Institutions Starting with &quot;C&quot; (1251 funds)

Continuum Advisory, LLC

CIK 0001846532

Total reported value

$1.0B

453 stks

2026-03-31

Concentration5.1

Portfolio Stability18.0

Sector conviction69.2

Clough Capital Partners L P

CIK 0001276144

Total reported value

$1.0B

96 stks

2026-03-31

Concentration10.1

Portfolio Stability61.4

Sector conviction50.9

Crescent Grove Advisors, LLC

CIK 0001713520

Total reported value

$1.0B

304 stks

2026-03-31

Concentration8.5

Portfolio Stability27.9

Sector conviction63.6

Common Fund For Nonprofit Organizations

CIK 0002022949

Total reported value

$1.0B

26 stks

2026-03-31

Concentration80.6

Portfolio Stability28.0

Condire Management, LP

CIK 0001847739

Total reported value

$1.0B

19 stks

2026-03-31

Concentration36.4

Portfolio Stability65.6

Cable Hill Partners, LLC

CIK 0001674581

Total reported value

$1.0B

217 stks

2025-03-31

Stale — no recent filing

Concentration33.5

Sector conviction78.6

Crosslink Capital INC

CIK 0001104329

Total reported value

$1.0B

21 stks

2026-03-31

Portfolio Stability43.7

Carret Asset Management, LLC

CIK 0000791490

Total reported value

$1.0B

293 stks

2026-03-31

Concentration7.7

Portfolio Stability11.7

Sector conviction48.1

Connable Office INC

CIK 0000914933

Total reported value

$1.0B

224 stks

2026-03-31

Concentration34.3

Portfolio Stability21.4

Sector conviction57.8

Counterpoint Mutual Funds LLC

CIK 0001698461

Total reported value

$1.0B

295 stks

2026-06-30

Concentration23.5

Sector conviction63.8

Counsel Portfolio Services Inc.

CIK 0001498900

Total reported value

$1.0B

300 stks

2016-06-30

Stale — no recent filing

Concentration6.6

Portfolio Stability56.6

Sector conviction59.0

Coastline Trust Co

CIK 0001324279

Total reported value

$1.0B

578 stks

2026-03-31

Concentration10.0

Portfolio Stability15.5

Sector conviction59.5

Cornerstone Capital, Inc.

CIK 0000819535

Total reported value

$1.0B

118 stks

2026-03-31

Concentration10.4

Portfolio Stability17.0

Sector conviction44.8

Cheviot Value Management, LLC

CIK 0001427147

Total reported value

$995.6M

426 stks

2026-03-31

Concentration19.2

Portfolio Stability11.9

Sector conviction49.7

Chicago Equity Partners LLC

CIK 0001116992

Total reported value

$993.1M

647 stks

2020-03-31

Stale — no recent filing

Concentration2.4

Portfolio Stability72.3

Sector conviction53.5

Capital Advisors, Ltd. LLC

CIK 0001597878

Total reported value

$991.2M

1,518 stks

2026-06-30

Concentration9.9

Portfolio Stability15.6

Sector conviction52.6

Central Pacific Bank - Trust Division

CIK 0002020066

Total reported value

$984.1M

1,037 stks

2026-06-30

Portfolio Stability37.4

Sector conviction52.3

ClariVest Asset Management LLC

CIK 0001388167

Total reported value

$980.2M

844 stks

2024-09-30

Stale — no recent filing

Concentration5.5

Sector conviction71.8

Cutler Investment Counsel LLC

CIK 0001285973

Total reported value

$971.1M

146 stks

2026-03-31

Concentration8.6

Portfolio Stability8.9

Sector conviction40.9

Cascade Financial Partners, LLC

CIK 0002021208

Total reported value

$970.2M

266 stks

2026-03-31

Concentration24.3

Portfolio Stability19.9

Center for Financial Planning, Inc.

CIK 0001803557

Total reported value

$958.0M

663 stks

2026-03-31

Concentration57.9

Portfolio Stability18.6

Sector conviction41.4

Capital Investment Services of America, Inc.

CIK 0000811360

Total reported value

$957.7M

80 stks

2026-03-31

Concentration11.1

Portfolio Stability17.4

Capital Growth Management LP

CIK 0000060335

Total reported value

$956.9M

46 stks

2020-09-30

Stale — no recent filing

Concentration13.3

CVA Family Office, LLC

CIK 0001802084

Total reported value

$949.6M

1,839 stks

2026-03-31

Concentration8.4

Portfolio Stability14.4

Sector conviction61.3

Ccm Investment Group, LLC

CIK 0002067069

Total reported value

$945.8M

207 stks

2025-03-31

Stale — no recent filing

Concentration17.6

Portfolio Stability18.6

Sector conviction49.9

Convergence Financial, LLC

CIK 0002034001

Total reported value

$943.1M

276 stks

2026-03-31

Concentration13.9

Portfolio Stability50.3

Sector conviction49.9

Columbus Macro, LLC

CIK 0001727269

Total reported value

$936.2M

200 stks

2026-03-31

Concentration4.1

Portfolio Stability15.5

Sector conviction70.7

Cornerstone Advisors, Inc.

CIK 0001532520

Total reported value

$935.6M

717 stks

2020-09-30

Stale — no recent filing

Concentration73.3

Portfolio Stability3.2

Sector conviction80.0

Caas Capital Management LP

CIK 0001802881

Total reported value

$933.7M

469 stks

2025-03-31

Stale — no recent filing

Concentration11.0

Sector conviction70.7

Cahill Financial Advisors INC

CIK 0001600327

Total reported value

$923.9M

323 stks

2026-03-31

Concentration10.1

Portfolio Stability12.2

Sector conviction55.9

Consolidated Investment Group LLC

CIK 0001556168

Total reported value

$922.0M

77 stks

2026-03-31

Concentration32.2

Portfolio Stability16.4

Sector conviction54.5

Clarity Financial LLC

CIK 0001862145

Total reported value

$919.3M

118 stks

2026-03-31

Concentration15.4

Portfolio Stability40.6

Sector conviction45.9

Ckw Financial Group

CIK 0001600403

Total reported value

$917.0M

166 stks

2026-03-31

Portfolio Stability4.0

Caliber Wealth Management, LLC / KS

CIK 0002067120

Total reported value

$913.9M

270 stks

2026-03-31

Concentration15.7

Portfolio Stability15.4

Sector conviction43.5

Constellation Wealth Advisors, LLC

CIK 0001474208

Total reported value

$903.0M

82 stks

2015-09-30

Stale — no recent filing

Concentration28.9

Portfolio Stability32.4

Sector conviction93.2

Cardan Capital Partners, LLC

CIK 0001664503

Total reported value

$892.9M

243 stks

2021-09-30

Stale — no recent filing

Concentration5.7

Cypress Capital Group

CIK 0001341748

Total reported value

$888.9M

284 stks

2026-03-31

Concentration6.8

Portfolio Stability18.6

Sector conviction44.0

City Holding Co

CIK 0000726854

Total reported value

$884.5M

625 stks

2026-06-30

Concentration5.0

Portfolio Stability17.3

Sector conviction39.4

Caledonia Investments PLC

CIK 0001037766

Total reported value

$883.3M

15 stks

2026-06-30

Concentration35.0

Portfolio Stability10.8

Sector conviction62.6

Chemical Bank

CIK 0000919087

Total reported value

$881.4M

606 stks

2019-06-30

Stale — no recent filing

Concentration4.7

Portfolio Stability24.7

Sector conviction43.3

Clifton Park Capital Management, LLC

CIK 0001540796

Total reported value

$880.5M

18 stks

2015-12-31

Stale — no recent filing

Concentration74.2

Portfolio Stability27.4

Cabot Wealth Management INC

CIK 0001016683

Total reported value

$869.5M

139 stks

2026-03-31

Portfolio Stability17.5

Sector conviction60.8

Catalyst Financial Partners LLC

CIK 0001927537

Total reported value

$846.9M

370 stks

2026-03-31

Concentration17.0

Portfolio Stability25.4

Sector conviction52.9

Community Bank, N.A.

CIK 0001632187

Total reported value

$840.1M

698 stks

2026-03-31

Concentration9.4

Portfolio Stability11.6

Sector conviction55.5

Claret Asset Management Corp

CIK 0001735513

Total reported value

$837.2M

355 stks

2026-03-31

Concentration8.6

Portfolio Stability21.3

Sector conviction48.0

Claro Advisors Inc.

CIK 0001764386

Total reported value

$830.1M

506 stks

2026-03-31

Concentration5.3

Portfolio Stability27.8

Sector conviction60.5

Cullen Investment Group, LTD.

CIK 0000797203

Total reported value

$826.5M

181 stks

2026-06-30

Concentration9.3

Portfolio Stability15.5

Sector conviction43.6

Cadian Capital Management, LP

CIK 0001423686

Total reported value

$821.2M

23 stks

2026-03-31

Concentration31.1

Portfolio Stability79.0

Capital Investment Counsel, Inc

CIK 0001418421

Total reported value

$816.1M

249 stks

2026-03-31

Concentration23.6

Portfolio Stability17.2

Cvfg LLC

CIK 0002050974

Total reported value

$804.3M

239 stks

2026-03-31

Sector conviction57.4

Cynosure Group, LLC

CIK 0001763409

Total reported value

$800.3M

292 stks

2026-03-31

Concentration20.3

Portfolio Stability50.3

Sector conviction73.3

CenterStar Asset Management, LLC

CIK 0001722053

Total reported value

$797.5M

464 stks

2026-03-31

Concentration11.1

Sector conviction54.2

Curated Wealth Partners LLC

CIK 0001781284

Total reported value

$793.6M

572 stks

2026-03-31

Concentration58.9

Portfolio Stability29.5

Coho Partners, Ltd.

CIK 0001350585

Total reported value

$779.1M

32 stks

2025-09-30

Stale — no recent filing

Concentration14.7

Portfolio Stability92.7

Sector conviction69.3

Cardinal Capital Management

CIK 0001434845

Total reported value

$775.6M

136 stks

2026-03-31

Concentration5.6

Portfolio Stability14.0

Sector conviction44.6

Canyon Capital Advisors LLC

CIK 0001074034

Total reported value

$772.0M

19 stks

2026-03-31

Concentration82.5

Portfolio Stability55.8

Sector conviction83.5

Culbertson A N & Co INC

CIK 0001224890

Total reported value

$770.9M

132 stks

2026-03-31

Concentration10.1

Portfolio Stability18.3

Sector conviction52.9

Concord Wealth Partners

CIK 0001814214

Total reported value

$770.5M

207 stks

2026-03-31

Concentration7.9

Portfolio Stability22.1

Sector conviction52.3

CRA Financial Services, LLC

CIK 0001765594

Total reported value

$770.1M

296 stks

2026-03-31

Concentration7.6

Portfolio Stability11.6

Sector conviction71.8

Crews Bank & Trust

CIK 0002052279

Total reported value

$766.0M

662 stks

2026-06-30

Concentration15.0

Portfolio Stability13.9

Sector conviction51.1

Capital Advantage, Inc.

CIK 0001628896

Total reported value

$765.0M

145 stks

2026-03-31

Concentration16.7

Portfolio Stability9.3

Sector conviction84.0

Camrose Capital Investment Partners LLP

CIK 0002040608

Total reported value

$764.2M

10 stks

2026-03-31

Concentration43.4

Portfolio Stability27.9

Sector conviction63.5

Cannon Financial Strategists, Inc.

CIK 0002031123

Total reported value

$760.8M

109 stks

2026-03-31

Concentration32.8

Portfolio Stability7.7

Sector conviction45.7

Capital Growth Management LP

CIK 0000868491

Total reported value

$760.6M

50 stks

2022-09-30

Stale — no recent filing

Concentration12.2

Cary Street Partners Asset Management LLC

CIK 0001845445

Total reported value

$758.8M

209 stks

2024-09-30

Stale — no recent filing

Concentration8.9

Sector conviction44.8

Capital One, National Association

CIK 0000047288

Total reported value

$756.0M

314 stks

2019-12-31

Stale — no recent filing

Concentration6.6

Sector conviction43.2

Cibc Bank USA

CIK 0001279912

Total reported value

$755.8M

1,278 stks

2019-12-31

Stale — no recent filing

Concentration21.1

Portfolio Stability12.7

Sector conviction43.7

Comerica Securities INC

CIK 0001399248

Total reported value

$755.6M

398 stks

2018-12-31

Stale — no recent filing

Concentration5.2

Portfolio Stability41.9

Sector conviction45.2

CVC Capital Partners VI Ltd

CIK 0001838970

Total reported value

$750.9M

3 stks

2023-12-31

Stale — no recent filing

Cornerstone Planning Group LLC

CIK 0001822587

Total reported value

$749.2M

1,818 stks

2026-03-31

Concentration16.3

Portfolio Stability24.1

Sector conviction60.1

Conversant Capital LLC

CIK 0001850901

Total reported value

$745.1M

16 stks

2026-03-31

Portfolio Stability77.8

Capital Advisors Wealth Management, LLC

CIK 0001824700

Total reported value

$744.9M

219 stks

2026-03-31

Concentration10.2

Portfolio Stability20.4

Sector conviction52.7

Camden National Bank

CIK 0001697855

Total reported value

$739.3M

257 stks

2026-03-31

Concentration6.3

Portfolio Stability13.0

Sector conviction36.2

Canal Capital Management, LLC

CIK 0001666733

Total reported value

$738.8M

207 stks

2026-03-31

Concentration9.7

Portfolio Stability32.6

Sector conviction60.1

Cohen Capital Management, Inc.

CIK 0001508120

Total reported value

$735.5M

152 stks

2026-06-30

Concentration11.4

Portfolio Stability20.7

Sector conviction52.9

Colonial Trust Co / SC

CIK 0001954093

Total reported value

$735.2M

1,135 stks

2026-03-31

Concentration4.8

Portfolio Stability13.1

Sector conviction41.6

Capital Investment Counsel, LLC

CIK 0002033609

Total reported value

$729.8M

147 stks

2026-03-31

Portfolio Stability20.4

Sector conviction42.4

Castellan Group

CIK 0001832521

Total reported value

$725.7M

37 stks

2026-03-31

Portfolio Stability21.9

Canvas Wealth Advisors, LLC

CIK 0001858782

Total reported value

$716.9M

251 stks

2026-06-30

Concentration11.6

Portfolio Stability25.8

Sector conviction88.5

Cambient Family Office, LLC

CIK 0002105684

Total reported value

$716.4M

261 stks

2026-03-31

Concentration8.7

Portfolio Stability17.3

Sector conviction61.0

Compass Financial Group, INC/SD

CIK 0001964835

Total reported value

$714.8M

105 stks

2026-03-31

Concentration38.9

Portfolio Stability6.3

Sector conviction79.9

Cypress Wealth Services, LLC

CIK 0001721527

Total reported value

$708.3M

397 stks

2026-03-31

Portfolio Stability18.8

Sector conviction56.3

Cortland Associates Inc/mo

CIK 0001014315

Total reported value

$696.8M

62 stks

2026-03-31

Concentration19.4

Portfolio Stability24.1

Sector conviction59.6

Cantab Capital Partners LLP

CIK 0001597858

Total reported value

$696.2M

568 stks

2017-09-30

Stale — no recent filing

Concentration1.2

Portfolio Stability45.8

Sector conviction53.3

Calton & Associates, INC.

CIK 0000822648

Total reported value

$695.9M

438 stks

2026-03-31

Concentration4.8

Portfolio Stability27.2

Sector conviction56.5

Cornerstone Management, Inc.

CIK 0001587867

Total reported value

$695.1M

67 stks

2026-06-30

Concentration49.6

Portfolio Stability11.6

Sector conviction65.0

Continental General Insurance Co

CIK 0000024046

Total reported value

$693.4M

11 stks

2026-03-31

Concentration83.7

Portfolio Stability60.8

Cim, LLC

CIK 0001364725

Total reported value

$691.8M

168 stks

2026-03-31

Concentration8.7

Portfolio Stability31.6

Sector conviction63.5

Capital Planning Advisors, LLC

CIK 0001631941

Total reported value

$691.6M

146 stks

2026-03-31

Concentration12.6

Portfolio Stability18.1

Sector conviction52.8

CHICAGO TRUST Co NA

CIK 0001601539

Total reported value

$690.1M

662 stks

2026-06-30

Concentration5.3

Portfolio Stability19.3

Sector conviction48.6

Chatham Capital Group, INC.

CIK 0001108969

Total reported value

$689.3M

198 stks

2026-03-31

Concentration6.1

Portfolio Stability16.6

Sector conviction54.1

Camelot Capital Partners, LLC

CIK 0001753570

Total reported value

$685.6M

1 stks

2025-06-30

Stale — no recent filing

Covington Investment Advisors Inc.

CIK 0001569036

Total reported value

$680.5M

74 stks

2026-03-31

Concentration10.8

Portfolio Stability13.8

Sector conviction46.8

Clearlake Capital Group, L.p.

CIK 0001688282

Total reported value

$680.4M

6 stks

2026-03-31

Portfolio Stability44.3

Column Capital Advisors, LLC

CIK 0001552564

Total reported value

$680.0M

806 stks

2023-09-30

Stale — no recent filing

Concentration17.6

Sector conviction57.1

Corsair Capital Management, L.p.

CIK 0001276470

Total reported value

$673.0M

151 stks

2026-03-31

Concentration45.2

Portfolio Stability27.8

Columbus Hill Capital Management, L.P.

CIK 0001384982

Total reported value

$672.7M

24 stks

2026-03-31

Concentration27.6

Portfolio Stability57.8

Sector conviction95.7

Chesapeake Partners Management Co Inc/md

CIK 0000919165

Total reported value

$668.6M

36 stks

2016-06-30

Stale — no recent filing

Concentration27.9

Crane Advisory, LLC

CIK 0001951283

Total reported value

$668.1M

52 stks

2026-03-31

Concentration38.0

Portfolio Stability2.0

Cfm Wealth Partners LLC

CIK 0001801097

Total reported value

$667.2M

143 stks

2026-03-31

Concentration17.7

Portfolio Stability14.0

Sector conviction85.7

Criterion Capital Management LLC

CIK 0001282550

Total reported value

$666.2M

23 stks

2018-09-30

Stale — no recent filing

Concentration21.3

Sector conviction91.9

Covenant Asset Management, LLC

CIK 0001697717

Total reported value

$664.2M

165 stks

2026-03-31

Concentration10.6

Portfolio Stability59.7

Sector conviction70.8

Chandler Asset Management, Inc.

CIK 0001665018

Total reported value

$659.4M

23 stks

2026-03-31

Concentration41.8

Portfolio Stability34.9

CFO4Life Group, LLC

CIK 0001706351

Total reported value

$656.0M

210 stks

2026-03-31

Concentration15.2

Portfolio Stability10.8

Sector conviction50.9

CMH Wealth Management LLC

CIK 0001657516

Total reported value

$655.5M

117 stks

2026-06-30

Concentration8.5

Portfolio Stability19.2

Sector conviction54.0

Clear Trail Advisors, LLC

CIK 0002097856

Total reported value

$655.2M

161 stks

2026-06-30

Portfolio Stability27.5

Sector conviction39.6

Cigna Investments INC /new

CIK 0000049969

Total reported value

$649.7M

457 stks

2026-03-31

Portfolio Stability16.2

Sector conviction48.0

Carrera Capital Advisors

CIK 0002035329

Total reported value

$649.1M

188 stks

2026-03-31

Concentration24.8

Portfolio Stability37.1

Sector conviction43.6

Cornerstone Advisors Asset Management, LLC

CIK 0002044324

Total reported value

$648.0M

134 stks

2026-03-31

Concentration15.8

Portfolio Stability9.6

Sector conviction52.0

Cat Rock Capital Management LP

CIK 0001654648

Total reported value

$643.6M

14 stks

2026-03-31

Concentration39.8

Portfolio Stability29.0

Sector conviction71.7

Capricorn Fund Managers Ltd

CIK 0001901361

Total reported value

$641.4M

114 stks

2026-03-31

Concentration7.9

Sector conviction83.9

Central Bank & Trust Co

CIK 0001175954

Total reported value

$636.4M

210 stks

2026-03-31

Concentration9.8

Portfolio Stability13.0

Sector conviction55.5

Cornerstone Capital Management LLC

CIK 0001123570

Total reported value

$634.5M

41 stks

2016-09-30

Stale — no recent filing

Concentration13.1

Sector conviction61.4

Clarity Capital KCPS Ltd.

CIK 0001706746

Total reported value

$633.1M

35 stks

2017-03-31

Stale — no recent filing

Sector conviction75.8

Commonwealth Financial Services, LLC

CIK 0001536755

Total reported value

$631.7M

278 stks

2026-03-31

Concentration10.3

Portfolio Stability29.8

Sector conviction51.7

Chemistry Wealth Management LLC

CIK 0001910183

Total reported value

$625.2M

210 stks

2026-06-30

Concentration15.6

Portfolio Stability14.6

Sector conviction55.0

CPC Advisors, LLC

CIK 0001805250

Total reported value

$616.7M

144 stks

2026-03-31

Concentration17.9

Portfolio Stability72.8

Sector conviction66.0

Conrad Siegel Investment Advisors, Inc.

CIK 0001905875

Total reported value

$614.6M

74 stks

2026-06-30

Concentration43.6

Portfolio Stability23.8

Sector conviction98.0

Clearstead Trust, LLC

CIK 0001708001

Total reported value

$613.4M

981 stks

2026-03-31

Concentration17.8

Portfolio Stability13.8

Sector conviction57.4

Calydon Capital

CIK 0001759271

Total reported value

$612.6M

247 stks

2026-03-31

Concentration7.2

Portfolio Stability20.0

Sector conviction34.2

Convergence Investment Partners, LLC

CIK 0001456133

Total reported value

$610.7M

235 stks

2026-03-31

Concentration3.3

Portfolio Stability59.3

Sector conviction46.6

Citizens Business Bank

CIK 0001948632

Total reported value

$610.3M

229 stks

2026-03-31

Concentration13.1

Portfolio Stability15.9

Sector conviction50.1

Crescent Capital Consulting, LLC

CIK 0001676613

Total reported value

$607.0M

6,276 stks

2021-12-31

Stale — no recent filing

Concentration10.9

Sector conviction43.5

Capricorn Investment Group LLC

CIK 0001536261

Total reported value

$601.5M

7 stks

2026-03-31

Portfolio Stability35.4

Citizens National Bank Trust Department

CIK 0001806425

Total reported value

$600.6M

382 stks

2026-03-31

Concentration7.0

Portfolio Stability15.0

Sector conviction40.8

Concord Asset Management, LLC/VA

CIK 0002031885

Total reported value

$591.8M

117 stks

2026-03-31

Concentration10.6

Portfolio Stability22.2

Sector conviction47.2

Catalyst Funds Management Pty Ltd

CIK 0001896150

Total reported value

$590.6M

586 stks

2026-03-31

Concentration2.8

Sector conviction38.6

Capital Management CORP /va

CIK 0001074273

Total reported value

$585.1M

71 stks

2026-03-31

Concentration11.3

Portfolio Stability15.8

Sector conviction98.1

Capital Group Investment Management Pte. LTD.

CIK 0001939970

Total reported value

$585.0M

140 stks

2026-03-31

Concentration8.2

Portfolio Stability29.9

Sector conviction46.5

Cambridge Advisors Inc.

CIK 0001633695

Total reported value

$581.7M

183 stks

2026-06-30

Concentration22.6

Portfolio Stability14.1

Sector conviction78.5

Century Capital Management, LLC

CIK 0001289442

Total reported value

$581.2M

209 stks

2017-06-30

Stale — no recent filing

Concentration3.3

Portfolio Stability26.3

Sector conviction61.7

CIBC Capital Markets (Europe) S.A.

CIK 0002045104

Total reported value

$573.4M

10 stks

2025-09-30

Stale — no recent filing

Concentration59.7

Sector conviction67.0

Chapin Davis, INC.

CIK 0000872098

Total reported value

$568.6M

256 stks

2026-06-30

Portfolio Stability58.1

Community Financial Services Group, LLC

CIK 0001537319

Total reported value

$568.2M

598 stks

2026-03-31

Concentration10.0

Portfolio Stability14.6

Sector conviction47.4

Contravisory Investment Management, INC.

CIK 0001365707

Total reported value

$566.1M

391 stks

2026-06-30

Concentration6.1

Portfolio Stability54.0

Sector conviction48.7

City Financial Investment Co Ltd

CIK 0001671161

Total reported value

$562.3M

124 stks

2018-12-31

Stale — no recent filing

Concentration6.9

Curran Financial Partners, LLC

CIK 0001843867

Total reported value

$558.6M

127 stks

2026-03-31

Concentration14.2

Portfolio Stability25.6

Sector conviction60.8

Cander Asset Management LP

CIK 0002082399

Total reported value

$557.1M

43 stks

2026-03-31

Concentration13.1

Portfolio Stability79.4

Covenant Multifamily Offices, LLC

CIK 0001599749

Total reported value

$556.9M

243 stks

2021-09-30

Stale — no recent filing

Concentration17.1

Sector conviction83.2

Childress Capital Advisors, LLC

CIK 0001849561

Total reported value

$555.0M

376 stks

2026-03-31

Concentration8.7

Portfolio Stability29.1

Sector conviction54.9

Crossingbridge Advisors, LLC

CIK 0001770024

Total reported value

$552.7M

160 stks

2026-03-31

Concentration7.4

CV Advisors LLC

CIK 0001872254

Total reported value

$541.9M

134 stks

2026-06-30

Concentration69.3

Portfolio Stability39.9

Sector conviction75.3

Caitong International Asset Management Co., Ltd

CIK 0001963355

Total reported value

$541.0M

2,563 stks

2026-03-31

Concentration3.1

Sector conviction66.2

Cobble Hill Financial Services, INC

CIK 0001463306

Total reported value

$540.8M

53 stks

2014-09-30

Stale — no recent filing

Concentration19.7

Portfolio Stability22.2

CoreCommodity Management, LLC

CIK 0001301743

Total reported value

$537.9M

120 stks

2026-03-31

Portfolio Stability36.0

Coerente Capital Management

CIK 0001860790

Total reported value

$537.4M

47 stks

2026-03-31

Concentration19.5

Portfolio Stability14.9

Sector conviction52.6

Cadinha & Co LLC

CIK 0000923469

Total reported value

$536.8M

103 stks

2026-03-31

Concentration15.9

Portfolio Stability32.8

Sector conviction41.3

Clayton, Dubilier & Rice, LLC

CIK 0001538642

Total reported value

$536.5M

2 stks

2026-03-31

Correct Capital Wealth Management

CIK 0001844835

Total reported value

$535.7M

109 stks

2026-03-31

Concentration23.1

Portfolio Stability54.7

Sector conviction46.7