Institutions Starting with &quot;A&quot; (1118 funds)

Abound Financial, LLC

CIK 0002024264

Total reported value

$228.9M

283 stks

2026-03-31

Concentration27.5

Portfolio Stability14.8

Sector conviction61.3

Asset Advisory Group, Inc.

CIK 0002110402

Total reported value

$228.8M

125 stks

2026-06-30

Concentration11.4

Portfolio Stability15.8

Sector conviction54.0

Allie Family Office LLC

CIK 0001908612

Total reported value

$228.5M

103 stks

2026-03-31

Concentration29.4

Portfolio Stability14.6

Sector conviction64.3

Asset Planning Services INC /la/ /adv

CIK 0000811407

Total reported value

$228.1M

35 stks

2026-03-31

Concentration25.8

Portfolio Stability12.4

Sector conviction63.9

Arbor Trust Wealth Advisors, LLC

CIK 0001797135

Total reported value

$227.6M

90 stks

2026-03-31

Concentration11.0

Sector conviction50.8

Ashburton (Jersey) Ltd

CIK 0001661222

Total reported value

$226.7M

52 stks

2024-12-31

Stale — no recent filing

Concentration20.5

Sector conviction56.5

Altus Wealth Management, LLC

CIK 0001802107

Total reported value

$225.0M

28 stks

2026-03-31

Concentration58.5

Portfolio Stability11.0

Sector conviction75.6

Argent Trust Company, N.A.

CIK 0001167348

Total reported value

$225.0M

212 stks

2015-09-30

Stale — no recent filing

Concentration7.6

Portfolio Stability15.3

Sector conviction43.2

Aspect Management, LLC

CIK 0002111529

Total reported value

$223.5M

1 stks

2026-03-31

Portfolio Stability29.3

Attessa Capital LLC

CIK 0002020560

Total reported value

$222.9M

51 stks

2026-06-30

Concentration65.5

Portfolio Stability19.9

Sector conviction65.4

Ariadne Wealth Management, LP

CIK 0002034793

Total reported value

$222.7M

249 stks

2026-03-31

Concentration6.2

Portfolio Stability13.8

Sector conviction71.6

Aviso Wealth Management

CIK 0002011802

Total reported value

$221.9M

140 stks

2026-03-31

Concentration9.8

Portfolio Stability18.3

Sector conviction49.0

Ausbil Investment Management Ltd

CIK 0001966036

Total reported value

$221.0M

65 stks

2026-06-30

Concentration12.9

Portfolio Stability40.6

Sector conviction69.1

Asturias Capital LLC

CIK 0001641173

Total reported value

$220.1M

28 stks

2019-12-31

Stale — no recent filing

Concentration18.3

Aberdeen Wealth Management LLC

CIK 0001802654

Total reported value

$219.4M

179 stks

2026-03-31

Concentration25.0

Portfolio Stability13.0

Sector conviction47.5

Asset Planning Services, Ltd.

CIK 0001694287

Total reported value

$216.3M

73 stks

2021-12-31

Stale — no recent filing

Concentration24.1

Aull & Monroe Investment Management Corp

CIK 0001387615

Total reported value

$215.3M

125 stks

2026-03-31

Concentration7.8

Portfolio Stability15.8

Sector conviction48.4

Atlanta Financial Associates LLC /adv

CIK 0000909103

Total reported value

$213.7M

78 stks

2021-03-31

Stale — no recent filing

Concentration63.0

Portfolio Stability0.3

Sector conviction58.3

Ayrshire Capital Management LLC

CIK 0001801563

Total reported value

$213.5M

50 stks

2026-06-30

Concentration12.9

Portfolio Stability41.5

Sector conviction53.0

AV Partners VIII LP

CIK 0001250035

Total reported value

$212.4M

3 stks

2014-09-30

Stale — no recent filing

Portfolio Stability15.1

Aft, Forsyth & Company, INC.

CIK 0001512073

Total reported value

$212.4M

123 stks

2026-03-31

Concentration25.4

Portfolio Stability13.6

Arcadia Investment Advisors LLC

CIK 0002047860

Total reported value

$211.8M

81 stks

2026-03-31

Concentration17.6

Portfolio Stability6.2

Sector conviction96.6

Applied Capital LLC/FL

CIK 0001965393

Total reported value

$211.8M

92 stks

2026-03-31

Concentration52.3

Portfolio Stability40.2

Sector conviction55.3

AIA Investment Management HK Limited

CIK 0001802469

Total reported value

$211.8M

7 stks

2020-09-30

Stale — no recent filing

Concentration99.1

Avid Wealth Partners LLC

CIK 0001992344

Total reported value

$211.6M

71 stks

2026-03-31

Concentration22.8

Portfolio Stability14.0

Sector conviction62.4

Asset Planning Corporation

CIK 0000007773

Total reported value

$210.8M

48 stks

2025-09-30

Stale — no recent filing

Concentration25.8

Portfolio Stability38.4

Adalta Capital Management LLC

CIK 0001698926

Total reported value

$209.1M

120 stks

2026-03-31

Concentration13.1

Portfolio Stability20.6

Sector conviction52.7

Allodium Investment Consultants, LLC

CIK 0002052983

Total reported value

$208.8M

52 stks

2026-03-31

Concentration22.9

Portfolio Stability8.0

Ade, LLC

CIK 0001845950

Total reported value

$208.6M

86 stks

2026-03-31

Concentration24.9

Portfolio Stability19.7

Sector conviction67.4

American State Bank (Iowa)

CIK 0002122473

Total reported value

$208.2M

136 stks

2026-03-31

Concentration9.6

Portfolio Stability11.2

Sector conviction59.5

Andrews Advisory Associates, LLC

CIK 0002110646

Total reported value

$208.1M

86 stks

2026-06-30

Concentration20.3

Sector conviction66.2

All-Stars Investment Ltd

CIK 0001633603

Total reported value

$206.1M

4 stks

2026-03-31

Portfolio Stability28.1

Alpha Family Trust

CIK 0001568991

Total reported value

$206.1M

203 stks

2026-03-31

Concentration12.8

Portfolio Stability23.2

Sector conviction69.8

American Financial & Tax Strategies INC

CIK 0000911927

Total reported value

$205.8M

97 stks

2026-03-31

Concentration9.1

Portfolio Stability8.1

Sector conviction63.0

apricus wealth, LLC

CIK 0001913842

Total reported value

$205.2M

120 stks

2026-03-31

Concentration6.7

Portfolio Stability16.6

Sector conviction54.1

Aufman Associates Inc

CIK 0001801573

Total reported value

$203.8M

65 stks

2026-03-31

Concentration47.0

Portfolio Stability10.1

Avondale Wealth Management

CIK 0001738720

Total reported value

$203.5M

71 stks

2026-03-31

Concentration29.7

Portfolio Stability16.7

Sector conviction72.6

Arta Finance Wealth Management LLC

CIK 0002099257

Total reported value

$202.4M

95 stks

2026-03-31

Concentration16.2

Portfolio Stability14.6

Sector conviction95.2

Arwa LLC

CIK 0002113621

Total reported value

$201.8M

149 stks

2026-03-31

Concentration11.2

Portfolio Stability33.7

Sector conviction62.4

Ahrens Investment Partners LLC

CIK 0001698481

Total reported value

$201.5M

1,018 stks

2023-03-31

Stale — no recent filing

Concentration6.3

Sector conviction53.5

Ategra Capital Management, LLC

CIK 0001741369

Total reported value

$201.3M

27 stks

2026-03-31

Concentration25.8

Portfolio Stability22.8

Agp Franklin, LLC

CIK 0002056566

Total reported value

$200.2M

93 stks

2026-03-31

Concentration10.1

Portfolio Stability28.6

Sector conviction71.5

Allen Wealth Management, LLC

CIK 0002012003

Total reported value

$199.8M

59 stks

2026-03-31

Concentration29.2

Portfolio Stability23.7

Sector conviction39.9

Arena Capital Advisors, LLC- CA

CIK 0001833078

Total reported value

$199.7M

21 stks

2026-03-31

Concentration52.0

Portfolio Stability33.7

AidennLair Capital Management LP

CIK 0001680326

Total reported value

$199.5M

29 stks

2018-06-30

Stale — no recent filing

Concentration30.6

Ajo, LP

CIK 0001013536

Total reported value

$199.5M

43 stks

2021-03-31

Stale — no recent filing

Concentration14.3

Ameriflex Group, INC.

CIK 0002057637

Total reported value

$197.6M

1,142 stks

2026-03-31

Concentration5.5

Portfolio Stability19.4

Sector conviction51.7

Anchor IV Pte. Ltd.

CIK 0001993966

Total reported value

$196.2M

1 stks

2024-09-30

Stale — no recent filing

Aua Capital Management, LLC

CIK 0001706915

Total reported value

$195.7M

80 stks

2026-03-31

Concentration38.3

Portfolio Stability9.3

Sector conviction57.3

Andesa Financial Management Inc.

CIK 0001752985

Total reported value

$194.9M

125 stks

2023-03-31

Stale — no recent filing

Concentration7.3

Sector conviction58.9

Alethea Capital Management, LLC

CIK 0001549408

Total reported value

$194.9M

14 stks

2026-03-31

Portfolio Stability43.7

Athena Investment Management

CIK 0001921093

Total reported value

$192.8M

153 stks

2026-03-31

Concentration16.8

Portfolio Stability10.7

Sector conviction44.5

Arch Global Advisors, LLC

CIK 0002126837

Total reported value

$191.6M

53 stks

2026-03-31

Concentration20.3

Andrews, Lucia Wealth Management LLC

CIK 0001906227

Total reported value

$191.1M

39 stks

2026-06-30

Concentration70.1

Portfolio Stability13.4

Ascension Asset Management LLC

CIK 0001714062

Total reported value

$191.1M

88 stks

2024-06-30

Stale — no recent filing

Concentration11.4

Sector conviction80.2

Arbor Capital Management LLC

CIK 0001055977

Total reported value

$189.8M

75 stks

2016-06-30

Stale — no recent filing

Concentration6.0

Portfolio Stability64.7

AllSquare Wealth Management LLC

CIK 0001633674

Total reported value

$189.5M

539 stks

2025-09-30

Stale — no recent filing

Concentration20.9

Portfolio Stability15.4

Sector conviction66.5

Acasta Partners UK LLP

CIK 0002090007

Total reported value

$189.5M

18 stks

2026-06-30

Portfolio Stability49.2

Asymmetry Capital Management, L.P.

CIK 0001657134

Total reported value

$188.4M

24 stks

2021-12-31

Stale — no recent filing

Concentration21.6

American Alpha Advisors, LLC

CIK 0002041441

Total reported value

$188.1M

96 stks

2026-03-31

Concentration21.6

Portfolio Stability28.4

Sector conviction48.0

Axis Wealth Partners, LLC

CIK 0002052531

Total reported value

$188.1M

207 stks

2026-03-31

Concentration5.4

Portfolio Stability10.4

Sector conviction66.3

Ables, Iannone, Moore & Associates, INC.

CIK 0002013713

Total reported value

$187.7M

62 stks

2026-06-30

Concentration26.2

Portfolio Stability14.0

Sector conviction54.1

Aspen Wealth Strategies, LLC

CIK 0001972517

Total reported value

$187.4M

89 stks

2026-03-31

Concentration19.7

Portfolio Stability9.7

Sector conviction46.8

Amansa Capital Pte. LTD.

CIK 0001660773

Total reported value

$186.7M

2 stks

2026-03-31

Portfolio Stability37.3

Adirondack Capital Advisors, LLC

CIK 0002107623

Total reported value

$186.5M

45 stks

2026-06-30

Concentration44.9

Portfolio Stability18.1

Sector conviction91.5

Aubrey Capital Management Ltd

CIK 0001730754

Total reported value

$186.1M

50 stks

2026-03-31

Concentration17.6

Portfolio Stability66.0

Sector conviction58.8

Aspire Wealth Management Corp

CIK 0001916412

Total reported value

$185.8M

196 stks

2024-09-30

Stale — no recent filing

Concentration12.6

Sector conviction61.8

Astor Investment Management LLC

CIK 0001598416

Total reported value

$185.1M

28 stks

2025-06-30

Stale — no recent filing

Concentration30.3

Arcadia Wealth Management, Inc.

CIK 0002059339

Total reported value

$184.8M

55 stks

2026-03-31

Concentration42.0

Portfolio Stability9.5

Sector conviction80.7

Alydar Partners LLC

CIK 0001279895

Total reported value

$184.5M

55 stks

2015-03-31

Stale — no recent filing

Concentration12.7

Arrien Investments, INC.

CIK 0002052048

Total reported value

$184.4M

46 stks

2026-03-31

Concentration36.0

Portfolio Stability7.1

Ameraudi Asset Management, Inc.

CIK 0001772954

Total reported value

$183.9M

60 stks

2026-03-31

Concentration32.7

Portfolio Stability28.6

Ampersand Capital Group, L.P.

CIK 0002059671

Total reported value

$182.8M

7 stks

2026-03-31

Concentration62.6

Portfolio Stability22.3

Anderson Financial Strategies, LLC

CIK 0002018166

Total reported value

$181.9M

32 stks

2026-03-31

Concentration23.4

Portfolio Stability11.9

Sector conviction60.9

Addis & Hill, Inc

CIK 0002016470

Total reported value

$181.5M

29 stks

2026-06-30

Concentration68.4

Portfolio Stability11.3

American Trust Investment Advisors, LLC

CIK 0001291424

Total reported value

$181.0M

76 stks

2026-03-31

Concentration10.9

Portfolio Stability20.3

Sector conviction41.9

AF Advisors, Inc.

CIK 0001818044

Total reported value

$180.9M

26 stks

2026-03-31

Portfolio Stability39.4

Aurora Investment Counsel

CIK 0001316397

Total reported value

$180.3M

106 stks

2026-03-31

Concentration4.5

Portfolio Stability49.3

Sector conviction53.1

Alchemi Wealth, LLC

CIK 0002110606

Total reported value

$180.2M

155 stks

2026-03-31

Concentration12.9

Portfolio Stability13.6

Sector conviction64.6

Amiral Gestion

CIK 0001828064

Total reported value

$180.0M

16 stks

2026-03-31

Concentration40.4

Portfolio Stability53.9

Ararat Capital Management LP

CIK 0001768757

Total reported value

$177.6M

15 stks

2026-03-31

Concentration31.9

Portfolio Stability56.8

Arlington Capital Management, Inc.

CIK 0001606507

Total reported value

$177.3M

111 stks

2026-03-31

Concentration16.0

Portfolio Stability58.2

Sector conviction84.7

Archon Capital Management LLC

CIK 0001398825

Total reported value

$177.2M

45 stks

2026-03-31

Concentration14.5

Portfolio Stability65.8

AdviceOne Advisory Services, LLC

CIK 0001998980

Total reported value

$177.0M

45 stks

2026-06-30

Portfolio Stability8.8

Alden Global Capital LLC

CIK 0001616882

Total reported value

$177.0M

14 stks

2026-03-31

Concentration47.0

Portfolio Stability58.0

Sector conviction80.6

Andera Partners

CIK 0001757283

Total reported value

$176.9M

7 stks

2026-03-31

Concentration90.6

Portfolio Stability34.3

Adams Chetwood Wealth Management LLC

CIK 0001799752

Total reported value

$176.4M

80 stks

2022-03-31

Stale — no recent filing

Concentration26.9

Sector conviction50.9

Atmos Advisory, LLC

CIK 0001905162

Total reported value

$176.1M

20 stks

2026-03-31

Concentration36.9

Portfolio Stability7.1

Align Financial, LLC

CIK 0002089183

Total reported value

$175.9M

373 stks

2026-03-31

Concentration29.9

Portfolio Stability8.2

Sector conviction61.3

Aegis Wealth Management LLC

CIK 0001628818

Total reported value

$174.9M

118 stks

2026-03-31

Concentration9.7

Portfolio Stability9.2

Sector conviction57.2

Arbiter Partners Capital Management LLC

CIK 0001513193

Total reported value

$174.5M

45 stks

2026-03-31

Concentration50.0

Portfolio Stability44.4

American Airlines Group Inc.

CIK 0000006201

Total reported value

$174.4M

1 stks

2026-03-31

Portfolio Stability2.7

Advanced Micro Devices INC

CIK 0000002488

Total reported value

$174.4M

4 stks

2026-03-31

Portfolio Stability18.7

Abbington Investment Group

CIK 0002088867

Total reported value

$171.9M

51 stks

2026-03-31

Concentration17.0

Portfolio Stability31.0

Atlantic Investment Management, INC.

CIK 0001063296

Total reported value

$171.7M

12 stks

2026-03-31

Concentration47.1

Portfolio Stability73.7

Afg Fiduciary Services Limited Partnership

CIK 0001907820

Total reported value

$171.1M

92 stks

2026-03-31

Concentration22.0

Portfolio Stability13.9

Sector conviction90.4

Argo Wealth Advisory, LLC

CIK 0002104895

Total reported value

$170.4M

48 stks

2026-03-31

Concentration14.7

Portfolio Stability11.3

Sector conviction60.2

Aquamarine Capital Management, LLC

CIK 0001404599

Total reported value

$170.2M

12 stks

2022-06-30

Stale — no recent filing

Concentration54.0

ARP Global Capital Ltd

CIK 0002074760

Total reported value

$170.2M

19 stks

2026-03-31

Concentration32.8

Sector conviction71.0

Aevitas Wealth Management, Inc.

CIK 0001722117

Total reported value

$169.0M

114 stks

2022-12-31

Stale — no recent filing

Concentration12.1

Sector conviction53.3

Alpha Financial Partners LLC

CIK 0001966219

Total reported value

$168.9M

103 stks

2026-03-31

Concentration37.1

Portfolio Stability10.7

Sector conviction47.5

Astra Wealth Partners LLC

CIK 0002054825

Total reported value

$167.6M

95 stks

2026-03-31

Concentration18.9

Portfolio Stability20.5

Ambs Investment Counsel LLC

CIK 0000896881

Total reported value

$167.3M

91 stks

2013-09-30

Stale — no recent filing

Concentration8.8

Portfolio Stability53.4

Sector conviction64.7

Ariston Services Group

CIK 0001743859

Total reported value

$167.2M

71 stks

2026-03-31

Concentration31.7

Portfolio Stability8.5

Ames National CORP

CIK 0001132651

Total reported value

$166.6M

120 stks

2026-03-31

Concentration35.5

Portfolio Stability11.4

Sector conviction46.6

Asset Management Advisors, LLC

CIK 0001596355

Total reported value

$165.3M

19 stks

2026-03-31

Concentration56.4

Portfolio Stability11.0

Sector conviction87.6

Aston Asset Management, LLC

CIK 0001386714

Total reported value

$164.2M

107 stks

2016-06-30

Stale — no recent filing

Concentration4.8

Portfolio Stability30.9

Sector conviction44.0

Alamar Capital Management, LLC

CIK 0001846995

Total reported value

$163.7M

84 stks

2026-03-31

Concentration16.6

Portfolio Stability30.4

Sector conviction65.9

Arbor Wealth Advisors LLC

CIK 0002009890

Total reported value

$163.6M

60 stks

2026-06-30

Concentration39.9

Portfolio Stability14.4

Sector conviction79.3

Accel XI Associates L.L.C.

CIK 0001535603

Total reported value

$162.4M

1 stks

2026-03-31

Accordant Advisory Group Inc

CIK 0002013499

Total reported value

$161.4M

238 stks

2026-03-31

Concentration19.7

Portfolio Stability24.2

Sector conviction82.7

Avant Financial Advisors LLC

CIK 0002063243

Total reported value

$160.6M

69 stks

2026-06-30

Concentration16.9

Portfolio Stability13.3

Affinity Investment Advisors, LLC

CIK 0001520601

Total reported value

$159.9M

137 stks

2026-03-31

Concentration5.4

Portfolio Stability26.3

Sector conviction43.2

Allianz Investment Management LLC

CIK 0001140038

Total reported value

$159.8M

30 stks

2025-12-31

Stale — no recent filing

Concentration16.0

AG Campbell Advisory, LLC

CIK 0002110880

Total reported value

$158.4M

5 stks

2025-12-31

Stale — no recent filing

AlpenGlobal Capital LLC

CIK 0002062492

Total reported value

$157.1M

36 stks

2026-03-31

Concentration17.9

Portfolio Stability29.6

Sector conviction81.2

AmeriServ Wealth Advisors

CIK 0001102062

Total reported value

$156.7M

104 stks

2026-03-31

Portfolio Stability11.7

Sector conviction50.5

A. D. Beadell Investment Counsel, Inc.

CIK 0001569102

Total reported value

$156.6M

100 stks

2026-03-31

Concentration8.2

Portfolio Stability19.3

Sector conviction53.6

Allied Private Wealth LLC

CIK 0002132253

Total reported value

$156.0M

906 stks

2026-06-30

Concentration13.2

Sector conviction91.6

Accredited Investor Services, LLC

CIK 0002028621

Total reported value

$155.8M

77 stks

2026-03-31

Concentration79.2

Portfolio Stability7.1

Archvest Wealth Advisors, Inc.

CIK 0001910174

Total reported value

$155.0M

74 stks

2026-03-31

Concentration37.9

Portfolio Stability10.6

Sector conviction93.1

Aegis Wealth Management, Inc.

CIK 0002096565

Total reported value

$154.9M

183 stks

2026-06-30

Concentration17.8

Portfolio Stability54.0

Sector conviction53.2

AtlasMark Financial, Inc

CIK 0002127120

Total reported value

$154.8M

47 stks

2026-03-31

Concentration33.9

Asahi Life Asset Management Co., LTD.

CIK 0001564835

Total reported value

$154.7M

150 stks

2026-03-31

Concentration8.3

Portfolio Stability41.2

Sector conviction50.0

Albert D Mason INC

CIK 0001169318

Total reported value

$154.5M

129 stks

2026-03-31

Concentration5.5

Portfolio Stability25.7

Sector conviction46.7

American Institute for Advanced Investment Management, LLP

CIK 0001805824

Total reported value

$154.3M

153 stks

2026-03-31

Concentration6.9

Portfolio Stability15.3

Sector conviction65.7

Alpine Fox Capital LLC

CIK 0002096493

Total reported value

$154.0M

17 stks

2026-03-31

Concentration90.7

Portfolio Stability50.0

Atlantic Private Wealth, LLC

CIK 0001893143

Total reported value

$153.0M

315 stks

2026-03-31

Concentration41.8

Portfolio Stability10.6

Sector conviction55.5

Alta Partners Management Company, L.P.

CIK 0002054419

Total reported value

$151.0M

2 stks

2026-03-31

Portfolio Stability37.3

Adelphi Trust Co

CIK 0002106968

Total reported value

$150.7M

200 stks

2026-06-30

Concentration10.3

Portfolio Stability29.4

Sector conviction54.2

Accelerate Investment Advisors LLC

CIK 0002035216

Total reported value

$149.7M

133 stks

2026-03-31

Concentration19.2

Sector conviction54.1

Acas, LLC

CIK 0001859505

Total reported value

$149.2M

93 stks

2025-06-30

Stale — no recent filing

Concentration14.0

Sector conviction70.3

Alpha Wealth Funds, LLC

CIK 0002059327

Total reported value

$149.2M

41 stks

2026-03-31

Portfolio Stability20.9

Sector conviction54.2

Atala Financial Inc

CIK 0002053756

Total reported value

$148.9M

117 stks

2026-03-31

Concentration8.6

Portfolio Stability26.1

Sector conviction59.9

Ariose Capital Management Ltd

CIK 0001665925

Total reported value

$148.9M

15 stks

2026-03-31

Concentration65.8

Ada Investment Management, LP

CIK 0001631190

Total reported value

$148.5M

381 stks

2015-12-31

Stale — no recent filing

Concentration1.7

Sector conviction54.4

Authentikos Wealth Advisory, LLC

CIK 0001967054

Total reported value

$148.1M

70 stks

2026-03-31

Concentration17.2

Portfolio Stability41.2

AyurMaya Capital Management Company, LP

CIK 0001975990

Total reported value

$147.8M

1 stks

2025-12-31

Stale — no recent filing

Portfolio Stability83.9

Advisory Services & Investments, LLC

CIK 0001862931

Total reported value

$146.9M

40 stks

2024-09-30

Stale — no recent filing

Concentration29.2

Ahl Investment Management, INC.

CIK 0001908425

Total reported value

$146.3M

68 stks

2025-09-30

Stale — no recent filing

Concentration12.0

Portfolio Stability22.1

Sector conviction52.6

Anson Capital, Inc.

CIK 0001906003

Total reported value

$146.2M

90 stks

2026-03-31

Concentration13.0

Portfolio Stability8.4

Aspetuck Financial Management LLC

CIK 0002048608

Total reported value

$146.0M

75 stks

2026-03-31

Concentration15.0

Portfolio Stability12.8

Sector conviction96.8

Apex Wealth Management, LLC

CIK 0002056695

Total reported value

$145.7M

57 stks

2026-03-31

Concentration14.4

Portfolio Stability71.0

Sector conviction86.4

Aspire Growth Partners LLC

CIK 0002055568

Total reported value

$145.7M

121 stks

2026-03-31

Concentration14.1

Portfolio Stability12.3

Sector conviction58.5

Axecap Investments, LLC

CIK 0002030036

Total reported value

$145.3M

69 stks

2026-03-31

Concentration11.4

Portfolio Stability83.3

Sector conviction94.2

Alexis Investment Partners, LLC

CIK 0002054271

Total reported value

$145.2M

35 stks

2026-03-31

Concentration17.9

Portfolio Stability72.2

Amara Financial, LLC.

CIK 0001934965

Total reported value

$145.1M

45 stks

2026-03-31

Concentration35.8

Sector conviction84.0

AO Asset Management, LP

CIK 0001594585

Total reported value

$144.9M

25 stks

2022-06-30

Stale — no recent filing

Concentration21.5

ADG Wealth Management Group, LLC

CIK 0002053824

Total reported value

$144.7M

51 stks

2026-03-31

Concentration36.9

Portfolio Stability18.6

Sector conviction80.0