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

Sector conviction40.9

Columbia Asset Management

CIK 0001585047

Total reported value

$525.1M

170 stks

2026-03-31

Concentration10.3

Portfolio Stability18.7

Sector conviction55.7

Conifer Management, L.L.C.

CIK 0001773994

Total reported value

$523.8M

6 stks

2026-03-31

Portfolio Stability33.2

Curbstone Financial Management Corp

CIK 0001608057

Total reported value

$522.6M

202 stks

2026-03-31

Concentration7.6

Portfolio Stability10.1

Sector conviction43.9

Crumly & Associates Inc.

CIK 0001759578

Total reported value

$522.3M

196 stks

2026-06-30

Concentration9.1

Portfolio Stability20.0

Sector conviction72.3

Crawford Fund Management, LLC

CIK 0001816427

Total reported value

$519.7M

392 stks

2026-03-31

Concentration6.6

Portfolio Stability72.0

Sector conviction42.8

Churchill Financial Advisors, LLC

CIK 0002095935

Total reported value

$519.4M

125 stks

2026-06-30

Concentration25.3

Portfolio Stability19.4

Sector conviction66.0

CacheTech Inc.

CIK 0002013390

Total reported value

$518.9M

177 stks

2026-03-31

Concentration10.9

Portfolio Stability18.8

Sector conviction66.8

Cedar Mountain Advisors, LLC

CIK 0001798986

Total reported value

$511.4M

1,152 stks

2026-03-31

Concentration30.4

Portfolio Stability7.1

Sector conviction71.8

Call To Action Foundation

CIK 0001981942

Total reported value

$511.1M

1 stks

2026-03-31

Portfolio Stability4.5

Castle Rock Wealth Management, LLC

CIK 0001727605

Total reported value

$509.4M

268 stks

2026-06-30

Concentration4.9

Portfolio Stability24.7

Sector conviction67.0

Cobiz Wealth, LLC

CIK 0001324659

Total reported value

$505.5M

113 stks

2019-06-30

Stale — no recent filing

Concentration9.1

Portfolio Stability14.9

Sector conviction45.4

Community Bank & Trust, Waco, Texas

CIK 0001654847

Total reported value

$504.5M

161 stks

2026-03-31

Concentration10.0

Portfolio Stability17.6

Sector conviction53.4

Camden National CORP

CIK 0000750686

Total reported value

$501.8M

141 stks

2021-06-30

Stale — no recent filing

Concentration6.4

Sector conviction36.8

Centric Wealth Management

CIK 0001752761

Total reported value

$500.9M

203 stks

2026-03-31

Concentration6.9

Portfolio Stability19.1

Sector conviction52.6

Canton Hathaway, LLC

CIK 0001755785

Total reported value

$495.6M

268 stks

2026-03-31

Concentration74.0

Portfolio Stability12.2

Sector conviction60.8

Compton Wealth Advisory Group, LLC

CIK 0001761044

Total reported value

$495.4M

83 stks

2026-06-30

Concentration17.0

Portfolio Stability11.4

Sector conviction55.1

Chemung Canal Trust Co

CIK 0000790354

Total reported value

$494.1M

203 stks

2026-03-31

Concentration10.4

Portfolio Stability12.3

Sector conviction48.1

Cascadia Advisory Services, LLC

CIK 0001800724

Total reported value

$493.2M

246 stks

2021-09-30

Stale — no recent filing

Concentration4.3

Sector conviction47.9

Cypress Point Wealth Management, LLC

CIK 0001825611

Total reported value

$491.6M

142 stks

2026-06-30

Concentration33.1

Portfolio Stability26.2

Cranbrook Wealth Management, LLC

CIK 0001599084

Total reported value

$491.6M

385 stks

2026-03-31

Concentration17.4

Portfolio Stability5.8

Sector conviction53.7

Clarity Wealth Advisors, LLC

CIK 0001767384

Total reported value

$486.4M

108 stks

2026-03-31

Concentration14.3

Portfolio Stability9.3

Sector conviction64.5

Corrigan Financial, Inc.

CIK 0001990951

Total reported value

$485.4M

56 stks

2025-03-31

Stale — no recent filing

Concentration27.1

Crusonia Wealth Advisors LLC

CIK 0002112003

Total reported value

$485.2M

252 stks

2026-03-31

Concentration11.9

Portfolio Stability11.3

Sector conviction66.1

Catalio Capital Management, LP

CIK 0001958125

Total reported value

$478.7M

41 stks

2026-03-31

Concentration17.1

Portfolio Stability86.4

Clare Market Investments LLC

CIK 0002054098

Total reported value

$478.0M

167 stks

2026-03-31

Concentration18.6

Portfolio Stability30.1

Sector conviction85.7

Coyle Financial Counsel LLC

CIK 0001593038

Total reported value

$472.8M

113 stks

2026-03-31

Concentration28.6

Portfolio Stability6.0

Sector conviction51.4

CoreView Capital Management Ltd

CIK 0001842785

Total reported value

$472.8M

5 stks

2026-03-31

Portfolio Stability52.2

Cherry Tree Wealth Management, LLC

CIK 0001985414

Total reported value

$472.7M

582 stks

2026-03-31

Portfolio Stability5.5

Sector conviction52.0

Cordoba Advisory Partners LLC

CIK 0002067133

Total reported value

$471.8M

144 stks

2026-06-30

Concentration21.0

Portfolio Stability44.4

Sector conviction76.7

CFO4Life, L.P.

CIK 0001632248

Total reported value

$470.5M

176 stks

2022-12-31

Stale — no recent filing

Concentration15.5

Sector conviction64.8

Cm Wealth Advisors LLC

CIK 0001764581

Total reported value

$469.5M

146 stks

2026-03-31

Concentration28.3

Portfolio Stability17.2

Sector conviction65.0

Canal Insurance CO

CIK 0001313473

Total reported value

$465.4M

76 stks

2026-03-31

Concentration11.0

Portfolio Stability22.9

Sector conviction55.8

Curtis Advisory Group, LLC

CIK 0001664656

Total reported value

$464.0M

118 stks

2026-03-31

Concentration15.5

Portfolio Stability12.0

Sector conviction95.3

Clear Wave Wealth Management LLC

CIK 0002113615

Total reported value

$462.7M

177 stks

2026-03-31

Concentration13.9

Sector conviction72.6

Coalescence Partners Investment Management, LP

CIK 0001759662

Total reported value

$462.5M

12 stks

2026-03-31

Concentration50.6

Portfolio Stability97.1

Context Partners Fund, L.P.

CIK 0001505246

Total reported value

$460.1M

165 stks

2020-09-30

Stale — no recent filing

Concentration6.3

Community Bank System, INC.

CIK 0000723188

Total reported value

$456.9M

534 stks

2014-09-30

Stale — no recent filing

Concentration14.1

Portfolio Stability6.2

Sector conviction58.7

Carderock Capital Management INC

CIK 0001168889

Total reported value

$455.8M

67 stks

2026-06-30

Concentration10.5

Portfolio Stability25.9

Sector conviction58.3

Clg LLC

CIK 0002059872

Total reported value

$455.4M

156 stks

2026-06-30

Concentration21.1

Portfolio Stability30.9

Sector conviction74.4

Cypress Asset Management Inc/tx

CIK 0001030618

Total reported value

$455.0M

105 stks

2025-12-31

Stale — no recent filing

Concentration12.0

Portfolio Stability10.6

Sector conviction66.9

Compton Financial Group, LLC

CIK 0001844567

Total reported value

$452.7M

71 stks

2026-03-31

Concentration30.7

Portfolio Stability43.4

Sector conviction45.4

CDAM (UK) Ltd

CIK 0001719387

Total reported value

$450.9M

11 stks

2026-03-31

Concentration41.0

Portfolio Stability32.8

Sector conviction79.7

Coulter & Justus Financial Services, LLC

CIK 0001841767

Total reported value

$450.3M

94 stks

2024-03-31

Stale — no recent filing

Concentration11.8

Sector conviction40.6

Collective Family Office LLC

CIK 0001845066

Total reported value

$444.2M

156 stks

2026-03-31

Concentration9.3

Portfolio Stability8.0

Sector conviction47.4

Coston, McIsaac & Partners

CIK 0001945037

Total reported value

$443.1M

941 stks

2026-03-31

Concentration7.9

Portfolio Stability10.9

Sector conviction60.1

Cornerstone Planning, LLC

CIK 0001802105

Total reported value

$443.0M

141 stks

2026-03-31

Concentration5.8

Portfolio Stability48.6

Sector conviction52.1

Capital Management Associates, Inc

CIK 0002008851

Total reported value

$442.3M

166 stks

2026-03-31

Concentration21.6

Portfolio Stability10.3

Sector conviction70.2

Convergent Wealth Advisors

CIK 0001491296

Total reported value

$442.0M

35 stks

2015-09-30

Stale — no recent filing

Concentration66.3

Portfolio Stability38.0

Credential Securities Inc.

CIK 0002077904

Total reported value

$440.4M

241 stks

2018-06-30

Stale — no recent filing

Cove Private Wealth, LLC

CIK 0002015131

Total reported value

$440.4M

185 stks

2026-03-31

Concentration17.4

Portfolio Stability34.0

Sector conviction58.1

Cape Ann Asset Management Ltd

CIK 0001768237

Total reported value

$440.3M

11 stks

2026-03-31

Concentration55.9

Portfolio Stability28.6

Creek Drive Management Group LLC

CIK 0002111824

Total reported value

$439.1M

53 stks

2026-03-31

Concentration91.4

Capital City Trust Co/fl

CIK 0001095836

Total reported value

$437.4M

194 stks

2026-03-31

Concentration13.3

Portfolio Stability12.7

Sector conviction46.4

City State Bank

CIK 0001910666

Total reported value

$436.4M

809 stks

2026-06-30

Concentration5.8

Portfolio Stability16.8

Sector conviction64.9

Cornerstone Wealth Advisors, Inc.

CIK 0001862176

Total reported value

$434.3M

49 stks

2026-03-31

Concentration44.8

Portfolio Stability8.4

Sector conviction72.5

Crow's Nest Holdings LP

CIK 0001898772

Total reported value

$427.7M

11 stks

2026-03-31

Concentration43.9

Portfolio Stability30.7

Sector conviction64.2

Cordgrass Capital Advisors, LLC

CIK 0001912040

Total reported value

$427.0M

277 stks

2026-03-31

Concentration7.5

Portfolio Stability13.6

Sector conviction41.1

Clarus Ventures, LLC

CIK 0001431431

Total reported value

$425.5M

10 stks

2018-09-30

Stale — no recent filing

Concentration84.2

Portfolio Stability45.8

Catawba Capital Management /va

CIK 0001080366

Total reported value

$425.0M

210 stks

2018-06-30

Stale — no recent filing

Concentration5.6

Portfolio Stability10.2

Sector conviction51.2

Cypress Point Investment Management LP

CIK 0002058475

Total reported value

$424.5M

32 stks

2026-03-31

Concentration17.6

Portfolio Stability56.3

Cubic Asset Management, LLC

CIK 0001424322

Total reported value

$422.4M

202 stks

2024-03-31

Stale — no recent filing

Concentration6.3

Sector conviction45.1

Cordatus Wealth Management LLC

CIK 0001715862

Total reported value

$420.2M

164 stks

2026-03-31

Concentration9.0

Portfolio Stability32.0

Sector conviction59.5

CVC Management Holdings II Ltd.

CIK 0002023131

Total reported value

$419.7M

3 stks

2026-03-31

Portfolio Stability39.6

Core Wealth Advisors, Inc.

CIK 0001770532

Total reported value

$419.0M

114 stks

2026-03-31

Concentration44.4

Portfolio Stability13.3

Sector conviction67.9

Centurion Wealth Management LLC

CIK 0001951368

Total reported value

$418.2M

283 stks

2026-06-30

Concentration5.6

Portfolio Stability23.4

Sector conviction68.2

Clark Estates Inc/ny

CIK 0001056466

Total reported value

$416.2M

97 stks

2026-03-31

Concentration21.1

Portfolio Stability31.3

Sector conviction65.4

Cadence Capital Management LLC

CIK 0001175399

Total reported value

$414.7M

277 stks

2020-09-30

Stale — no recent filing

Concentration8.4

Portfolio Stability54.4

Sector conviction43.3

Centennial Wealth Advisory LLC

CIK 0001839421

Total reported value

$413.0M

160 stks

2026-03-31

Concentration14.6

Portfolio Stability24.6

Sector conviction87.2

Cypress Financial Planning LLC

CIK 0001937021

Total reported value

$412.9M

109 stks

2026-06-30

Concentration23.7

Portfolio Stability23.1

Channel Wealth LLC

CIK 0001975550

Total reported value

$412.8M

175 stks

2026-03-31

Portfolio Stability28.1

Sector conviction65.3

Cincinnati Specialty Underwriters Insurance CO

CIK 0001426763

Total reported value

$411.6M

46 stks

2026-03-31

Concentration24.2

Portfolio Stability50.5

Sector conviction76.6

Concentric Wealth Management, LLC

CIK 0001695345

Total reported value

$410.0M

133 stks

2024-09-30

Stale — no recent filing

Concentration6.8

Sector conviction39.3

Coleford Investment Management Ltd.

CIK 0001939136

Total reported value

$407.8M

24 stks

2026-03-31

Concentration21.9

Portfolio Stability22.4

Sector conviction58.1

Colony Family Offices, LLC

CIK 0001633573

Total reported value

$405.5M

62 stks

2026-03-31

Concentration35.6

Portfolio Stability5.0

Compass Wealth Management LLC

CIK 0001965653

Total reported value

$404.6M

75 stks

2026-03-31

Concentration8.8

Portfolio Stability18.2

Sector conviction53.6

COFG Advisors, LLC

CIK 0002104330

Total reported value

$404.4M

241 stks

2026-03-31

Concentration10.4

Portfolio Stability10.6

Sector conviction70.6

Citizens & Northern CORP

CIK 0000810958

Total reported value

$401.0M

119 stks

2026-03-31

Concentration15.0

Portfolio Stability13.6

Sector conviction67.2

Copperwynd Financial, LLC

CIK 0001687832

Total reported value

$400.8M

156 stks

2025-06-30

Stale — no recent filing

Concentration12.7

Sector conviction60.5

Capital Innovations LLC

CIK 0001596076

Total reported value

$399.2M

53 stks

2026-03-31

Concentration13.8

Cypress Funds LLC

CIK 0001081198

Total reported value

$397.6M

14 stks

2026-03-31

Concentration34.1

Portfolio Stability47.6

Sector conviction85.3

Crown Wealth Group, LLC

CIK 0001845698

Total reported value

$393.0M

150 stks

2026-06-30

Concentration20.2

Portfolio Stability22.7

Sector conviction78.6

Cary Street Partners Investment Advisory LLC

CIK 0001766904

Total reported value

$391.5M

3,844 stks

2026-03-31

Concentration2.8

Portfolio Stability21.3

Sector conviction59.8

Coltrane Asset Management L.P.

CIK 0001596586

Total reported value

$391.1M

6 stks

2021-09-30

Stale — no recent filing

CWS Financial Advisors, LLC

CIK 0001802459

Total reported value

$390.3M

157 stks

2026-03-31

Concentration25.5

Portfolio Stability20.5

Sector conviction69.5

Centre Asset Management, LLC

CIK 0001532472

Total reported value

$388.9M

70 stks

2025-03-31

Stale — no recent filing

Concentration10.7

Sector conviction68.4

CIC Wealth, LLC

CIK 0001965909

Total reported value

$387.0M

176 stks

2024-09-30

Stale — no recent filing

Concentration14.4

Sector conviction61.9

Cadent Capital Advisors, LLC

CIK 0001803536

Total reported value

$386.5M

201 stks

2026-03-31

Portfolio Stability43.9

Sector conviction53.1

Claris Advisors, LLC / Mo /

CIK 0001905092

Total reported value

$383.0M

74 stks

2026-06-30

Concentration28.8

Portfolio Stability14.4

Sector conviction59.3

Cherrydale Wealth Management, LLC

CIK 0001907327

Total reported value

$382.2M

84 stks

2026-06-30

Concentration46.8

Portfolio Stability17.4

Sector conviction93.1

Cerro Pacific Wealth Advisors LLC

CIK 0001842669

Total reported value

$381.2M

159 stks

2026-03-31

Concentration10.1

Portfolio Stability17.1

Sector conviction59.6

Chase Investment Counsel CORP

CIK 0000019475

Total reported value

$380.9M

149 stks

2026-03-31

Concentration7.3

Portfolio Stability48.2

Sector conviction49.5

Corbenic Partners LLC

CIK 0001568298

Total reported value

$379.6M

230 stks

2022-06-30

Stale — no recent filing

Concentration29.4

Sector conviction65.9

Cabot-Wellington, LLC

CIK 0001353198

Total reported value

$379.5M

5 stks

2026-06-30

Portfolio Stability11.6

Cardinal Strategic Wealth Guidance

CIK 0001801989

Total reported value

$379.2M

63 stks

2026-03-31

Concentration40.4

Portfolio Stability6.1

Sector conviction58.9

Carr Financial Group Corp

CIK 0001931232

Total reported value

$379.1M

174 stks

2026-03-31

Concentration13.6

Portfolio Stability18.3

Sector conviction56.1

Cliffwater LLC

CIK 0001659851

Total reported value

$377.4M

20 stks

2026-03-31

Concentration68.5

Portfolio Stability24.0

Cim Investment Management INC

CIK 0001179791

Total reported value

$374.8M

251 stks

2026-03-31

Concentration23.4

Portfolio Stability13.5

Sector conviction66.9

Compass Advisory Group LLC

CIK 0001720292

Total reported value

$373.7M

86 stks

2026-03-31

Concentration18.3

Portfolio Stability52.4

Cowa, LLC

CIK 0001844480

Total reported value

$370.6M

158 stks

2026-03-31

Concentration12.4

Portfolio Stability20.5

Sector conviction62.5

Congress Park Capital LLC

CIK 0001730945

Total reported value

$370.5M

134 stks

2026-06-30

Concentration10.8

Portfolio Stability21.9

Sector conviction66.4

Cypress Capital, LLC

CIK 0001729939

Total reported value

$369.9M

113 stks

2026-06-30

Concentration21.7

Portfolio Stability10.7

Sector conviction55.1

Cutler Capital Management, LLC

CIK 0001353098

Total reported value

$369.9M

116 stks

2026-03-31

Concentration7.9

Portfolio Stability19.7

Sector conviction40.8

Capital Wealth Management, LLC

CIK 0001730456

Total reported value

$369.6M

34 stks

2026-03-31

Concentration25.2

Portfolio Stability21.2

Ccg Wealth Management, LLC

CIK 0001771169

Total reported value

$368.9M

136 stks

2026-03-31

Concentration20.1

Portfolio Stability46.6

Sector conviction52.8

Cqs (us), LLC

CIK 0001447946

Total reported value

$367.3M

44 stks

2024-06-30

Stale — no recent filing

Concentration20.9

Sector conviction85.3

Capco Asset Management, LLC

CIK 0001698068

Total reported value

$366.6M

27 stks

2026-03-31

Concentration40.7

Portfolio Stability22.3

Sector conviction80.2

Central Valley Advisors, LLC

CIK 0002010698

Total reported value

$366.5M

226 stks

2026-03-31

Concentration7.3

Portfolio Stability22.7

Sector conviction46.6

Continental Grain Co

CIK 0000929607

Total reported value

$365.8M

4 stks

2026-03-31

Portfolio Stability18.3

Contrarian Capital Management, L.l.c.

CIK 0001050417

Total reported value

$356.7M

21 stks

2026-03-31

Concentration52.0

Portfolio Stability41.4

Clean Yield Group

CIK 0001525865

Total reported value

$355.2M

385 stks

2026-03-31

Concentration7.6

Portfolio Stability17.5

Sector conviction63.7

Courage Miller Partners, LLC

CIK 0001482106

Total reported value

$354.2M

92 stks

2026-03-31

Concentration20.2

Portfolio Stability9.4

Sector conviction43.0

Colton Groome Financial Advisors, LLC

CIK 0001780330

Total reported value

$351.2M

137 stks

2026-03-31

Concentration21.4

Portfolio Stability10.2

Sector conviction87.0

Columbia Bank

CIK 0002017259

Total reported value

$350.4M

261 stks

2026-03-31

Concentration8.1

Portfolio Stability15.3

Sector conviction61.2

Cornerstone Retirement Group, Inc.

CIK 0001791803

Total reported value

$349.8M

33 stks

2023-09-30

Stale — no recent filing

Sector conviction85.8

Carmel Capital Management L.L.C.

CIK 0001878547

Total reported value

$349.2M

25 stks

2026-03-31

Concentration25.0

Portfolio Stability16.5

Sector conviction89.8

Creative Capital Management Investments LLC

CIK 0001957363

Total reported value

$348.5M

324 stks

2026-03-31

Concentration50.8

Portfolio Stability7.2

Sector conviction85.4

CGC Financial Services, LLC

CIK 0001992785

Total reported value

$346.1M

331 stks

2026-03-31

Concentration43.1

Portfolio Stability16.3

Sector conviction55.9

Cedar Wealth Management, LLC

CIK 0001665642

Total reported value

$343.6M

89 stks

2026-03-31

Concentration32.0

Portfolio Stability14.4

Sector conviction66.7

Consilio Wealth Advisors, LLC

CIK 0001908944

Total reported value

$342.4M

101 stks

2026-03-31

Concentration27.2

Portfolio Stability40.0

Sector conviction90.9

Crestview Partners II GP, L.P.

CIK 0001505639

Total reported value

$340.9M

3 stks

2026-03-31

Portfolio Stability10.3

Cornell Pochily Investment Advisors, Inc.

CIK 0001736260

Total reported value

$340.4M

174 stks

2026-03-31

Portfolio Stability14.8

Sector conviction59.9

Core Alternative Capital

CIK 0001776878

Total reported value

$338.7M

205 stks

2026-03-31

Concentration8.1

Portfolio Stability17.6

Sector conviction51.7

Concentrum Wealth Management

CIK 0001765387

Total reported value

$338.6M

111 stks

2026-03-31

Concentration32.0

Portfolio Stability18.7

Comprehensive Financial Consultants Institutional, Inc.

CIK 0001915714

Total reported value

$336.6M

193 stks

2026-03-31

Concentration4.1

Portfolio Stability18.0

Sector conviction41.5

Carnick & Kubik, LLC

CIK 0001555900

Total reported value

$333.7M

1,014 stks

2016-03-31

Stale — no recent filing

Concentration3.2

Portfolio Stability79.0

Sector conviction46.3

Court Place Advisors, LLC

CIK 0001566113

Total reported value

$332.1M

147 stks

2025-09-30

Stale — no recent filing

Concentration11.6

Portfolio Stability19.6

Sector conviction66.3

Crestview Partners IV GP, L.P.

CIK 0001818687

Total reported value

$331.7M

2 stks

2026-03-31

Portfolio Stability6.8

Clear Perspective Advisors, LLC

CIK 0001704677

Total reported value

$329.5M

181 stks

2021-12-31

Stale — no recent filing

Concentration19.5

Sector conviction59.7

Client 1st Advisory Group, LLC

CIK 0001802816

Total reported value

$329.2M

141 stks

2026-03-31

Concentration21.4

Portfolio Stability9.9

Sector conviction54.3

Cardinal Point Wealth Management Partners, LLC

CIK 0001909054

Total reported value

$329.2M

80 stks

2023-03-31

Stale — no recent filing

Concentration54.3

Sector conviction73.9

Clearbridge, LLC

CIK 0000820330

Total reported value

$328.7M

88 stks

2018-12-31

Stale — no recent filing

Concentration11.1

Portfolio Stability36.0

Sector conviction79.5

CJM Wealth Advisers, Ltd.

CIK 0001992748

Total reported value

$328.3M

72 stks

2026-03-31

Concentration52.6

Portfolio Stability8.4

Sector conviction54.8

Capital Investment Management, Inc.

CIK 0002124549

Total reported value

$326.4M

132 stks

2026-06-30

Concentration17.3

Portfolio Stability16.3

Sector conviction64.1

Core Wealth Management, Inc.

CIK 0001965150

Total reported value

$326.3M

40 stks

2026-03-31

Portfolio Stability3.3

Sector conviction63.6

Ceeto Capital Group, LLC

CIK 0001722439

Total reported value

$325.9M

164 stks

2026-03-31

Concentration22.9

Portfolio Stability14.7

Sector conviction65.8

Chesapeake Wealth Management

CIK 0001730383

Total reported value

$325.7M

262 stks

2026-03-31

Concentration7.3

Portfolio Stability10.5

Sector conviction56.4

Cook Street Consulting, Inc.

CIK 0001916464

Total reported value

$325.6M

2 stks

2024-03-31

Stale — no recent filing

Commonwealth Retirement Investments LLC

CIK 0001963787

Total reported value

$323.2M

122 stks

2026-03-31

Concentration8.6

Portfolio Stability19.6

Sector conviction46.8

Chanos & Co LP

CIK 0001446440

Total reported value

$318.2M

32 stks

2023-09-30

Stale — no recent filing

Carlson Capital, L.P.

CIK 0001056973

Total reported value

$317.9M

72 stks

2026-03-31

Concentration97.0

Portfolio Stability40.3

Sector conviction74.9

Crestmont Private Wealth LLC

CIK 0001873372

Total reported value

$317.3M

105 stks

2026-03-31

Concentration40.5

Portfolio Stability10.7

Sector conviction45.5

Cisco Systems, Inc.

CIK 0000858877

Total reported value

$317.1M

3 stks

2026-03-31

Portfolio Stability7.5

C Partners Holding GmbH

CIK 0001634083

Total reported value

$316.9M

8 stks

2026-03-31

Concentration62.9

Portfolio Stability19.6

Sector conviction67.3

Chautauqua Capital Management

CIK 0001564721

Total reported value

$316.6M

26 stks

2015-12-31

Stale — no recent filing

Concentration32.2

Portfolio Stability15.3

Sector conviction93.5

Ceros Financial Services Inc.

CIK 0001536022

Total reported value

$316.0M

192 stks

2019-03-31

Stale — no recent filing

Concentration25.5

Sector conviction91.7

California First Leasing CORP

CIK 0000803016

Total reported value

$312.0M

39 stks

2026-03-31

Concentration20.6

Portfolio Stability28.6

Sector conviction77.3

Consolidated Capital Management, LLC

CIK 0001666613

Total reported value

$309.6M

74 stks

2026-03-31

Concentration12.5

Portfolio Stability74.5

Sector conviction74.9

Cloverfields Capital Group, LP

CIK 0001819581

Total reported value

$309.1M

91 stks

2026-03-31

Concentration6.2

Portfolio Stability35.0

Sector conviction39.7

Caerus Investment Advisors, LLC

CIK 0001862682

Total reported value

$308.7M

311 stks

2025-12-31

Stale — no recent filing

Concentration7.0

Portfolio Stability53.4

Sector conviction62.9