LLC

Total reported value

$949.6M

1,839 stks

2026-03-31

Concentration8.4

Portfolio Stability14.4

Sector conviction61.3

Steel Grove Capital Advisors, LLC

Total reported value

$949.2M

221 stks

2026-03-31

Concentration37.4

Portfolio Stability13.2

Sector conviction62.8

Gemsstock Ltd.

Total reported value

$948.8M

28 stks

2026-03-31

Concentration23.0

Portfolio Stability81.9

Sector conviction60.8

Iron Gate Global Advisors LLC

Total reported value

$946.7M

105 stks

2026-03-31

Concentration22.6

Portfolio Stability10.5

Sector conviction56.3

Discerene Group LP

Total reported value

$946.4M

12 stks

2026-03-31

Concentration76.8

Portfolio Stability17.7

Noked Capital LTD

Total reported value

$946.1M

48 stks

2022-09-30

V-Square Quantitative Management LLC

Total reported value

$945.9M

721 stks

2026-03-31

Concentration13.3

Portfolio Stability12.9

Sector conviction67.3

Ccm Investment Group, LLC

Total reported value

$945.8M

207 stks

2025-03-31

Concentration17.6

Portfolio Stability18.6

Sector conviction49.9

Quaker Capital Management CORP

Total reported value

$945.1M

43 stks

2013-09-30

Concentration20.3

Portfolio Stability26.4

Great Waters Wealth Management

Total reported value

$944.9M

121 stks

2026-03-31

Concentration48.4

Portfolio Stability6.6

Sector conviction83.0

Provenance Wealth Advisors, LLC

Total reported value

$944.5M

412 stks

2026-03-31

Concentration36.1

Portfolio Stability19.5

EMS Capital LP

Total reported value

$944.1M

19 stks

2021-12-31

Concentration36.2

Sector conviction75.8

Disciplina Capital Management LLC

Total reported value

$943.6M

69 stks

2026-03-31

Concentration48.6

Portfolio Stability9.6

Sector conviction77.8

Convergence Financial, LLC

Total reported value

$943.1M

276 stks

2026-03-31

Concentration13.9

Portfolio Stability50.3

Sector conviction49.9

Harbour Trust & Investment Management Co

Total reported value

$942.8M

286 stks

2026-03-31

Concentration14.8

Portfolio Stability13.8

Sector conviction67.0

Minneapolis Portfolio Management Group, LLC

Total reported value

$941.7M

33 stks

2026-03-31

Concentration15.2

Portfolio Stability30.7

Sector conviction77.1

Synergy Asset Management, LLC

Total reported value

$941.7M

252 stks

2026-03-31

Concentration11.5

Portfolio Stability67.2

Sector conviction64.1

OLP CAPITAL MANAGEMENT Ltd

Total reported value

$941.7M

7 stks

2026-03-31

Concentration95.0

Portfolio Stability86.5

FSM Wealth Advisors, LLC

Total reported value

$939.0M

352 stks

2026-06-30

Concentration10.3

Portfolio Stability21.3

Sector conviction61.7

Lincluden Management LTD

Total reported value

$938.9M

70 stks

2026-03-31

Concentration13.6

Portfolio Stability31.1

Sector conviction56.8

Leuthold Group, LLC

Total reported value

$938.7M

211 stks

2026-03-31

Concentration3.8

Portfolio Stability22.9

Sector conviction48.9

Institute for Wealth Management, LLC.

Total reported value

$938.5M

542 stks

2026-03-31

Concentration9.8

Portfolio Stability16.3

Sector conviction74.6

Portland Global Advisors LLC

Total reported value

$938.1M

146 stks

2026-03-31

Concentration12.8

Portfolio Stability6.9

Sector conviction63.0

Apex Capital, LLC

Total reported value

$937.8M

40 stks

2015-12-31

Concentration16.0

Portfolio Stability61.3

Columbus Macro, LLC

Total reported value

$936.2M

200 stks

2026-03-31

Concentration4.1

Portfolio Stability15.5

Sector conviction70.7

Newtyn Management, LLC

Total reported value

$935.8M

33 stks

2026-03-31

Concentration23.8

Portfolio Stability59.3

Cornerstone Advisors, Inc.

Total reported value

$935.6M

717 stks

2020-09-30

Concentration73.3

Portfolio Stability3.2

Sector conviction80.0

Private Wealth Asset Management, LLC

Total reported value

$935.4M

923 stks

2026-03-31

Concentration11.9

Portfolio Stability12.8

Sector conviction50.2

High Probability Advisors, LLC

Total reported value

$935.0M

75 stks

2026-06-30

Concentration24.3

Portfolio Stability18.0

Sector conviction80.8

Altfest L J & Co INC

Total reported value

$934.9M

328 stks

2026-03-31

Portfolio Stability43.6

Sector conviction62.0

NetEase, Inc.

Total reported value

$934.5M

2 stks

2026-03-31

Portfolio Stability73.7

Massar Capital Management, LP

Total reported value

$934.2M

246 stks

2026-03-31

Concentration24.5

Sector conviction45.7

Tamar Securities, LLC

Total reported value

$934.2M

91 stks

2026-03-31

Concentration12.2

Portfolio Stability20.5

Sector conviction49.6

Tritonpoint Wealth, LLC

Total reported value

$934.0M

268 stks

2026-03-31

Concentration8.6

Portfolio Stability14.7

Sector conviction52.5

Caas Capital Management LP

Total reported value

$933.7M

469 stks

2025-03-31

Concentration11.0

Sector conviction70.7

Brightworth

Total reported value

$933.4M

126 stks

2022-09-30

Concentration29.1

Sector conviction40.0

Financial Plan, Inc.

Total reported value

$932.9M

94 stks

2026-03-31

Concentration31.6

Portfolio Stability9.3

Forte Capital LLC /adv

Total reported value

$930.3M

239 stks

2025-06-30

Sector conviction81.3

Greenline Partners, LLC

Total reported value

$930.3M

171 stks

2026-03-31

Concentration9.8

Portfolio Stability13.2

Sector conviction55.6

Desjardins Global Asset Management Inc.

Total reported value

$930.0M

662 stks

2023-12-31

Concentration7.4

Sector conviction46.2

Onyx Bridge Wealth Group LLC

Total reported value

$930.0M

468 stks

2026-03-31

Concentration8.1

Portfolio Stability20.5

Sector conviction81.6

Opus Capital Group, LLC

Total reported value

$929.8M

139 stks

2026-03-31

Concentration21.3

Portfolio Stability11.7

Sector conviction87.2

Biglari Capital CORP.

Total reported value

$929.4M

19 stks

2026-03-31

Portfolio Stability6.8

Westerkirk Capital Inc.

Total reported value

$928.9M

208 stks

2026-03-31

Concentration17.9

Portfolio Stability19.0

Sector conviction50.9

Van Cleef Asset Management,Inc

Total reported value

$928.7M

118 stks

2026-03-31

Concentration25.4

Portfolio Stability12.7

Sector conviction65.9

Arista Wealth Management, LLC

Total reported value

$926.7M

266 stks

2026-06-30

Concentration17.4

Portfolio Stability17.7

Sector conviction56.8

Timberline Asset Management LLC

Total reported value

$925.6M

126 stks

2013-09-30

Concentration5.2

Portfolio Stability69.6

Innovator Capital Management, LLC

Total reported value

$925.0M

10 stks

2026-03-31

Tairen Capital Ltd

Total reported value

$924.3M

44 stks

2026-03-31

Concentration16.4

Cahill Financial Advisors INC

Total reported value

$923.9M

323 stks

2026-03-31

Concentration10.1

Portfolio Stability12.2

Sector conviction55.9

Marble Harbor Investment Counsel, LLC

Total reported value

$922.9M

192 stks

2026-03-31

Concentration9.1

Portfolio Stability14.3

Sector conviction43.8