Institutions Starting with &quot;E&quot; (431 funds)

Portfolio Stability22.1

Eldridge Investment Advisors, Inc.

CIK 0001727993

Total reported value

$504.9M

163 stks

2026-06-30

Concentration13.4

Portfolio Stability23.5

Sector conviction59.8

Essex Bank

CIK 0001752212

Total reported value

$502.5M

574 stks

2026-09-30

Concentration7.6

Portfolio Stability18.1

Sector conviction49.6

Edenbrook Capital, LLC

CIK 0001666682

Total reported value

$496.1M

34 stks

2026-06-30

Concentration51.9

Portfolio Stability60.9

Endeavour Capital Advisors Inc

CIK 0001218749

Total reported value

$487.3M

40 stks

2026-06-30

Concentration19.2

Portfolio Stability29.6

Executive Wealth Group LLC

CIK 0002014165

Total reported value

$480.4M

57 stks

2024-03-31

Stale — no recent filing

Concentration23.5

Sector conviction88.4

Evernest Financial Advisors, LLC

CIK 0002009530

Total reported value

$478.1M

191 stks

2026-06-30

Concentration11.7

Sector conviction63.3

Evergreen Advisors, LLC

CIK 0001762294

Total reported value

$468.6M

31 stks

2026-06-30

Concentration84.6

Portfolio Stability11.7

Edmonds Duncan Registered Investment Advisors, LLC

CIK 0001668155

Total reported value

$456.6M

108 stks

2024-09-30

Stale — no recent filing

Concentration16.8

Sector conviction69.8

Endure Capital Management, LLC

CIK 0002055657

Total reported value

$450.8M

50 stks

2026-06-30

Concentration60.5

Sector conviction66.3

Eldred Rock Partners, LLC

CIK 0001984180

Total reported value

$450.6M

29 stks

2026-09-30

Concentration16.1

Portfolio Stability15.0

Sector conviction52.3

Empirical Asset Management, LLC

CIK 0001926596

Total reported value

$444.0M

448 stks

2026-06-30

Concentration3.1

Portfolio Stability39.8

Sector conviction67.3

Euclidean Capital LLC

CIK 0001825034

Total reported value

$439.8M

11 stks

2026-06-30

Portfolio Stability12.5

EdgeRock Capital LLC

CIK 0001908378

Total reported value

$432.4M

134 stks

2026-06-30

Concentration25.7

Portfolio Stability20.6

Sector conviction84.8

Efg Capital International CORP.

CIK 0001005813

Total reported value

$432.0M

138 stks

2023-06-30

Stale — no recent filing

Concentration0.0

EnRich Financial Partners LLC

CIK 0001955091

Total reported value

$421.0M

67 stks

2026-06-30

Concentration24.5

ETF Portfolio Partners, Inc.

CIK 0001635342

Total reported value

$420.4M

70 stks

2026-06-30

Concentration28.4

Sector conviction96.4

Eudaimonia Partners, LLC

CIK 0001809043

Total reported value

$420.3M

256 stks

2024-03-31

Stale — no recent filing

Concentration10.8

Sector conviction53.1

EPG Wealth Management LLC

CIK 0001803058

Total reported value

$417.3M

318 stks

2026-06-30

Concentration6.2

Sector conviction63.8

Elmwood Wealth Management, Inc.

CIK 0001731927

Total reported value

$416.1M

207 stks

2026-09-30

Concentration5.6

Portfolio Stability14.1

Sector conviction58.0

Elemental Capital Partners LLC

CIK 0001860672

Total reported value

$415.2M

12 stks

2026-09-30

Portfolio Stability14.4

EntryPoint Capital, LLC

CIK 0001992519

Total reported value

$412.1M

768 stks

2026-06-30

Concentration0.8

Portfolio Stability90.2

Sector conviction36.4

Endeavor Private Wealth, Inc.

CIK 0001906023

Total reported value

$411.5M

464 stks

2026-06-30

Concentration7.0

Portfolio Stability27.2

Sector conviction63.2

Elevatus Welath Management

CIK 0001982776

Total reported value

$411.1M

243 stks

2026-06-30

Concentration6.1

Portfolio Stability90.0

Sector conviction83.5

Eq LLC

CIK 0001757605

Total reported value

$407.2M

87 stks

2026-06-30

Concentration20.4

Portfolio Stability42.4

Evelyn Partners Asset Management Ltd

CIK 0002065207

Total reported value

$405.8M

308 stks

2026-03-31

Stale — no recent filing

Concentration9.4

Portfolio Stability22.4

Sector conviction54.4

Exor N.V.

CIK 0001589122

Total reported value

$401.5M

2 stks

2026-06-30

Erste Towarzystwo Funduszy Inwestycyjnych S.a.

CIK 0002156072

Total reported value

$399.5M

33 stks

2026-06-30

Concentration33.8

Portfolio Stability44.2

Elmind Capital, LP

CIK 0002052213

Total reported value

$398.0M

35 stks

2026-06-30

Concentration23.5

Portfolio Stability51.2

EPIQ Capital Group, LLC

CIK 0001779453

Total reported value

$383.4M

79 stks

2024-12-31

Stale — no recent filing

Concentration34.2

EnCap Partners GP, LLC

CIK 0001726182

Total reported value

$382.8M

2 stks

2025-12-31

Stale — no recent filing

Portfolio Stability38.0

Epstein & White Financial LLC

CIK 0001713936

Total reported value

$379.1M

94 stks

2021-06-30

Stale — no recent filing

Concentration0.0

Portfolio Stability95.1

Sector conviction89.2

Evexia Wealth LLC

CIK 0001975710

Total reported value

$369.5M

77 stks

2026-06-30

Concentration12.6

Portfolio Stability15.3

Sector conviction54.9

Evanston Investments, Inc., dba Evanston Advisors

CIK 0001480535

Total reported value

$367.9M

63 stks

2018-12-31

Stale — no recent filing

Concentration18.1

Portfolio Stability57.4

Sector conviction94.8

Elephas Investment Management Ltd

CIK 0001731191

Total reported value

$366.9M

22 stks

2021-06-30

Stale — no recent filing

Portfolio Stability52.4

Empirical Capital Management, LLC

CIK 0001642274

Total reported value

$365.9M

33 stks

2026-06-30

Concentration54.9

Portfolio Stability79.6

Eaton Financial Holdings Company, LLC

CIK 0001972322

Total reported value

$364.1M

134 stks

2026-06-30

Concentration14.8

Portfolio Stability31.3

Sector conviction72.6

Engle Capital Management, L.P.

CIK 0001684868

Total reported value

$364.1M

20 stks

2026-06-30

Concentration35.3

Portfolio Stability52.9

Sector conviction86.9

Elevated Capital Advisors, LLC

CIK 0001802387

Total reported value

$363.6M

849 stks

2026-06-30

Concentration5.2

Portfolio Stability29.5

Sector conviction59.9

Equita Financial Network, Inc.

CIK 0001994461

Total reported value

$360.2M

95 stks

2026-06-30

Concentration23.2

Portfolio Stability13.6

Extract Advisors LLC

CIK 0001703148

Total reported value

$357.9M

31 stks

2026-06-30

Concentration80.0

Portfolio Stability89.1

Elevated Financial Group LLC

CIK 0002063915

Total reported value

$357.1M

117 stks

2026-09-30

Concentration21.9

Portfolio Stability43.3

Sector conviction66.3

eCIO, Inc.

CIK 0001830823

Total reported value

$355.9M

46 stks

2026-06-30

Concentration38.8

Elevation Wealth Partners, LLC

CIK 0001976256

Total reported value

$355.8M

1,342 stks

2026-09-30

Concentration11.8

Portfolio Stability13.3

Sector conviction59.1

Eaton-Cambridge Inc.

CIK 0002011052

Total reported value

$355.8M

70 stks

2026-06-30

Concentration63.4

Portfolio Stability11.2

Essential Planning, LLC.

CIK 0001949824

Total reported value

$353.9M

87 stks

2026-06-30

Concentration26.6

Sector conviction71.9

Everpar Advisors LLC

CIK 0002010410

Total reported value

$351.5M

302 stks

2026-06-30

Concentration6.5

Sector conviction52.8

Engrave Wealth Partners LLC

CIK 0001806222

Total reported value

$350.3M

80 stks

2023-12-31

Stale — no recent filing

Concentration27.8

Enavate Sciences GP, LLC

CIK 0001953107

Total reported value

$345.4M

7 stks

2026-06-30

Concentration96.1

Portfolio Stability20.4

East Coast Asset Management, LLC.

CIK 0001579254

Total reported value

$338.6M

67 stks

2026-06-30

Concentration31.8

Portfolio Stability14.8

Sector conviction66.0

Etesian Wealth Advisors, Inc.

CIK 0001997586

Total reported value

$338.3M

141 stks

2026-06-30

Concentration9.6

Portfolio Stability13.2

Sector conviction55.2

Elite Wealth Management, Inc.

CIK 0001622757

Total reported value

$337.4M

47 stks

2026-06-30

Concentration39.9

Portfolio Stability30.8

Enzi Wealth

CIK 0001887441

Total reported value

$333.5M

83 stks

2026-09-30

Concentration32.6

Portfolio Stability13.9

EDENTREE ASSET MANAGEMENT Ltd

CIK 0001980273

Total reported value

$328.5M

66 stks

2026-06-30

Concentration11.9

Portfolio Stability37.8

Sector conviction59.5

Engaged Capital LLC

CIK 0001559771

Total reported value

$327.1M

10 stks

2026-06-30

Concentration56.4

Portfolio Stability32.5

Edmond De Rothschild (suisse) S.a.

CIK 0001650162

Total reported value

$325.2M

458 stks

2016-09-30

Stale — no recent filing

Concentration6.1

Portfolio Stability35.5

Sector conviction47.2

Equius Partners, Inc.

CIK 0001911084

Total reported value

$323.9M

28 stks

2022-12-31

Stale — no recent filing

Concentration91.0

Sector conviction75.5

EnCap Investments L.P.

CIK 0001290910

Total reported value

$322.0M

3 stks

2026-06-30

Portfolio Stability95.0

EWG Elevate Inc.

CIK 0001765278

Total reported value

$320.0M

119 stks

2025-09-30

Stale — no recent filing

Concentration9.0

Portfolio Stability83.2

Sector conviction90.3

Etfidea, LLC

CIK 0001957148

Total reported value

$316.1M

113 stks

2024-09-30

Stale — no recent filing

Concentration14.6

Sector conviction73.1

Eley Financial Management, Inc

CIK 0001965267

Total reported value

$308.8M

72 stks

2026-06-30

Concentration15.4

Portfolio Stability14.6

Sector conviction49.2

ER Collective Holdings, LLC

CIK 0002059227

Total reported value

$308.0M

1 stks

2026-06-30

Portfolio Stability5.8

Envision Financial Planning, LLC

CIK 0001964460

Total reported value

$307.3M

55 stks

2026-06-30

Concentration20.6

Portfolio Stability19.6

Sector conviction58.1

Excalibur Management CORP

CIK 0001009003

Total reported value

$303.5M

175 stks

2026-06-30

Concentration8.8

Portfolio Stability18.8

Sector conviction44.0

E Fund Management

CIK 0001777469

Total reported value

$301.5M

551 stks

2026-06-30

Concentration12.7

Portfolio Stability55.6

Sector conviction91.6

Eagle Bluffs Wealth Management LLC

CIK 0001906547

Total reported value

$299.2M

86 stks

2026-06-30

Concentration17.1

Portfolio Stability18.3

Sector conviction69.0

Eagle Capital Management, LLC

CIK 0001600746

Total reported value

$292.9M

50 stks

2026-06-30

Concentration21.1

Portfolio Stability17.6

Sector conviction87.9

Evelyn Partners Investment Management (Europe) Ltd

CIK 0002065055

Total reported value

$290.6M

187 stks

2026-03-31

Stale — no recent filing

Concentration14.5

Portfolio Stability13.3

Sector conviction51.5

Echinus Advisors LLC

CIK 0001630629

Total reported value

$281.1M

9 stks

2016-09-30

Stale — no recent filing

Concentration79.2

Portfolio Stability32.4

Entrewealth, LLC

CIK 0002052200

Total reported value

$280.5M

151 stks

2026-09-30

Concentration11.2

Portfolio Stability20.4

Employees' Retirement Fund of the City of Fort Worth

CIK 0001986812

Total reported value

$280.1M

21 stks

2026-06-30

Concentration36.1

Portfolio Stability33.3

Equity Wealth Partners, LLC

CIK 0002097037

Total reported value

$278.2M

109 stks

2026-06-30

Concentration15.4

Portfolio Stability58.5

Sector conviction83.8

Exane Asset Management

CIK 0001666256

Total reported value

$276.7M

28 stks

2026-06-30

Concentration22.7

Sector conviction58.9

EisnerAmper Wealth Management Corporate Benefits, LLC

CIK 0001624809

Total reported value

$273.7M

67 stks

2023-12-31

Stale — no recent filing

Concentration21.6

Eurizon SLJ Capital Ltd

CIK 0002107309

Total reported value

$271.2M

172 stks

2026-06-30

Concentration12.2

Portfolio Stability56.4

Sector conviction76.8

Evergreen Private Wealth LLC

CIK 0002010098

Total reported value

$270.4M

89 stks

2026-06-30

Concentration11.5

Portfolio Stability20.4

Sector conviction66.7

Everest Private Wealth

CIK 0002056683

Total reported value

$268.0M

85 stks

2026-06-30

Concentration30.2

Empower Annuity Insurance Co

CIK 0001444597

Total reported value

$268.0M

1 stks

2026-06-30

Portfolio Stability0.1

Enterprise Bank & Trust Co

CIK 0001770710

Total reported value

$267.4M

135 stks

2025-06-30

Stale — no recent filing

Concentration11.2

Sector conviction63.6

Element Wealth, LLC

CIK 0001802743

Total reported value

$267.1M

214 stks

2026-06-30

Concentration7.5

Portfolio Stability17.1

Sector conviction46.3

Eagle Wealth Strategies LLC

CIK 0002009882

Total reported value

$261.7M

118 stks

2026-06-30

Concentration37.9

Portfolio Stability18.2

Sector conviction50.8

Emprise Bank

CIK 0002018815

Total reported value

$261.6M

106 stks

2026-09-30

Concentration21.1

Portfolio Stability13.2

Sector conviction64.3

Elevation Capital Advisory, LLC

CIK 0001871112

Total reported value

$259.0M

63 stks

2026-06-30

Concentration11.7

Endowment Wealth Management, Inc.

CIK 0001904477

Total reported value

$258.6M

189 stks

2026-06-30

Concentration8.6

Sector conviction75.6

Ergawealth Advisors, Inc.

CIK 0001973209

Total reported value

$257.5M

54 stks

2026-06-30

Concentration48.9

Portfolio Stability16.7

Sector conviction69.6

Eastover Investment Advisors LLC

CIK 0001472800

Total reported value

$257.2M

49 stks

2026-09-30

Concentration14.7

Portfolio Stability14.7

Sector conviction45.2

Essex Woodlands Management, Inc.

CIK 0001542339

Total reported value

$254.2M

5 stks

2026-06-30

EMC Capital Management

CIK 0001847772

Total reported value

$253.3M

53 stks

2026-06-30

Concentration54.7

Empire Financial Management Company, LLC

CIK 0001971875

Total reported value

$252.5M

139 stks

2026-06-30

Concentration6.7

Portfolio Stability69.8

Sector conviction42.9

Eos Management, L.P.

CIK 0001548882

Total reported value

$252.4M

35 stks

2026-06-30

Concentration50.5

Portfolio Stability29.1

Sector conviction64.2

Edmond de Rothschild (Europe)

CIK 0001536550

Total reported value

$248.3M

236 stks

2016-09-30

Stale — no recent filing

Concentration23.8

Portfolio Stability45.7

Sector conviction82.2

Elite Financial, Inc.

CIK 0002059349

Total reported value

$247.6M

55 stks

2026-06-30

Concentration24.9

Portfolio Stability13.1

Sector conviction76.1

Enterprise Financial Services CORP

CIK 0001025835

Total reported value

$244.9M

352 stks

2026-06-30

Concentration13.7

Sector conviction56.7

Eukles Asset Management

CIK 0001632553

Total reported value

$242.4M

228 stks

2026-06-30

Concentration11.3

Portfolio Stability16.1

Sector conviction52.4

EnTrustPermal Management LLC

CIK 0001438129

Total reported value

$239.5M

49 stks

2017-09-30

Stale — no recent filing

Concentration22.6

Portfolio Stability29.0

Enterprise Trust & Investment Co

CIK 0001777127

Total reported value

$239.5M

359 stks

2022-06-30

Stale — no recent filing

Concentration12.7

Sector conviction83.8

Ecofin Advisors Ltd

CIK 0001387869

Total reported value

$238.7M

28 stks

2020-12-31

Stale — no recent filing

Concentration24.9

Portfolio Stability33.5

Edge Financial Advisors LLC

CIK 0002011402

Total reported value

$237.7M

151 stks

2025-12-31

Stale — no recent filing

Concentration13.3

Portfolio Stability32.4

Sector conviction73.3

Energy Capital Partners III, LLC

CIK 0001621292

Total reported value

$236.8M

1 stks

2017-06-30

Stale — no recent filing

Portfolio Stability20.2

Elefante Mark B

CIK 0001661535

Total reported value

$232.2M

186 stks

2026-06-30

Concentration14.2

Portfolio Stability30.2

Sector conviction63.4

Epiq Partners, LLC

CIK 0001799435

Total reported value

$232.2M

99 stks

2026-09-30

Concentration16.1

Portfolio Stability12.1

Sector conviction45.6

Envision Financial LLC

CIK 0002051355

Total reported value

$225.3M

48 stks

2026-09-30

Concentration26.6

Portfolio Stability17.1

Estate Planners Group, LLC

CIK 0002118977

Total reported value

$221.1M

73 stks

2026-06-30

Concentration24.4

Portfolio Stability17.7

Elios Financial Group Inc.

CIK 0002035601

Total reported value

$220.5M

120 stks

2025-06-30

Stale — no recent filing

Concentration12.2

Sector conviction83.7

EJMK Ventures LLC

CIK 0002113915

Total reported value

$220.3M

162 stks

2026-06-30

Concentration19.9

Sector conviction71.1

Exit Wealth Advisors, LLC.

CIK 0002082744

Total reported value

$219.6M

150 stks

2026-06-30

Concentration8.9

Portfolio Stability64.6

Sector conviction66.9

Echo45 Advisors LLC

CIK 0001908617

Total reported value

$219.4M

120 stks

2026-09-30

Concentration14.9

Portfolio Stability16.2

Sector conviction79.6

Essential Partners LLC

CIK 0002136442

Total reported value

$219.2M

2,852 stks

2026-09-30

Concentration3.7

Portfolio Stability27.2

Sector conviction42.0

Edinburgh Partners Ltd

CIK 0001313926

Total reported value

$218.3M

19 stks

2018-03-31

Stale — no recent filing

Concentration56.8

Enstar Group LTD

CIK 0001363829

Total reported value

$216.4M

11 stks

2026-06-30

Concentration90.8

Portfolio Stability4.6

EnCap Energy Capital Fund X, L.P.

CIK 0001636722

Total reported value

$216.2M

1 stks

2025-12-31

Stale — no recent filing

Portfolio Stability4.4

Econ Financial Services Corp

CIK 0001659718

Total reported value

$214.0M

72 stks

2026-06-30

Concentration9.4

Portfolio Stability81.8

Sector conviction45.1

Eliot Finkel Investment Counsel, LLC

CIK 0001641643

Total reported value

$213.9M

33 stks

2026-06-30

Concentration19.9

Portfolio Stability23.6

Sector conviction77.5

Evergreen Wealth Management, LLC

CIK 0001965292

Total reported value

$213.3M

55 stks

2026-06-30

Concentration13.2

Portfolio Stability22.6

Sector conviction52.8

ELCO Management Co., LLC

CIK 0001690717

Total reported value

$212.7M

188 stks

2026-09-30

Concentration9.6

Portfolio Stability24.4

Sector conviction64.3

Equinox Partners Investment Management LLC

CIK 0000938552

Total reported value

$212.4M

12 stks

2026-06-30

Concentration53.8

Portfolio Stability44.5

English Capital Management LLC

CIK 0002010442

Total reported value

$212.1M

36 stks

2026-06-30

Concentration13.7

Sector conviction57.8

Everstar Asset Management, LLC

CIK 0002023744

Total reported value

$207.3M

205 stks

2026-06-30

Concentration6.7

Portfolio Stability33.7

Sector conviction34.5

Eads & Heald Wealth Management

CIK 0001035912

Total reported value

$204.0M

148 stks

2026-06-30

Concentration4.6

Portfolio Stability18.5

Sector conviction43.5

Echo Wealth Management, LLC

CIK 0001846994

Total reported value

$203.9M

49 stks

2026-09-30

Concentration34.6

Portfolio Stability5.8

Sector conviction67.9

Elwood Capital Partners LP

CIK 0002050159

Total reported value

$202.8M

32 stks

2026-06-30

Concentration32.9

Portfolio Stability55.1

Sector conviction58.2

EVR Research LP

CIK 0001843019

Total reported value

$202.5M

28 stks

2026-06-30

Concentration24.8

Portfolio Stability74.6

Element Squared LLC

CIK 0002086643

Total reported value

$201.0M

49 stks

2026-06-30

Concentration32.4

Portfolio Stability48.8

Sector conviction80.7

Ehrlich Financial Group

CIK 0002010632

Total reported value

$194.4M

119 stks

2026-06-30

Concentration10.5

Portfolio Stability34.8

Sector conviction76.8

Ewing Morris & Co. Investment Partners Ltd.

CIK 0001846838

Total reported value

$191.4M

89 stks

2026-06-30

Concentration11.8

Portfolio Stability53.1

Sector conviction66.0

Emergent Wealth Advisors, LLC

CIK 0001799880

Total reported value

$191.2M

124 stks

2026-09-30

Concentration15.8

Portfolio Stability15.8

Sector conviction65.7

Elkhorn Investments, LLC

CIK 0001595128

Total reported value

$191.0M

98 stks

2017-12-31

Stale — no recent filing

Concentration4.1

Portfolio Stability63.4

Sector conviction49.8

Es4, LLC

CIK 0002095578

Total reported value

$190.4M

32 stks

2026-06-30

Concentration30.7

Portfolio Stability32.9

Eudaimonia Advisors LLC

CIK 0001905084

Total reported value

$187.8M

161 stks

2024-03-31

Stale — no recent filing

Concentration6.5

Sector conviction39.1

Equinox Fund Management LLC

CIK 0001325558

Total reported value

$186.9M

4 stks

2015-09-30

Stale — no recent filing

Portfolio Stability0.3

Erickson Financial Group, LLC

CIK 0001797734

Total reported value

$186.6M

25 stks

2026-06-30

Concentration55.7

Ervin Investment Management, LLC

CIK 0001907802

Total reported value

$184.1M

47 stks

2026-06-30

Concentration32.0

Portfolio Stability12.4

Sector conviction77.6

Eq Wealth Advisors, LLC

CIK 0002047572

Total reported value

$182.0M

57 stks

2026-06-30

Concentration20.0

Portfolio Stability14.7

Sector conviction75.0

Elevate Capital Advisors, LLC

CIK 0001909571

Total reported value

$181.9M

77 stks

2026-06-30

Concentration17.9

Portfolio Stability49.4

Sector conviction76.6

Elevate Wealth Advisory, Inc

CIK 0002011651

Total reported value

$175.1M

127 stks

2026-06-30

Concentration17.7

Portfolio Stability12.9

Exane Derivatives

CIK 0001623883

Total reported value

$174.0M

758 stks

2022-06-30

Stale — no recent filing

Concentration5.0

Sector conviction53.9

Ehrenkranz Partners L.P.

CIK 0001641043

Total reported value

$173.2M

49 stks

2026-06-30

Concentration57.3

Portfolio Stability47.3

Sector conviction70.5

Evansbrook LLC

CIK 0002069478

Total reported value

$171.1M

126 stks

2026-09-30

Concentration32.9

Portfolio Stability12.3

Sector conviction56.5

Evolution Wealth Management Inc.

CIK 0002010029

Total reported value

$170.1M

939 stks

2026-06-30

Concentration7.6

Portfolio Stability26.8

Sector conviction68.2

Employers Holdings, Inc.

CIK 0001379041

Total reported value

$169.7M

144 stks

2021-03-31

Stale — no recent filing

Concentration8.0

Portfolio Stability12.0

Sector conviction53.0

EnCap Energy Capital Fund XII, L.P.

CIK 0001970507

Total reported value

$169.3M

1 stks

2025-12-31

Stale — no recent filing

Ellerson Group Inc /adv

CIK 0000935570

Total reported value

$169.3M

64 stks

2026-06-30

Concentration16.1

Portfolio Stability19.9

Sector conviction70.5

Eight 31 Financial, LLC

CIK 0002011328

Total reported value

$168.2M

66 stks

2026-06-30

Concentration16.9

Portfolio Stability10.1

Eddie Patel Inc

CIK 0002078760

Total reported value

$167.3M

127 stks

2026-06-30

Concentration7.1

Portfolio Stability82.7

Sector conviction52.5

Evergreen Wealth Partners LLC

CIK 0002101006

Total reported value

$166.7M

89 stks

2026-06-30

Concentration21.0

Portfolio Stability32.3

Sector conviction49.0

Exome Asset Management LLC

CIK 0002011932

Total reported value

$162.1M

52 stks

2026-06-30

Concentration12.0

Portfolio Stability66.0

Exos TFP Holdings LLC

CIK 0001877521

Total reported value

$161.9M

188 stks

2023-12-31

Stale — no recent filing

Concentration6.4

Exchange Bank

CIK 0002001155

Total reported value

$161.6M

203 stks

2026-09-30

Concentration7.3

Portfolio Stability16.7

Sector conviction47.5

Emory University

CIK 0001377635

Total reported value

$160.1M

6 stks

2026-06-30

Portfolio Stability57.4

Efficient Frontier Advisors LLC

CIK 0002011188

Total reported value

$157.5M

22 stks

2025-06-30

Stale — no recent filing

Concentration68.2