αAlphaSMO

Institutions with $1B to $10B AUM (2302 funds)

2302 institutions currently have assets under management $1B to $10B, ranked below by AUM.

LW

Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma

Total reported value

$10.0B

653 stks

2026-03-31

Concentration13.8
Portfolio Stability14.2
Sector conviction50.8
View detail
HR

Hood River Capital Management LLC

Total reported value

$10.0B

170 stks

2026-03-31

Concentration6.1
Portfolio Stability45.9
Sector conviction75.0
View detail
VN

Vaughan Nelson Investment Management, L.p.

Total reported value

$10.0B

735 stks

2026-03-31

Concentration4.1
Portfolio Stability66.2
Sector conviction58.4
View detail
HT

HNA Tourism Group Co., Ltd.

Total reported value

$9.9B

4 stks

2017-12-31

Concentration100.0
Portfolio Stability16.5
Sector conviction100.0
View detail
FP

Focus Partners Advisor Solutions, LLC

Total reported value

$9.9B

1,249 stks

2026-03-31

Concentration10.6
Portfolio Stability26.9
Sector conviction48.6
View detail
HI

Hbk Investments L P

Total reported value

$9.9B

346 stks

2026-03-31

Concentration13.7
Portfolio Stability100.0
Sector conviction42.2
View detail
MF

Magnetar Financial LLC

Total reported value

$9.8B

1,755 stks

2026-03-31

Concentration93.5
Portfolio Stability52.0
Sector conviction100.0
View detail
M&

Mairs & Power INC

Total reported value

$9.8B

245 stks

2026-03-31

Concentration12.3
Portfolio Stability19.6
Sector conviction52.5
View detail
UR

Utah Retirement Systems

Total reported value

$9.8B

974 stks

2026-03-31

Concentration6.5
Portfolio Stability16.3
Sector conviction48.6
View detail
BR

Baird Robert W & Co INC /wi/

Total reported value

$9.8B

1,329 stks

2015-03-31

Concentration1.9
Portfolio Stability27.1
Sector conviction49.1
View detail
CC

Cullen Capital Management, LLC

Total reported value

$9.8B

213 stks

2026-03-31

Concentration7.1
Portfolio Stability20.7
Sector conviction34.9
View detail
FC

Frontier Capital Management Co LLC

Total reported value

$9.7B

291 stks

2026-03-31

Concentration2.7
Portfolio Stability39.9
Sector conviction46.6
View detail
RI

Rs Investment Management Co LLC

Total reported value

$9.7B

382 stks

2016-06-30

Concentration2.5
Portfolio Stability36.9
Sector conviction55.2
View detail
HL

Harding Loevner LP

Total reported value

$9.7B

73 stks

2026-03-31

Concentration14.4
Portfolio Stability28.2
Sector conviction57.3
View detail
DC

Durable Capital Partners LP

Total reported value

$9.7B

37 stks

2026-03-31

Concentration20.0
Portfolio Stability51.4
Sector conviction91.3
View detail
CI

Centersquare Investment Management LLC

Total reported value

$9.7B

169 stks

2026-03-31

Concentration17.4
Portfolio Stability18.4
Sector conviction100.0
View detail
BS

Buckingham Strategic Wealth, LLC

Total reported value

$9.7B

805 stks

2024-06-30

Concentration15.6
Portfolio Stability0.0
Sector conviction47.3
View detail
TI

Thornburg Investment Management INC

Total reported value

$9.6B

171 stks

2026-03-31

Concentration19.1
Portfolio Stability35.5
Sector conviction49.4
View detail
D&

Duff & Phelps Investment Management Co

Total reported value

$9.6B

249 stks

2026-03-31

Concentration6.8
Portfolio Stability15.8
Sector conviction100.0
View detail
SC

Sculptor Capital LP

Total reported value

$9.6B

390 stks

2026-03-31

Concentration7.8
Portfolio Stability62.2
Sector conviction76.2
View detail
TC

Tortoise Capital Advisors, L.l.c.

Total reported value

$9.6B

108 stks

2026-03-31

Concentration21.2
Portfolio Stability21.7
Sector conviction100.0
View detail
CC

CMT Capital Markets Trading GmbH

Total reported value

$9.6B

372 stks

2026-03-31

Concentration10.5
Portfolio Stability43.4
Sector conviction79.1
View detail
LA

Longview Asset Management, LLC

Total reported value

$9.6B

3 stks

2026-03-31

Concentration100.0
Portfolio Stability2.3
Sector conviction100.0
View detail
BA

BI Asset Management Fondsmaeglerselskab A/S

Total reported value

$9.6B

612 stks

2026-03-31

Concentration8.7
Portfolio Stability39.6
Sector conviction75.1
View detail
SI

SRS Investment Management, LLC

Total reported value

$9.5B

29 stks

2026-03-31

Concentration46.7
Portfolio Stability23.6
Sector conviction88.2
View detail
SC

SCS Capital Management LLC

Total reported value

$9.4B

468 stks

2026-03-31

Concentration16.8
Portfolio Stability11.6
Sector conviction36.5
View detail
RC

Rubric Capital Management LP

Total reported value

$9.4B

83 stks

2026-03-31

Concentration20.7
Portfolio Stability47.6
Sector conviction62.2
View detail
RC

Ra Capital Management, L.p.

Total reported value

$9.4B

86 stks

2026-03-31

Concentration33.2
Portfolio Stability44.2
Sector conviction100.0
View detail
AI

Artemis Investment Management LLP

Total reported value

$9.4B

203 stks

2026-03-31

Concentration4.6
Portfolio Stability67.1
Sector conviction37.7
View detail
MI

Mediolanum International Funds Ltd

Total reported value

$9.4B

431 stks

2026-03-31

Concentration6.4
Portfolio Stability38.2
Sector conviction51.4
View detail
NP

National Philanthropic Trust

Total reported value

$9.4B

365 stks

2026-03-31

Concentration31.1
Portfolio Stability16.8
Sector conviction82.6
View detail
AA

Aegon Asset Management UK PLC

Total reported value

$9.4B

172 stks

2026-06-30

Concentration10.2
Portfolio Stability41.5
Sector conviction70.0
View detail
AC

Allstate CORP

Total reported value

$9.4B

1,305 stks

2026-03-31

Concentration10.2
Portfolio Stability61.5
Sector conviction43.1
View detail
PV

Partners Value Investments L.P.

Total reported value

$9.3B

6 stks

2026-03-31

Concentration100.0
Portfolio Stability16.8
Sector conviction100.0
View detail
WP

Windacre Partnership LLC

Total reported value

$9.3B

11 stks

2026-03-31

Concentration53.8
Portfolio Stability30.0
Sector conviction100.0
View detail
IA

Independent Advisor Alliance

Total reported value

$9.3B

2,740 stks

2026-03-31

Concentration3.3
Portfolio Stability98.9
Sector conviction55.2
View detail
AA

ABN AMRO Bank N.V.

Total reported value

$9.3B

228 stks

2026-03-31

Concentration11.7
Portfolio Stability33.6
Sector conviction80.7
View detail
SO

State of Alaska, Department of Revenue

Total reported value

$9.2B

3,577 stks

2026-03-31

Concentration4.4
Portfolio Stability15.6
Sector conviction65.7
View detail
SU

Sc US (ttgp), LTD.

Total reported value

$9.2B

36 stks

2026-03-31

Concentration100.0
Portfolio Stability41.4
Sector conviction100.0
View detail
HK

Horizon Kinetics Asset Management LLC

Total reported value

$9.2B

353 stks

2026-03-31

Concentration100.0
Portfolio Stability34.0
Sector conviction100.0
View detail
CM

CHURCHILL MANAGEMENT Corp

Total reported value

$9.2B

164 stks

2025-06-30

Concentration20.7
Portfolio Stability0.0
Sector conviction65.4
View detail
CI

Concurrent Investment Advisors, LLC

Total reported value

$9.2B

3,357 stks

2026-03-31

Concentration2.4
Portfolio Stability30.5
Sector conviction63.0
View detail
L&

London & Capital Asset Management Ltd

Total reported value

$9.2B

223 stks

2026-03-31

Concentration14.0
Portfolio Stability20.5
Sector conviction55.3
View detail
BP

BC Partners Advisors L.P.

Total reported value

$9.2B

3 stks

2024-12-31

Concentration100.0
Portfolio Stability0.0
Sector conviction100.0
View detail
RW

Rwa Wealth Partners, LLC

Total reported value

$9.1B

892 stks

2026-03-31

Concentration16.8
Portfolio Stability14.8
Sector conviction47.2
View detail
MI

Meitav Investment House LTD

Total reported value

$9.1B

232 stks

2026-03-31

Concentration13.3
Portfolio Stability32.5
Sector conviction61.3
View detail
Soros Fund Management LLC

Soros Fund Management LLC

Total reported value

$9.1B

263 stks

2026-03-31

Concentration8.0
Portfolio Stability90.4
Sector conviction53.5
View detail
VA

Vestmark Advisory Solutions, Inc.

Total reported value

$9.0B

2,195 stks

2026-03-31

Concentration2.4
Portfolio Stability34.4
Sector conviction43.3
View detail
AS

Allianz SE

Total reported value

$9.0B

797 stks

2026-03-31

Concentration33.1
Portfolio Stability27.5
Sector conviction41.3
View detail
WT

Wellcome Trust LTD

Total reported value

$9.0B

20 stks

2026-06-30

Concentration26.2
Portfolio Stability15.7
Sector conviction55.7
View detail
EC

Egerton Capital (UK) LLP

Total reported value

$9.0B

24 stks

2026-03-31

Concentration25.8
Portfolio Stability77.8
Sector conviction59.7
View detail
AI

Axiom Investors LLC /de

Total reported value

$9.0B

121 stks

2026-03-31

Concentration24.2
Portfolio Stability54.3
Sector conviction69.3
View detail
GI

Gateway Investment Advisers LLC

Total reported value

$9.0B

684 stks

2026-03-31

Concentration11.3
Portfolio Stability26.8
Sector conviction55.9
View detail
AI

Atria Investments, Inc

Total reported value

$8.9B

2,028 stks

2026-03-31

Concentration1.7
Portfolio Stability29.3
Sector conviction40.5
View detail
AI

Ariel Investments, LLC

Total reported value

$8.9B

200 stks

2026-03-31

Concentration8.7
Portfolio Stability17.5
Sector conviction41.7
View detail
AI

Analytic Investors, LLC

Total reported value

$8.9B

1,106 stks

2016-09-30

Concentration4.5
Portfolio Stability44.4
Sector conviction61.1
View detail
HI

Horizon Investments, LLC

Total reported value

$8.9B

1,433 stks

2026-03-31

Concentration5.7
Portfolio Stability33.9
Sector conviction42.9
View detail
FM

Factory Mutual Insurance Co

Total reported value

$8.9B

196 stks

2026-03-31

Concentration7.3
Portfolio Stability24.1
Sector conviction56.3
View detail
PE

Platinum Equity Advisors, LLC/DE

Total reported value

$8.9B

6 stks

2026-03-31

Concentration100.0
Portfolio Stability18.7
Sector conviction0.0
View detail
MI

Madison Investment Advisors, LLC

Total reported value

$8.9B

335 stks

2024-12-31

Concentration5.3
Portfolio Stability0.0
Sector conviction50.5
View detail
WT

Whittier Trust Co

Total reported value

$8.9B

1,606 stks

2026-03-31

Concentration7.3
Portfolio Stability19.6
Sector conviction62.5
View detail
FA

Fjarde AP-fonden (The Fourth Swedish National Pensionfund)

Total reported value

$8.9B

539 stks

2024-06-30

Concentration6.9
Portfolio Stability0.0
Sector conviction56.8
View detail
C&

Cooke & Bieler LP

Total reported value

$8.8B

152 stks

2026-03-31

Concentration6.2
Portfolio Stability27.9
Sector conviction50.3
View detail
RR

River Road Asset Management, LLC

Total reported value

$8.8B

176 stks

2026-03-31

Concentration5.1
Portfolio Stability35.6
Sector conviction69.5
View detail
MU

Mirova US LLC

Total reported value

$8.8B

42 stks

2026-03-31

Concentration16.3
Portfolio Stability20.6
Sector conviction66.4
View detail
ME

Municipal Employees' Retirement System of Michigan

Total reported value

$8.8B

29 stks

2026-03-31

Concentration32.9
Portfolio Stability14.8
Sector conviction100.0
View detail
CB

Cullen/Frost Bankers, Inc.

Total reported value

$8.8B

1,393 stks

2026-03-31

Concentration6.0
Portfolio Stability16.0
Sector conviction49.6
View detail
MO

Mutual Of America Capital Management LLC

Total reported value

$8.8B

1,365 stks

2026-03-31

Concentration4.0
Portfolio Stability20.4
Sector conviction44.6
View detail
SW

Stratos Wealth Partners, LTD.

Total reported value

$8.8B

1,619 stks

2026-03-31

Concentration2.8
Portfolio Stability20.3
Sector conviction70.0
View detail
M&

Manning & Napier Group, LLC

Total reported value

$8.8B

482 stks

2024-03-31

Concentration6.1
Portfolio Stability0.0
Sector conviction39.6
View detail
OA

Oppenheimer Asset Management INC.

Total reported value

$8.8B

3,203 stks

2026-03-31

Concentration2.5
Portfolio Stability30.5
Sector conviction48.9
View detail
BC

Brookstone Capital Management

Total reported value

$8.7B

1,204 stks

2026-03-31

Concentration2.4
Portfolio Stability23.9
Sector conviction62.0
View detail
SF

Synovus Financial CORP

Total reported value

$8.7B

1,549 stks

2025-09-30

Concentration10.2
Portfolio Stability22.0
Sector conviction57.0
View detail
BT

Blue Trust, Inc.

Total reported value

$8.7B

3,880 stks

2026-03-31

Concentration14.4
Portfolio Stability8.7
Sector conviction52.3
View detail
AC

Athyrium Capital Management, LP

Total reported value

$8.7B

2 stks

2024-09-30

Concentration100.0
Portfolio Stability0.0
Sector conviction0.0
View detail
MC

Maverick Capital LTD

Total reported value

$8.7B

241 stks

2026-03-31

Concentration11.3
Portfolio Stability61.1
Sector conviction51.6
View detail
PC

Prime Capital Investment Advisors, LLC

Total reported value

$8.6B

1,056 stks

2026-03-31

Concentration4.7
Portfolio Stability23.6
Sector conviction50.9
View detail
AC

Advisors Capital Management, LLC

Total reported value

$8.6B

566 stks

2026-03-31

Concentration3.7
Portfolio Stability18.3
Sector conviction38.2
View detail
NB

Norinchukin Bank, The

Total reported value

$8.6B

588 stks

2026-03-31

Concentration10.3
Portfolio Stability11.8
Sector conviction49.4
View detail
IC

Icahn Carl C

Total reported value

$8.6B

18 stks

2026-03-31

Concentration100.0
Portfolio Stability18.0
Sector conviction73.2
View detail
S&

Sarasin & Partners LLP

Total reported value

$8.5B

94 stks

2026-06-30

Concentration16.7
Portfolio Stability21.3
Sector conviction54.5
View detail
PC

Penserra Capital Management LLC

Total reported value

$8.5B

1,586 stks

2026-03-31

Concentration2.5
Portfolio Stability36.4
Sector conviction100.0
View detail
YC

Yousif Capital Management, LLC

Total reported value

$8.5B

1,858 stks

2026-03-31

Concentration4.0
Portfolio Stability13.5
Sector conviction61.6
View detail
AV

ASR Vermogensbeheer N.V.

Total reported value

$8.5B

532 stks

2026-03-31

Concentration7.2
Portfolio Stability15.2
Sector conviction71.9
View detail
GR

Gardner Russo & Quinn LLC

Total reported value

$8.5B

86 stks

2026-03-31

Concentration30.1
Portfolio Stability24.7
Sector conviction66.0
View detail
DM

Deerfield Management Company, L.p.

Total reported value

$8.5B

82 stks

2026-03-31

Concentration24.1
Portfolio Stability30.0
Sector conviction100.0
View detail
QI

QS Investors, LLC

Total reported value

$8.5B

1,094 stks

2021-06-30

Concentration0.0
Portfolio Stability100.0
Sector conviction50.4
View detail
FT

Fiduciary Trust Co

Total reported value

$8.5B

1,564 stks

2026-03-31

Concentration12.2
Portfolio Stability11.4
Sector conviction48.8
View detail
VA

Valmark Advisers, Inc.

Total reported value

$8.4B

677 stks

2026-03-31

Concentration11.6
Portfolio Stability10.9
Sector conviction51.3
View detail
QC

Quadrature Capital Ltd

Total reported value

$8.4B

1,313 stks

2026-03-31

Concentration3.9
Portfolio Stability100.0
Sector conviction58.9
View detail
NW

NewEdge Wealth, LLC

Total reported value

$8.4B

1,128 stks

2026-03-31

Concentration4.6
Portfolio Stability24.2
Sector conviction50.7
View detail
AA

Andra AP-fonden

Total reported value

$8.4B

396 stks

2026-03-31

Concentration7.8
Portfolio Stability73.0
Sector conviction56.1
View detail
MW

Modera Wealth Management, LLC

Total reported value

$8.3B

635 stks

2026-03-31

Concentration7.4
Portfolio Stability8.7
Sector conviction58.6
View detail
GG

Gilder Gagnon Howe & Co LLC

Total reported value

$8.3B

252 stks

2026-03-31

Concentration7.4
Portfolio Stability30.5
Sector conviction58.5
View detail
VF

Vest Financial, LLC

Total reported value

$8.3B

605 stks

2026-03-31

Concentration2.6
Portfolio Stability19.5
Sector conviction48.2
View detail
DP

Degroof Petercam Asset Management

Total reported value

$8.3B

625 stks

2024-03-31

Concentration9.7
Portfolio Stability0.0
Sector conviction59.8
View detail
MA

Marathon Asset Management LLP

Total reported value

$8.3B

98 stks

2021-06-30

Concentration0.0
Portfolio Stability93.1
Sector conviction49.9
View detail
O&

Oppenheimer & Co INC

Total reported value

$8.2B

1,683 stks

2026-03-31

Concentration2.7
Portfolio Stability33.5
Sector conviction56.4
View detail
LG

LGT Group Foundation

Total reported value

$8.2B

1,124 stks

2026-03-31

Concentration10.8
Portfolio Stability33.5
Sector conviction59.3
View detail
CC

Causeway Capital Management LLC

Total reported value

$8.1B

107 stks

2026-03-31

Concentration27.9
Portfolio Stability46.8
Sector conviction54.3
View detail
CL

Choreo, LLC

Total reported value

$8.1B

1,613 stks

2026-03-31

Concentration5.5
Portfolio Stability15.3
Sector conviction46.0
View detail
WJ

Williams Jones Wealth Management, LLC.

Total reported value

$8.1B

540 stks

2026-03-31

Concentration9.3
Portfolio Stability17.4
Sector conviction45.5
View detail
CL

Compagnie Lombard Odier SCmA

Total reported value

$8.1B

643 stks

2026-03-31

Concentration13.8
Portfolio Stability23.5
Sector conviction53.0
View detail
WA

Whitebox Advisors LLC

Total reported value

$8.1B

568 stks

2026-03-31

Concentration20.6
Portfolio Stability56.5
Sector conviction100.0
View detail
CC

Coldstream Capital Management INC

Total reported value

$8.1B

1,371 stks

2026-03-31

Concentration8.9
Portfolio Stability16.7
Sector conviction65.1
View detail
KP

Kestra Private Wealth Services, LLC

Total reported value

$8.1B

1,762 stks

2026-03-31

Concentration2.4
Portfolio Stability15.3
Sector conviction58.5
View detail
AI

Allen Investment Management, LLC

Total reported value

$8.1B

221 stks

2026-03-31

Concentration11.9
Portfolio Stability22.4
Sector conviction64.2
View detail
PI

Perkins Investment Management, LLC

Total reported value

$8.1B

251 stks

2017-03-31

Concentration3.4
Portfolio Stability29.8
Sector conviction61.5
View detail
CF

Canoe Financial LP

Total reported value

$8.1B

119 stks

2026-06-30

Concentration8.9
Portfolio Stability25.8
Sector conviction41.5
View detail
FI

Foundations Investment Advisors, LLC

Total reported value

$8.1B

1,616 stks

2026-03-31

Concentration3.5
Portfolio Stability25.8
Sector conviction53.6
View detail
VI

Vinva Investment Management Ltd

Total reported value

$8.1B

435 stks

2026-03-31

Concentration7.1
Portfolio Stability42.0
Sector conviction56.2
View detail
MA

Madison Asset Management, LLC

Total reported value

$8.1B

349 stks

2026-03-31

Concentration5.0
Portfolio Stability21.9
Sector conviction49.9
View detail
FM

Fiduciary Management INC /wi/

Total reported value

$8.1B

62 stks

2026-03-31

Concentration9.1
Portfolio Stability27.7
Sector conviction66.0
View detail
FW

Frontier Wealth Management LLC

Total reported value

$8.0B

399 stks

2022-06-30

Concentration100.0
Portfolio Stability0.0
Sector conviction38.8
View detail
MT

Midwest Trust Co

Total reported value

$8.0B

593 stks

2026-03-31

Concentration5.2
Portfolio Stability12.6
Sector conviction42.8
View detail
EG

Engineers Gate Manager LP

Total reported value

$8.0B

2,137 stks

2026-03-31

Concentration1.1
Portfolio Stability98.1
Sector conviction34.6
View detail
SI

Stephens INC /ar/

Total reported value

$8.0B

1,311 stks

2026-03-31

Concentration2.9
Portfolio Stability16.4
Sector conviction51.2
View detail
CM

Capital Markets Trading UK LLP

Total reported value

$8.0B

312 stks

2026-03-31

Concentration8.4
Portfolio Stability55.6
Sector conviction100.0
View detail
WP

Warburg Pincus & Co.

Total reported value

$7.9B

12 stks

2015-09-30

Concentration100.0
Portfolio Stability0.0
Sector conviction0.0
View detail
IL

Irish Life Investment Managers Ltd.

Total reported value

$7.9B

1,955 stks

2013-06-30

Concentration2.7
Portfolio Stability0.0
Sector conviction43.7
View detail
FA

F&C Asset Management plc

Total reported value

$7.9B

732 stks

2014-03-31

Concentration2.3
Portfolio Stability24.6
Sector conviction42.3
View detail
PC

PointState Capital LP

Total reported value

$7.9B

46 stks

2026-03-31

Concentration76.2
Portfolio Stability100.0
Sector conviction48.1
View detail
CI

Champlain Investment Partners, LLC

Total reported value

$7.9B

130 stks

2026-03-31

Concentration4.5
Portfolio Stability52.1
Sector conviction54.0
View detail
IM

Illinois Municipal Retirement Fund

Total reported value

$7.9B

1,127 stks

2026-03-31

Concentration2.8
Portfolio Stability19.3
Sector conviction40.6
View detail
SF

Summit Financial, LLC

Total reported value

$7.8B

1,397 stks

2026-03-31

Concentration4.1
Portfolio Stability24.3
Sector conviction47.9
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B&

Bartlett & Co. Wealth Management LLC

Total reported value

$7.8B

1,285 stks

2026-03-31

Concentration8.4
Portfolio Stability15.5
Sector conviction45.4
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PG

Peapack Gladstone Financial CORP

Total reported value

$7.8B

1,357 stks

2026-03-31

Concentration4.0
Portfolio Stability12.1
Sector conviction40.5
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WI

Windhaven Investment Management, Inc.

Total reported value

$7.8B

28 stks

2018-03-31

Concentration26.5
Portfolio Stability23.6
Sector conviction0.0
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PA

Pinnacle Associates LTD

Total reported value

$7.8B

960 stks

2026-03-31

Concentration4.0
Portfolio Stability14.2
Sector conviction58.1
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EH

Everett Harris & Co /ca/

Total reported value

$7.8B

325 stks

2026-03-31

Concentration25.1
Portfolio Stability12.9
Sector conviction49.6
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IM

Investment Management Corp of Ontario

Total reported value

$7.8B

664 stks

2026-03-31

Concentration5.6
Portfolio Stability25.8
Sector conviction43.8
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WR

Whale Rock Capital Management LLC

Total reported value

$7.7B

35 stks

2026-03-31

Concentration17.1
Portfolio Stability60.9
Sector conviction100.0
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W&

Welch & Forbes LLC

Total reported value

$7.7B

368 stks

2026-03-31

Concentration8.6
Portfolio Stability12.4
Sector conviction44.1
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SI

Sb Investment Advisers (uk) LTD

Total reported value

$7.7B

10 stks

2026-03-31

Concentration100.0
Portfolio Stability27.1
Sector conviction100.0
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BF

Boothbay Fund Management, LLC

Total reported value

$7.7B

2,012 stks

2026-03-31

Concentration17.1
Portfolio Stability93.0
Sector conviction52.1
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MA

Magellan Asset Management Ltd

Total reported value

$7.7B

79 stks

2026-03-31

Concentration11.6
Portfolio Stability24.1
Sector conviction50.0
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AA

Abn Amro Investment Solutions

Total reported value

$7.7B

724 stks

2026-03-31

Concentration6.7
Portfolio Stability31.6
Sector conviction54.4
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WC

Willoughby Capital Holdings, LLC

Total reported value

$7.7B

2 stks

2023-09-30

Concentration100.0
Portfolio Stability0.0
Sector conviction0.0
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CC

Carronade Capital Management, LP

Total reported value

$7.7B

32 stks

2026-03-31

Concentration100.0
Portfolio Stability36.5
Sector conviction100.0
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SC

Sapient Capital LLC

Total reported value

$7.6B

396 stks

2026-06-30

Concentration38.5
Portfolio Stability25.6
Sector conviction67.4
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CW

Cliftonlarsonallen Wealth Advisors, LLC

Total reported value

$7.6B

253 stks

2026-06-30

Concentration29.5
Portfolio Stability13.2
Sector conviction63.9
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AM

Apollo Management Holdings, L.P.

Total reported value

$7.6B

87 stks

2026-03-31

Concentration25.1
Portfolio Stability74.3
Sector conviction61.5
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SP

SIH Partners, LLLP

Total reported value

$7.6B

325 stks

2026-03-31

Concentration29.7
Portfolio Stability52.0
Sector conviction100.0
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OP

Oregon Public Employees Retirement Fund

Total reported value

$7.6B

1,510 stks

2026-03-31

Concentration5.8
Portfolio Stability14.5
Sector conviction64.1
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OI

Ofi Invest Asset Management

Total reported value

$7.6B

347 stks

2026-03-31

Concentration8.4
Portfolio Stability57.4
Sector conviction64.8
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AI

ADAPT Investment Managers SA

Total reported value

$7.6B

133 stks

2026-03-31

Concentration21.3
Portfolio Stability87.0
Sector conviction100.0
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HI

Hermes Investment Management LTD

Total reported value

$7.5B

220 stks

2018-06-30

Concentration7.0
Portfolio Stability16.9
Sector conviction64.0
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AS

Advisory Services Network, LLC

Total reported value

$7.5B

13,039 stks

2026-03-31

Concentration2.2
Portfolio Stability23.4
Sector conviction47.5
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YA

Yacktman Asset Management LP

Total reported value

$7.5B

76 stks

2026-03-31

Concentration14.4
Portfolio Stability18.8
Sector conviction43.0
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JF

Jump Financial, LLC

Total reported value

$7.5B

3,625 stks

2026-03-31

Concentration3.5
Portfolio Stability100.0
Sector conviction46.3
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