αAlphaSMO

Institutions Starting with "K" (350 funds)

350 institutions currently have names starting with "K", ranked below by AUM.

KI

Korea Investment CORP

Total reported value

$48.3B

688 stks

2026-03-31

Concentration6.9
Portfolio Stability22.8
Sector conviction48.4
View detail
KG

KBC Group NV

Total reported value

$39.9B

2,550 stks

2026-03-31

Concentration8.4
Portfolio Stability31.7
Sector conviction58.8
View detail
KA

Kayne Anderson Rudnick Investment Management LLC

Total reported value

$34.0B

1,193 stks

2026-03-31

Concentration4.3
Portfolio Stability20.8
Sector conviction71.5
View detail
KN

Keybank National Association/oh

Total reported value

$27.4B

1,889 stks

2026-03-31

Concentration7.3
Portfolio Stability13.4
Sector conviction56.3
View detail
KA

Kestra Advisory Services, LLC

Total reported value

$26.4B

3,116 stks

2026-03-31

Concentration2.0
Portfolio Stability17.7
Sector conviction61.4
View detail
KK

Klp Kapitalforvaltning As

Total reported value

$25.5B

2,154 stks

2026-03-31

Concentration6.2
Portfolio Stability13.9
Sector conviction67.3
View detail
KL

King Luther Capital Management CORP

Total reported value

$23.1B

601 stks

2026-03-31

Concentration7.6
Portfolio Stability16.7
Sector conviction45.0
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
KW

Kingsview Wealth Management, LLC

Total reported value

$7.3B

1,486 stks

2026-03-31

Concentration3.1
Portfolio Stability31.6
Sector conviction51.5
View detail
KI

Kestra Investment Management, LLC

Total reported value

$5.8B

439 stks

2026-03-31

Concentration11.8
Portfolio Stability58.1
Sector conviction55.0
View detail
KC

Knight Capital Group, INC.

Total reported value

$5.4B

3,276 stks

2013-06-30

Concentration1.7
Portfolio Stability0.0
Sector conviction46.4
View detail
KK

Kohlberg Kravis Roberts & Co. L.P.

Total reported value

$5.3B

96 stks

2026-03-31

Concentration81.5
Portfolio Stability25.6
Sector conviction100.0
View detail
KA

Kayne Anderson Capital Advisors LP

Total reported value

$5.2B

74 stks

2026-03-31

Concentration25.5
Portfolio Stability21.2
Sector conviction100.0
View detail
KC

Kensico Capital Management CORP

Total reported value

$4.9B

20 stks

2026-03-31

Concentration61.3
Portfolio Stability35.6
Sector conviction77.5
View detail
KC

Kennedy Capital Management LLC

Total reported value

$4.7B

535 stks

2026-03-31

Concentration1.5
Portfolio Stability32.7
Sector conviction40.1
View detail
KC

Kornitzer Capital Management INC /ks

Total reported value

$4.6B

505 stks

2026-03-31

Concentration4.4
Portfolio Stability26.1
Sector conviction49.4
View detail
KB

Kleinwort Benson Investors Dublin Ltd

Total reported value

$3.7B

398 stks

2016-06-30

Concentration5.7
Portfolio Stability0.0
Sector conviction61.0
View detail
KC

Kedalion Capital Management LLP

Total reported value

$3.5B

3 stks

2026-03-31

Concentration100.0
Portfolio Stability78.9
Sector conviction0.0
View detail
KC

KAMES CAPITAL management Ltd

Total reported value

$3.4B

163 stks

2014-12-31

Concentration7.6
Portfolio Stability24.9
Sector conviction49.5
View detail
KM

Karpus Management, Inc.

Total reported value

$3.2B

231 stks

2026-03-31

Concentration8.3
Portfolio Stability40.0
Sector conviction97.9
View detail
KF

Krilogy Financial LLC

Total reported value

$3.1B

990 stks

2026-03-31

Concentration4.4
Portfolio Stability15.5
Sector conviction66.2
View detail
KI

Kcm Investment Advisors LLC

Total reported value

$3.0B

393 stks

2026-03-31

Concentration7.9
Portfolio Stability13.5
Sector conviction42.5
View detail
KF

Klingenstein Fields & Co LP

Total reported value

$2.5B

255 stks

2026-03-31

Concentration9.1
Portfolio Stability16.8
Sector conviction44.4
View detail
KC

Kodai Capital Management LP

Total reported value

$2.5B

145 stks

2025-03-31

Concentration5.2
Portfolio Stability0.0
Sector conviction75.6
View detail
KF

Krane Funds Advisors LLC

Total reported value

$2.4B

173 stks

2026-03-31

Concentration40.2
Portfolio Stability33.5
Sector conviction100.0
View detail
KA

Keeley Asset Management CORP

Total reported value

$2.4B

270 stks

2016-12-31

Concentration4.8
Portfolio Stability25.7
Sector conviction100.0
View detail
KP

KLS Professional Advisors Group, LLC

Total reported value

$2.2B

25 stks

2019-06-30

Concentration90.8
Portfolio Stability16.8
Sector conviction0.0
View detail
KW

Kingswood Wealth Advisors, LLC

Total reported value

$2.1B

924 stks

2026-03-31

Concentration2.8
Portfolio Stability23.1
Sector conviction68.3
View detail
K&

Klingman & Associates, LLC

Total reported value

$2.1B

332 stks

2026-03-31

Concentration18.6
Portfolio Stability8.3
Sector conviction64.9
View detail
KL

KGH Ltd

Total reported value

$1.9B

26 stks

2024-12-31

Concentration38.3
Portfolio Stability0.0
Sector conviction100.0
View detail
KA

Kovack Advisors, Inc.

Total reported value

$1.9B

1,011 stks

2026-03-31

Concentration3.3
Portfolio Stability39.4
Sector conviction62.1
View detail
KA

Kensington Asset Management, LLC

Total reported value

$1.8B

42 stks

2026-03-31

Concentration44.1
Portfolio Stability46.8
Sector conviction0.0
View detail
KP

Kinetic Partners Management, LP

Total reported value

$1.8B

49 stks

2026-03-31

Concentration16.1
Portfolio Stability70.0
Sector conviction79.5
View detail
KO

Knights of Columbus Asset Advisors LLC

Total reported value

$1.8B

397 stks

2026-03-31

Concentration5.2
Portfolio Stability24.0
Sector conviction43.5
View detail
KP

Keel Point, LLC

Total reported value

$1.7B

545 stks

2025-12-31

Concentration16.9
Portfolio Stability11.4
Sector conviction59.5
View detail
KC

Kathmere Capital Management, LLC

Total reported value

$1.6B

629 stks

2026-03-31

Concentration5.3
Portfolio Stability15.7
Sector conviction57.4
View detail
KI

Kovitz Investment Group, LLC

Total reported value

$1.6B

124 stks

2015-12-31

Concentration12.2
Portfolio Stability24.2
Sector conviction68.2
View detail
KC

Kynam Capital Management, LP

Total reported value

$1.6B

39 stks

2026-03-31

Concentration26.8
Portfolio Stability40.0
Sector conviction100.0
View detail
KA

Koshinski Asset Management, Inc.

Total reported value

$1.6B

734 stks

2026-03-31

Concentration3.8
Portfolio Stability14.7
Sector conviction56.0
View detail
KH

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD

Total reported value

$1.5B

55 stks

2026-03-31

Concentration15.7
Portfolio Stability30.4
Sector conviction61.7
View detail
KC

Knighthead Capital Management, LLC

Total reported value

$1.5B

6 stks

2026-03-31

Concentration100.0
Portfolio Stability42.0
Sector conviction100.0
View detail
KC

Kepler Cheuvreux (Suisse) SA

Total reported value

$1.5B

222 stks

2026-03-31

Concentration6.4
Portfolio Stability32.9
Sector conviction67.6
View detail
KR

Kentucky Retirement Systems Insurance Trust Fund

Total reported value

$1.5B

492 stks

2026-03-31

Concentration7.6
Portfolio Stability13.7
Sector conviction64.0
View detail
KF

Keystone Financial Group

Total reported value

$1.5B

528 stks

2026-03-31

Concentration6.8
Portfolio Stability18.1
Sector conviction74.5
View detail
KG

Kopernik Global Investors, LLC

Total reported value

$1.4B

31 stks

2026-03-31

Concentration28.7
Portfolio Stability29.0
Sector conviction60.5
View detail
KP

K2 Principal Fund, L.p.

Total reported value

$1.4B

487 stks

2026-03-31

Concentration6.3
Portfolio Stability91.1
Sector conviction49.2
View detail
KC

Kontiki Capital Management (HK) Ltd.

Total reported value

$1.4B

7 stks

2026-03-31

Concentration75.9
Portfolio Stability34.2
Sector conviction100.0
View detail
KC

Kanawha Capital Management LLC

Total reported value

$1.4B

221 stks

2026-03-31

Concentration7.3
Portfolio Stability12.6
Sector conviction49.0
View detail
KC

Kryger Capital LLC

Total reported value

$1.4B

76 stks

2026-03-31

Concentration21.7
Portfolio Stability0.0
Sector conviction57.9
View detail
KW

Kintra Wealth, LLC

Total reported value

$1.4B

408 stks

2026-03-31

Concentration7.4
Portfolio Stability71.2
Sector conviction62.8
View detail
KL

Kwmg, LLC

Total reported value

$1.4B

153 stks

2026-06-30

Concentration7.5
Portfolio Stability19.7
Sector conviction46.2
View detail
KR

Kentucky Retirement Systems

Total reported value

$1.4B

499 stks

2026-03-31

Concentration2.8
Portfolio Stability100.0
Sector conviction43.3
View detail
KC

KRYGER CAPITAL Ltd

Total reported value

$1.3B

50 stks

2025-12-31

Concentration23.6
Portfolio Stability100.0
Sector conviction0.0
View detail
K&

Kimelman & Baird, LLC

Total reported value

$1.2B

263 stks

2026-03-31

Concentration11.6
Portfolio Stability16.9
Sector conviction46.3
View detail
KC

Koss-Olinger Consulting, LLC

Total reported value

$1.2B

254 stks

2026-03-31

Concentration32.0
Portfolio Stability32.5
Sector conviction39.4
View detail
KA

KLCM Advisors, Inc.

Total reported value

$1.2B

282 stks

2026-03-31

Concentration26.5
Portfolio Stability18.9
Sector conviction100.0
View detail
KP

Kings Point Capital Management

Total reported value

$1.1B

576 stks

2022-03-31

Concentration7.2
Portfolio Stability0.0
Sector conviction52.3
View detail
KI

Keystone Investors Pte LTD

Total reported value

$1.1B

77 stks

2025-12-31

Concentration20.7
Portfolio Stability98.5
Sector conviction95.6
View detail
KC

Khrom Capital Management LLC

Total reported value

$1.1B

14 stks

2026-03-31

Concentration34.4
Portfolio Stability100.0
Sector conviction60.5
View detail
KF

Kmg Fiduciary Partners, LLC

Total reported value

$1.1B

207 stks

2026-06-30

Concentration8.7
Portfolio Stability37.9
Sector conviction63.6
View detail
KA

Kintegral Advisory, LLC

Total reported value

$1.1B

233 stks

2026-03-31

Concentration9.2
Portfolio Stability15.1
Sector conviction59.3
View detail
KB

Kohmann Bosshard Financial Services, LLC

Total reported value

$1.0B

209 stks

2026-03-31

Concentration26.3
Portfolio Stability18.2
Sector conviction71.6
View detail
KW

KWB Wealth

Total reported value

$1.0B

166 stks

2026-03-31

Concentration15.4
Portfolio Stability4.4
Sector conviction75.7
View detail
KI

Knollwood Investment Advisory, LLC

Total reported value

$991.7M

303 stks

2026-03-31

Concentration7.7
Portfolio Stability17.6
Sector conviction67.5
View detail
KL

Kim, LLC

Total reported value

$975.9M

64 stks

2026-03-31

Concentration29.1
Portfolio Stability66.4
Sector conviction90.2
View detail
KI

Koch, Inc.

Total reported value

$921.9M

8 stks

2026-03-31

Concentration71.7
Portfolio Stability53.1
Sector conviction100.0
View detail
KC

Kingdon Capital Management, L.l.c.

Total reported value

$911.0M

67 stks

2026-03-31

Concentration23.0
Portfolio Stability100.0
Sector conviction80.4
View detail
KW

Keebeck Wealth Management

Total reported value

$889.0M

426 stks

2026-03-31

Concentration5.0
Portfolio Stability27.4
Sector conviction54.1
View detail
KG

Killen Group INC

Total reported value

$865.7M

111 stks

2016-03-31

Concentration7.8
Portfolio Stability34.6
Sector conviction100.0
View detail
KF

Kg Funds Management, LLC

Total reported value

$854.6M

11 stks

2021-09-30

Concentration48.3
Portfolio Stability0.0
Sector conviction96.8
View detail
KA

Keeley-Teton Advisors, LLC

Total reported value

$824.8M

362 stks

2025-03-31

Concentration3.1
Portfolio Stability100.0
Sector conviction54.1
View detail
KC

Kera Capital Partners, Inc.

Total reported value

$814.7M

570 stks

2026-03-31

Concentration7.5
Portfolio Stability25.4
Sector conviction59.0
View detail
KW

King Wealth Management Group

Total reported value

$799.7M

158 stks

2026-03-31

Concentration19.0
Portfolio Stability11.7
Sector conviction57.9
View detail
KC

Kavar Capital Partners Group, LLC

Total reported value

$798.4M

213 stks

2026-03-31

Concentration8.7
Portfolio Stability21.2
Sector conviction47.8
View detail
KA

KKR Asset Management LLC

Total reported value

$796.3M

63 stks

2013-09-30

Concentration11.5
Portfolio Stability100.0
Sector conviction81.7
View detail
KW

Kfg Wealth Management, LLC

Total reported value

$773.7M

216 stks

2026-03-31

Concentration20.2
Portfolio Stability23.5
Sector conviction67.5
View detail
KA

Knightsbridge Asset Management, LLC

Total reported value

$743.0M

262 stks

2026-03-31

Concentration17.2
Portfolio Stability44.3
Sector conviction54.3
View detail
KF

Klaas Financial Asset Advisors, LLC

Total reported value

$724.2M

59 stks

2026-03-31

Concentration44.6
Portfolio Stability100.0
Sector conviction0.0
View detail
KC

KADENSA CAPITAL Ltd

Total reported value

$718.5M

39 stks

2026-03-31

Concentration18.0
Portfolio Stability59.1
Sector conviction91.1
View detail
KF

Kms Financial Services, INC

Total reported value

$713.0M

764 stks

2014-09-30

Concentration4.1
Portfolio Stability13.6
Sector conviction41.9
View detail
KM

Kora Management LP

Total reported value

$701.5M

9 stks

2026-03-31

Concentration94.9
Portfolio Stability30.0
Sector conviction100.0
View detail
KI

Kelman-Lazarov, Inc.

Total reported value

$697.6M

140 stks

2026-03-31

Concentration16.3
Portfolio Stability6.4
Sector conviction76.6
View detail
KA

KPP Advisory Services LLC

Total reported value

$688.6M

349 stks

2026-03-31

Concentration4.9
Portfolio Stability20.7
Sector conviction63.0
View detail
KC

Kultura Capital Management LP

Total reported value

$637.7M

53 stks

2026-03-31

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

KEYWISE CAPITAL MANAGEMENT (HK) Ltd

Total reported value

$630.0M

12 stks

2026-03-31

Concentration87.2
Portfolio Stability100.0
Sector conviction100.0
View detail
KF

Kays Financial Advisory CORP /adv

Total reported value

$623.9M

100 stks

2020-09-30

Concentration22.8
Portfolio Stability11.2
Sector conviction54.6
View detail
KC

Kinsale Capital Group, Inc.

Total reported value

$623.9M

41 stks

2026-03-31

Concentration23.4
Portfolio Stability11.0
Sector conviction41.4
View detail
KA

Kemnay Advisory Services Inc.

Total reported value

$622.3M

1,190 stks

2026-03-31

Concentration41.5
Portfolio Stability29.9
Sector conviction64.7
View detail
KC

KCM Capital Inc

Total reported value

$621.7M

35 stks

2026-03-31

Concentration24.6
Portfolio Stability48.6
Sector conviction100.0
View detail
KF

Keating Financial Advisory Services, Inc.

Total reported value

$618.8M

2,572 stks

2026-03-31

Concentration19.4
Portfolio Stability37.8
Sector conviction100.0
View detail
KG

KPS Global Asset Management UK Ltd

Total reported value

$618.8M

4 stks

2026-03-31

Concentration100.0
Portfolio Stability27.6
Sector conviction100.0
View detail
KC

Kistler-Tiffany Companies, LLC

Total reported value

$616.4M

898 stks

2023-06-30

Concentration0.0
Portfolio Stability0.0
Sector conviction0.0
View detail
KH

K.J. Harrison & Partners Inc

Total reported value

$608.2M

225 stks

2026-03-31

Concentration6.3
Portfolio Stability52.2
Sector conviction67.1
View detail
KM

Kirr Marbach & Co LLC /in/

Total reported value

$593.8M

57 stks

2026-06-30

Concentration15.1
Portfolio Stability15.8
Sector conviction70.7
View detail
KI

Ktf Investments, LLC

Total reported value

$584.2M

91 stks

2026-03-31

Concentration16.8
Portfolio Stability18.9
Sector conviction67.5
View detail
KN

Kesler, Norman & Wride, LLC

Total reported value

$580.7M

245 stks

2026-03-31

Concentration4.3
Portfolio Stability14.8
Sector conviction48.0
View detail
KJ

Kiley Juergens Wealth Management, LLC

Total reported value

$566.7M

235 stks

2026-03-31

Concentration10.9
Portfolio Stability33.8
Sector conviction66.9
View detail
KB

Kahn Brothers Group INC

Total reported value

$564.1M

48 stks

2026-03-31

Concentration32.7
Portfolio Stability19.6
Sector conviction83.1
View detail
KF

KKM Financial LLC

Total reported value

$563.2M

168 stks

2026-03-31

Concentration5.4
Portfolio Stability0.0
Sector conviction60.2
View detail
KF

Key Financial Inc

Total reported value

$561.8M

1,440 stks

2026-03-31

Concentration5.3
Portfolio Stability10.6
Sector conviction65.6
View detail
KG

Kopernik Global All-Cap Fund, LP

Total reported value

$557.6M

28 stks

2019-12-31

Concentration44.1
Portfolio Stability0.0
Sector conviction100.0
View detail
KP

Kore Private Wealth LLC

Total reported value

$553.6M

263 stks

2022-09-30

Concentration10.6
Portfolio Stability0.0
Sector conviction59.8
View detail
KI

Kowal Investment Group, LLC

Total reported value

$543.6M

200 stks

2024-09-30

Concentration23.2
Portfolio Stability0.0
Sector conviction50.5
View detail
KI

Kapitalo Investimentos Ltda

Total reported value

$531.5M

57 stks

2026-03-31

Concentration20.1
Portfolio Stability100.0
Sector conviction47.0
View detail
KA

Keb Asset Management, LLC

Total reported value

$522.0M

97 stks

2026-03-31

Concentration28.2
Portfolio Stability9.1
Sector conviction76.9
View detail
K&

Kozak & Associates, Inc.

Total reported value

$512.8M

452 stks

2026-03-31

Concentration29.3
Portfolio Stability5.7
Sector conviction92.8
View detail
KH

Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD

Total reported value

$505.6M

57 stks

2026-03-31

Concentration14.3
Portfolio Stability31.5
Sector conviction61.9
View detail
KC

KR Capital LP

Total reported value

$498.9M

49 stks

2026-03-31

Concentration16.0
Portfolio Stability0.0
Sector conviction49.9
View detail
KW

Keudell/Morrison Wealth Management

Total reported value

$489.0M

245 stks

2026-03-31

Concentration12.7
Portfolio Stability20.6
Sector conviction53.0
View detail
KC

Kendall Capital Management

Total reported value

$488.0M

231 stks

2026-03-31

Concentration6.8
Portfolio Stability14.2
Sector conviction98.2
View detail
KD

Kraft, Davis & Associates, LLC

Total reported value

$478.8M

155 stks

2026-06-30

Concentration10.8
Portfolio Stability14.3
Sector conviction100.0
View detail
KV

Kickstand Ventures, LLC.

Total reported value

$475.0M

130 stks

2026-03-31

Concentration16.6
Portfolio Stability10.0
Sector conviction100.0
View detail
KC

Keenan Capital, LLC

Total reported value

$473.9M

9 stks

2026-03-31

Concentration47.4
Portfolio Stability57.0
Sector conviction100.0
View detail
KT

Kanaly Trust Co

Total reported value

$471.0M

931 stks

2016-12-31

Concentration32.0
Portfolio Stability11.5
Sector conviction100.0
View detail
KW

Keystone Wealth Services, LLC

Total reported value

$467.7M

294 stks

2026-03-31

Concentration5.2
Portfolio Stability60.8
Sector conviction73.8
View detail
KI

Kalmar Investments INC /de/

Total reported value

$443.3M

83 stks

2017-03-31

Concentration5.9
Portfolio Stability100.0
Sector conviction0.0
View detail
KC

Kingfisher Capital LLC

Total reported value

$436.9M

171 stks

2024-09-30

Concentration5.8
Portfolio Stability0.0
Sector conviction43.8
View detail
KK

Kotler Kevin

Total reported value

$427.5M

50 stks

2025-12-31

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

KFA Private Wealth Group, LLC

Total reported value

$416.6M

160 stks

2026-03-31

Concentration24.4
Portfolio Stability10.2
Sector conviction51.8
View detail
KF

Kelly Financial Services LLC

Total reported value

$413.9M

128 stks

2026-03-31

Concentration14.5
Portfolio Stability41.0
Sector conviction46.6
View detail
KM

KP Management LLC

Total reported value

$409.4M

83 stks

2026-03-31

Concentration8.9
Portfolio Stability31.4
Sector conviction100.0
View detail
KI

Kula Investments, LLC

Total reported value

$405.5M

576 stks

2023-03-31

Concentration1.2
Portfolio Stability0.0
Sector conviction35.3
View detail
KI

Keating Investment Counselors INC

Total reported value

$403.8M

59 stks

2026-03-31

Concentration46.8
Portfolio Stability18.4
Sector conviction74.1
View detail
KH

Kettle Hill Capital Management, LLC

Total reported value

$399.1M

45 stks

2026-03-31

Concentration14.1
Portfolio Stability100.0
Sector conviction58.6
View detail
KF

Kelly Financial Group LLC

Total reported value

$397.7M

100 stks

2026-03-31

Concentration24.3
Portfolio Stability24.7
Sector conviction87.8
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KF

Kelleher Financial Advisors

Total reported value

$395.1M

845 stks

2026-03-31

Concentration12.7
Portfolio Stability26.4
Sector conviction48.8
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KI

Kensington Investments B.V.

Total reported value

$389.7M

1 stks

2023-09-30

Concentration100.0
Portfolio Stability0.0
Sector conviction0.0
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KF

KG Funds Management LLC

Total reported value

$385.3M

8 stks

2017-12-31

Concentration57.7
Portfolio Stability49.5
Sector conviction100.0
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KP

Kings Path Partners LLC

Total reported value

$375.8M

353 stks

2026-06-30

Concentration16.3
Portfolio Stability31.2
Sector conviction56.7
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KF

Keystone Financial Planning, Inc.

Total reported value

$374.4M

40 stks

2026-03-31

Concentration100.0
Portfolio Stability25.7
Sector conviction51.0
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KP

Kiltearn Partners LLP

Total reported value

$371.7M

25 stks

2026-03-31

Concentration24.9
Portfolio Stability26.8
Sector conviction47.1
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KL

Kelly Lawrence W & Associates Inc/ca

Total reported value

$359.7M

182 stks

2026-03-31

Concentration15.8
Portfolio Stability34.6
Sector conviction56.6
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KF

Kb Financial Partners, LLC

Total reported value

$349.6M

581 stks

2023-09-30

Concentration26.5
Portfolio Stability0.0
Sector conviction49.4
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KF

Kingdom Financial Group LLC.

Total reported value

$349.4M

865 stks

2026-03-31

Concentration25.6
Portfolio Stability29.8
Sector conviction51.3
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KC

Key Client Fiduciary Advisors, LLC

Total reported value

$346.7M

232 stks

2026-06-30

Concentration8.7
Portfolio Stability25.8
Sector conviction63.6
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KF

Keystone Financial Services

Total reported value

$340.7M

259 stks

2026-03-31

Concentration18.0
Portfolio Stability33.4
Sector conviction45.3
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KS

Kidder Stephen W

Total reported value

$340.1M

327 stks

2026-03-31

Concentration14.8
Portfolio Stability13.8
Sector conviction58.2
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K&

Kooman & Associates

Total reported value

$335.4M

51 stks

2026-03-31

Concentration79.9
Portfolio Stability3.5
Sector conviction69.8
View detail
K&

Knuff & Co LLC

Total reported value

$331.9M

134 stks

2026-03-31

Concentration15.6
Portfolio Stability19.2
Sector conviction53.6
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KF

Kentucky Farm Bureau Mutual Insurance Co

Total reported value

$329.4M

65 stks

2026-03-31

Concentration24.4
Portfolio Stability28.5
Sector conviction41.4
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KS

King Street Capital Management, L.p.

Total reported value

$328.0M

11 stks

2026-03-31

Concentration77.1
Portfolio Stability100.0
Sector conviction72.4
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KL

Knox Lane LP

Total reported value

$325.2M

1 stks

2026-03-31

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

Key Bridge Compliance, LLC

Total reported value

$319.5M

114 stks

2023-09-30

Concentration12.0
Portfolio Stability0.0
Sector conviction46.6
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KS

Karpas Strategies, LLC

Total reported value

$318.8M

117 stks

2024-06-30

Concentration12.2
Portfolio Stability0.0
Sector conviction61.7
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KI

Keewaydin Investments LLC

Total reported value

$317.0M

16 stks

2026-03-31

Concentration100.0
Portfolio Stability17.2
Sector conviction100.0
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KC

KHIS Custodian LP

Total reported value

$315.6M

1 stks

2026-03-31

Concentration100.0
Portfolio Stability9.0
Sector conviction100.0
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KH

Kirtland Hills Capital Management, LLC

Total reported value

$315.0M

156 stks

2026-03-31

Concentration8.3
Portfolio Stability26.8
Sector conviction60.9
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KA

Kercheville Advisors, LLC

Total reported value

$312.7M

106 stks

2026-03-31

Concentration12.7
Portfolio Stability30.6
Sector conviction60.0
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KE

Kimmeridge Energy Management Company, LLC

Total reported value

$299.4M

1 stks

2026-03-31

Concentration100.0
Portfolio Stability100.0
Sector conviction100.0
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KW

Kaydan Wealth Management, Inc.

Total reported value

$299.0M

109 stks

2026-03-31

Concentration19.6
Portfolio Stability27.4
Sector conviction51.9
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