Institutions Starting with &quot;G&quot; (544 funds)

Sector conviction44.0

Galaxy Group Investments LLC

CIK 0001912562

Total reported value

$843.0M

49 stks

2025-12-31

Stale — no recent filing

Concentration99.7

Portfolio Stability92.6

Glassman Wealth Services

CIK 0001642160

Total reported value

$834.6M

236 stks

2026-06-30

Concentration50.8

Portfolio Stability13.4

Greenup Street Wealth Management LLC

CIK 0001909904

Total reported value

$821.7M

141 stks

2026-06-30

Concentration25.2

Sector conviction78.1

Greenland Capital Management LP

CIK 0001896430

Total reported value

$811.6M

296 stks

2026-06-30

Concentration6.5

Portfolio Stability85.0

Sector conviction52.3

Gerstein Fisher

CIK 0001527198

Total reported value

$811.3M

426 stks

2016-09-30

Stale — no recent filing

Concentration9.8

Portfolio Stability15.7

Sector conviction46.4

Garden Investment Management, L.P.

CIK 0002044217

Total reported value

$797.9M

2 stks

2026-06-30

Portfolio Stability30.7

Glen Eagle Advisors, LLC

CIK 0002029317

Total reported value

$792.9M

1,090 stks

2026-06-30

Concentration7.9

Portfolio Stability14.6

Sector conviction53.0

Golden Unicorn

CIK 0002078724

Total reported value

$792.2M

7 stks

2026-06-30

Portfolio Stability13.9

Gratus Wealth Advisors, LLC

CIK 0002022161

Total reported value

$785.5M

138 stks

2026-06-30

Concentration20.1

Portfolio Stability15.1

Sector conviction61.0

Globeflex Capital L P

CIK 0000921531

Total reported value

$782.6M

394 stks

2026-06-30

Concentration3.3

Portfolio Stability46.9

Sector conviction76.8

Glendon Capital Management LP

CIK 0001604350

Total reported value

$772.6M

26 stks

2026-06-30

Concentration48.6

Portfolio Stability23.6

Gibbs Wealth Management

CIK 0002081110

Total reported value

$762.0M

433 stks

2026-03-31

Concentration5.2

Portfolio Stability67.5

Sector conviction43.3

Grey Street Capital, LLC

CIK 0001967335

Total reported value

$738.7M

490 stks

2024-03-31

Stale — no recent filing

Concentration4.3

Sector conviction47.7

GFI Investment Counsel Ltd.

CIK 0001688774

Total reported value

$737.3M

30 stks

2026-06-30

Concentration27.3

Portfolio Stability19.9

Sector conviction90.0

Gr Financial Group, LLC

CIK 0002011751

Total reported value

$735.9M

37 stks

2026-06-30

Greenfield FTC, Inc.

CIK 0001842727

Total reported value

$734.5M

4 stks

2026-06-30

Portfolio Stability33.4

Gilman Hill Asset Management, LLC

CIK 0001551969

Total reported value

$731.0M

236 stks

2026-06-30

Concentration4.0

Portfolio Stability21.8

Sector conviction30.8

GCQ FUNDS MANAGEMENT PTY Ltd

CIK 0002031554

Total reported value

$721.4M

14 stks

2026-06-30

Concentration39.0

Portfolio Stability30.1

Sector conviction78.3

Global Wealth Management Investment Advisory, Inc.

CIK 0001767855

Total reported value

$702.7M

160 stks

2026-06-30

Concentration6.5

Portfolio Stability18.3

Sector conviction40.2

Go ETF Solutions LLP

CIK 0001738063

Total reported value

$688.9M

62 stks

2017-12-31

Stale — no recent filing

Concentration7.3

Portfolio Stability36.5

GABELLI & Co INVESTMENT ADVISERS, INC.

CIK 0000932724

Total reported value

$687.6M

316 stks

2026-06-30

Concentration6.4

Portfolio Stability80.2

Sector conviction45.6

Global Atlantic Investment Advisors, LLC

CIK 0001581833

Total reported value

$677.9M

8 stks

2016-09-30

Stale — no recent filing

Portfolio Stability1.7

General Pension Society PZU Joint Stock Co

CIK 0002057421

Total reported value

$668.1M

16 stks

2026-06-30

Concentration49.6

Portfolio Stability19.6

Sector conviction63.3

Garrett Wealth Advisory Group, LLC

CIK 0001729443

Total reported value

$650.6M

150 stks

2026-06-30

Concentration24.4

Portfolio Stability17.1

Gibraltar Capital Management, Inc.

CIK 0001625986

Total reported value

$650.3M

125 stks

2026-06-30

Concentration12.0

Portfolio Stability24.2

Sector conviction60.4

Goodman Financial Corp

CIK 0001382303

Total reported value

$647.0M

73 stks

2026-06-30

Concentration11.1

Portfolio Stability38.2

Sector conviction39.6

GenWealth Group, Inc.

CIK 0001713678

Total reported value

$641.8M

89 stks

2026-06-30

Concentration19.4

Portfolio Stability55.8

Sector conviction80.3

Grey Fox Wealth Advisors, LLC

CIK 0001965362

Total reported value

$637.4M

227 stks

2026-06-30

Concentration19.6

Portfolio Stability21.9

Sector conviction69.4

Golden Reserve Retirement LLC

CIK 0002066488

Total reported value

$634.9M

112 stks

2026-06-30

Concentration58.6

Portfolio Stability30.6

Sector conviction62.0

Gould Asset Management LLC /ca/

CIK 0001091961

Total reported value

$634.8M

176 stks

2026-06-30

Concentration35.1

Sector conviction61.4

Gries Financial LLC

CIK 0001049662

Total reported value

$632.7M

323 stks

2025-09-30

Stale — no recent filing

Concentration11.2

Portfolio Stability46.8

Sector conviction54.7

Grace & White Inc /ny

CIK 0000903064

Total reported value

$632.0M

133 stks

2026-06-30

Concentration10.0

Sector conviction48.5

Generali Powszechne Towarzystwo Emerytalne

CIK 0002042955

Total reported value

$631.1M

25 stks

2026-06-30

Concentration23.7

Portfolio Stability46.1

Sector conviction77.1

Gateway Advisory, LLC

CIK 0001512404

Total reported value

$620.2M

131 stks

2024-09-30

Stale — no recent filing

Concentration16.0

Sector conviction59.6

Great Point Wealth Advisors, LLC

CIK 0001760304

Total reported value

$619.2M

70 stks

2026-06-30

Concentration35.5

Portfolio Stability15.1

Granite Investment Advisors, LLC

CIK 0001464586

Total reported value

$617.7M

177 stks

2021-09-30

Stale — no recent filing

Concentration6.0

Sector conviction52.5

Grant Street Asset Management, Inc.

CIK 0001740642

Total reported value

$610.4M

92 stks

2026-06-30

Concentration37.9

Portfolio Stability19.0

Sector conviction65.7

Gibson Capital, LLC

CIK 0001427372

Total reported value

$609.5M

141 stks

2026-06-30

Portfolio Stability13.6

Sector conviction59.6

GSK plc

CIK 0001131399

Total reported value

$602.2M

13 stks

2026-06-30

Concentration67.2

Portfolio Stability16.7

Gwn Securities Inc.

CIK 0001265905

Total reported value

$598.0M

486 stks

2026-06-30

Concentration2.5

Sector conviction43.1

Greylin Investment Management, Inc

CIK 0001158583

Total reported value

$597.9M

82 stks

2024-06-30

Stale — no recent filing

Concentration60.7

Sector conviction56.2

GETCO Holding Company, LLC

CIK 0001453624

Total reported value

$591.3M

258 stks

2013-06-30

Stale — no recent filing

Concentration42.3

Sector conviction83.9

Great Diamond Partners, LLC

CIK 0001801112

Total reported value

$581.8M

238 stks

2026-06-30

Concentration6.4

Sector conviction47.8

Global Frontier Investments LLC

CIK 0001821219

Total reported value

$581.0M

30 stks

2026-06-30

Concentration34.7

Portfolio Stability45.6

Garden State Investment Advisory Services LLC

CIK 0001965351

Total reported value

$553.0M

365 stks

2026-06-30

Concentration6.0

Portfolio Stability34.2

Genoa Capital Gestora de Recursos Ltda.

CIK 0002064813

Total reported value

$551.2M

15 stks

2026-06-30

Concentration95.0

G2 Investment Partners Management LLC

CIK 0001593404

Total reported value

$548.9M

73 stks

2026-06-30

Concentration9.2

Portfolio Stability68.0

Greenstone Partners, L.P.

CIK 0001494311

Total reported value

$546.9M

11 stks

2025-09-30

Stale — no recent filing

Concentration96.9

GoalVest Advisory LLC

CIK 0001839307

Total reported value

$539.1M

500 stks

2026-06-30

Concentration64.3

Portfolio Stability30.7

Sector conviction37.8

Green Arrow Capital Management LLC

CIK 0001484068

Total reported value

$534.8M

123 stks

2015-09-30

Stale — no recent filing

Concentration10.9

Sector conviction74.9

Garnet Equity Capital Holdings, Inc.

CIK 0001423876

Total reported value

$530.0M

29 stks

2026-06-30

Sector conviction92.8

Great Point Partners LLC

CIK 0001281446

Total reported value

$529.1M

42 stks

2026-06-30

Concentration20.2

Portfolio Stability86.1

Global Wealth Strategies & Associates

CIK 0001912297

Total reported value

$527.6M

97 stks

2026-06-30

Concentration41.6

Portfolio Stability31.8

Sector conviction61.1

GGC Opportunity Fund Management, L.P.

CIK 0001488545

Total reported value

$526.2M

13 stks

2013-09-30

Stale — no recent filing

Portfolio Stability20.5

Grosvenor Holdings, L.L.C.

CIK 0001743987

Total reported value

$512.3M

14 stks

2022-03-31

Stale — no recent filing

Concentration48.1

Gagnon Securities LLC

CIK 0001125725

Total reported value

$507.1M

83 stks

2026-06-30

Concentration15.2

Portfolio Stability37.2

Sector conviction54.0

Gifford Fong Associates

CIK 0001740316

Total reported value

$501.4M

124 stks

2025-12-31

Stale — no recent filing

Concentration9.9

Portfolio Stability10.1

Sector conviction62.9

Grey Ledge Advisors, LLC

CIK 0001660694

Total reported value

$497.7M

266 stks

2026-06-30

Concentration5.2

Sector conviction51.4

Genworth Financial Inc

CIK 0001276520

Total reported value

$486.1M

2 stks

2026-06-30

Portfolio Stability12.8

Global View Capital Management LLC

CIK 0001994495

Total reported value

$484.4M

146 stks

2026-06-30

Concentration47.1

Portfolio Stability71.3

Sector conviction51.7

Gator Capital Management, LLC

CIK 0001570284

Total reported value

$476.6M

68 stks

2026-06-30

Concentration14.7

Portfolio Stability32.4

Gallagher Benefit Services, Inc.

CIK 0001527782

Total reported value

$476.0M

186 stks

2022-12-31

Stale — no recent filing

Concentration13.3

Sector conviction32.9

Guidance Point Advisors, LLC

CIK 0001767710

Total reported value

$473.6M

102 stks

2026-06-30

Concentration42.9

Guidance Capital, Inc

CIK 0001958743

Total reported value

$467.6M

233 stks

2026-06-30

Concentration10.5

Portfolio Stability11.3

Sector conviction44.6

Great Oak Capital Partners, LLC

CIK 0002012868

Total reported value

$462.7M

45 stks

2026-06-30

Concentration40.5

Portfolio Stability8.0

Sector conviction55.2

Generali Investments, Management Co LLC

CIK 0002043136

Total reported value

$460.3M

164 stks

2026-06-30

Concentration14.3

Sector conviction64.7

G2 Capital Management, LLC / Oh

CIK 0001910858

Total reported value

$458.6M

70 stks

2026-06-30

Concentration82.0

Portfolio Stability14.6

Global Assets Advisory, LLC

CIK 0001942932

Total reported value

$458.3M

322 stks

2026-06-30

Concentration5.5

Portfolio Stability74.9

Sector conviction72.8

GSG Advisors LLC

CIK 0001995773

Total reported value

$454.3M

149 stks

2026-06-30

Concentration28.8

Portfolio Stability18.4

Gray Foundation

CIK 0002011602

Total reported value

$453.7M

9 stks

2026-06-30

Portfolio Stability19.5

Gardner Lewis Asset Management L P

CIK 0000941560

Total reported value

$448.9M

75 stks

2026-06-30

Concentration14.1

Portfolio Stability84.6

Sector conviction61.8

Gitterman Wealth Management, LLC

CIK 0001861558

Total reported value

$436.5M

128 stks

2025-09-30

Stale — no recent filing

Concentration39.8

Portfolio Stability20.9

Sector conviction84.5

Gyroscope Capital Management Group, LLC

CIK 0001624729

Total reported value

$435.9M

218 stks

2023-09-30

Stale — no recent filing

Concentration5.8

Sector conviction40.0

Goodman Advisory Group, LLC

CIK 0001864123

Total reported value

$435.0M

69 stks

2026-06-30

Concentration16.7

Portfolio Stability60.1

Greenstone Partners & Co., LLC

CIK 0001845565

Total reported value

$432.6M

8 stks

2026-06-30

Concentration59.7

Portfolio Stability28.4

Grandeur Peak Global Advisors, LLC

CIK 0001569137

Total reported value

$432.1M

75 stks

2026-06-30

Concentration25.6

Portfolio Stability55.6

Sector conviction91.3

Gradient Capital Advisors, LLC

CIK 0001727917

Total reported value

$431.8M

179 stks

2026-06-30

Concentration9.3

Sector conviction99.3

Gupta Wealth Management LLC

CIK 0001639966

Total reported value

$426.8M

1,173 stks

2016-03-31

Stale — no recent filing

Concentration5.9

Portfolio Stability20.6

Sector conviction50.8

Go Invest LLC

CIK 0002139692

Total reported value

$425.5M

129 stks

2026-06-30

Concentration86.8

Portfolio Stability20.3

Grassi Investment Management LLC

CIK 0001135126

Total reported value

$423.8M

131 stks

2014-03-31

Stale — no recent filing

Concentration5.6

Portfolio Stability21.6

Sector conviction47.2

Globe Life Inc.

CIK 0000320335

Total reported value

$421.6M

2 stks

2026-06-30

Portfolio Stability10.2

Grosvenor Capital Management, L.P.

CIK 0001403169

Total reported value

$411.0M

12 stks

2018-03-31

Stale — no recent filing

Concentration47.4

Portfolio Stability68.9

Gavilan Investment Partners LLC

CIK 0001963404

Total reported value

$410.8M

15 stks

2026-06-30

Concentration30.1

Portfolio Stability23.5

Sector conviction78.5

Grandview Asset Management LLC

CIK 0001766791

Total reported value

$402.6M

146 stks

2026-06-30

Concentration20.2

Portfolio Stability21.2

Grace & Mercy Foundation, Inc.

CIK 0001715783

Total reported value

$401.7M

21 stks

2026-06-30

Concentration39.8

Portfolio Stability7.2

Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC

CIK 0001622852

Total reported value

$400.3M

122 stks

2020-12-31

Stale — no recent filing

Concentration65.3

Portfolio Stability14.8

Sector conviction70.2

Gate City Capital Management, LLC

CIK 0001705447

Total reported value

$385.8M

17 stks

2026-06-30

Concentration48.1

Portfolio Stability60.5

Gilliland Jeter Wealth Management LLC

CIK 0002009886

Total reported value

$381.7M

195 stks

2026-06-30

Concentration9.6

Portfolio Stability20.1

Sector conviction59.1

Gill Capital Partners, LLC

CIK 0000729563

Total reported value

$377.5M

702 stks

2026-06-30

Concentration10.0

Portfolio Stability14.2

Sector conviction58.6

Geneva Partners, LLC

CIK 0001712671

Total reported value

$375.1M

75 stks

2026-06-30

Concentration11.6

Portfolio Stability74.5

Graybill Wealth Management, LTD.

CIK 0001252007

Total reported value

$371.5M

85 stks

2026-06-30

Concentration9.5

Portfolio Stability16.2

Sector conviction54.6

Gunderson Capital Management LLC

CIK 0001792397

Total reported value

$370.3M

52 stks

2026-06-30

Concentration14.1

Portfolio Stability76.2

General Electric Co

CIK 0000040545

Total reported value

$368.9M

2 stks

2026-06-30

Portfolio Stability17.9

Gruber & Mcbaine Capital Management LLC

CIK 0000909450

Total reported value

$368.8M

188 stks

2015-06-30

Stale — no recent filing

Concentration5.8

Portfolio Stability34.3

Gold Investment Management Ltd.

CIK 0002006008

Total reported value

$368.8M

202 stks

2026-06-30

Concentration7.7

Sector conviction58.5

Global Financial Private Client, LLC

CIK 0002023568

Total reported value

$368.6M

366 stks

2026-06-30

Concentration4.8

Portfolio Stability25.5

Sector conviction64.1

Glassy Mountain Advisors, Inc.

CIK 0001914617

Total reported value

$365.6M

76 stks

2026-06-30

Concentration12.7

Portfolio Stability15.6

Sector conviction62.6

Greenlea Lane Capital Management, LLC

CIK 0001766504

Total reported value

$364.2M

10 stks

2026-06-30

Concentration48.3

Portfolio Stability12.3

GFG Capital, LLC

CIK 0001638520

Total reported value

$363.4M

155 stks

2026-06-30

Concentration11.9

Portfolio Stability38.9

Glynn Capital Management LLC

CIK 0000911270

Total reported value

$363.4M

43 stks

2026-06-30

Concentration36.5

Portfolio Stability77.8

Gen-Wealth Partners Inc

CIK 0002023375

Total reported value

$359.7M

722 stks

2026-06-30

Concentration6.9

Portfolio Stability28.2

Sector conviction38.1

Greystone Financial Group, LLC

CIK 0001845302

Total reported value

$357.9M

74 stks

2026-06-30

Concentration10.7

Sector conviction53.0

Guardian Wealth Management, LLC

CIK 0002095373

Total reported value

$356.7M

30 stks

2026-06-30

Concentration27.3

Portfolio Stability9.4

Sector conviction76.5

Genesis Private Wealth, LLC

CIK 0001965529

Total reported value

$355.8M

192 stks

2026-06-30

Concentration8.0

Sector conviction52.3

Gerald Baker Financial Group LLC

CIK 0002133489

Total reported value

$351.4M

126 stks

2026-06-30

Concentration11.2

Sector conviction37.6

G&S Capital LLC

CIK 0001731448

Total reported value

$345.2M

156 stks

2026-06-30

Concentration6.5

Portfolio Stability38.7

Sector conviction48.3

Geisinger Health

CIK 0001946205

Total reported value

$344.1M

5 stks

2024-06-30

Stale — no recent filing

Greenbush Financial Group, LLC

CIK 0002061818

Total reported value

$340.1M

35 stks

2026-06-30

Concentration25.9

Portfolio Stability25.4

Greenfield Seitz Capital Management, LLC

CIK 0002097528

Total reported value

$335.8M

107 stks

2026-06-30

Concentration11.2

Portfolio Stability15.8

Sector conviction53.8

Gimbel Daniel Scott

CIK 0001867040

Total reported value

$333.3M

3 stks

2026-06-30

Portfolio Stability26.6

Goepper Burkhardt LLC

CIK 0001844142

Total reported value

$333.1M

99 stks

2026-06-30

Concentration22.0

Portfolio Stability14.9

Sector conviction65.8

Gallatin Point Capital LLC

CIK 0001708030

Total reported value

$332.3M

3 stks

2026-06-30

Portfolio Stability40.9

Goodlander Investment Management, LLC

CIK 0002018973

Total reported value

$331.3M

15 stks

2026-06-30

Concentration33.5

Ghost Tree Capital, LLC

CIK 0001595851

Total reported value

$331.0M

54 stks

2024-09-30

Stale — no recent filing

Concentration12.6

Glenview State Bank Trust Dept.

CIK 0001598244

Total reported value

$327.3M

222 stks

2021-06-30

Stale — no recent filing

Concentration0.0

Portfolio Stability97.0

Sector conviction63.6

Guardian Point Capital, LP

CIK 0001595932

Total reported value

$324.8M

14 stks

2026-06-30

Concentration41.9

Portfolio Stability42.9

Sector conviction72.1

Granger Management LLC

CIK 0001842881

Total reported value

$322.8M

15 stks

2026-06-30

Portfolio Stability19.7

Glass Jacobson Investment Advisors llc

CIK 0001964394

Total reported value

$320.9M

618 stks

2026-06-30

Concentration4.1

Portfolio Stability14.5

Sector conviction71.2

GE Investment Management CORP.

CIK 0001125824

Total reported value

$320.9M

4 stks

2026-06-30

Portfolio Stability27.3

Global Trust Asset Management, LLC

CIK 0001729672

Total reported value

$319.7M

487 stks

2026-06-30

Concentration8.8

Portfolio Stability38.2

Sector conviction84.2

Gunma Bank,Ltd.

CIK 0001549449

Total reported value

$319.4M

31 stks

2025-09-30

Stale — no recent filing

Concentration18.9

Portfolio Stability28.6

GoodHaven Capital Management, LLC

CIK 0001542300

Total reported value

$317.7M

26 stks

2026-06-30

Concentration36.9

Portfolio Stability14.8

Sector conviction93.9

Genesee Capital Advisors, LLC

CIK 0001652348

Total reported value

$317.3M

172 stks

2026-06-30

Concentration13.2

Portfolio Stability57.5

Sector conviction66.1

GKV Capital Management Co., Inc.

CIK 0002052321

Total reported value

$309.9M

83 stks

2026-06-30

Concentration14.4

Portfolio Stability25.7

Sector conviction67.7

Garner Asset Management Corp

CIK 0001714093

Total reported value

$308.4M

169 stks

2026-06-30

Concentration7.6

Portfolio Stability26.3

Sector conviction62.0

Gemsstock Ltd.

CIK 0001724140

Total reported value

$307.5M

13 stks

2026-06-30

Concentration41.0

GeoSphere Capital Management, LLC

CIK 0001426876

Total reported value

$306.3M

46 stks

2026-06-30

Concentration21.9

Portfolio Stability61.9

Goldstein Munger & Associates

CIK 0001570251

Total reported value

$303.5M

32 stks

2022-09-30

Stale — no recent filing

Concentration83.2

Greenspring Associates, Inc.

CIK 0001545140

Total reported value

$301.7M

7 stks

2018-12-31

Stale — no recent filing

Galibier Capital Management Ltd.

CIK 0001765768

Total reported value

$300.1M

38 stks

2025-09-30

Stale — no recent filing

Concentration25.9

Portfolio Stability35.9

Glass Wealth Management Co LLC

CIK 0002017692

Total reported value

$298.5M

69 stks

2026-06-30

Concentration15.7

Sector conviction74.3

GFS Private Wealth, LLC

CIK 0001728122

Total reported value

$291.6M

48 stks

2017-12-31

Stale — no recent filing

Concentration22.8

Sector conviction89.7

Garda Capital Partners LP

CIK 0001666905

Total reported value

$286.2M

12 stks

2026-06-30

Game Creek Capital, LP

CIK 0001731132

Total reported value

$283.3M

77 stks

2026-06-30

Concentration14.2

Portfolio Stability46.4

Sector conviction51.7

Graney & King, LLC

CIK 0002051568

Total reported value

$278.2M

383 stks

2026-06-30

Concentration25.8

Portfolio Stability41.2

Sector conviction52.5

Gables Capital Management Inc.

CIK 0001740839

Total reported value

$276.9M

508 stks

2026-06-30

Concentration8.5

Portfolio Stability23.6

Sector conviction50.2

Greykasell Wealth Strategies, Inc.

CIK 0002041220

Total reported value

$275.5M

483 stks

2026-06-30

Concentration7.1

Portfolio Stability20.6

Sector conviction63.3

Guerra Advisors Inc

CIK 0002055363

Total reported value

$270.7M

931 stks

2025-09-30

Stale — no recent filing

Concentration9.3

Portfolio Stability66.8

Sector conviction59.7

Game Plan Financial Advisors, LLC

CIK 0001802952

Total reported value

$269.2M

465 stks

2026-06-30

Concentration10.3

Sector conviction61.7

Guidant Wealth Advisors

CIK 0001689024

Total reported value

$269.1M

256 stks

2019-09-30

Stale — no recent filing

Concentration11.0

Portfolio Stability18.3

Gen IV Investment Opportunities, LLC

CIK 0001697367

Total reported value

$268.6M

14 stks

2017-09-30

Stale — no recent filing

Concentration42.5

Portfolio Stability30.6

Ghe, LLC

CIK 0001910179

Total reported value

$264.9M

57 stks

2026-06-30

Portfolio Stability13.3

GGM Financial LLC

CIK 0002021722

Total reported value

$263.7M

265 stks

2026-06-30

Concentration39.4

Portfolio Stability54.8

Sector conviction51.2

Greenfield Savings Bank

CIK 0001940406

Total reported value

$263.7M

148 stks

2026-06-30

Concentration7.4

Sector conviction46.6

Gray Wealth Management Inc.

CIK 0001958397

Total reported value

$263.6M

132 stks

2024-12-31

Stale — no recent filing

Concentration14.9

Sector conviction47.5

GatePass Capital, LLC

CIK 0002087399

Total reported value

$263.5M

189 stks

2026-06-30

Concentration7.7

Sector conviction90.4

Great Hill Partners, L.p.

CIK 0001231756

Total reported value

$257.8M

1 stks

2026-06-30

Portfolio Stability20.5

Gray Financial Group /ga /adv /adv

CIK 0001070265

Total reported value

$257.4M

34 stks

2016-12-31

Stale — no recent filing

Concentration41.4

Portfolio Stability15.7

Guardian Financial Partners, LLC

CIK 0001723514

Total reported value

$256.9M

69 stks

2026-06-30

Concentration17.0

Portfolio Stability11.6

Sector conviction89.8