αAlphaSMO

Institutions Starting with "H" (494 funds)

494 institutions currently have names starting with "H", ranked below by AUM.

HH

Hsbc Holdings PLC

Total reported value

$191.6B

8,884 stks

2026-03-31

Concentration7.0
Portfolio Stability22.4
Sector conviction73.2
View detail
HA

HighTower Advisors, LLC

Total reported value

$94.2B

3,796 stks

2026-03-31

Concentration2.5
Portfolio Stability15.8
Sector conviction39.7
View detail
Harris Associates L P

Harris Associates L P

Total reported value

$75.0B

224 stks

2026-03-31

Concentration7.3
Portfolio Stability25.4
Sector conviction46.1
View detail
HO

Healthcare Of Ontario Pension Plan Trust Fund

Total reported value

$62.2B

1,469 stks

2026-03-31

Concentration5.1
Portfolio Stability55.1
Sector conviction47.8
View detail
HA

Holocene Advisors, LP

Total reported value

$41.5B

797 stks

2026-03-31

Concentration4.9
Portfolio Stability77.7
Sector conviction42.6
View detail
HF

Hrt Financial LP

Total reported value

$40.1B

3,738 stks

2026-03-31

Concentration6.8
Portfolio Stability95.8
Sector conviction48.3
View detail
HF

Handelsbanken Fonder AB

Total reported value

$35.1B

1,485 stks

2026-06-30

Concentration6.6
Portfolio Stability27.3
Sector conviction68.6
View detail
H&

Hotchkis & Wiley Capital Management LLC

Total reported value

$32.4B

465 stks

2026-03-31

Concentration6.3
Portfolio Stability23.2
Sector conviction38.8
View detail
HB

Hudson Bay Capital Management LP

Total reported value

$29.0B

1,607 stks

2026-03-31

Concentration9.9
Portfolio Stability63.4
Sector conviction62.8
View detail
HI

H&H International Investment, LLC

Total reported value

$20.0B

19 stks

2026-03-31

Concentration86.4
Portfolio Stability37.1
Sector conviction100.0
View detail
HN

Huntington National Bank

Total reported value

$18.1B

6,012 stks

2026-03-31

Concentration4.7
Portfolio Stability19.6
Sector conviction45.1
View detail
HW

HB Wealth Management, LLC

Total reported value

$15.5B

1,547 stks

2026-03-31

Concentration18.4
Portfolio Stability11.9
Sector conviction57.3
View detail
HI

Harel Insurance Investments & Financial Services Ltd.

Total reported value

$14.7B

509 stks

2026-03-31

Concentration12.9
Portfolio Stability56.2
Sector conviction89.3
View detail
HM

Highland Management Partners 9 LLC

Total reported value

$12.6B

2 stks

2023-09-30

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

Hershey Trust Co

Total reported value

$11.8B

3 stks

2026-03-31

Concentration100.0
Portfolio Stability13.1
Sector conviction100.0
View detail
HT

Haverford Trust Co

Total reported value

$10.9B

419 stks

2026-03-31

Concentration7.8
Portfolio Stability14.1
Sector conviction44.6
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
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
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
HL

Harding Loevner LP

Total reported value

$9.7B

73 stks

2026-03-31

Concentration14.4
Portfolio Stability28.2
Sector conviction57.3
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
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
HI

Hermes Investment Management LTD

Total reported value

$7.5B

220 stks

2018-06-30

Concentration7.0
Portfolio Stability16.9
Sector conviction64.0
View detail
HP

Hm Payson & Co

Total reported value

$6.9B

1,600 stks

2026-03-31

Concentration8.7
Portfolio Stability20.2
Sector conviction60.2
View detail
HF

Hantz Financial Services, INC.

Total reported value

$6.6B

2,579 stks

2026-03-31

Concentration7.1
Portfolio Stability28.9
Sector conviction42.2
View detail
HF

Hl Financial Services LLC

Total reported value

$6.5B

728 stks

2019-03-31

Concentration7.1
Portfolio Stability18.2
Sector conviction50.3
View detail
HI

Harbour Investments, INC.

Total reported value

$6.5B

4,673 stks

2026-03-31

Concentration2.5
Portfolio Stability38.9
Sector conviction39.8
View detail
HC

Howard Capital Management Inc.

Total reported value

$6.1B

332 stks

2026-03-31

Concentration31.7
Portfolio Stability95.9
Sector conviction62.8
View detail
HP

Harvest Portfolios Group Inc.

Total reported value

$6.1B

260 stks

2026-03-31

Concentration7.7
Portfolio Stability16.2
Sector conviction64.0
View detail
HW

Hancock Whitney CORP

Total reported value

$5.8B

1,333 stks

2026-03-31

Concentration4.6
Portfolio Stability18.9
Sector conviction44.3
View detail
HS

HBK Sorce Advisory LLC

Total reported value

$5.0B

672 stks

2026-03-31

Concentration36.8
Portfolio Stability19.1
Sector conviction51.7
View detail
HF

Harvest Fund Advisors LLC

Total reported value

$4.9B

42 stks

2020-03-31

Concentration34.8
Portfolio Stability65.6
Sector conviction0.0
View detail
H&

Homrich & Berg

Total reported value

$4.5B

476 stks

2021-09-30

Concentration45.6
Portfolio Stability0.0
Sector conviction51.4
View detail
HI

HUB Investment Partners, LLC

Total reported value

$4.2B

1,150 stks

2026-03-31

Concentration8.8
Portfolio Stability27.4
Sector conviction73.2
View detail
HC

Hamlin Capital Management, LLC

Total reported value

$4.1B

30 stks

2026-03-31

Concentration15.8
Portfolio Stability16.4
Sector conviction35.3
View detail
HC

H&F Corporate Investors X, Ltd.

Total reported value

$3.8B

1 stks

2026-03-31

Concentration100.0
Portfolio Stability8.3
Sector conviction0.0
View detail
HA

Hyperion Asset Management Ltd

Total reported value

$3.8B

20 stks

2026-06-30

Concentration29.8
Portfolio Stability33.1
Sector conviction70.3
View detail
HA

Homestead Advisers Corp

Total reported value

$3.7B

111 stks

2026-03-31

Concentration8.6
Portfolio Stability17.4
Sector conviction39.6
View detail
HI

Hillsdale Investment Management Inc.

Total reported value

$3.7B

655 stks

2026-03-31

Concentration4.3
Portfolio Stability40.0
Sector conviction51.9
View detail
HP

Hancock Prospecting Pty Ltd

Total reported value

$3.3B

36 stks

2026-03-31

Concentration54.4
Portfolio Stability13.5
Sector conviction100.0
View detail
HI

Heritage Investors Management CORP

Total reported value

$3.3B

249 stks

2026-03-31

Concentration6.8
Portfolio Stability12.9
Sector conviction53.0
View detail
HC

Himalaya Capital Management LLC

Total reported value

$3.2B

14 stks

2026-03-31

Concentration61.4
Portfolio Stability27.5
Sector conviction100.0
View detail
HI

Hartford Investment Management Co

Total reported value

$3.2B

495 stks

2026-03-31

Concentration8.0
Portfolio Stability14.7
Sector conviction50.8
View detail
HC

Hillhouse Capital Management, LTD.

Total reported value

$3.1B

35 stks

2019-06-30

Concentration50.6
Portfolio Stability45.9
Sector conviction100.0
View detail
HC

Highbridge Capital Management LLC

Total reported value

$3.1B

378 stks

2026-03-31

Concentration17.5
Portfolio Stability100.0
Sector conviction60.4
View detail
HK

Horizon Kinetics LLC

Total reported value

$3.1B

691 stks

2018-12-31

Concentration46.0
Portfolio Stability39.3
Sector conviction100.0
View detail
H&

Hennion & Walsh Asset Management, Inc.

Total reported value

$3.0B

934 stks

2026-03-31

Concentration2.4
Portfolio Stability26.6
Sector conviction41.6
View detail
H&

Hirtle & Co., LLC

Total reported value

$2.9B

112 stks

2026-03-31

Concentration37.4
Portfolio Stability6.5
Sector conviction73.7
View detail
HC

Hill City Capital, LP

Total reported value

$2.8B

23 stks

2026-03-31

Concentration46.6
Portfolio Stability27.9
Sector conviction100.0
View detail
HP

Hosking Partners LLP

Total reported value

$2.8B

99 stks

2026-03-31

Concentration7.7
Portfolio Stability27.9
Sector conviction59.9
View detail
HC

Howland Capital Management LLC

Total reported value

$2.8B

278 stks

2026-06-30

Concentration9.6
Portfolio Stability19.0
Sector conviction51.3
View detail
HA

Hennessy Advisors INC

Total reported value

$2.8B

278 stks

2026-03-31

Concentration3.6
Portfolio Stability23.3
Sector conviction44.5
View detail
HR

Hawk Ridge Capital Management LP

Total reported value

$2.8B

48 stks

2026-03-31

Concentration14.7
Portfolio Stability48.1
Sector conviction98.7
View detail
HC

Hollencrest Capital Management

Total reported value

$2.7B

1,244 stks

2026-03-31

Concentration17.5
Portfolio Stability15.5
Sector conviction58.4
View detail
HC

Henshaw Capital LLC

Total reported value

$2.7B

160 stks

2026-03-31

Concentration9.8
Portfolio Stability14.8
Sector conviction56.4
View detail
HI

Helikon Investments Ltd

Total reported value

$2.6B

17 stks

2026-03-31

Concentration38.6
Portfolio Stability50.9
Sector conviction100.0
View detail
HW

Heritage Wealth Advisors

Total reported value

$2.6B

692 stks

2026-03-31

Concentration29.4
Portfolio Stability34.0
Sector conviction41.9
View detail
HA

HighPoint Advisor Group LLC

Total reported value

$2.4B

642 stks

2026-03-31

Concentration5.2
Portfolio Stability15.8
Sector conviction50.3
View detail
HF

Harvest Fund Management Co., Ltd

Total reported value

$2.4B

546 stks

2026-03-31

Concentration10.3
Portfolio Stability33.4
Sector conviction94.9
View detail
HC

Holland Capital Management LLC

Total reported value

$2.3B

69 stks

2017-06-30

Concentration10.6
Portfolio Stability21.4
Sector conviction55.0
View detail
HA

Highstreet Asset Management Inc.

Total reported value

$2.2B

744 stks

2019-12-31

Concentration9.4
Portfolio Stability33.6
Sector conviction56.3
View detail
HJ

Hardman Johnston Global Advisors LLC

Total reported value

$2.1B

73 stks

2026-03-31

Concentration23.4
Portfolio Stability56.4
Sector conviction50.6
View detail
HH

Halbert Hargrove Global Advisors, LLC

Total reported value

$2.1B

372 stks

2026-03-31

Concentration35.3
Portfolio Stability31.9
Sector conviction66.8
View detail
HB

Hills Bank & Trust Co

Total reported value

$2.1B

525 stks

2026-03-31

Concentration15.8
Portfolio Stability28.6
Sector conviction47.9
View detail
HA

Heartland Advisors INC

Total reported value

$2.0B

244 stks

2026-03-31

Concentration2.8
Portfolio Stability32.1
Sector conviction36.0
View detail
HC

Heard Capital LLC

Total reported value

$1.9B

21 stks

2026-03-31

Concentration33.9
Portfolio Stability16.5
Sector conviction86.9
View detail
HC

Hamilton Capital, LLC

Total reported value

$1.9B

152 stks

2026-03-31

Concentration63.9
Portfolio Stability10.7
Sector conviction55.5
View detail
HC

Highland Capital Management, LLC

Total reported value

$1.9B

418 stks

2026-03-31

Concentration6.2
Portfolio Stability22.5
Sector conviction49.4
View detail
HM

Harvard Management Co INC

Total reported value

$1.8B

17 stks

2026-03-31

Concentration35.7
Portfolio Stability39.7
Sector conviction97.0
View detail
HC

Hyman Charles D

Total reported value

$1.8B

242 stks

2024-06-30

Concentration10.3
Portfolio Stability0.0
Sector conviction39.9
View detail
HH

HITE Hedge Asset Management LLC

Total reported value

$1.8B

126 stks

2026-03-31

Concentration10.8
Portfolio Stability70.9
Sector conviction100.0
View detail
HC

Heck Capital Advisors, LLC

Total reported value

$1.7B

214 stks

2026-06-30

Concentration17.7
Portfolio Stability42.8
Sector conviction100.0
View detail
HA

Hhlr Advisors, LTD.

Total reported value

$1.7B

38 stks

2026-03-31

Concentration62.2
Portfolio Stability63.4
Sector conviction100.0
View detail
HI

Hexavest Inc.

Total reported value

$1.6B

217 stks

2021-09-30

Concentration4.5
Portfolio Stability0.0
Sector conviction51.9
View detail
HH

HSG Holding Ltd

Total reported value

$1.6B

26 stks

2026-03-31

Concentration100.0
Portfolio Stability32.0
Sector conviction100.0
View detail
H&

Howe & Rusling INC

Total reported value

$1.5B

529 stks

2026-03-31

Concentration6.5
Portfolio Stability14.7
Sector conviction51.7
View detail
HI

HPS Investment Partners, LLC

Total reported value

$1.5B

2 stks

2025-06-30

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

Howard Capital Management Group, LLC

Total reported value

$1.5B

144 stks

2026-03-31

Concentration16.5
Portfolio Stability12.8
Sector conviction83.8
View detail
HI

Herr Investment Group LLC

Total reported value

$1.5B

71 stks

2024-06-30

Concentration69.8
Portfolio Stability0.0
Sector conviction100.0
View detail
H&

Hosking & Co Ltd

Total reported value

$1.5B

137 stks

2015-06-30

Concentration7.7
Portfolio Stability14.8
Sector conviction96.7
View detail
HT

Hikari Tsushin, Inc.

Total reported value

$1.5B

78 stks

2026-03-31

Concentration100.0
Portfolio Stability8.7
Sector conviction63.5
View detail
HI

Harbor Investment Advisory, LLC

Total reported value

$1.4B

1,315 stks

2026-06-30

Concentration12.3
Portfolio Stability19.2
Sector conviction59.6
View detail
HT

HAP Trading, LLC

Total reported value

$1.4B

836 stks

2025-09-30

Concentration40.4
Portfolio Stability0.0
Sector conviction100.0
View detail
HR

Heitman Real Estate Securities LLC

Total reported value

$1.4B

57 stks

2026-03-31

Concentration19.4
Portfolio Stability41.3
Sector conviction100.0
View detail
HR

Hardy Reed LLC

Total reported value

$1.4B

243 stks

2026-03-31

Concentration29.1
Portfolio Stability8.2
Sector conviction84.9
View detail
HP

Hill Path Capital LP

Total reported value

$1.4B

7 stks

2026-03-31

Concentration100.0
Portfolio Stability12.8
Sector conviction100.0
View detail
HA

HoldCo Asset Management, LP

Total reported value

$1.3B

29 stks

2026-03-31

Concentration36.3
Portfolio Stability35.4
Sector conviction100.0
View detail
HC

Hilton Capital Management, LLC

Total reported value

$1.3B

129 stks

2026-03-31

Concentration13.2
Portfolio Stability45.8
Sector conviction40.3
View detail
HL

Hoylecohen, LLC

Total reported value

$1.3B

275 stks

2024-06-30

Concentration8.8
Portfolio Stability0.0
Sector conviction59.0
View detail
HC

Himension Capital (singapore) Pte. LTD.

Total reported value

$1.3B

135 stks

2026-03-31

Concentration48.0
Portfolio Stability64.2
Sector conviction100.0
View detail
HP

Harvey Partners, LLC

Total reported value

$1.3B

47 stks

2026-03-31

Concentration11.4
Portfolio Stability35.2
Sector conviction100.0
View detail
HT

Hemenway Trust Co LLC

Total reported value

$1.2B

135 stks

2026-03-31

Concentration11.9
Portfolio Stability14.3
Sector conviction55.0
View detail
HC

Harbor Capital Advisors, INC.

Total reported value

$1.2B

1,211 stks

2026-03-31

Concentration2.1
Portfolio Stability69.0
Sector conviction53.3
View detail
HC

Hodges Capital Management Inc.

Total reported value

$1.2B

204 stks

2026-03-31

Concentration5.4
Portfolio Stability38.8
Sector conviction54.6
View detail
HF

Heritage Financial Services, LLC

Total reported value

$1.2B

126 stks

2025-12-31

Concentration63.3
Portfolio Stability9.8
Sector conviction89.1
View detail
HF

Hartford Funds Management Co LLC

Total reported value

$1.2B

100 stks

2026-03-31

Concentration75.5
Portfolio Stability8.9
Sector conviction43.6
View detail
HP

Hikari Power Ltd

Total reported value

$1.1B

51 stks

2026-03-31

Concentration97.5
Portfolio Stability21.2
Sector conviction88.0
View detail
HW

Heartwood Wealth Advisors LLC

Total reported value

$1.1B

223 stks

2026-03-31

Concentration13.4
Portfolio Stability22.6
Sector conviction38.9
View detail
HC

Hengehold Capital Management LLC

Total reported value

$1.1B

213 stks

2026-03-31

Concentration18.3
Portfolio Stability13.8
Sector conviction46.0
View detail
HM

Hook Mill Capital Partners, LP

Total reported value

$1.1B

39 stks

2026-03-31

Concentration14.9
Portfolio Stability60.4
Sector conviction100.0
View detail
HW

HCR Wealth Advisors

Total reported value

$1.1B

259 stks

2026-06-30

Concentration19.2
Portfolio Stability18.8
Sector conviction86.8
View detail
HH

Hilltop Holdings Inc.

Total reported value

$1.1B

987 stks

2026-03-31

Concentration3.1
Portfolio Stability69.0
Sector conviction42.5
View detail
H6

Hightower 6M Holding, LLC

Total reported value

$1.1B

234 stks

2022-09-30

Concentration36.1
Portfolio Stability0.0
Sector conviction51.7
View detail
HA

Hbw Advisory Services LLC

Total reported value

$1.1B

463 stks

2026-06-30

Concentration4.8
Portfolio Stability26.8
Sector conviction47.4
View detail
HB

Heron Bay Capital Management

Total reported value

$1.1B

78 stks

2026-03-31

Concentration14.4
Portfolio Stability74.9
Sector conviction70.4
View detail
HM

Hackensack Meridian Health, Inc.

Total reported value

$1.1B

7 stks

2026-03-31

Concentration83.0
Portfolio Stability7.3
Sector conviction0.0
View detail
HT

HAP Trading, LLC

Total reported value

$1.1B

724 stks

2025-06-30

Concentration26.3
Portfolio Stability0.0
Sector conviction100.0
View detail
HW

HORAN Wealth, LLC

Total reported value

$1.1B

257 stks

2026-03-31

Concentration32.9
Portfolio Stability50.3
Sector conviction45.3
View detail
HW

Hudson Way Capital Management LLC

Total reported value

$1.0B

16 stks

2026-03-31

Concentration30.0
Portfolio Stability41.6
Sector conviction72.9
View detail
HT

HighTower Trust Company, N.A.

Total reported value

$1.0B

221 stks

2023-03-31

Concentration38.4
Portfolio Stability0.0
Sector conviction76.5
View detail
HF

Howard Financial Services, LTD.

Total reported value

$1.0B

269 stks

2026-06-30

Concentration13.9
Portfolio Stability15.6
Sector conviction83.6
View detail
HT

Heritage Trust Co

Total reported value

$996.8M

472 stks

2026-03-31

Concentration5.8
Portfolio Stability14.3
Sector conviction44.1
View detail
HW

HHM Wealth Advisors, LLC

Total reported value

$996.0M

905 stks

2026-06-30

Concentration31.4
Portfolio Stability16.4
Sector conviction53.6
View detail
HT

Harbour Trust & Investment Management Co

Total reported value

$942.8M

286 stks

2026-03-31

Concentration14.8
Portfolio Stability13.8
Sector conviction67.0
View detail
HP

High Probability Advisors, LLC

Total reported value

$935.0M

75 stks

2026-06-30

Concentration24.3
Portfolio Stability18.0
Sector conviction80.8
View detail
HI

Harvey Investment Co LLC

Total reported value

$909.5M

99 stks

2026-03-31

Concentration14.0
Portfolio Stability11.6
Sector conviction67.5
View detail
HI

Hartline Investment Corp/

Total reported value

$908.9M

112 stks

2026-03-31

Concentration19.3
Portfolio Stability16.9
Sector conviction94.6
View detail
HI

Hill Investment Group Partners, LLC

Total reported value

$905.6M

50 stks

2026-03-31

Concentration77.6
Portfolio Stability19.9
Sector conviction73.0
View detail
HC

Howard Capital Management

Total reported value

$891.3M

98 stks

2020-12-31

Concentration13.2
Portfolio Stability12.6
Sector conviction57.6
View detail
HB

HTLF Bank

Total reported value

$884.8M

345 stks

2024-12-31

Concentration12.6
Portfolio Stability0.0
Sector conviction50.6
View detail
HT

Headlands Technologies LLC

Total reported value

$877.9M

712 stks

2026-03-31

Concentration3.7
Portfolio Stability100.0
Sector conviction43.7
View detail
H&

Hanson & Doremus Investment Management

Total reported value

$869.2M

534 stks

2026-03-31

Concentration24.8
Portfolio Stability11.9
Sector conviction58.4
View detail
HP

Havemeyer Place LP

Total reported value

$866.7M

498 stks

2026-03-31

Concentration1.5
Portfolio Stability100.0
Sector conviction37.7
View detail
HW

Hohimer Wealth Management, LLC

Total reported value

$847.1M

387 stks

2026-03-31

Concentration5.8
Portfolio Stability56.8
Sector conviction45.9
View detail
HV

Hel Ved Capital Management Ltd

Total reported value

$843.8M

56 stks

2026-03-31

Concentration100.0
Portfolio Stability100.0
Sector conviction100.0
View detail
HT

Haber Trilix Advisors, LP

Total reported value

$805.1M

348 stks

2013-06-30

Concentration11.6
Portfolio Stability0.0
Sector conviction100.0
View detail
HP

Hound Partners, LLC

Total reported value

$799.4M

35 stks

2026-03-31

Concentration32.8
Portfolio Stability60.3
Sector conviction68.9
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HC

Horan Capital Management

Total reported value

$794.3M

35 stks

2020-12-31

Concentration19.4
Portfolio Stability19.2
Sector conviction76.0
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HG

Hrtg Gpe, LLC

Total reported value

$781.0M

3 stks

2026-03-31

Concentration100.0
Portfolio Stability40.0
Sector conviction100.0
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HW

Hemington Wealth Management

Total reported value

$769.3M

1,727 stks

2025-09-30

Concentration24.9
Portfolio Stability19.1
Sector conviction100.0
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HA

Hunter Associates Investment Management LLC

Total reported value

$755.9M

274 stks

2026-03-31

Concentration7.0
Portfolio Stability15.6
Sector conviction69.5
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HC

HMI Capital Management, L.P.

Total reported value

$754.3M

11 stks

2026-03-31

Concentration43.6
Portfolio Stability74.6
Sector conviction100.0
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HI

Hendershot Investments Inc.

Total reported value

$744.0M

129 stks

2026-03-31

Concentration16.7
Portfolio Stability15.7
Sector conviction62.9
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HC

Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.

Total reported value

$742.3M

153 stks

2026-03-31

Concentration12.9
Portfolio Stability8.6
Sector conviction47.2
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H&

Horst & Graben Wealth Management LLC

Total reported value

$729.0M

195 stks

2026-03-31

Concentration10.5
Portfolio Stability33.1
Sector conviction78.9
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HI

HERALD INVESTMENT MANAGEMENT Ltd

Total reported value

$717.6M

97 stks

2026-03-31

Concentration11.6
Portfolio Stability26.1
Sector conviction100.0
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HA

Highland Associates INC

Total reported value

$699.0M

7 stks

2019-06-30

Concentration100.0
Portfolio Stability35.1
Sector conviction100.0
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HI

Hoey Investments, INC

Total reported value

$693.4M

420 stks

2026-03-31

Concentration70.1
Portfolio Stability12.2
Sector conviction100.0
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HG

Harbor Group, Inc.

Total reported value

$692.5M

116 stks

2026-03-31

Concentration17.2
Portfolio Stability8.2
Sector conviction62.4
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HA

Harbor Advisors LLC

Total reported value

$692.2M

197 stks

2026-03-31

Concentration52.1
Portfolio Stability16.6
Sector conviction61.3
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HI

Human Investing LLC

Total reported value

$686.6M

132 stks

2026-03-31

Concentration43.5
Portfolio Stability4.8
Sector conviction100.0
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HE

Hudson Edge Investment Partners INC.

Total reported value

$684.3M

101 stks

2026-03-31

Concentration17.2
Portfolio Stability18.5
Sector conviction88.8
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HC

Hexagon Capital Partners LLC

Total reported value

$683.4M

252 stks

2026-03-31

Concentration72.1
Portfolio Stability26.0
Sector conviction99.0
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HW

Horizon Wealth Management, LLC

Total reported value

$682.2M

137 stks

2026-03-31

Concentration12.4
Portfolio Stability90.1
Sector conviction74.2
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HI

Hudock, Inc.

Total reported value

$679.7M

200 stks

2026-03-31

Concentration15.5
Portfolio Stability12.3
Sector conviction46.1
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HI

Heritage Investment Group, Inc.

Total reported value

$660.8M

123 stks

2026-03-31

Concentration24.4
Portfolio Stability6.0
Sector conviction57.6
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HC

Herndon Capital Management LLC

Total reported value

$658.9M

198 stks

2017-06-30

Concentration9.5
Portfolio Stability23.6
Sector conviction55.7
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HA

Hillcrest Asset Management LLC

Total reported value

$656.2M

60 stks

2021-12-31

Concentration7.0
Portfolio Stability0.0
Sector conviction0.0
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HF

Hughes Financial Services, LLC

Total reported value

$650.9M

1,720 stks

2026-03-31

Concentration35.0
Portfolio Stability4.8
Sector conviction55.0
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HP

Hamilton Point Investment Advisors, LLC

Total reported value

$649.3M

186 stks

2026-03-31

Concentration9.8
Portfolio Stability15.7
Sector conviction49.0
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