αAlphaSMO

Institutions Starting with "O" (288 funds)

288 institutions currently have names starting with "O", ranked below by AUM.

OH

Optiver Holding B.V.

Total reported value

$289.5B

2,361 stks

2026-03-31

Concentration34.5
Portfolio Stability22.6
Sector conviction98.2
View detail
OI

OppenheimerFunds, Inc.

Total reported value

$80.4B

3,573 stks

2019-03-31

Concentration2.8
Portfolio Stability27.8
Sector conviction49.0
View detail
OH

Osaic Holdings, INC.

Total reported value

$68.3B

14,671 stks

2026-03-31

Concentration1.8
Portfolio Stability15.6
Sector conviction49.9
View detail
OA

Orbis Allan Gray Ltd

Total reported value

$23.7B

154 stks

2026-03-31

Concentration10.1
Portfolio Stability45.0
Sector conviction37.0
View detail
OA

O'shaughnessy Asset Management, LLC

Total reported value

$20.1B

2,776 stks

2026-03-31

Concentration3.2
Portfolio Stability26.1
Sector conviction42.9
View detail
OA

OMERS ADMINISTRATION Corp

Total reported value

$15.6B

1,096 stks

2026-03-31

Concentration7.4
Portfolio Stability57.5
Sector conviction44.4
View detail
OH

Orbis Holdings LTD

Total reported value

$12.8B

154 stks

2015-12-31

Concentration19.7
Portfolio Stability29.7
Sector conviction66.9
View detail
OP

Orion Porfolio Solutions, LLC

Total reported value

$11.7B

2,967 stks

2026-03-31

Concentration5.5
Portfolio Stability27.4
Sector conviction43.6
View detail
OI

OneDigital Investment Advisors LLC

Total reported value

$10.2B

1,474 stks

2026-03-31

Concentration4.2
Portfolio Stability19.1
Sector conviction47.0
View detail
OP

Orion Portfolio Solutions, LLC

Total reported value

$10.2B

1,877 stks

2025-03-31

Concentration4.9
Portfolio Stability100.0
Sector conviction56.3
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
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
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
View detail
OI

Ofi Invest Asset Management

Total reported value

$7.6B

347 stks

2026-03-31

Concentration8.4
Portfolio Stability57.4
Sector conviction64.8
View detail
OC

OpenArc Corporate Advisory, LLC

Total reported value

$7.0B

716 stks

2026-03-31

Concentration7.4
Portfolio Stability37.6
Sector conviction56.6
View detail
OC

Oaktree Capital Management LP

Total reported value

$6.6B

147 stks

2026-03-31

Concentration13.6
Portfolio Stability64.2
Sector conviction100.0
View detail
OM

Old Mission Capital LLC

Total reported value

$6.3B

1,062 stks

2026-03-31

Concentration37.7
Portfolio Stability98.8
Sector conviction55.6
View detail
OS

Ossiam

Total reported value

$5.7B

388 stks

2026-03-31

Concentration19.5
Portfolio Stability56.7
Sector conviction87.6
View detail
OA

Orbimed Advisors LLC

Total reported value

$5.0B

114 stks

2026-03-31

Concentration12.0
Portfolio Stability64.3
Sector conviction100.0
View detail
ON

Old National Bancorp /in/

Total reported value

$5.0B

990 stks

2026-06-30

Concentration14.6
Portfolio Stability41.5
Sector conviction55.6
View detail
OW

Orgel Wealth Management, LLC

Total reported value

$4.6B

95 stks

2026-03-31

Concentration24.5
Portfolio Stability17.6
Sector conviction75.8
View detail
OI

Osmosis Investment Management UK Ltd

Total reported value

$3.7B

456 stks

2026-03-31

Concentration7.3
Portfolio Stability41.3
Sector conviction50.3
View detail
OB

OVERSEA-CHINESE BANKING Corp Ltd

Total reported value

$3.7B

610 stks

2026-03-31

Concentration8.1
Portfolio Stability36.4
Sector conviction100.0
View detail
OC

One Capital Management, LLC

Total reported value

$3.6B

525 stks

2026-03-31

Concentration7.6
Portfolio Stability24.0
Sector conviction49.1
View detail
OT

Ontario Teachers Pension Plan Board

Total reported value

$3.5B

162 stks

2026-03-31

Concentration42.6
Portfolio Stability63.6
Sector conviction46.6
View detail
OA

Oberweis Asset Management Inc/

Total reported value

$3.4B

180 stks

2026-03-31

Concentration5.7
Portfolio Stability45.2
Sector conviction94.8
View detail
OR

Old Republic International CORP

Total reported value

$2.7B

54 stks

2026-06-30

Concentration8.7
Portfolio Stability12.6
Sector conviction48.2
View detail
OB

Oddo Bhf Asset Management Sas

Total reported value

$2.5B

275 stks

2026-03-31

Concentration9.9
Portfolio Stability55.8
Sector conviction100.0
View detail
OA

OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC)

Total reported value

$2.4B

13 stks

2025-12-31

Concentration44.2
Portfolio Stability100.0
Sector conviction100.0
View detail
OC

Oribel Capital Management, LP

Total reported value

$2.3B

118 stks

2026-03-31

Concentration12.7
Portfolio Stability100.0
Sector conviction100.0
View detail
OR

One Rock Capital Partners, LLC

Total reported value

$2.2B

1 stks

2026-03-31

Concentration100.0
Portfolio Stability14.1
Sector conviction100.0
View detail
OW

Obermeyer Wealth Partners

Total reported value

$2.2B

299 stks

2026-03-31

Concentration12.2
Portfolio Stability28.9
Sector conviction67.6
View detail
OP

Ocean Park Asset Management, LLC

Total reported value

$2.1B

81 stks

2026-06-30

Concentration23.6
Portfolio Stability54.6
Sector conviction0.0
View detail
OP

Omni Partners LLP

Total reported value

$2.0B

249 stks

2021-03-31

Concentration14.4
Portfolio Stability100.0
Sector conviction0.0
View detail
OP

Omni Partners US LLC

Total reported value

$1.9B

244 stks

2021-09-30

Concentration13.9
Portfolio Stability0.0
Sector conviction100.0
View detail
OC

Osterweis Capital Management INC

Total reported value

$1.9B

277 stks

2026-03-31

Concentration6.9
Portfolio Stability63.1
Sector conviction45.1
View detail
OP

Osborne Partners Capital Management, LLC

Total reported value

$1.9B

197 stks

2026-03-31

Concentration7.0
Portfolio Stability16.0
Sector conviction55.5
View detail
OC

Oakworth Capital, INC.

Total reported value

$1.9B

1,253 stks

2026-03-31

Concentration18.5
Portfolio Stability14.8
Sector conviction55.5
View detail
OF

Oxford Financial Group, LTD. LLC

Total reported value

$1.9B

302 stks

2026-03-31

Concentration23.8
Portfolio Stability18.8
Sector conviction100.0
View detail
OF

OneAscent Financial Services LLC

Total reported value

$1.8B

591 stks

2026-03-31

Concentration8.9
Portfolio Stability54.6
Sector conviction58.5
View detail
OQ

Occudo Quantitative Strategies LP

Total reported value

$1.8B

728 stks

2026-03-31

Concentration1.6
Portfolio Stability100.0
Sector conviction42.9
View detail
OA

OP Asset Management Ltd

Total reported value

$1.8B

64 stks

2026-03-31

Concentration90.3
Portfolio Stability100.0
Sector conviction100.0
View detail
OA

Ostrum Asset Management

Total reported value

$1.8B

562 stks

2026-03-31

Concentration7.3
Portfolio Stability57.6
Sector conviction46.4
View detail
OM

Oasis Management Co Ltd.

Total reported value

$1.7B

111 stks

2026-03-31

Concentration49.3
Portfolio Stability69.0
Sector conviction100.0
View detail
OM

Old Mission Capital, LLC

Total reported value

$1.6B

513 stks

2020-12-31

Concentration7.0
Portfolio Stability100.0
Sector conviction100.0
View detail
OR

Oak Ridge Investments LLC

Total reported value

$1.5B

181 stks

2026-03-31

Concentration18.3
Portfolio Stability23.9
Sector conviction100.0
View detail
OA

Oak Associates LTD /oh/

Total reported value

$1.5B

140 stks

2026-03-31

Concentration12.2
Portfolio Stability23.2
Sector conviction78.4
View detail
OC

Opti Capital Management, LP

Total reported value

$1.4B

36 stks

2026-03-31

Concentration15.5
Portfolio Stability80.9
Sector conviction66.4
View detail
OC

Owl Creek Asset Management, L.P.

Total reported value

$1.4B

30 stks

2026-03-31

Concentration69.0
Portfolio Stability100.0
Sector conviction68.1
View detail
OC

Oaktop Capital Management Ii, L.p.

Total reported value

$1.3B

14 stks

2026-03-31

Concentration100.0
Portfolio Stability17.6
Sector conviction100.0
View detail
OD

One Day In July LLC

Total reported value

$1.2B

153 stks

2026-03-31

Concentration21.6
Portfolio Stability6.9
Sector conviction80.8
View detail
OG

Oak Grove Capital LLC

Total reported value

$1.2B

308 stks

2026-03-31

Concentration61.0
Portfolio Stability37.3
Sector conviction100.0
View detail
OW

One William Street Capital Management, L.P.

Total reported value

$1.2B

16 stks

2026-03-31

Concentration100.0
Portfolio Stability51.2
Sector conviction100.0
View detail
OA

Oxbow Advisors, LLC

Total reported value

$1.2B

245 stks

2026-03-31

Concentration13.1
Portfolio Stability43.8
Sector conviction46.6
View detail
OA

O'Connor Alternative Investments LLC

Total reported value

$1.2B

128 stks

2026-03-31

Concentration37.1
Portfolio Stability0.0
Sector conviction89.9
View detail
OW

Octavia Wealth Advisors, LLC

Total reported value

$1.2B

231 stks

2026-06-30

Concentration26.1
Portfolio Stability16.7
Sector conviction79.6
View detail
OH

Oriental Harbor Investment Master Fund

Total reported value

$1.1B

12 stks

2026-03-31

Concentration65.3
Portfolio Stability44.0
Sector conviction100.0
View detail
OP

Optimus Prime Fund Management Co., Ltd.

Total reported value

$1.0B

27 stks

2026-03-31

Concentration42.3
Portfolio Stability40.3
Sector conviction100.0
View detail
OT

Oak Thistle LLC

Total reported value

$1.0B

452 stks

2026-03-31

Concentration1.4
Portfolio Stability100.0
Sector conviction36.5
View detail
OA

Omega Advisors Inc.

Total reported value

$1.0B

35 stks

2018-12-31

Concentration18.5
Portfolio Stability87.7
Sector conviction66.8
View detail
OM

Old Mutual Customised Solutions (proprietary) LTD

Total reported value

$1.0B

754 stks

2018-06-30

Concentration2.5
Portfolio Stability16.7
Sector conviction46.8
View detail
OH

Oak Harvest Investment Services

Total reported value

$958.0M

229 stks

2026-03-31

Concentration7.6
Portfolio Stability36.0
Sector conviction55.1
View detail
OC

OLP CAPITAL MANAGEMENT Ltd

Total reported value

$941.7M

7 stks

2026-03-31

Concentration95.0
Portfolio Stability86.5
Sector conviction0.0
View detail
OB

Onyx Bridge Wealth Group LLC

Total reported value

$930.0M

468 stks

2026-03-31

Concentration8.1
Portfolio Stability20.5
Sector conviction81.6
View detail
OC

Opus Capital Group, LLC

Total reported value

$929.8M

139 stks

2026-03-31

Concentration21.3
Portfolio Stability11.7
Sector conviction87.2
View detail
OW

Old West Investment Management, LLC

Total reported value

$922.6M

123 stks

2026-03-31

Concentration7.3
Portfolio Stability77.8
Sector conviction74.2
View detail
OC

Octagon Capital Advisors LP

Total reported value

$903.6M

29 stks

2026-03-31

Concentration29.1
Portfolio Stability68.3
Sector conviction0.0
View detail
OH

Oak Hill Advisors LP

Total reported value

$877.9M

12 stks

2026-03-31

Concentration100.0
Portfolio Stability52.7
Sector conviction100.0
View detail
OM

One Madison Group LLC

Total reported value

$865.8M

28 stks

2026-03-31

Concentration18.6
Portfolio Stability34.3
Sector conviction89.2
View detail
OA

Ophir Asset Management Pty Ltd

Total reported value

$858.7M

34 stks

2026-03-31

Concentration16.9
Portfolio Stability87.6
Sector conviction94.3
View detail
OA

Occidental Asset Management, LLC

Total reported value

$844.1M

284 stks

2026-03-31

Concentration7.4
Portfolio Stability17.2
Sector conviction94.2
View detail
OR

Oak Root LLC

Total reported value

$820.0M

10 stks

2026-03-31

Concentration96.5
Portfolio Stability3.6
Sector conviction0.0
View detail
OC

Oarsman Capital, INC.

Total reported value

$805.5M

239 stks

2026-03-31

Concentration16.2
Portfolio Stability19.9
Sector conviction56.9
View detail
OW

One Wealth Advisors, LLC

Total reported value

$803.0M

304 stks

2026-03-31

Concentration7.8
Portfolio Stability26.6
Sector conviction88.7
View detail
OA

Optimal Asset Management, Inc.

Total reported value

$800.0M

347 stks

2021-09-30

Concentration2.1
Portfolio Stability0.0
Sector conviction49.6
View detail
OI

Orange Investment Advisors, Inc.

Total reported value

$771.5M

145 stks

2026-03-31

Concentration9.1
Portfolio Stability19.6
Sector conviction60.1
View detail
OW

Osborn Williams & Donohoe LLC

Total reported value

$761.7M

259 stks

2020-03-31

Concentration5.3
Portfolio Stability30.4
Sector conviction47.7
View detail
OM

Opaleye Management Inc.

Total reported value

$759.2M

54 stks

2026-03-31

Concentration22.6
Portfolio Stability47.8
Sector conviction100.0
View detail
OW

O'Brien Wealth Partners LLC

Total reported value

$756.2M

110 stks

2025-12-31

Concentration22.0
Portfolio Stability4.4
Sector conviction88.6
View detail
OC

Ovata Capital Management Ltd

Total reported value

$715.4M

38 stks

2026-03-31

Concentration24.9
Portfolio Stability96.2
Sector conviction53.2
View detail
OL

Oliver Luxxe Assets LLC

Total reported value

$680.3M

199 stks

2026-06-30

Concentration4.0
Portfolio Stability31.2
Sector conviction39.7
View detail
OF

Orrstown Financial Services INC

Total reported value

$673.7M

124 stks

2026-06-30

Concentration42.3
Portfolio Stability13.9
Sector conviction63.0
View detail
OL

Optas, LLC

Total reported value

$660.9M

1,034 stks

2026-03-31

Concentration11.7
Portfolio Stability23.3
Sector conviction79.1
View detail
OP

Oslo Pensjonsforsikring AS

Total reported value

$642.6M

452 stks

2026-03-31

Concentration15.0
Portfolio Stability0.0
Sector conviction54.8
View detail
OW

Opes Wealth Management LLC

Total reported value

$608.6M

146 stks

2026-03-31

Concentration19.9
Portfolio Stability10.9
Sector conviction100.0
View detail
OC

Onex Canada Asset Management Inc.

Total reported value

$601.1M

78 stks

2026-03-31

Concentration10.6
Portfolio Stability26.2
Sector conviction47.5
View detail
OP

ORG Partners LLC

Total reported value

$568.0M

37,789 stks

2025-12-31

Concentration6.7
Portfolio Stability20.3
Sector conviction63.8
View detail
OC

Opal Capital LLC

Total reported value

$564.7M

141 stks

2026-03-31

Concentration5.0
Portfolio Stability90.7
Sector conviction40.9
View detail
OP

Oakwell Private Wealth Management, LLC

Total reported value

$560.2M

79 stks

2026-03-31

Concentration57.6
Portfolio Stability7.4
Sector conviction93.3
View detail
OH

Oak Hill Wealth Advisors, LLC

Total reported value

$533.6M

148 stks

2025-09-30

Concentration15.0
Portfolio Stability22.2
Sector conviction56.4
View detail
OM

Overbrook Management Corp

Total reported value

$529.5M

51 stks

2026-03-31

Concentration18.4
Portfolio Stability34.5
Sector conviction70.0
View detail
OC

OAKMONT Corp

Total reported value

$526.5M

31 stks

2026-03-31

Concentration38.3
Portfolio Stability13.0
Sector conviction75.7
View detail
OI

Okabena Investment Services INC

Total reported value

$518.9M

144 stks

2026-03-31

Concentration12.0
Portfolio Stability18.5
Sector conviction54.4
View detail
OA

Oasis Advisors, LLC

Total reported value

$508.7M

210 stks

2026-03-31

Concentration9.4
Portfolio Stability100.0
Sector conviction54.1
View detail
OS

O'Keefe Stevens Advisory, Inc.

Total reported value

$487.7M

81 stks

2026-06-30

Concentration21.6
Portfolio Stability22.1
Sector conviction59.5
View detail
OS

Old Second National Bank Of Aurora

Total reported value

$483.9M

391 stks

2026-03-31

Concentration9.7
Portfolio Stability21.1
Sector conviction60.8
View detail
OD

Old Dominion Capital Management INC

Total reported value

$467.5M

170 stks

2021-09-30

Concentration6.5
Portfolio Stability0.0
Sector conviction55.7
View detail
OG

O'Dell Group, LLC

Total reported value

$466.1M

42 stks

2025-09-30

Concentration25.9
Portfolio Stability29.2
Sector conviction100.0
View detail
OL

one8zero8, LLC

Total reported value

$449.0M

260 stks

2026-03-31

Concentration7.5
Portfolio Stability16.7
Sector conviction46.4
View detail
OW

Opal Wealth Advisors, LLC

Total reported value

$442.4M

606 stks

2026-03-31

Concentration25.4
Portfolio Stability26.5
Sector conviction47.9
View detail
OP

Old Port Advisors

Total reported value

$434.3M

239 stks

2026-03-31

Concentration4.3
Portfolio Stability20.5
Sector conviction45.7
View detail
OA

Operose Advisors LLC

Total reported value

$431.3M

593 stks

2026-03-31

Concentration27.6
Portfolio Stability17.0
Sector conviction58.8
View detail
OG

OnyxPoint Global Management LP

Total reported value

$424.4M

29 stks

2026-03-31

Concentration74.0
Portfolio Stability100.0
Sector conviction100.0
View detail
OH

Oikos Holdings LLC

Total reported value

$422.1M

9 stks

2024-06-30

Concentration79.4
Portfolio Stability0.0
Sector conviction0.0
View detail
OT

Opera Trading Capital

Total reported value

$419.0M

87 stks

2018-12-31

Concentration11.0
Portfolio Stability84.6
Sector conviction100.0
View detail
OP

Oldfield Partners LLP

Total reported value

$414.8M

18 stks

2026-06-30

Concentration63.6
Portfolio Stability35.6
Sector conviction70.5
View detail
OW

Outlook Wealth Advisors, LLC

Total reported value

$413.1M

310 stks

2026-03-31

Concentration5.5
Portfolio Stability38.1
Sector conviction81.7
View detail
OC

OCO Capital Partners, L.P.

Total reported value

$407.9M

9 stks

2026-03-31

Concentration100.0
Portfolio Stability56.5
Sector conviction100.0
View detail
OC

One Charles Private Wealth Services, LLC

Total reported value

$399.7M

160 stks

2026-03-31

Concentration15.7
Portfolio Stability18.4
Sector conviction77.2
View detail
OE

OFS Enterprise LLC

Total reported value

$391.7M

106 stks

2026-06-30

Concentration30.5
Portfolio Stability14.9
Sector conviction86.3
View detail
OC

Oakwood Capital Management Llc/ca

Total reported value

$387.6M

61 stks

2021-06-30

Concentration0.0
Portfolio Stability93.4
Sector conviction54.1
View detail
OA

Odey Asset Management Group Ltd

Total reported value

$381.4M

24 stks

2023-03-31

Concentration51.0
Portfolio Stability0.0
Sector conviction71.9
View detail
OD

One Degree Advisors Inc

Total reported value

$381.2M

72 stks

2026-03-31

Concentration29.3
Portfolio Stability8.8
Sector conviction54.5
View detail
OC

Once Capital Management, LLC

Total reported value

$373.6M

22 stks

2026-03-31

Concentration52.2
Portfolio Stability37.4
Sector conviction100.0
View detail
OF

Omnia Family Wealth, LLC

Total reported value

$373.2M

103 stks

2026-06-30

Concentration58.5
Portfolio Stability20.9
Sector conviction72.2
View detail
OC

Oxbow Capital Management (HK) Ltd

Total reported value

$371.0M

6 stks

2026-03-31

Concentration87.5
Portfolio Stability96.6
Sector conviction100.0
View detail
OA

Ogorek Anthony Joseph /ny/ /adv

Total reported value

$364.9M

719 stks

2026-03-31

Concentration17.1
Portfolio Stability29.5
Sector conviction56.9
View detail
OF

OLIO Financial Planning

Total reported value

$361.0M

72 stks

2026-03-31

Concentration46.6
Portfolio Stability4.2
Sector conviction60.4
View detail
OA

Ostrum Asset Management U.s., LLC

Total reported value

$359.2M

33 stks

2019-03-31

Concentration25.0
Portfolio Stability67.8
Sector conviction72.4
View detail
OF

Oak Family Advisors, LLC

Total reported value

$355.3M

123 stks

2026-03-31

Concentration9.7
Portfolio Stability44.3
Sector conviction59.2
View detail
OG

O'Brien Greene & Co. Inc

Total reported value

$353.3M

192 stks

2026-03-31

Concentration10.3
Portfolio Stability28.6
Sector conviction40.9
View detail
OP

Osprey Private Wealth LLC

Total reported value

$345.3M

77 stks

2026-03-31

Concentration12.4
Portfolio Stability18.3
Sector conviction44.8
View detail
OF

Oldfather Financial Services, LLC

Total reported value

$335.8M

98 stks

2025-12-31

Concentration31.2
Portfolio Stability7.0
Sector conviction90.0
View detail
OR

Orion Resource Partners (usa) LP

Total reported value

$333.3M

4 stks

2024-03-31

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

ONE Advisory Partners, LLC

Total reported value

$324.4M

72 stks

2026-03-31

Concentration19.2
Portfolio Stability32.8
Sector conviction100.0
View detail
OP

Oxler Private Wealth LLC

Total reported value

$319.4M

92 stks

2026-03-31

Concentration22.6
Portfolio Stability10.8
Sector conviction67.6
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OW

Olde Wealth Management, LLC

Total reported value

$316.0M

116 stks

2026-03-31

Concentration21.1
Portfolio Stability7.7
Sector conviction100.0
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OI

Orion Investment Co

Total reported value

$315.1M

69 stks

2026-03-31

Concentration17.8
Portfolio Stability18.4
Sector conviction70.3
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OF

Omega Financial Group, LLC

Total reported value

$307.6M

101 stks

2026-03-31

Concentration12.6
Portfolio Stability11.4
Sector conviction97.2
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OW

OneAscent Wealth Management LLC

Total reported value

$302.5M

157 stks

2026-03-31

Concentration33.3
Portfolio Stability13.1
Sector conviction45.9
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OW

Olympus Wealth Management, LLC

Total reported value

$297.7M

21 stks

2025-06-30

Concentration56.5
Portfolio Stability0.0
Sector conviction0.0
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OA

Oak Asset Management, LLC

Total reported value

$290.4M

108 stks

2026-03-31

Concentration13.7
Portfolio Stability12.2
Sector conviction49.3
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OF

ODonnell Financial Services, LLC

Total reported value

$290.3M

64 stks

2026-03-31

Concentration29.9
Portfolio Stability28.9
Sector conviction100.0
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OC

Orion Capital Management LLC

Total reported value

$290.3M

489 stks

2026-03-31

Concentration15.7
Portfolio Stability11.4
Sector conviction58.0
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OP

Obsidian Personal Planning Solutions LLC

Total reported value

$288.0M

119 stks

2025-09-30

Concentration15.6
Portfolio Stability25.1
Sector conviction68.8
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ON

Owls Nest Partners IA, LLC

Total reported value

$285.7M

13 stks

2026-03-31

Concentration53.6
Portfolio Stability73.8
Sector conviction100.0
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OC

Owl Creek Wealth Partners LLC

Total reported value

$280.7M

1,239 stks

2026-03-31

Concentration17.5
Portfolio Stability0.0
Sector conviction48.8
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OF

One Fin Capital Management LP

Total reported value

$280.3M

20 stks

2026-03-31

Concentration26.7
Portfolio Stability64.8
Sector conviction46.0
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OI

Overlook Investments LP

Total reported value

$278.0M

1 stks

2025-12-31

Concentration100.0
Portfolio Stability0.0
Sector conviction0.0
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OL

Odyssean, LLC

Total reported value

$273.9M

418 stks

2026-03-31

Concentration1.4
Portfolio Stability100.0
Sector conviction39.9
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OR

One River Asset Management, LLC

Total reported value

$273.3M

255 stks

2026-03-31

Concentration12.8
Portfolio Stability100.0
Sector conviction65.8
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OP

Orland Properties Ltd

Total reported value

$266.8M

10 stks

2026-03-31

Concentration100.0
Portfolio Stability69.1
Sector conviction100.0
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OL

Owen LaRue, LLC

Total reported value

$260.5M

128 stks

2026-03-31

Concentration10.5
Portfolio Stability33.0
Sector conviction93.1
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OF

OMC Financial Services LTD

Total reported value

$257.9M

64 stks

2026-03-31

Concentration19.4
Portfolio Stability12.7
Sector conviction75.8
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OL

Oliver Lagore Vanvalin Investment Group

Total reported value

$254.8M

661 stks

2025-06-30

Concentration8.3
Portfolio Stability0.0
Sector conviction57.3
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O&

O'ROURKE & COMPANY, Inc

Total reported value

$252.6M

171 stks

2026-03-31

Concentration8.1
Portfolio Stability13.8
Sector conviction63.6
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OI

Optimum Investment Advisors

Total reported value

$252.1M

613 stks

2025-09-30

Concentration8.9
Portfolio Stability24.1
Sector conviction79.4
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OF

O'Connor Financial Group LLC

Total reported value

$244.4M

58 stks

2026-03-31

Concentration21.0
Portfolio Stability4.2
Sector conviction84.5
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OG

Orin Green Financial, LLC

Total reported value

$243.8M

78 stks

2026-03-31

Concentration22.3
Portfolio Stability7.3
Sector conviction100.0
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OF

Onyx Financial Advisors, LLC

Total reported value

$240.8M

18 stks

2026-03-31

Concentration100.0
Portfolio Stability3.8
Sector conviction91.7
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