Institutions Starting with &quot;H&quot; (497 funds)

Sector conviction54.4

Highland Associates Inc

CIK 0000716187

Total reported value

$699.0M

7 stks

2019-06-30

Stale — no recent filing

Portfolio Stability35.1

Heirloom Wealth Management

CIK 0001882903

Total reported value

$690.0M

61 stks

2026-06-30

Concentration21.7

Portfolio Stability42.1

Sector conviction56.9

Huber Capital Management LLC

CIK 0001511697

Total reported value

$678.5M

99 stks

2026-06-30

Concentration11.9

Portfolio Stability21.9

Sector conviction47.2

Herndon Capital Management LLC

CIK 0001320005

Total reported value

$658.9M

198 stks

2017-06-30

Stale — no recent filing

Concentration9.5

Portfolio Stability23.6

Sector conviction55.7

Hillcrest Asset Management LLC

CIK 0001415345

Total reported value

$656.2M

60 stks

2021-12-31

Stale — no recent filing

Concentration7.0

Harvest Investment Services, LLC

CIK 0001591097

Total reported value

$646.9M

383 stks

2026-06-30

Concentration4.5

Portfolio Stability44.3

Sector conviction77.0

Harfst & Associates, Inc.

CIK 0001649147

Total reported value

$643.4M

124 stks

2026-06-30

Concentration35.1

Sector conviction90.3

Halsey Associates Inc/ct

CIK 0001034188

Total reported value

$629.3M

108 stks

2019-09-30

Stale — no recent filing

Concentration9.9

Portfolio Stability14.7

Sector conviction45.7

Halter Ferguson Financial Inc.

CIK 0001842665

Total reported value

$617.4M

36 stks

2026-06-30

Concentration89.3

Holderness Investments Co

CIK 0001184820

Total reported value

$599.8M

261 stks

2026-06-30

Concentration8.3

Portfolio Stability26.1

Sector conviction77.0

High Note Wealth, LLC

CIK 0001807283

Total reported value

$586.2M

959 stks

2026-06-30

Concentration13.5

Portfolio Stability20.3

Sector conviction62.8

Hutchinson Capital Management/ca

CIK 0001078246

Total reported value

$583.7M

108 stks

2026-06-30

Concentration11.8

Portfolio Stability18.6

Sector conviction58.2

Hobart Private Capital, LLC

CIK 0001767062

Total reported value

$582.9M

296 stks

2026-06-30

Concentration10.9

Portfolio Stability30.4

Sector conviction99.0

HughesLittle Investment Management Ltd.

CIK 0002106035

Total reported value

$577.1M

13 stks

2026-06-30

Concentration44.7

Portfolio Stability17.1

Sector conviction78.2

Horiko Capital Management LLC

CIK 0001762718

Total reported value

$567.8M

17 stks

2026-06-30

Concentration36.1

Portfolio Stability34.4

Hoover Financial Advisors, Inc.

CIK 0001766786

Total reported value

$561.8M

678 stks

2021-06-30

Stale — no recent filing

Concentration0.0

Portfolio Stability97.4

Sector conviction75.5

Hartwell J M Limited Partnership

CIK 0000932141

Total reported value

$560.4M

88 stks

2019-09-30

Stale — no recent filing

Concentration26.1

Portfolio Stability10.9

Sector conviction73.7

Harbour Capital Advisors, LLC

CIK 0001682501

Total reported value

$549.1M

299 stks

2026-06-30

Concentration5.1

Sector conviction63.1

Hamilton Wealth, LLC

CIK 0001760263

Total reported value

$546.2M

118 stks

2026-06-30

Concentration13.7

Portfolio Stability40.1

Sector conviction81.5

Headinvest, LLC

CIK 0001372130

Total reported value

$536.2M

217 stks

2026-06-30

Portfolio Stability21.4

Sector conviction53.5

H/2 Credit Manager LP

CIK 0001813784

Total reported value

$526.3M

16 stks

2026-06-30

Concentration55.5

Portfolio Stability48.1

Hedeker Wealth, LLC

CIK 0001633910

Total reported value

$524.1M

92 stks

2026-06-30

Concentration9.4

Portfolio Stability21.1

Sector conviction62.3

Hefren-Tillotson, Inc.

CIK 0001581793

Total reported value

$522.5M

13 stks

2022-03-31

Stale — no recent filing

Concentration98.2

Hourglass Capital, LLC

CIK 0001442573

Total reported value

$508.4M

127 stks

2026-06-30

Sector conviction37.8

HGC Investment Management Inc.

CIK 0001711200

Total reported value

$506.6M

186 stks

2026-06-30

Concentration5.6

Portfolio Stability61.0

Herold Advisors, Inc.

CIK 0001891713

Total reported value

$505.9M

273 stks

2026-06-30

Concentration5.1

Portfolio Stability18.1

Sector conviction47.8

Hollow Brook Wealth Management LLC

CIK 0001455251

Total reported value

$503.5M

78 stks

2026-06-30

Concentration38.2

Portfolio Stability39.1

Sector conviction47.7

Headwater Capital Co Ltd

CIK 0002036346

Total reported value

$500.4M

15 stks

2026-06-30

Concentration46.3

Portfolio Stability63.3

Sector conviction88.2

High Falls Advisors, Inc

CIK 0001569139

Total reported value

$493.6M

144 stks

2025-12-31

Stale — no recent filing

Concentration17.9

Portfolio Stability14.6

Highline Wealth Partners LLC

CIK 0002042654

Total reported value

$493.0M

1,411 stks

2026-06-30

Concentration13.1

Portfolio Stability46.7

Sector conviction86.8

Harvey Capital Management Inc

CIK 0001119032

Total reported value

$486.2M

92 stks

2026-06-30

Concentration22.0

Portfolio Stability28.2

Sector conviction61.6

Heartland Bank & Trust Co

CIK 0001866040

Total reported value

$483.3M

358 stks

2026-06-30

Concentration16.0

Portfolio Stability13.4

Sector conviction57.3

Hurlow Wealth Management Group, Inc.

CIK 0001747749

Total reported value

$480.6M

125 stks

2026-06-30

Concentration23.9

Portfolio Stability14.8

Sector conviction47.4

High Net Worth Advisory Group LLC

CIK 0001919142

Total reported value

$470.7M

250 stks

2026-06-30

Concentration7.0

Sector conviction53.9

Hartree Partners, LP

CIK 0001597857

Total reported value

$469.0M

127 stks

2026-06-30

Concentration14.7

Portfolio Stability62.4

Hill Island Financial LLC

CIK 0001909798

Total reported value

$468.7M

93 stks

2026-06-30

Concentration34.8

Portfolio Stability22.8

Hilltop National Bank

CIK 0002021658

Total reported value

$468.4M

1,072 stks

2026-06-30

Concentration5.3

Portfolio Stability20.0

Sector conviction83.4

Home Federal Bank Of Tennessee

CIK 0001665446

Total reported value

$463.3M

176 stks

2026-06-30

Concentration68.4

Portfolio Stability18.0

Sector conviction48.9

Harrell Investment Partners, LLC

CIK 0001802882

Total reported value

$461.3M

144 stks

2026-06-30

Concentration10.0

Portfolio Stability17.9

Sector conviction59.7

Highland Financial Advisors, LLC

CIK 0001939237

Total reported value

$454.6M

73 stks

2026-06-30

Concentration25.0

Portfolio Stability26.6

Sector conviction55.0

Hartford Financial Management Inc.

CIK 0001352526

Total reported value

$448.2M

349 stks

2026-06-30

Concentration9.6

Portfolio Stability25.5

Sector conviction60.3

Hunter Perkins Capital Management, LLC

CIK 0001808919

Total reported value

$445.6M

149 stks

2026-06-30

Concentration9.4

Portfolio Stability21.5

Sector conviction40.7

Howard Hughes Medical Institute

CIK 0000810386

Total reported value

$445.4M

30 stks

2026-06-30

Concentration31.8

Portfolio Stability35.6

HWG Holdings LP

CIK 0001599390

Total reported value

$442.2M

44 stks

2026-06-30

Concentration27.0

Sector conviction70.8

HighVista Strategies LLC

CIK 0001335325

Total reported value

$438.6M

147 stks

2026-06-30

Portfolio Stability55.4

Sector conviction65.8

Hussman Strategic Advisors, Inc.

CIK 0001179475

Total reported value

$434.0M

231 stks

2026-06-30

Concentration2.4

Sector conviction43.0

Heights Capital Management, Inc

CIK 0001081698

Total reported value

$433.1M

323 stks

2026-06-30

Hudson Capital Management LLC

CIK 0001727342

Total reported value

$413.6M

74 stks

2026-06-30

Concentration14.5

Portfolio Stability11.8

Sector conviction41.3

Hilltop Partners LLC

CIK 0001957867

Total reported value

$412.4M

150 stks

2026-06-30

Concentration14.2

Portfolio Stability69.0

Sector conviction54.4

Henrickson Nauta Wealth Advisors, Inc.

CIK 0001903859

Total reported value

$410.5M

118 stks

2026-06-30

Concentration40.8

Portfolio Stability15.1

Sector conviction50.9

HFR Wealth Management, LLC

CIK 0001877822

Total reported value

$409.7M

53 stks

2026-06-30

Concentration13.8

Portfolio Stability10.9

Sector conviction44.4

Headland Capital, LLC

CIK 0002056637

Total reported value

$405.5M

64 stks

2026-06-30

Concentration35.8

Portfolio Stability16.0

Sector conviction66.8

Heritage Wealth Management, Inc.

CIK 0001944755

Total reported value

$400.8M

272 stks

2026-06-30

Concentration5.4

Portfolio Stability70.4

Sector conviction47.1

Hudson Value Partners, LLC

CIK 0001840501

Total reported value

$398.5M

113 stks

2026-06-30

Concentration10.2

Portfolio Stability23.6

Sector conviction54.5

Holowesko Partners Ltd.

CIK 0001428569

Total reported value

$395.0M

34 stks

2026-06-30

Concentration21.3

Portfolio Stability62.8

Sector conviction59.9

Highmount Capital, LLC

CIK 0001453819

Total reported value

$390.7M

129 stks

2015-06-30

Stale — no recent filing

Concentration16.1

Portfolio Stability15.9

Sector conviction50.5

HTG Investment Advisors, Inc.

CIK 0001963875

Total reported value

$390.1M

88 stks

2026-06-30

Concentration19.0

Portfolio Stability18.0

Sector conviction74.1

Halpern Financial, Inc.

CIK 0001994335

Total reported value

$388.7M

230 stks

2024-09-30

Stale — no recent filing

Concentration22.6

Sector conviction54.6

Huntington Steele LLC

CIK 0001552426

Total reported value

$387.3M

73 stks

2018-03-31

Stale — no recent filing

Concentration53.6

Portfolio Stability9.4

Hoxton Planning & Management, LLC

CIK 0001954782

Total reported value

$383.2M

227 stks

2026-06-30

Concentration15.4

Portfolio Stability24.4

Sector conviction84.5

Hobbs Group Advisors, LLC

CIK 0002012280

Total reported value

$380.1M

205 stks

2026-06-30

Concentration14.7

Portfolio Stability22.0

Sector conviction50.7

Harbor Island Capital LLC

CIK 0001730580

Total reported value

$375.6M

16 stks

2026-06-30

Concentration39.5

Portfolio Stability34.4

Harbor Advisory CORP /ma/

CIK 0001100710

Total reported value

$373.7M

82 stks

2026-06-30

Concentration11.3

Portfolio Stability14.5

Sector conviction50.4

Hutchens & Kramer Investment Management Group, LLC

CIK 0001920117

Total reported value

$373.3M

160 stks

2026-06-30

Concentration14.1

Portfolio Stability25.9

Sector conviction63.2

Harmony Asset Management LLC

CIK 0002002815

Total reported value

$372.4M

201 stks

2026-06-30

Concentration7.7

Portfolio Stability26.5

Sector conviction64.4

HST Ventures, LLC

CIK 0001885404

Total reported value

$365.7M

49 stks

2024-09-30

Stale — no recent filing

Concentration15.9

Hopwood Nicholas Hunter

CIK 0002091827

Total reported value

$364.5M

131 stks

2026-06-30

Concentration10.1

Portfolio Stability27.3

Sector conviction94.6

Hamel Associates, Inc.

CIK 0001599760

Total reported value

$362.7M

92 stks

2026-06-30

Concentration10.8

Portfolio Stability17.9

Sector conviction38.8

HT Partners LLC

CIK 0001552999

Total reported value

$361.1M

53 stks

2026-06-30

Portfolio Stability9.7

Sector conviction84.3

HHG & Company, LLC

CIK 0001307203

Total reported value

$360.0M

134 stks

2016-03-31

Stale — no recent filing

Concentration10.1

Portfolio Stability21.9

Sector conviction53.3

Horizon Investment Services, LLC

CIK 0001426940

Total reported value

$359.5M

143 stks

2026-06-30

Concentration9.5

Portfolio Stability39.9

Sector conviction98.9

HNP Capital LLC

CIK 0001767841

Total reported value

$359.0M

128 stks

2023-03-31

Stale — no recent filing

Concentration12.2

Sector conviction65.9

Hutchin Hill Capital, LP

CIK 0001482799

Total reported value

$358.5M

366 stks

2017-12-31

Stale — no recent filing

Concentration3.9

Hi-Line Capital Management, LLC

CIK 0001776074

Total reported value

$355.5M

32 stks

2026-06-30

Concentration18.6

Portfolio Stability30.8

Sector conviction46.3

Hansberger Global Investors Inc/fl

CIK 0001044910

Total reported value

$354.4M

26 stks

2014-06-30

Stale — no recent filing

Concentration42.2

Portfolio Stability37.1

Highview Capital Management LLC/DE/

CIK 0001903786

Total reported value

$347.4M

118 stks

2026-06-30

Concentration9.5

Portfolio Stability44.4

Sector conviction64.3

Harvest Capital Management Inc

CIK 0001105876

Total reported value

$347.3M

102 stks

2019-06-30

Stale — no recent filing

Concentration30.4

Portfolio Stability16.9

Sector conviction50.0

Hamilton Capital Partners, LLC

CIK 0002037578

Total reported value

$344.3M

32 stks

2026-06-30

Concentration46.7

Portfolio Stability47.4

Highland Peak Capital, LLC

CIK 0001961320

Total reported value

$343.6M

13 stks

2026-06-30

Concentration49.0

Sector conviction80.0

HawsGoodwin Investment Management LLC

CIK 0001799500

Total reported value

$343.2M

113 stks

2021-12-31

Stale — no recent filing

Concentration14.2

Sector conviction49.8

Hixon Zuercher, LLC

CIK 0001806752

Total reported value

$340.8M

88 stks

2026-06-30

Concentration9.1

Portfolio Stability23.8

Sector conviction45.7

Heritage Oak Wealth Advisors LLC

CIK 0002035533

Total reported value

$339.7M

101 stks

2026-06-30

Concentration63.5

Portfolio Stability51.4

Haverford Financial Services, Inc.

CIK 0001347683

Total reported value

$339.2M

49 stks

2026-06-30

Concentration15.3

Portfolio Stability23.2

Sector conviction48.5

Henry James International Management Inc.

CIK 0001750423

Total reported value

$333.8M

91 stks

2026-06-30

Concentration11.2

Portfolio Stability32.3

Sector conviction89.0

Hidden Lake Asset Management LP

CIK 0001750312

Total reported value

$332.2M

24 stks

2026-06-30

Concentration35.2

Hassell Wealth Management, LLC

CIK 0001965270

Total reported value

$326.0M

29 stks

2026-06-30

Concentration47.3

HF Advisory Group, LLC

CIK 0001963169

Total reported value

$323.5M

168 stks

2026-06-30

Concentration4.4

Sector conviction33.9

Hall Laurie J Trustee

CIK 0001388382

Total reported value

$321.6M

267 stks

2026-06-30

Concentration10.4

Portfolio Stability22.1

Sector conviction67.7

Hapanowicz & Associates Financial Services, Inc

CIK 0001695959

Total reported value

$321.5M

37 stks

2026-06-30

Concentration54.1

Portfolio Stability24.9

Sector conviction68.6

Hall Capital Management Co Inc

CIK 0001122490

Total reported value

$321.2M

107 stks

2026-06-30

Concentration11.9

Portfolio Stability27.4

Sector conviction44.7

Hugh Johnson Advisors LLC

CIK 0001336098

Total reported value

$320.4M

93 stks

2019-06-30

Stale — no recent filing

Concentration11.8

Portfolio Stability15.2

Sector conviction64.6

High Point Bank & Trust Co

CIK 0001156185

Total reported value

$314.8M

547 stks

2016-12-31

Stale — no recent filing

Concentration20.1

Portfolio Stability82.3

Sector conviction48.2

Hengistbury Investment Partners LLP

CIK 0001574717

Total reported value

$311.1M

4 stks

2026-06-30

Portfolio Stability25.8

HighMark Wealth Management LLC

CIK 0001802451

Total reported value

$298.5M

565 stks

2026-06-30

Concentration38.6

Portfolio Stability31.7

Sector conviction55.5

Highlander Partners, L.P.

CIK 0001903866

Total reported value

$298.3M

46 stks

2026-06-30

Concentration37.8

Portfolio Stability28.7

Sector conviction72.2

HF Capital, LLC

CIK 0002063476

Total reported value

$296.7M

5 stks

2026-06-30

Portfolio Stability23.9

Horan Capital Advisors, LLC.

CIK 0001584086

Total reported value

$296.6M

118 stks

2025-03-31

Stale — no recent filing

Concentration10.1

Sector conviction65.0

Heathbridge Capital Management Ltd.

CIK 0001503269

Total reported value

$292.4M

28 stks

2026-06-30

Concentration20.8

Sector conviction42.2

Highlander Capital Management, LLC

CIK 0001519113

Total reported value

$292.3M

955 stks

2024-03-31

Stale — no recent filing

Concentration5.7

Sector conviction39.0

HS Management Partners, LLC

CIK 0001455253

Total reported value

$291.1M

24 stks

2026-06-30

Concentration18.4

Portfolio Stability25.2

Sector conviction85.3

HFM Investment Advisors, LLC

CIK 0002067972

Total reported value

$285.2M

1,293 stks

2026-06-30

Concentration90.9

Portfolio Stability10.9

Sector conviction62.5

Horan Securities, Inc.

CIK 0001671623

Total reported value

$284.2M

152 stks

2025-06-30

Stale — no recent filing

Concentration90.9

Sector conviction62.5

Hillman Co

CIK 0001036288

Total reported value

$282.6M

14 stks

2026-06-30

Concentration39.3

Sector conviction77.1

Hendley & Co Inc

CIK 0001084207

Total reported value

$282.6M

47 stks

2026-06-30

Concentration16.1

Portfolio Stability21.8

Sector conviction37.5

Houlihan Financial Resource Group, Ltd.

CIK 0001802879

Total reported value

$280.6M

113 stks

2026-06-30

Concentration12.0

Portfolio Stability11.1

Sector conviction51.7

Hillcrest Wealth Advisors - NY, LLC

CIK 0001767121

Total reported value

$279.4M

56 stks

2026-06-30

Concentration35.9

Portfolio Stability15.6

Sector conviction70.7

Hanover Advisors Inc

CIK 0000914973

Total reported value

$277.6M

122 stks

2026-06-30

Concentration39.5

Portfolio Stability16.8

Sector conviction51.2

Hubbell Strickland Wealth Management, LLC

CIK 0001791555

Total reported value

$277.1M

87 stks

2026-06-30

Concentration45.1

Sector conviction73.6

Howard Wealth Management, LLC

CIK 0001766286

Total reported value

$270.5M

156 stks

2026-06-30

Concentration8.9

Portfolio Stability15.3

Sector conviction86.3

HMS Capital Management, LLC

CIK 0001689470

Total reported value

$267.4M

120 stks

2026-06-30

Concentration16.8

Portfolio Stability27.9

Sector conviction66.4

Heritage Way Advisors, LLC

CIK 0001698220

Total reported value

$267.2M

69 stks

2021-12-31

Stale — no recent filing

Concentration23.5

Sector conviction51.5

Huber Financial Advisors, LLC

CIK 0001729051

Total reported value

$267.0M

114 stks

2020-03-31

Stale — no recent filing

Concentration35.5

Portfolio Stability17.7

Sector conviction86.7

Howard Bailey Securities, LLC

CIK 0002043986

Total reported value

$266.6M

121 stks

2026-06-30

Concentration20.1

Portfolio Stability39.0

Sector conviction79.3

Hippocratic Financial Advisors, LLC

CIK 0002055803

Total reported value

$265.1M

39 stks

2026-06-30

Concentration48.6

Heritage Wealth Management, Inc. /CA/

CIK 0002012170

Total reported value

$263.2M

115 stks

2026-06-30

Concentration31.5

Portfolio Stability41.3

Haven Private, LLC

CIK 0002053665

Total reported value

$263.0M

171 stks

2026-06-30

Concentration11.7

Portfolio Stability29.5

Sector conviction92.3

Horizon Financial Services, LLC

CIK 0001674020

Total reported value

$260.8M

646 stks

2026-06-30

Concentration15.7

Portfolio Stability20.8

Sector conviction53.9

Heritage Wealth Management, Inc./Texas

CIK 0001966400

Total reported value

$259.7M

44 stks

2026-06-30

Concentration55.4

Portfolio Stability11.0

Sector conviction88.8

Heritage Family Offices, LLP

CIK 0002019316

Total reported value

$258.9M

233 stks

2026-06-30

Concentration6.5

Portfolio Stability42.3

Sector conviction66.4

Honeywell International Inc

CIK 0000773840

Total reported value

$257.8M

79 stks

2019-06-30

Stale — no recent filing

Concentration9.4

Portfolio Stability23.7

HMV Wealth Advisors, LLC

CIK 0002054904

Total reported value

$256.9M

89 stks

2026-06-30

Concentration17.1

Portfolio Stability19.5

Sector conviction64.6

Hochman Cole Investment Advisors, Inc.

CIK 0001568890

Total reported value

$255.3M

128 stks

2021-09-30

Stale — no recent filing

Concentration12.1

Sector conviction62.9

HYA Advisors, Inc

CIK 0001810676

Total reported value

$255.1M

143 stks

2022-06-30

Stale — no recent filing

Concentration10.7

Sector conviction64.1

Harvest Management LLC

CIK 0001140315

Total reported value

$254.5M

64 stks

2026-06-30

Concentration27.8

Sector conviction69.2

Hiley Hunt Wealth Management

CIK 0002048051

Total reported value

$253.1M

49 stks

2026-06-30

Concentration32.7

Sector conviction59.6

Hutner Capital Management Inc

CIK 0000944733

Total reported value

$252.1M

43 stks

2026-06-30

Concentration19.2

Portfolio Stability9.5

Sector conviction55.0

Hrc Wealth Management, LLC

CIK 0002009521

Total reported value

$244.4M

65 stks

2026-06-30

Concentration65.5

Portfolio Stability15.0

Sector conviction96.9

HNA Capital Group Co., Ltd.

CIK 0001707885

Total reported value

$243.3M

1 stks

2018-12-31

Stale — no recent filing

Portfolio Stability33.0

Higgins & Schmidt Wealth Strategies LLC

CIK 0001941260

Total reported value

$242.3M

65 stks

2026-06-30

Concentration37.7

Portfolio Stability18.2

Sector conviction91.8

Hanwha Asset Management Co., Ltd.

CIK 0001965871

Total reported value

$240.6M

1 stks

2025-06-30

Stale — no recent filing

Horizon Advisory Services, Inc.

CIK 0001799006

Total reported value

$237.6M

51 stks

2026-06-30

Concentration56.1

Portfolio Stability21.2

Sector conviction43.6

Hokanson Associates, Inc.

CIK 0001172799

Total reported value

$232.5M

108 stks

2015-12-31

Stale — no recent filing

Concentration6.9

Portfolio Stability15.7

Sector conviction49.1

Harold Davidson & Associates Inc.

CIK 0001430022

Total reported value

$230.6M

59 stks

2026-06-30

Concentration36.5

Highland Investment Advisors LLC

CIK 0002149882

Total reported value

$229.3M

734 stks

2026-06-30

Concentration20.8

Sector conviction52.6

Hatch Cove Capital, LLC

CIK 0002049307

Total reported value

$225.4M

24 stks

2026-06-30

Concentration21.9

Hyperion Capital Advisors LP

CIK 0001794499

Total reported value

$221.7M

67 stks

2026-06-30

Concentration27.4

Portfolio Stability44.3

Sector conviction72.9

Hotaling Investment Management, LLC

CIK 0001761645

Total reported value

$221.2M

121 stks

2022-12-31

Stale — no recent filing

Concentration8.8

Sector conviction56.5

Hatteras Alternative Mutual Funds, LLC

CIK 0001513062

Total reported value

$221.0M

175 stks

2014-06-30

Stale — no recent filing

Concentration4.4

Portfolio Stability84.9

Horizon Family Wealth, Inc.

CIK 0001910660

Total reported value

$219.1M

134 stks

2026-06-30

Concentration14.2

Portfolio Stability16.5

Sector conviction62.7

Horrell Capital Management, Inc.

CIK 0001385925

Total reported value

$218.8M

196 stks

2026-06-30

Concentration15.8

Sector conviction89.2

Hager Investment Management Services, LLC

CIK 0002026645

Total reported value

$217.4M

352 stks

2026-06-30

Concentration7.8

Portfolio Stability24.6

Sector conviction62.0

Hardin Capital Partners, LLC

CIK 0002033094

Total reported value

$215.4M

141 stks

2026-06-30

Concentration78.2

Portfolio Stability14.0

Holos Integrated Wealth LLC

CIK 0002080096

Total reported value

$214.2M

378 stks

2026-06-30

Concentration15.4

Portfolio Stability14.1

Sector conviction48.1

Horizon Bancorp Inc /in/

CIK 0000706129

Total reported value

$213.3M

197 stks

2026-06-30

Concentration34.2

Sector conviction51.1

Henderson Brothers Financial Partners, LLC

CIK 0002064329

Total reported value

$211.3M

77 stks

2026-06-30

Concentration31.5

Portfolio Stability66.0

Sector conviction62.3

Humankind Investments LLC

CIK 0001845373

Total reported value

$209.1M

22 stks

2026-06-30

Concentration35.2

Portfolio Stability24.0

Hoge Financial Services, LLC

CIK 0001989834

Total reported value

$208.9M

83 stks

2026-06-30

Concentration36.8

Sector conviction84.9

Handelsinvest Investeringsforvaltning

CIK 0001659997

Total reported value

$208.0M

317 stks

2024-03-31

Stale — no recent filing

Concentration4.4

Sector conviction47.7

Hofer & Associates. Inc

CIK 0001958491

Total reported value

$206.9M

70 stks

2026-06-30

Concentration18.1

Portfolio Stability12.4

Sector conviction76.8