αAlphaSMO

Institutions Starting with "P" (818 funds)

818 institutions currently have names starting with "P", ranked below by AUM.

PT

Price T Rowe Associates INC /md/

Total reported value

$864.9B

4,549 stks

2026-03-31

Concentration7.0
Portfolio Stability23.6
Sector conviction52.8
View detail
PP

Parametric Portfolio Associates LLC

Total reported value

$190.2B

3,673 stks

2022-03-31

Concentration4.0
Portfolio Stability0.0
Sector conviction56.3
View detail
PF

Principal Financial Group INC

Total reported value

$187.2B

4,452 stks

2026-03-31

Concentration2.9
Portfolio Stability19.2
Sector conviction37.8
View detail
PF

Pnc Financial Services Group, INC.

Total reported value

$173.2B

17,145 stks

2026-03-31

Concentration32.7
Portfolio Stability11.8
Sector conviction84.1
View detail
PM

Primecap Management Co/ca/

Total reported value

$127.0B

320 stks

2026-03-31

Concentration7.7
Portfolio Stability19.7
Sector conviction60.4
View detail
PS

Piper Sandler & Co.

Total reported value

$102.0B

21 stks

2026-03-31

Concentration47.3
Portfolio Stability100.0
Sector conviction79.9
View detail
PA

Pictet Asset Management Holding SA

Total reported value

$94.8B

2,102 stks

2026-03-31

Concentration3.4
Portfolio Stability23.1
Sector conviction85.8
View detail
PA

Pictet Asset Management LTD

Total reported value

$91.8B

2,737 stks

2021-06-30

Concentration0.0
Portfolio Stability95.1
Sector conviction64.5
View detail
PA

Pictet Asset Management SA

Total reported value

$84.3B

1,970 stks

2023-06-30

Concentration0.0
Portfolio Stability0.0
Sector conviction47.8
View detail
PF

Prudential Financial INC

Total reported value

$81.2B

3,576 stks

2026-03-31

Concentration6.0
Portfolio Stability25.1
Sector conviction45.7
View detail
Point72 Asset Management, L.P.

Point72 Asset Management, L.P.

Total reported value

$78.1B

3,704 stks

2026-03-31

Concentration1.4
Portfolio Stability71.5
Sector conviction44.7
View detail
PI

Putnam Investments LLC

Total reported value

$75.7B

2,300 stks

2023-12-31

Concentration5.6
Portfolio Stability0.0
Sector conviction41.4
View detail
PA

ProShare Advisors LLC

Total reported value

$67.5B

1,865 stks

2026-03-31

Concentration36.9
Portfolio Stability53.0
Sector conviction79.6
View detail
PI

PEAK6 Investments LLC

Total reported value

$44.8B

3,459 stks

2024-09-30

Concentration5.8
Portfolio Stability0.0
Sector conviction73.9
View detail
PL

Peak6 LLC

Total reported value

$42.6B

2,703 stks

2026-03-31

Concentration5.4
Portfolio Stability64.7
Sector conviction78.7
View detail
PV

Parallax Volatility Advisers, L.P.

Total reported value

$38.6B

1,428 stks

2026-03-31

Concentration25.1
Portfolio Stability46.0
Sector conviction50.6
View detail
PA

Pacer Advisors, Inc.

Total reported value

$35.6B

2,354 stks

2026-03-31

Concentration2.1
Portfolio Stability44.4
Sector conviction45.9
View detail
PI

Parnassus Investments, LLC

Total reported value

$34.1B

135 stks

2026-03-31

Concentration9.6
Portfolio Stability23.0
Sector conviction47.8
View detail
PP

PFA Pension, Forsikringsaktieselskab

Total reported value

$33.2B

381 stks

2026-03-31

Concentration7.4
Portfolio Stability14.6
Sector conviction71.6
View detail
PS

Public Sector Pension Investment Board

Total reported value

$32.1B

1,325 stks

2026-03-31

Concentration4.6
Portfolio Stability31.7
Sector conviction48.1
View detail
PE

Public Employees Retirement System Of Ohio

Total reported value

$30.9B

2,345 stks

2026-03-31

Concentration4.9
Portfolio Stability19.9
Sector conviction44.1
View detail
PI

Pzena Investment Management LLC

Total reported value

$30.8B

192 stks

2026-03-31

Concentration9.4
Portfolio Stability20.0
Sector conviction100.0
View detail
PC

Polar Capital Holdings Plc

Total reported value

$28.2B

242 stks

2026-03-31

Concentration11.8
Portfolio Stability34.9
Sector conviction100.0
View detail
PA

Panagora Asset Management INC

Total reported value

$26.7B

1,159 stks

2026-03-31

Concentration6.6
Portfolio Stability34.8
Sector conviction49.4
View detail
PE

Public Employees Retirement Association Of Colorado

Total reported value

$25.5B

1,848 stks

2026-03-31

Concentration9.2
Portfolio Stability24.1
Sector conviction52.0
View detail
PH

Pathstone Holdings, LLC

Total reported value

$25.1B

4,659 stks

2026-03-31

Concentration5.5
Portfolio Stability14.9
Sector conviction47.6
View detail
PI

PEAK6 Investments, L.P.

Total reported value

$23.4B

4,219 stks

2018-06-30

Concentration5.6
Portfolio Stability56.4
Sector conviction63.7
View detail
PA

Private Advisor Group, LLC

Total reported value

$21.3B

2,735 stks

2026-03-31

Concentration1.9
Portfolio Stability15.2
Sector conviction62.2
View detail
PC

Personal Capital Advisors CORP

Total reported value

$20.6B

489 stks

2022-12-31

Concentration11.4
Portfolio Stability0.0
Sector conviction39.9
View detail
PC

Pentwater Capital Management LP

Total reported value

$19.3B

92 stks

2026-03-31

Concentration28.9
Portfolio Stability56.4
Sector conviction78.0
View detail
PP

Prudential PLC

Total reported value

$17.1B

849 stks

2026-03-31

Concentration27.5
Portfolio Stability56.0
Sector conviction61.4
View detail
PC

Polen Capital Management LLC

Total reported value

$14.5B

221 stks

2026-03-31

Concentration17.3
Portfolio Stability57.8
Sector conviction73.4
View detail
PA

PineStone Asset Management Inc.

Total reported value

$14.2B

44 stks

2026-03-31

Concentration23.8
Portfolio Stability17.8
Sector conviction52.1
View detail
Pershing Square Capital Management, L.P.

Pershing Square Capital Management, L.P.

Total reported value

$13.7B

11 stks

2026-03-31

Concentration57.7
Portfolio Stability45.0
Sector conviction57.9
View detail
PM

Picton Mahoney Asset Management

Total reported value

$13.5B

1,238 stks

2026-03-31

Concentration11.1
Portfolio Stability55.4
Sector conviction44.0
View detail
PM

Prime Movers Lab LLC

Total reported value

$13.5B

2 stks

2024-03-31

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

Pinebridge Investments, L.p.

Total reported value

$13.5B

524 stks

2025-09-30

Concentration9.6
Portfolio Stability50.1
Sector conviction78.2
View detail
PC

Polar Capital LLP

Total reported value

$13.3B

287 stks

2020-09-30

Concentration6.6
Portfolio Stability0.0
Sector conviction69.4
View detail
PF

Pathstone Family Office, LLC

Total reported value

$13.1B

1,659 stks

2023-09-30

Concentration9.6
Portfolio Stability0.0
Sector conviction49.0
View detail
PF

Pinnacle Financial Partners, Inc.

Total reported value

$13.1B

2,572 stks

2026-03-31

Concentration6.0
Portfolio Stability17.2
Sector conviction40.9
View detail
PA

Park Avenue Securities LLC

Total reported value

$12.8B

1,517 stks

2026-03-31

Concentration5.7
Portfolio Stability38.7
Sector conviction49.6
View detail
PP

PensionDanmark Pensionsforsikringsaktieselskab

Total reported value

$12.0B

590 stks

2026-06-30

Concentration8.1
Portfolio Stability26.0
Sector conviction63.3
View detail
PI

Public Investment Fund

Total reported value

$12.0B

4 stks

2026-03-31

Concentration100.0
Portfolio Stability7.5
Sector conviction100.0
View detail
PI

Pinebridge Investments LLC

Total reported value

$11.9B

489 stks

2026-03-31

Concentration9.3
Portfolio Stability31.4
Sector conviction58.6
View detail
P&

Police & Firemen's Retirement System of New Jersey

Total reported value

$11.7B

3,135 stks

2026-03-31

Concentration4.1
Portfolio Stability15.9
Sector conviction63.6
View detail
PG

Pendal Group Ltd

Total reported value

$11.6B

658 stks

2022-12-31

Concentration5.6
Portfolio Stability0.0
Sector conviction68.6
View detail
PF

Phoenix Financial Ltd.

Total reported value

$10.5B

691 stks

2026-03-31

Concentration13.6
Portfolio Stability42.1
Sector conviction67.9
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
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
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
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
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
PC

PointState Capital LP

Total reported value

$7.9B

46 stks

2026-03-31

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

Peapack Gladstone Financial CORP

Total reported value

$7.8B

1,357 stks

2026-03-31

Concentration4.0
Portfolio Stability12.1
Sector conviction40.5
View detail
PA

Pinnacle Associates LTD

Total reported value

$7.8B

960 stks

2026-03-31

Concentration4.0
Portfolio Stability14.2
Sector conviction58.1
View detail
PF

Pure Financial Advisors, LLC

Total reported value

$7.0B

572 stks

2026-03-31

Concentration14.8
Portfolio Stability100.0
Sector conviction53.0
View detail
PS

Principal Securities, INC.

Total reported value

$6.8B

1,411 stks

2026-03-31

Concentration3.3
Portfolio Stability17.7
Sector conviction45.2
View detail
P-

PBU - The Pension Fund of Early Childhood & Youth Educators

Total reported value

$6.6B

191 stks

2026-03-31

Concentration6.8
Portfolio Stability34.9
Sector conviction53.1
View detail
PL

Perpetual Ltd

Total reported value

$6.5B

736 stks

2026-03-31

Concentration6.6
Portfolio Stability36.0
Sector conviction32.3
View detail
PC

PGIM Custom Harvest LLC

Total reported value

$6.4B

276 stks

2026-03-31

Concentration19.2
Portfolio Stability19.5
Sector conviction61.4
View detail
PF

Prospera Financial Services Inc

Total reported value

$6.2B

1,417 stks

2026-03-31

Concentration2.5
Portfolio Stability21.6
Sector conviction46.9
View detail
PI

Pfs Investments INC.

Total reported value

$6.1B

512 stks

2023-06-30

Concentration0.0
Portfolio Stability0.0
Sector conviction49.8
View detail
PP

Peconic Partners LLC

Total reported value

$5.8B

9 stks

2026-03-31

Concentration100.0
Portfolio Stability35.4
Sector conviction100.0
View detail
PI

PGGM Investments

Total reported value

$5.7B

67 stks

2026-03-31

Concentration9.4
Portfolio Stability21.3
Sector conviction89.9
View detail
PI

Placemark Investments, Inc.

Total reported value

$5.7B

1,619 stks

2014-12-31

Concentration1.1
Portfolio Stability27.6
Sector conviction48.6
View detail
PA

Parallel Advisors, LLC

Total reported value

$5.6B

3,831 stks

2026-03-31

Concentration9.9
Portfolio Stability21.6
Sector conviction52.8
View detail
PW

Perigon Wealth Management, LLC

Total reported value

$5.5B

1,294 stks

2026-03-31

Concentration4.3
Portfolio Stability15.8
Sector conviction58.9
View detail
PA

PFM Asset Management LLC

Total reported value

$5.4B

29 stks

2021-09-30

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

Perceptive Advisors LLC

Total reported value

$5.1B

94 stks

2026-03-31

Concentration16.4
Portfolio Stability54.7
Sector conviction100.0
View detail
PA

Polar Asset Management Partners Inc.

Total reported value

$5.0B

691 stks

2026-03-31

Concentration5.9
Portfolio Stability100.0
Sector conviction58.7
View detail
PB

Paradigm Biocapital Advisors LP

Total reported value

$4.9B

35 stks

2026-03-31

Concentration26.8
Portfolio Stability65.9
Sector conviction100.0
View detail
PT

Provident Trust Co

Total reported value

$4.8B

22 stks

2026-03-31

Concentration40.1
Portfolio Stability22.3
Sector conviction100.0
View detail
PF

Pinnacle Financial Partners Inc

Total reported value

$4.2B

787 stks

2025-09-30

Concentration5.0
Portfolio Stability24.6
Sector conviction56.5
View detail
PL

Plancorp, LLC

Total reported value

$4.1B

425 stks

2026-06-30

Concentration19.2
Portfolio Stability30.4
Sector conviction40.2
View detail
PN

Park National CORP /oh/

Total reported value

$3.6B

575 stks

2026-06-30

Concentration7.3
Portfolio Stability15.1
Sector conviction55.2
View detail
PU

People's United Financial, Inc.

Total reported value

$3.5B

617 stks

2022-03-31

Concentration4.2
Portfolio Stability0.0
Sector conviction52.7
View detail
PM

Private Management Group INC

Total reported value

$3.5B

310 stks

2026-03-31

Concentration3.4
Portfolio Stability22.3
Sector conviction42.7
View detail
PC

Par Capital Management INC

Total reported value

$3.5B

48 stks

2026-03-31

Concentration35.0
Portfolio Stability26.4
Sector conviction87.9
View detail
PW

Performance Wealth Partners, LLC

Total reported value

$3.4B

212 stks

2026-03-31

Concentration52.0
Portfolio Stability15.0
Sector conviction100.0
View detail
PW

Prio Wealth Limited Partnership

Total reported value

$3.4B

266 stks

2024-09-30

Concentration10.3
Portfolio Stability0.0
Sector conviction59.6
View detail
PC

Prana Capital Management, LP

Total reported value

$3.3B

131 stks

2026-03-31

Concentration11.2
Portfolio Stability96.7
Sector conviction100.0
View detail
P&

Paulson & Co. INC.

Total reported value

$3.1B

9 stks

2026-03-31

Concentration75.6
Portfolio Stability24.1
Sector conviction100.0
View detail
PC

Palisade Capital Management, LP

Total reported value

$3.0B

303 stks

2026-03-31

Concentration3.3
Portfolio Stability29.1
Sector conviction45.9
View detail
PH

Pacific Heights Asset Management LLC

Total reported value

$3.0B

77 stks

2026-03-31

Concentration11.9
Portfolio Stability17.7
Sector conviction48.7
View detail
PF

Potomac Fund Management INC /adv

Total reported value

$2.9B

105 stks

2026-03-31

Concentration100.0
Portfolio Stability100.0
Sector conviction39.8
View detail
PC

Patient Capital Management, LLC

Total reported value

$2.7B

40 stks

2026-03-31

Concentration14.6
Portfolio Stability28.0
Sector conviction49.8
View detail
PA

Profund Advisors LLC

Total reported value

$2.7B

1,092 stks

2026-03-31

Concentration9.3
Portfolio Stability30.9
Sector conviction100.0
View detail
PC

Peregrine Capital Management LLC

Total reported value

$2.7B

290 stks

2026-03-31

Concentration4.2
Portfolio Stability38.6
Sector conviction60.1
View detail
PC

Pallas Capital Advisors LLC

Total reported value

$2.7B

862 stks

2026-03-31

Concentration9.3
Portfolio Stability24.2
Sector conviction58.0
View detail
PC

Partners Capital Investment Group, LLP

Total reported value

$2.7B

174 stks

2026-03-31

Concentration25.6
Portfolio Stability13.9
Sector conviction61.0
View detail
PC

Paradigm Capital Management Inc/ny

Total reported value

$2.6B

174 stks

2026-03-31

Concentration21.9
Portfolio Stability21.8
Sector conviction100.0
View detail
PS

Portman Square Capital LLP

Total reported value

$2.6B

102 stks

2026-03-31

Concentration17.4
Portfolio Stability70.0
Sector conviction59.6
View detail
PC

Palestra Capital Management LLC

Total reported value

$2.6B

23 stks

2026-03-31

Concentration24.9
Portfolio Stability89.8
Sector conviction45.0
View detail
P&

Pittenger & Anderson INC

Total reported value

$2.5B

522 stks

2026-03-31

Concentration6.5
Portfolio Stability16.9
Sector conviction45.3
View detail
PW

Pinnacle Wealth Advisors

Total reported value

$2.5B

967 stks

2021-06-30

Concentration0.0
Portfolio Stability0.0
Sector conviction45.6
View detail
PU

Purpose Unlimited Inc.

Total reported value

$2.4B

827 stks

2026-03-31

Concentration15.7
Portfolio Stability32.0
Sector conviction83.0
View detail
PA

Paralel Advisors LLC

Total reported value

$2.4B

108 stks

2026-03-31

Concentration50.1
Portfolio Stability14.8
Sector conviction77.2
View detail
PF

Parsec Financial Management, Inc.

Total reported value

$2.4B

295 stks

2023-03-31

Concentration9.4
Portfolio Stability0.0
Sector conviction65.1
View detail
PA

Procyon Advisors, LLC

Total reported value

$2.3B

588 stks

2026-06-30

Concentration4.7
Portfolio Stability26.8
Sector conviction57.6
View detail
PP

Palladium Partners LLC

Total reported value

$2.3B

386 stks

2022-03-31

Concentration7.0
Portfolio Stability0.0
Sector conviction55.8
View detail
PC

Port Capital LLC

Total reported value

$2.2B

82 stks

2026-03-31

Concentration15.4
Portfolio Stability16.9
Sector conviction80.9
View detail
PC

Prosperity Consulting Group, LLC

Total reported value

$2.2B

524 stks

2026-03-31

Concentration11.4
Portfolio Stability12.1
Sector conviction49.4
View detail
PC

Parsons Capital Management Inc/ri

Total reported value

$2.2B

488 stks

2026-03-31

Concentration7.0
Portfolio Stability24.9
Sector conviction45.5
View detail
PH

Point72 Hong Kong Ltd

Total reported value

$2.2B

430 stks

2025-09-30

Concentration13.2
Portfolio Stability100.0
Sector conviction87.9
View detail
PA

Pinnacle Advisory Group, Inc.

Total reported value

$2.2B

253 stks

2021-03-31

Concentration10.4
Portfolio Stability43.0
Sector conviction61.4
View detail
PV

Pine Valley Investments Ltd Liability Co

Total reported value

$2.2B

560 stks

2025-12-31

Concentration5.9
Portfolio Stability21.6
Sector conviction66.9
View detail
PI

PFG Investments, LLC

Total reported value

$2.1B

1,191 stks

2026-03-31

Concentration4.0
Portfolio Stability16.9
Sector conviction66.1
View detail
PT

Pennsylvania Trust Co

Total reported value

$2.1B

351 stks

2020-03-31

Concentration4.6
Portfolio Stability58.5
Sector conviction48.9
View detail
PE

Point72 Europe (London) LLP

Total reported value

$2.0B

727 stks

2025-09-30

Concentration13.6
Portfolio Stability100.0
Sector conviction64.3
View detail
PA

PFG Advisors

Total reported value

$2.0B

791 stks

2026-06-30

Concentration2.6
Portfolio Stability33.8
Sector conviction67.4
View detail
PC

Portolan Capital Management, LLC

Total reported value

$1.9B

144 stks

2026-03-31

Concentration6.2
Portfolio Stability73.9
Sector conviction59.3
View detail
PC

Proficio Capital Partners LLC

Total reported value

$1.9B

248 stks

2026-03-31

Concentration13.4
Portfolio Stability55.3
Sector conviction57.0
View detail
P3

Progeny 3, Inc.

Total reported value

$1.9B

32 stks

2026-03-31

Concentration21.9
Portfolio Stability25.4
Sector conviction70.4
View detail
PW

Principle Wealth Partners LLC

Total reported value

$1.7B

380 stks

2026-03-31

Concentration9.9
Portfolio Stability11.2
Sector conviction48.6
View detail
P&

Punch & Associates Investment Management, INC.

Total reported value

$1.7B

163 stks

2026-03-31

Concentration4.9
Portfolio Stability26.0
Sector conviction42.0
View detail
PI

Patriot Investment Management Group, INC.

Total reported value

$1.7B

240 stks

2026-06-30

Concentration46.9
Portfolio Stability11.1
Sector conviction63.9
View detail
PP

PDT Partners, LLC

Total reported value

$1.7B

527 stks

2026-03-31

Concentration1.8
Portfolio Stability61.9
Sector conviction42.1
View detail
PA

Proem Advisors LLC

Total reported value

$1.7B

36 stks

2026-03-31

Concentration100.0
Portfolio Stability94.4
Sector conviction100.0
View detail
PA

Parvus Asset Management Europe Ltd

Total reported value

$1.7B

1 stks

2025-03-31

Concentration100.0
Portfolio Stability0.0
Sector conviction0.0
View detail
P&

Patten & Patten Inc/tn

Total reported value

$1.7B

338 stks

2026-03-31

Concentration7.9
Portfolio Stability12.6
Sector conviction42.6
View detail
PI

Praxis Investment Management INC

Total reported value

$1.6B

789 stks

2026-03-31

Concentration6.2
Portfolio Stability18.3
Sector conviction69.3
View detail
PC

Philosophy Capital Management LLC

Total reported value

$1.6B

43 stks

2026-03-31

Concentration37.3
Portfolio Stability67.0
Sector conviction46.4
View detail
PR

Pine Ridge Advisers LLC

Total reported value

$1.6B

41 stks

2026-03-31

Concentration57.5
Portfolio Stability8.5
Sector conviction100.0
View detail
PP

Parcion Private Wealth LLC

Total reported value

$1.6B

493 stks

2026-03-31

Concentration10.2
Portfolio Stability32.0
Sector conviction57.2
View detail
PM

Plante Moran Financial Advisors, LLC

Total reported value

$1.5B

718 stks

2026-03-31

Concentration100.0
Portfolio Stability6.0
Sector conviction47.9
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P(

Point72 (DIFC) Ltd

Total reported value

$1.5B

1,117 stks

2025-09-30

Concentration4.7
Portfolio Stability100.0
Sector conviction60.7
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PA

Private Advisory Group LLC

Total reported value

$1.5B

411 stks

2026-03-31

Concentration7.6
Portfolio Stability44.4
Sector conviction64.2
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PP

PDS Planning, Inc

Total reported value

$1.5B

561 stks

2026-03-31

Concentration10.5
Portfolio Stability8.4
Sector conviction60.1
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PI

Plato Investment Management Ltd

Total reported value

$1.5B

516 stks

2026-03-31

Concentration6.7
Portfolio Stability19.0
Sector conviction53.2
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PR

Parametric Risk Advisors LLC

Total reported value

$1.5B

110 stks

2016-09-30

Concentration60.0
Portfolio Stability18.1
Sector conviction100.0
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PW

Pinnacle Wealth Management Advisory Group, LLC

Total reported value

$1.5B

550 stks

2026-03-31

Concentration5.5
Portfolio Stability22.2
Sector conviction59.5
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PR

Pensioenfonds Rail & Ov

Total reported value

$1.4B

35 stks

2024-09-30

Concentration14.3
Portfolio Stability100.0
Sector conviction82.1
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PP

Park Presidio Capital LLC

Total reported value

$1.4B

13 stks

2026-03-31

Concentration34.8
Portfolio Stability19.8
Sector conviction92.4
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PT

Philadelphia Trust Co

Total reported value

$1.4B

265 stks

2026-03-31

Concentration12.2
Portfolio Stability17.4
Sector conviction60.4
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PF

Premier Fund Managers Ltd

Total reported value

$1.4B

167 stks

2026-03-31

Concentration5.3
Portfolio Stability51.4
Sector conviction37.4
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PM

ProVise Management Group, LLC

Total reported value

$1.4B

261 stks

2026-03-31

Concentration7.0
Portfolio Stability11.6
Sector conviction41.7
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PF

Phillips Financial Management, LLC

Total reported value

$1.4B

283 stks

2026-03-31

Concentration14.6
Portfolio Stability13.6
Sector conviction61.1
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PP

Pertento Partners LLP

Total reported value

$1.4B

19 stks

2026-03-31

Concentration39.0
Portfolio Stability54.3
Sector conviction88.7
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PG

Prescott General Partners LLC

Total reported value

$1.4B

10 stks

2026-03-31

Concentration100.0
Portfolio Stability20.1
Sector conviction100.0
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PG

Partners Group Holding AG

Total reported value

$1.4B

50 stks

2026-03-31

Concentration18.0
Portfolio Stability41.2
Sector conviction68.9
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PO

PBCay One RSC Ltd

Total reported value

$1.3B

18 stks

2026-03-31

Concentration52.3
Portfolio Stability100.0
Sector conviction62.2
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PW

Polaris Wealth Advisory Group, LLC

Total reported value

$1.3B

169 stks

2023-09-30

Concentration6.2
Portfolio Stability0.0
Sector conviction43.0
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PC

Prelude Capital Management, LLC

Total reported value

$1.3B

1,176 stks

2026-03-31

Concentration1.5
Portfolio Stability90.6
Sector conviction44.7
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PF

Parkside Financial Bank & Trust

Total reported value

$1.3B

4,123 stks

2026-03-31

Concentration16.6
Portfolio Stability12.6
Sector conviction66.1
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P&

Payden & Rygel

Total reported value

$1.3B

114 stks

2026-03-31

Concentration8.0
Portfolio Stability48.3
Sector conviction33.3
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PW

Private Wealth Partners, LLC

Total reported value

$1.3B

169 stks

2026-03-31

Concentration13.8
Portfolio Stability18.2
Sector conviction59.4
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PP

Pillar Pacific Capital Management LLC

Total reported value

$1.3B

567 stks

2021-03-31

Concentration4.5
Portfolio Stability13.5
Sector conviction59.3
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PC

Penn Capital Management Company, LLC

Total reported value

$1.3B

172 stks

2026-03-31

Concentration4.7
Portfolio Stability43.2
Sector conviction38.7
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PI

Penobscot Investment Management Company, Inc.

Total reported value

$1.3B

311 stks

2026-03-31

Concentration7.0
Portfolio Stability16.0
Sector conviction64.2
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PG

P/E Global LLC

Total reported value

$1.3B

7 stks

2026-03-31

Concentration100.0
Portfolio Stability13.4
Sector conviction0.0
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