Institutions Starting with &quot;0-9&quot; (89 funds)

Portfolio Stability75.3

Sector conviction48.3

&partners

CIK 0000107136

Total reported value

$24.4B

2,509 stks

2026-06-30

Concentration3.0

Portfolio Stability23.4

Sector conviction53.4

59 North Capital Management, LP

CIK 0001805589

Total reported value

$4.5B

19 stks

2026-06-30

Concentration26.8

Portfolio Stability67.5

Sector conviction73.4

36 South Capital Advisors LLP

CIK 0001845671

Total reported value

$3.8B

11 stks

2021-09-30

Stale — no recent filing

Concentration86.1

Sector conviction93.6

55i, LLC

CIK 0001730242

Total reported value

$3.6B

580 stks

2022-09-30

Stale — no recent filing

Concentration14.3

Sector conviction51.8

71 West Capital Partners

CIK 0002111530

Total reported value

$2.9B

382 stks

2026-06-30

Concentration21.1

Sector conviction86.9

3EDGE Asset Management, LP

CIK 0001665605

Total reported value

$2.2B

94 stks

2026-06-30

Concentration25.2

Portfolio Stability50.5

1st Source Bank

CIK 0000356264

Total reported value

$2.2B

421 stks

2026-06-30

Concentration28.6

Portfolio Stability18.7

Sector conviction45.0

683 Capital Management, LLC

CIK 0001404574

Total reported value

$2.0B

153 stks

2026-06-30

Concentration16.4

Portfolio Stability43.0

Sector conviction91.6

1900 Wealth Management LLC

CIK 0001791996

Total reported value

$1.8B

312 stks

2026-06-30

Concentration41.9

Portfolio Stability31.4

Sector conviction53.6

140 Summer Partners LP

CIK 0001820788

Total reported value

$1.4B

22 stks

2026-06-30

Concentration28.6

Portfolio Stability83.0

Sector conviction51.9

400 Capital Management LLC

CIK 0001909739

Total reported value

$1.4B

3 stks

2025-09-30

Stale — no recent filing

Portfolio Stability88.2

6 Meridian

CIK 0001730551

Total reported value

$1.4B

411 stks

2021-12-31

Stale — no recent filing

Concentration26.5

Sector conviction56.1

1607 Capital Partners, LLC

CIK 0001436866

Total reported value

$1.1B

142 stks

2026-06-30

Concentration13.7

Portfolio Stability38.3

180 Wealth Advisors, LLC

CIK 0001730817

Total reported value

$997.5M

493 stks

2026-06-30

Concentration3.9

Portfolio Stability23.9

Sector conviction72.0

1834 Investment Advisors Co

CIK 0001138486

Total reported value

$882.6M

211 stks

2026-06-30

Concentration7.0

Portfolio Stability21.2

Sector conviction38.2

1st Global Advisors, Inc.

CIK 0001386792

Total reported value

$868.8M

504 stks

2017-06-30

Stale — no recent filing

Concentration21.9

Portfolio Stability12.2

Sector conviction56.5

8 Knots Management, LLC

CIK 0001849457

Total reported value

$868.1M

12 stks

2025-12-31

Stale — no recent filing

Concentration65.3

Portfolio Stability97.8

8VC Opportunities GP II, LLC

CIK 0001866724

Total reported value

$784.0M

3 stks

2026-06-30

12th Street Asset Management Company, LLC

CIK 0001633703

Total reported value

$701.8M

32 stks

2026-06-30

Concentration17.3

Portfolio Stability38.7

Sector conviction81.8

9258 Wealth Management, LLC

CIK 0001766506

Total reported value

$676.5M

356 stks

2024-09-30

Stale — no recent filing

Concentration7.2

Sector conviction68.3

111 Capital

CIK 0002060412

Total reported value

$582.1M

488 stks

2026-06-30

Concentration4.5

Sector conviction55.1

12 West Capital Management LP

CIK 0001540531

Total reported value

$534.7M

18 stks

2026-06-30

Concentration34.6

Portfolio Stability48.7

Sector conviction58.2

3Chopt Investment Partners, LLC

CIK 0001978521

Total reported value

$532.1M

274 stks

2026-06-30

Concentration12.0

Sector conviction56.5

49 Wealth Management, LLC

CIK 0002022291

Total reported value

$524.4M

189 stks

2026-06-30

Concentration10.0

Sector conviction52.6

10-15 Associates, Inc.

CIK 0001511144

Total reported value

$515.7M

93 stks

2020-09-30

Stale — no recent filing

Concentration10.4

Portfolio Stability24.8

Sector conviction54.3

55 North Private Wealth, LLC

CIK 0002106457

Total reported value

$508.2M

304 stks

2026-06-30

Concentration23.6

Portfolio Stability31.0

Sector conviction55.3

325 Capital LLC

CIK 0001873893

Total reported value

$419.5M

12 stks

2026-06-30

Concentration50.4

Portfolio Stability47.5

360 Financial, Inc.

CIK 0001802324

Total reported value

$393.7M

85 stks

2026-06-30

Concentration40.7

Portfolio Stability36.8

Sector conviction87.9

20/20 Capital Management, Inc.

CIK 0001656866

Total reported value

$385.9M

167 stks

2021-06-30

Stale — no recent filing

Portfolio Stability94.4

Sector conviction66.4

3G Capital Partners LP

CIK 0001421669

Total reported value

$373.2M

18 stks

2026-06-30

Concentration33.2

Portfolio Stability87.1

11 Capital Partners LP

CIK 0001801172

Total reported value

$367.7M

22 stks

2026-06-30

Concentration21.1

Portfolio Stability66.1

Sector conviction72.7

25 LLC

CIK 0001968777

Total reported value

$365.2M

80 stks

2026-06-30

Concentration29.5

Sector conviction84.8

3d Asset Management, Inc

CIK 0001359371

Total reported value

$359.6M

76 stks

2020-09-30

Stale — no recent filing

Concentration23.8

Portfolio Stability8.7

1492 Capital Management LLC

CIK 0001584087

Total reported value

$338.7M

133 stks

2026-06-30

Concentration7.6

Portfolio Stability42.8

Sector conviction62.8

1 North Wealth Services LLC

CIK 0001641761

Total reported value

$305.9M

309 stks

2026-06-30

Concentration13.0

Sector conviction70.6

44 Wealth Management LLC

CIK 0001831187

Total reported value

$302.1M

184 stks

2026-06-30

Concentration5.6

Portfolio Stability37.3

Sector conviction44.3

5AM Venture Management, LLC

CIK 0001799883

Total reported value

$287.9M

16 stks

2026-06-30

Concentration32.6

Portfolio Stability54.5

1776 Wealth LLC

CIK 0001803140

Total reported value

$283.7M

152 stks

2026-06-30

Concentration15.2

Portfolio Stability17.6

Sector conviction99.9

5T Wealth, LLC

CIK 0002039313

Total reported value

$268.5M

134 stks

2026-06-30

Concentration8.8

Portfolio Stability16.7

Sector conviction73.3

5th Street Advisors, LLC

CIK 0001911026

Total reported value

$262.9M

77 stks

2026-06-30

Concentration25.0

Sector conviction76.7

4D Advisors, LLC

CIK 0001938268

Total reported value

$260.3M

37 stks

2026-06-30

Concentration12.6

626 Financial, LLC

CIK 0001911035

Total reported value

$256.8M

127 stks

2026-06-30

Concentration15.7

Sector conviction58.4

1248 Management, LLC

CIK 0002011147

Total reported value

$255.8M

149 stks

2026-06-30

Concentration19.9

Portfolio Stability45.0

Sector conviction84.7

93 Financial Group, LLC

CIK 0002112320

Total reported value

$253.3M

9 stks

2026-06-30

Concentration83.0

Portfolio Stability12.2

8VC AI Fund I MM, LLC

CIK 0002022694

Total reported value

$244.2M

1 stks

2026-06-30

10Elms LLP

CIK 0002056650

Total reported value

$236.3M

530 stks

2026-06-30

Concentration11.3

Portfolio Stability40.8

Sector conviction40.7

2Xideas AG

CIK 0001843587

Total reported value

$232.3M

48 stks

2026-06-30

Concentration28.0

Portfolio Stability31.8

Sector conviction69.9

17 Capital Partners, LLC

CIK 0001727407

Total reported value

$221.9M

176 stks

2026-06-30

Concentration8.3

Sector conviction54.5

7g Capital Management, LLC

CIK 0001720350

Total reported value

$218.6M

10 stks

2026-06-30

Concentration61.2

Portfolio Stability31.2

Sector conviction75.7

361 Capital LLC

CIK 0001476534

Total reported value

$213.4M

299 stks

2020-06-30

Stale — no recent filing

Concentration1.6

Portfolio Stability89.9

Sector conviction54.5

4Thought Financial Group Inc.

CIK 0001840261

Total reported value

$212.8M

99 stks

2026-06-30

Concentration45.0

11.2 Capital Management, LLC

CIK 0002072160

Total reported value

$204.6M

1 stks

2026-06-30

Portfolio Stability35.5

4J Wealth Management LLC

CIK 0001840775

Total reported value

$203.9M

111 stks

2026-06-30

Concentration18.4

Portfolio Stability25.3

Sector conviction66.2

6th Street Advisors, LLC

CIK 0002102803

Total reported value

$174.0M

61 stks

2026-06-30

Concentration31.7

Portfolio Stability11.7

Sector conviction39.2

1620 Investment Advisors, Inc.

CIK 0001907281

Total reported value

$161.5M

678 stks

2026-06-30

Concentration3.6

Portfolio Stability18.7

Sector conviction40.0

46 Peaks LLC

CIK 0002112665

Total reported value

$159.0M

30 stks

2026-06-30

Concentration42.0

Sector conviction86.4

9823 Capital, L.P.

CIK 0001982920

Total reported value

$148.1M

33 stks

2026-06-30

Portfolio Stability22.8

1858 Wealth Management, LLC

CIK 0002011812

Total reported value

$142.4M

113 stks

2025-09-30

Stale — no recent filing

Concentration9.5

Portfolio Stability54.8

Sector conviction83.8

440 Investment Group, LLC

CIK 0001473174

Total reported value

$140.4M

110 stks

2017-12-31

Stale — no recent filing

Concentration11.7

Portfolio Stability28.5

Sector conviction47.1

180 GPS Investments IC Ltd

CIK 0002077902

Total reported value

$135.3M

23 stks

2026-06-30

Concentration48.4

Sector conviction63.3

4wealth Advisors, Inc.

CIK 0002056676

Total reported value

$130.3M

151 stks

2026-06-30

Concentration5.9

Sector conviction50.9

14B Captial Management LP

CIK 0002009911

Total reported value

$124.4M

18 stks

2025-12-31

Stale — no recent filing

Concentration52.8

Portfolio Stability56.0

1015 Capital Partners, LLC

CIK 0002133991

Total reported value

$119.4M

609 stks

2026-06-30

Concentration11.4

Portfolio Stability19.9

Sector conviction69.6

3 Factor Indexing, LLC

CIK 0002135169

Total reported value

$118.1M

438 stks

2026-06-30

Concentration29.4

Portfolio Stability19.8

Sector conviction76.1

21 West Wealth Management LLC

CIK 0002067541

Total reported value

$117.1M

65 stks

2026-06-30

Concentration12.4

22nw, LP

CIK 0001694297

Total reported value

$104.7M

14 stks

2026-06-30

Concentration52.1

Portfolio Stability66.7

22C Capital LLC

CIK 0002075659

Total reported value

$102.7M

1 stks

2026-06-30

Portfolio Stability17.8

734 Agriculture, LLC

CIK 0001591442

Total reported value

$93.8M

1 stks

2018-12-31

Stale — no recent filing

Portfolio Stability28.7

13D Management LLC

CIK 0001600133

Total reported value

$71.3M

11 stks

2026-06-30

Concentration39.6

Portfolio Stability48.9

Sector conviction89.0

1060 Capital, LLC

CIK 0001602119

Total reported value

$70.9M

10 stks

2026-06-30

Concentration73.7

26North Partners LP

CIK 0001950972

Total reported value

$66.5M

1 stks

2026-06-30

1888 Investments, LLC

CIK 0001885092

Total reported value

$56.5M

5 stks

2026-06-30

72 Investment Holdings, LLC

CIK 0001832749

Total reported value

$50.0M

5 stks

2026-06-30

Portfolio Stability15.2

1060 Capital Opportunity Fund, LP

CIK 0001580250

Total reported value

$45.7M

10 stks

2022-06-30

Stale — no recent filing

Concentration74.3

8vc Gp I, LLC

CIK 0001667766

Total reported value

$42.8M

1 stks

2026-06-30

Portfolio Stability7.7

272 Capital LP

CIK 0001841077

Total reported value

$40.0M

1 stks

2025-12-31

Stale — no recent filing

Portfolio Stability11.2

300 North Capital, LLC

CIK 0000080835

Total reported value

$16.3M

47 stks

2015-06-30

Stale — no recent filing

Concentration9.5

Sector conviction97.4

1922 Investment Co LLC

CIK 0001584289

Total reported value

$1.9M

2 stks

2026-06-30

Portfolio Stability50.7

292 Asset Management, LLC

CIK 0001483097

Total reported value

—

1 stks

2013-09-30

Stale — no recent filing

3D/L Capital Management, LLC

CIK 0001846943

Total reported value

—

1 stks

2023-12-31

Stale — no recent filing

7x7 Asset Management LLC

CIK 0001388558

Total reported value

—

1 stks

2013-12-31

Stale — no recent filing

3i Investments PLC

CIK 0001163603

Total reported value

—

1 stks

2017-09-30

Stale — no recent filing

53 House LLP

CIK 0001636974

Total reported value

—

0 stks

2026-06-30

6elm Capital LP

CIK 0001782126

Total reported value

—

1 stks

2023-06-30

Stale — no recent filing

2UniFi Bank

CIK 0002040900

Total reported value

—

0 stks

2026-06-30

2018 Madaket Sunset Investment Trust

CIK 0001904262

Total reported value

—

1 stks

2023-09-30

Stale — no recent filing

2018 Maxey Pond Investment Trust

CIK 0001904235

Total reported value

—

1 stks

2023-09-30

Stale — no recent filing

1623 Capital LLC

CIK 0001811034

Total reported value

—

1 stks

2025-09-30

Stale — no recent filing