Institutions Starting with &quot;H&quot; (494 funds)

Horizon Advisory Services, Inc.

CIK 0001799006

Total reported value

$195.4M

49 stks

2026-03-31

Concentration59.3

Portfolio Stability5.8

Sector conviction62.8

Hoxton Financial, Inc.

CIK 0001497943

Total reported value

$194.1M

374 stks

2016-03-31

Stale — no recent filing

Concentration19.6

Portfolio Stability20.9

Sector conviction45.3

HG Vora Capital Management, LLC

CIK 0001525362

Total reported value

$190.8M

7 stks

2026-03-31

Portfolio Stability69.1

Harspring Capital Management, LLC

CIK 0001652327

Total reported value

$190.1M

14 stks

2026-03-31

Concentration36.2

Portfolio Stability34.6

Sector conviction85.3

Harrington Investments, INC

CIK 0001386364

Total reported value

$190.0M

84 stks

2026-03-31

Concentration10.2

Portfolio Stability12.7

Sector conviction46.9

Horizon Family Wealth, Inc.

CIK 0001910660

Total reported value

$189.3M

128 stks

2026-03-31

Concentration15.2

Portfolio Stability17.0

Sector conviction59.0

Hoge Financial Services, LLC

CIK 0001989834

Total reported value

$186.8M

72 stks

2026-03-31

Concentration37.8

Portfolio Stability10.9

Sector conviction94.3

Hurley Capital, LLC

CIK 0001632844

Total reported value

$186.6M

673 stks

2026-03-31

Concentration12.7

Portfolio Stability19.1

Sector conviction51.0

Heron Financial Group, LLC

CIK 0001803648

Total reported value

$185.6M

142 stks

2023-06-30

Stale — no recent filing

Concentration0.0

Sector conviction55.5

Harbour Investment Management LLC

CIK 0001275880

Total reported value

$184.2M

101 stks

2026-03-31

Concentration10.2

Portfolio Stability24.1

Sector conviction57.7

Hitchwood Capital Management LP

CIK 0001611613

Total reported value

$183.8M

19 stks

2023-03-31

Stale — no recent filing

Concentration28.5

Herbst Group, LLC

CIK 0001909319

Total reported value

$183.5M

65 stks

2026-06-30

Concentration9.6

Portfolio Stability39.9

Sector conviction75.8

Hager Investment Management Services, LLC

CIK 0002026645

Total reported value

$182.0M

329 stks

2026-03-31

Concentration8.0

Portfolio Stability16.3

Sector conviction52.1

HFG Wealth Management, LLC

CIK 0002027836

Total reported value

$181.7M

50 stks

2026-03-31

Concentration21.3

Portfolio Stability8.5

Heritage Wealth Management, Inc. /CA/

CIK 0002012170

Total reported value

$181.3M

96 stks

2026-03-31

Concentration14.8

Portfolio Stability24.1

Hamrick Investment Counsel, llc

CIK 0002126147

Total reported value

$180.5M

366 stks

2026-03-31

Concentration12.1

Portfolio Stability33.8

Sector conviction41.2

Heritage Wealth Management, LLC

CIK 0001834505

Total reported value

$180.2M

168 stks

2024-06-30

Stale — no recent filing

Concentration10.6

Sector conviction60.1

Harborview Advisors, LLC

CIK 0001730890

Total reported value

$178.5M

106 stks

2021-09-30

Stale — no recent filing

Concentration15.3

Sector conviction79.8

Hilton Head Capital Partners, LLC

CIK 0002109913

Total reported value

$177.3M

989 stks

2026-03-31

Concentration6.5

Portfolio Stability14.7

Sector conviction50.3

Holcombe Financial, Inc.

CIK 0002056177

Total reported value

$177.1M

51 stks

2026-06-30

Concentration29.0

Portfolio Stability8.3

Harvest Investment Advisors, LLC

CIK 0001967261

Total reported value

$176.4M

57 stks

2025-12-31

Stale — no recent filing

Concentration23.2

Portfolio Stability25.5

Sector conviction62.9

Humankind Investments LLC

CIK 0001845373

Total reported value

$175.1M

20 stks

2026-03-31

Concentration33.7

Portfolio Stability87.7

Hansen & Associates Financial Group, Inc.

CIK 0001873973

Total reported value

$174.5M

45 stks

2026-06-30

Concentration52.8

Portfolio Stability32.2

Sector conviction75.8

Hoffman, Alan N Investment Management

CIK 0001848530

Total reported value

$169.3M

14 stks

2026-06-30

Portfolio Stability13.0

Hatteras Investment Partners, LP

CIK 0001600745

Total reported value

$168.9M

1 stks

2025-06-30

Stale — no recent filing

Portfolio Stability4.1

HM Capital Management, LLC

CIK 0001367786

Total reported value

$167.1M

56 stks

2022-09-30

Stale — no recent filing

Concentration73.3

Sector conviction58.9

Hilltop Wealth Advisors, LLC

CIK 0001786241

Total reported value

$166.9M

53 stks

2026-03-31

Concentration38.4

Portfolio Stability22.5

Haberer Registered Investment Advisor INC

CIK 0001116943

Total reported value

$165.2M

329 stks

2015-03-31

Stale — no recent filing

Concentration11.5

Portfolio Stability24.3

Sector conviction46.0

Hudson Canyon Capital Management

CIK 0001978883

Total reported value

$163.4M

52 stks

2026-03-31

Concentration11.2

Portfolio Stability21.6

Sector conviction49.3

HBC Financial Services, PLLC

CIK 0001802872

Total reported value

$163.2M

202 stks

2024-12-31

Stale — no recent filing

Concentration77.9

Sector conviction84.1

Harvest Group Wealth Management, LLC

CIK 0001694461

Total reported value

$160.9M

192 stks

2023-03-31

Stale — no recent filing

Concentration16.7

Sector conviction69.5

Hahn Capital Management LLC

CIK 0001171592

Total reported value

$159.2M

31 stks

2026-03-31

Concentration16.9

Portfolio Stability32.2

Sector conviction48.3

Henson-Edgewater Management, LLC

CIK 0002115631

Total reported value

$157.2M

66 stks

2026-03-31

Concentration18.6

Portfolio Stability13.8

Sector conviction78.3

Hancock Whitney Investment Services INC.

CIK 0001009952

Total reported value

$156.9M

55 stks

2022-06-30

Stale — no recent filing

Concentration15.5

Hyperion Partners, LLC

CIK 0001971715

Total reported value

$156.7M

73 stks

2024-09-30

Stale — no recent filing

Concentration28.2

Sector conviction64.9

Harber Asset Management LLC

CIK 0001387921

Total reported value

$156.4M

41 stks

2026-03-31

Concentration12.8

Portfolio Stability94.1

Hidden Cove Wealth Management, LLC

CIK 0001963736

Total reported value

$155.7M

109 stks

2026-03-31

Concentration14.8

Portfolio Stability65.7

Sector conviction80.7

Hefty Wealth Partners

CIK 0001674672

Total reported value

$155.2M

239 stks

2018-03-31

Stale — no recent filing

Concentration7.8

Portfolio Stability66.0

Sector conviction64.6

H Partners Management, LLC

CIK 0001364412

Total reported value

$153.8M

2 stks

2026-03-31

Portfolio Stability63.1

Horizons Wealth Management

CIK 0001943228

Total reported value

$152.5M

173 stks

2026-03-31

Concentration18.2

Portfolio Stability3.5

Sector conviction59.3

Hummer Financial Advisory Services Inc

CIK 0001802279

Total reported value

$152.0M

129 stks

2026-06-30

Concentration18.0

Portfolio Stability18.1

Sector conviction41.7

Hickory Point Bank & Trust

CIK 0002039144

Total reported value

$151.5M

585 stks

2026-03-31

Concentration13.4

Portfolio Stability19.9

Sector conviction35.7

Hartmann Taylor Wealth Management, LLC

CIK 0002058267

Total reported value

$151.2M

54 stks

2026-03-31

Concentration24.4

Portfolio Stability9.0

Hudson Executive Capital LP

CIK 0001652522

Total reported value

$150.9M

2 stks

2026-03-31

Portfolio Stability11.9

Hillswick Asset Management, LLC

CIK 0001310052

Total reported value

$150.4M

13 stks

2019-03-31

Stale — no recent filing

Concentration53.8

Portfolio Stability10.7

HC Advisors, LLC

CIK 0001803295

Total reported value

$149.4M

60 stks

2026-03-31

Concentration25.8

Portfolio Stability8.1

Sector conviction47.5

Hc Financial Advisors INC

CIK 0000784045

Total reported value

$149.4M

348 stks

2022-06-30

Stale — no recent filing

Concentration7.6

Sector conviction46.6

Hall Private Wealth Advisors

CIK 0001744091

Total reported value

$148.8M

39 stks

2023-09-30

Stale — no recent filing

Concentration25.6

Sector conviction70.5

Hopwood Financial Services, Inc.

CIK 0002023166

Total reported value

$148.4M

83 stks

2026-03-31

Concentration20.6

Portfolio Stability14.9

Sector conviction44.6

Hillman Capital Management, Inc.

CIK 0001314620

Total reported value

$144.0M

56 stks

2026-03-31

Concentration10.6

Portfolio Stability26.6

Sector conviction55.6

hemming& Wealth Management, Inc.

CIK 0001782624

Total reported value

$143.2M

15 stks

2026-03-31

Concentration53.9

Portfolio Stability20.2

HFG Advisors, Inc.

CIK 0001911087

Total reported value

$142.1M

117 stks

2026-03-31

Concentration10.8

Portfolio Stability16.7

Sector conviction43.3

Hedges Asset Management LLC

CIK 0001906202

Total reported value

$141.8M

108 stks

2025-12-31

Stale — no recent filing

Concentration9.1

Portfolio Stability23.3

Hamilton Lane Advisors LLC

CIK 0001573767

Total reported value

$140.0M

20 stks

2026-03-31

Concentration79.5

Portfolio Stability34.9

High Pointe Capital Management LLC

CIK 0001280051

Total reported value

$139.2M

78 stks

2022-03-31

Stale — no recent filing

Concentration6.8

Sector conviction55.5

Hoese & Co LLP

CIK 0001840268

Total reported value

$134.7M

154 stks

2026-03-31

Concentration33.1

Portfolio Stability16.9

Sector conviction69.1

Hatton Consulting, INC.

CIK 0001859542

Total reported value

$134.4M

42 stks

2021-09-30

Stale — no recent filing

Concentration38.1

Sector conviction66.5

Harpswell Capital Advisors, LLC

CIK 0001806630

Total reported value

$134.3M

36 stks

2026-03-31

Concentration52.8

Portfolio Stability14.9

Householder Group Estate & Retirement Specialist, LLC

CIK 0001881590

Total reported value

$133.8M

601 stks

2024-12-31

Stale — no recent filing

Concentration14.9

Sector conviction65.9

Harbour Wealth Management Group, Inc.

CIK 0002085855

Total reported value

$132.8M

89 stks

2026-03-31

Concentration16.1

Portfolio Stability30.5

Sector conviction57.7

Hudson Oak Wealth Advisory LLC

CIK 0002088700

Total reported value

$129.7M

52 stks

2026-06-30

Concentration17.1

Portfolio Stability14.1

Hunting Hill Global Capital, LLC

CIK 0001697398

Total reported value

$129.0M

89 stks

2026-03-31

Concentration19.8

Hegarty Advisors, LLC

CIK 0002107727

Total reported value

$126.8M

57 stks

2026-03-31

Concentration20.3

Portfolio Stability18.2

Hallstatt Advisors L.p.

CIK 0002040638

Total reported value

$126.4M

15 stks

2026-03-31

Concentration33.7

Portfolio Stability67.8

Sector conviction95.0

Haven Capital Group, Inc.

CIK 0002055804

Total reported value

$124.5M

37 stks

2026-06-30

Concentration33.3

Portfolio Stability27.9

High Point Wealth Management, LLC

CIK 0002106882

Total reported value

$122.2M

250 stks

2026-06-30

Concentration11.9

Portfolio Stability20.5

Sector conviction57.6

Hoertkorn Richard Charles

CIK 0001598177

Total reported value

$121.9M

76 stks

2026-03-31

Concentration19.3

Portfolio Stability71.8

Sector conviction65.8

Hickory Asset Management, INC.

CIK 0002053626

Total reported value

$120.9M

91 stks

2025-06-30

Stale — no recent filing

Concentration12.2

Sector conviction59.6

Heffernan Advisory, INC

CIK 0001536230

Total reported value

$119.5M

43 stks

2026-06-30

Concentration79.6

Portfolio Stability12.2

Harbor Asset Planning, Inc.

CIK 0002077050

Total reported value

$118.9M

2,052 stks

2026-03-31

Concentration6.8

Portfolio Stability9.3

Sector conviction70.2

Hudson Portfolio Management LLC

CIK 0001847700

Total reported value

$118.7M

111 stks

2026-03-31

Concentration7.3

Portfolio Stability11.9

Sector conviction50.7

Hutner Daniel Ellsworth

CIK 0001665055

Total reported value

$117.4M

42 stks

2016-06-30

Stale — no recent filing

Concentration18.7

Portfolio Stability5.7

Huff W R Asset Management Co LLC /de/

CIK 0001095721

Total reported value

$115.9M

44 stks

2016-12-31

Stale — no recent filing

Concentration24.7

Portfolio Stability19.1

Sector conviction83.0

Hershey Financial Advisers, LLC

CIK 0002034214

Total reported value

$115.8M

124 stks

2026-03-31

Concentration8.7

Sector conviction89.0

HBE Wealth Management, LLC

CIK 0002104442

Total reported value

$114.7M

53 stks

2026-03-31

Concentration26.4

Portfolio Stability9.2

Sector conviction74.1

Hingham Institution for Savings

CIK 0002044671

Total reported value

$113.2M

15 stks

2026-03-31

Concentration69.2

Portfolio Stability18.4

HC Financial Advisors, Inc.

CIK 0001730936

Total reported value

$113.1M

66 stks

2018-09-30

Stale — no recent filing

Concentration9.4

Portfolio Stability22.8

Sector conviction44.4

Hestia Capital Management, LLC

CIK 0001815344

Total reported value

$111.4M

17 stks

2026-03-31

Portfolio Stability16.1

Sector conviction75.8

H Capital II, L.P.

CIK 0001627836

Total reported value

$111.1M

2 stks

2021-12-31

Stale — no recent filing

Heronetta Management, L.P.

CIK 0001588225

Total reported value

$109.6M

16 stks

2026-03-31

Concentration51.6

Portfolio Stability66.1

HealthCor Management, L.P.

CIK 0001343781

Total reported value

$109.1M

22 stks

2022-12-31

Stale — no recent filing

Concentration97.0

H Squared Management LP

CIK 0002110996

Total reported value

$108.5M

14 stks

2026-03-31

Concentration49.0

Portfolio Stability81.6

Sector conviction70.4

Heights Point Management, LP

CIK 0002050231

Total reported value

$107.9M

21 stks

2026-03-31

Concentration24.8

Portfolio Stability82.5

Sector conviction49.2

Headlands Capital Management, LLC

CIK 0001562452

Total reported value

$107.8M

9 stks

2015-12-31

Stale — no recent filing

Concentration55.1

Hardworking Capital Advisors, LLC

CIK 0002098583

Total reported value

$106.8M

83 stks

2026-03-31

Concentration10.7

Portfolio Stability8.7

Sector conviction48.7

Haven Global Partners, LLC

CIK 0002051846

Total reported value

$106.3M

8 stks

2026-03-31

Concentration69.6

Portfolio Stability62.9

Hutchens Investment Management Inc

CIK 0001054880

Total reported value

$105.8M

86 stks

2017-12-31

Stale — no recent filing

Concentration7.4

Sector conviction45.0

Helium Advisors LLC

CIK 0002056653

Total reported value

$105.1M

93 stks

2026-03-31

Concentration12.5

Portfolio Stability20.4

Hanseatic Management Services INC

CIK 0001128074

Total reported value

$104.5M

80 stks

2026-03-31

Concentration11.3

Sector conviction85.3

Harrison & Co Wealth Management, LLC

CIK 0001903858

Total reported value

$103.4M

79 stks

2022-12-31

Stale — no recent filing

Concentration9.8

Sector conviction68.4

HighRoad Wealth Advisors, LLC

CIK 0002079807

Total reported value

$102.4M

37 stks

2026-03-31

Concentration54.4

Portfolio Stability7.6

Sector conviction63.2

Hutchinson Financial Advisors, INC

CIK 0002078477

Total reported value

$101.7M

67 stks

2025-09-30

Stale — no recent filing

Concentration8.8

Sector conviction59.8

Hyposwiss Advisors SA

CIK 0002111640

Total reported value

$101.2M

112 stks

2026-03-31

Concentration15.3

Portfolio Stability8.4

Sector conviction71.9

Hobbs Wealth Management, LLC

CIK 0002019202

Total reported value

$101.1M

23 stks

2026-03-31

Concentration31.2

Portfolio Stability41.8

HarbourVest Partners LLC

CIK 0001201001

Total reported value

$100.9M

5 stks

2026-03-31

Portfolio Stability84.6

Hicks Capital Management LLC

CIK 0002062978

Total reported value

$100.0M

37 stks

2026-03-31

Concentration48.1

Portfolio Stability10.0

Helios Capital Management Pte. LTD

CIK 0001727612

Total reported value

$95.1M

21 stks

2026-03-31

Concentration30.8

Portfolio Stability45.5

Harbert Management CORP

CIK 0001259933

Total reported value

$90.7M

23 stks

2014-03-31

Stale — no recent filing

Concentration26.4

Portfolio Stability86.3

Higher Moment Aurora Fund, LP

CIK 0001537176

Total reported value

$90.3M

6 stks

2017-09-30

Stale — no recent filing

Concentration79.8

Hyundai Investments Co., Ltd.

CIK 0001892772

Total reported value

$88.7M

72 stks

2026-03-31

Portfolio Stability30.7

Hansberger Growth Investors, LP

CIK 0001619724

Total reported value

$88.2M

23 stks

2020-09-30

Stale — no recent filing

Concentration20.0

Portfolio Stability10.9

HP Holding LLC f/k/a ISTM Associates, LLC

CIK 0001616282

Total reported value

$84.5M

1 stks

2023-12-31

Stale — no recent filing

Hickory Lane Capital Management LP

CIK 0001817276

Total reported value

$81.7M

24 stks

2023-03-31

Stale — no recent filing

Concentration20.5

Sector conviction70.2

HCEP Management Ltd

CIK 0001822015

Total reported value

$80.7M

4 stks

2026-03-31

Portfolio Stability94.1

HS Investments IV Ltd

CIK 0002065165

Total reported value

$80.6M

2 stks

2026-03-31

Harrison Street Private Wealth LLC

CIK 0001542826

Total reported value

$75.5M

21 stks

2026-03-31

Concentration20.9

Holland Advisory Services, Inc.

CIK 0001890183

Total reported value

$74.6M

47 stks

2026-03-31

Concentration64.8

Portfolio Stability8.1

Sector conviction49.6

H Capital V GP, L.P.

CIK 0001757491

Total reported value

$74.1M

1 stks

2026-03-31

Portfolio Stability5.1

Harvest Capital Strategies LLC

CIK 0001226355

Total reported value

$73.7M

23 stks

2019-09-30

Stale — no recent filing

Concentration20.1

Portfolio Stability19.9

Hauser Brothers GmbH

CIK 0001508236

Total reported value

$71.4M

4 stks

2026-03-31

Portfolio Stability73.3

Holt-smith Advisors INC

CIK 0001079929

Total reported value

$70.9M

56 stks

2013-06-30

Stale — no recent filing

Concentration23.7

Sector conviction53.4

High Pines Wealth Management, LLC

CIK 0001855571

Total reported value

$65.6M

30 stks

2023-12-31

Stale — no recent filing

Concentration38.8

Sector conviction66.8

Heritage Wealth Partners, LLC

CIK 0001963794

Total reported value

$65.6M

65 stks

2025-03-31

Stale — no recent filing

Concentration18.3

Sector conviction76.2

H&F Corporate Investors IX, Ltd.

CIK 0001767564

Total reported value

$65.2M

1 stks

2026-03-31

Portfolio Stability25.8

H&F Corporate Investors VIII, Ltd.

CIK 0001767563

Total reported value

$63.5M

1 stks

2026-03-31

Portfolio Stability89.4

Hayman Capital Management, L.p.

CIK 0001420192

Total reported value

$63.3M

3 stks

2016-09-30

Stale — no recent filing

H. L. Ormond & Company, LLC

CIK 0001909569

Total reported value

$62.4M

243 stks

2022-09-30

Stale — no recent filing

Concentration5.7

Sector conviction43.9

Hein Park Capital Management LP

CIK 0001826937

Total reported value

$61.3M

1 stks

2026-03-31

Portfolio Stability15.7

HCSF Management, LLC

CIK 0001562453

Total reported value

$60.3M

6 stks

2022-09-30

Stale — no recent filing

Concentration98.4

Heartwood Wealth Management Ltd

CIK 0001645754

Total reported value

$58.9M

18 stks

2016-09-30

Stale — no recent filing

Portfolio Stability18.4

Hellman Jordan Management Co INC /ma/

CIK 0000779519

Total reported value

$58.9M

41 stks

2022-12-31

Stale — no recent filing

Concentration15.4

Sector conviction84.1

Hampstead Capital LLP

CIK 0001697742

Total reported value

$55.8M

24 stks

2018-09-30

Stale — no recent filing

Concentration23.6

Portfolio Stability5.4

Sector conviction75.9

Hawkins Capital L.P.

CIK 0001289851

Total reported value

$55.4M

18 stks

2017-12-31

Stale — no recent filing

Concentration29.9

Sector conviction89.0

Hilltop Park Associates LLC

CIK 0001483938

Total reported value

$54.1M

30 stks

2016-09-30

Stale — no recent filing

Concentration25.8

Haafor (Singapore) Pte. Ltd.

CIK 0001714964

Total reported value

$53.7M

149 stks

2020-12-31

Stale — no recent filing

Concentration3.5

Sector conviction47.9

HealthCor Partners Management LP

CIK 0001519462

Total reported value

$50.7M

2 stks

2026-03-31

Healthcare Value Capital, LLC

CIK 0001458461

Total reported value

$50.7M

25 stks

2021-09-30

Stale — no recent filing

Concentration26.4

Horton Capital Management, LLC

CIK 0001575444

Total reported value

$44.9M

5 stks

2021-12-31

Stale — no recent filing

Hayden Royal, LLC

CIK 0001652035

Total reported value

$42.7M

127 stks

2021-12-31

Stale — no recent filing

Concentration6.0

Sector conviction64.1

H2o Am LLP

CIK 0001767616

Total reported value

$41.0M

106 stks

2020-12-31

Stale — no recent filing

Concentration15.1

Portfolio Stability69.8

Sector conviction70.4

Hawkeye Capital Management, LLC

CIK 0001389212

Total reported value

$40.6M

5 stks

2023-09-30

Stale — no recent filing

H Capital III, L.P.

CIK 0001651808

Total reported value

$40.2M

1 stks

2021-12-31

Stale — no recent filing

Havens Advisors LLC

CIK 0001280200

Total reported value

$39.3M

31 stks

2022-12-31

Stale — no recent filing

Concentration19.6

HGI Capital Management, LLC

CIK 0001595907

Total reported value

$36.4M

21 stks

2025-09-30

Stale — no recent filing

Concentration19.9

Harrison Street Securities, LLC

CIK 0001534646

Total reported value

$34.4M

44 stks

2016-09-30

Stale — no recent filing

Concentration13.0

Portfolio Stability39.1

Higher Moment Capital LP

CIK 0001599471

Total reported value

$30.9M

5 stks

2018-12-31

Stale — no recent filing

Half Sky Capital (UK) Ltd

CIK 0001761380

Total reported value

$30.5M

8 stks

2023-12-31

Stale — no recent filing

Concentration67.1

Hudson Structured Capital Management Ltd.

CIK 0001841183

Total reported value

$28.0M

5 stks

2022-12-31

Stale — no recent filing

Hovde Capital Advisors LLC

CIK 0001214916

Total reported value

$25.5M

16 stks

2013-12-31

Stale — no recent filing

Portfolio Stability29.1

Highland Management Partners VI, Inc.

CIK 0001456415

Total reported value

$22.7M

1 stks

2019-03-31

Stale — no recent filing

Portfolio Stability63.2

Highwater Wealth Management, LLC

CIK 0001683046

Total reported value

$22.6M

30 stks

2019-09-30

Stale — no recent filing

Concentration38.6

Portfolio Stability21.4

HS Investments III Ltd

CIK 0002103418

Total reported value

$22.3M

1 stks

2026-06-30

Portfolio Stability8.9

Hammer Asset Management, LLC

CIK 0001749890

Total reported value

$20.6M

41 stks

2020-12-31

Stale — no recent filing

Concentration10.5

Portfolio Stability20.3

Sector conviction54.0

Honeycomb Asset Management LP

CIK 0001675688

Total reported value

$19.4M

4 stks

2026-03-31

Hillview Capital Advisors, LLC

CIK 0001631615

Total reported value

$18.8M

6 stks

2019-06-30

Stale — no recent filing

Portfolio Stability1.4

Haveli Investment Management LLC

CIK 0002022286

Total reported value

$18.4M

1 stks

2026-03-31

Portfolio Stability56.5

Hirzel Capital Management LLC

CIK 0001547135

Total reported value

$15.1M

6 stks

2016-03-31

Stale — no recent filing

Concentration69.2

Hoplite Capital Management, L.p.

CIK 0001277050

Total reported value

$15.1M

1 stks

2019-09-30

Stale — no recent filing

Harborfront Financial Group LLC

CIK 0002110061

Total reported value

$13.4M

22 stks

2025-12-31

Stale — no recent filing

Concentration32.9