Institutions Starting with &quot;L&quot; (500 funds)

Lead Edge Capital Management, LLC

CIK 0001802797

Total reported value

$550.4M

12 stks

2026-06-30

Concentration45.1

Portfolio Stability39.6

Landaas & Co /wi /adv

CIK 0000913990

Total reported value

$549.7M

149 stks

2026-06-30

Concentration43.7

Portfolio Stability19.8

Sector conviction60.6

Loeb Offshore Management LP

CIK 0001434467

Total reported value

$546.8M

135 stks

2014-12-31

Stale — no recent filing

Concentration8.1

Sector conviction81.2

Lantz Financial LLC

CIK 0001766883

Total reported value

$546.2M

259 stks

2026-06-30

Concentration6.6

Portfolio Stability19.5

Sector conviction45.0

Lafayette Investments, Inc.

CIK 0001308377

Total reported value

$542.4M

162 stks

2026-06-30

Concentration13.8

Portfolio Stability15.0

Louisbourg Investments Inc.

CIK 0002053050

Total reported value

$542.1M

210 stks

2026-06-30

Concentration6.3

Portfolio Stability29.1

Sector conviction37.8

Long Run Wealth Advisors, LLC

CIK 0001903296

Total reported value

$530.7M

106 stks

2025-12-31

Stale — no recent filing

Concentration16.4

Portfolio Stability6.1

Sector conviction82.3

Lwmg, LLC

CIK 0001964955

Total reported value

$526.1M

114 stks

2024-09-30

Stale — no recent filing

Concentration28.4

Sector conviction79.7

Legg Mason Investment Counsel & Trust Co., N.A.

CIK 0001135986

Total reported value

$522.2M

503 stks

2014-09-30

Stale — no recent filing

Concentration4.0

Portfolio Stability12.3

Sector conviction53.9

Legacy Capital Wealth Partners, LLC

CIK 0001766228

Total reported value

$521.4M

377 stks

2026-06-30

Concentration9.6

Portfolio Stability25.8

Sector conviction45.7

Leverty Financial Group, LLC

CIK 0001908386

Total reported value

$514.1M

49 stks

2026-06-30

Concentration72.6

Portfolio Stability14.7

Sector conviction80.5

Liberty Street Advisors, Inc.

CIK 0001489178

Total reported value

$507.0M

4 stks

2026-06-30

Lightrock Netherlands B.V.

CIK 0002041485

Total reported value

$506.4M

37 stks

2026-06-30

Concentration14.1

Portfolio Stability28.0

Sector conviction57.9

Longfellow Investment Management Co LLC

CIK 0001167487

Total reported value

$489.1M

244 stks

2026-06-30

Concentration14.5

Portfolio Stability19.4

Sector conviction70.2

Lineage Point Capital LP

CIK 0002093311

Total reported value

$487.3M

371 stks

2026-06-30

Concentration3.2

Portfolio Stability35.2

Lorne Steinberg Wealth Management Inc.

CIK 0001851362

Total reported value

$486.6M

72 stks

2026-06-30

Concentration10.0

Portfolio Stability22.9

Sector conviction71.9

Lighthouse Financial Services Inc /adv

CIK 0001068979

Total reported value

$475.9M

102 stks

2026-06-30

Concentration17.4

Sector conviction57.2

Logan Stone Capital, LLC

CIK 0001535521

Total reported value

$473.2M

155 stks

2026-06-30

Concentration30.7

Portfolio Stability88.9

Lansing Street Advisors

CIK 0001926571

Total reported value

$471.7M

167 stks

2026-06-30

Concentration16.7

Portfolio Stability26.2

Sector conviction61.3

Legacy Wealth Asset Management, LLC

CIK 0001846151

Total reported value

$455.6M

380 stks

2026-06-30

Concentration3.1

Sector conviction56.9

Lisanti Capital Growth, LLC

CIK 0001424467

Total reported value

$454.6M

109 stks

2026-06-30

Concentration4.8

Sector conviction81.3

Lpwm LLC

CIK 0001801101

Total reported value

$450.7M

98 stks

2026-06-30

Concentration32.2

Portfolio Stability40.7

Level Financial Advisors

CIK 0001871734

Total reported value

$447.5M

95 stks

2026-06-30

Concentration19.3

Sector conviction59.0

Legacy Wealth Partners, LLC

CIK 0002066638

Total reported value

$445.3M

189 stks

2026-06-30

Concentration17.6

Portfolio Stability36.8

Sector conviction79.2

Little House Capital LLC

CIK 0001748814

Total reported value

$445.1M

113 stks

2026-06-30

Concentration8.2

Portfolio Stability18.6

Sector conviction58.2

Landmark Bank

CIK 0001745164

Total reported value

$444.2M

177 stks

2019-12-31

Stale — no recent filing

Portfolio Stability98.6

Sector conviction43.3

Long Walk Management LP

CIK 0001869470

Total reported value

$440.8M

14 stks

2026-06-30

Concentration36.0

Portfolio Stability68.5

Sector conviction93.1

Lionstone Capital Management LLC

CIK 0001575662

Total reported value

$435.0M

11 stks

2026-06-30

Concentration61.4

Portfolio Stability10.9

Latimer Light Capital, L.P.

CIK 0001656532

Total reported value

$431.9M

20 stks

2018-09-30

Stale — no recent filing

Concentration23.7

Portfolio Stability48.8

Luminvest Wealth Management LLC

CIK 0002036517

Total reported value

$430.3M

58 stks

2026-06-30

Concentration51.6

Portfolio Stability13.3

Legacy Financial Group, Inc.

CIK 0001965579

Total reported value

$428.5M

104 stks

2026-06-30

Concentration19.3

Portfolio Stability13.8

Sector conviction75.8

Lester Murray Antman dba SimplyRich

CIK 0001725888

Total reported value

$427.1M

216 stks

2026-06-30

Concentration10.9

Sector conviction54.4

Lucia Wealth Services, LLC

CIK 0001730471

Total reported value

$426.2M

177 stks

2020-09-30

Stale — no recent filing

Concentration11.3

Portfolio Stability14.0

Sector conviction90.7

Lifelong Wealth Advisors, Inc.

CIK 0002051717

Total reported value

$425.6M

99 stks

2026-06-30

Concentration37.0

Liberty Square Wealth Partners LLC

CIK 0002057655

Total reported value

$419.9M

140 stks

2026-06-30

Concentration28.6

Portfolio Stability18.3

Landmark Wealth Management, LLC

CIK 0001728778

Total reported value

$417.9M

151 stks

2026-06-30

Concentration16.1

Portfolio Stability12.6

Sector conviction48.6

Lingohr Asset Management GmbH

CIK 0001527570

Total reported value

$413.5M

109 stks

2025-09-30

Stale — no recent filing

Concentration8.3

Sector conviction79.5

Landmark Investment Partners, L.p.

CIK 0002023551

Total reported value

$399.3M

54 stks

2026-06-30

Concentration12.2

Levy Harkins & Co Inc/

CIK 0001135307

Total reported value

$392.8M

21 stks

2018-03-31

Stale — no recent filing

Concentration48.9

Portfolio Stability39.3

Sector conviction87.2

Libra Wealth LLC

CIK 0001925385

Total reported value

$391.2M

70 stks

2026-06-30

Concentration37.8

Portfolio Stability11.3

Legacy CG, LLC

CIK 0001904825

Total reported value

$390.6M

45 stks

2026-06-30

Concentration13.7

Portfolio Stability32.9

Sector conviction55.9

Levy Wealth Management Group, LLC

CIK 0001843138

Total reported value

$390.6M

101 stks

2024-06-30

Stale — no recent filing

Concentration35.1

Sector conviction68.8

LongView Wealth Management

CIK 0001990190

Total reported value

$389.8M

227 stks

2026-06-30

Concentration6.8

Sector conviction56.3

Legacy Wealth Management, LLC / MS

CIK 0002047443

Total reported value

$389.6M

114 stks

2026-06-30

Concentration32.3

Portfolio Stability25.2

LOM Asset Management Ltd

CIK 0002077907

Total reported value

$386.9M

279 stks

2026-06-30

Concentration5.8

Portfolio Stability25.0

Sector conviction54.1

Leeward Financial Partners, LLC

CIK 0001735201

Total reported value

$381.2M

108 stks

2026-06-30

Concentration10.3

Portfolio Stability21.0

Sector conviction69.1

LifeWealth Investments, LLC

CIK 0002033794

Total reported value

$374.1M

136 stks

2026-06-30

Concentration13.9

Portfolio Stability24.4

Sector conviction84.3

LFL Advisers, LLC

CIK 0001694127

Total reported value

$374.0M

9 stks

2026-06-30

Concentration48.6

Portfolio Stability14.2

Sector conviction73.1

Lifestyle Asset Management, Inc.

CIK 0001845675

Total reported value

$372.1M

134 stks

2026-06-30

Concentration17.6

Portfolio Stability55.9

Sector conviction63.4

Lynch Asset Management, Inc.

CIK 0001906719

Total reported value

$365.7M

52 stks

2026-06-30

Concentration43.0

Portfolio Stability22.3

Lawson Kroeker Investment Management Inc/ne

CIK 0001013701

Total reported value

$360.6M

59 stks

2026-06-30

Concentration17.3

Portfolio Stability17.6

Sector conviction50.3

Lowell Blake & Associates Inc.

CIK 0001816635

Total reported value

$354.8M

62 stks

2023-09-30

Stale — no recent filing

Concentration16.9

Sector conviction46.7

LifeGuide Financial Advisors, LLC

CIK 0001908585

Total reported value

$351.2M

47 stks

2026-06-30

Concentration44.9

Portfolio Stability12.5

Sector conviction67.5

Lanham O'Dell & Company, Inc.

CIK 0001926344

Total reported value

$347.3M

40 stks

2025-12-31

Stale — no recent filing

Concentration50.1

Portfolio Stability21.3

Lonestar Capital Management LLC

CIK 0001317410

Total reported value

$345.4M

29 stks

2026-06-30

Concentration65.2

Sector conviction66.3

Lehman & Derafelo Financial Resources LLC

CIK 0001767952

Total reported value

$337.1M

110 stks

2022-12-31

Stale — no recent filing

Concentration42.9

Sector conviction70.5

Legacy Capital Group California, Inc.

CIK 0001977092

Total reported value

$331.8M

299 stks

2026-06-30

Concentration6.5

Sector conviction58.1

Left Brain Wealth Management, LLC

CIK 0001957370

Total reported value

$331.7M

99 stks

2026-06-30

Concentration12.4

L.K. Benson & Company, P.C.

CIK 0002055235

Total reported value

$331.5M

115 stks

2026-06-30

Concentration71.8

Portfolio Stability10.7

Long Corridor Asset Management Ltd

CIK 0001845501

Total reported value

$331.5M

35 stks

2026-06-30

Concentration22.2

Portfolio Stability82.5

Sector conviction71.7

Laura & John Arnold Foundation

CIK 0002111628

Total reported value

$330.5M

5 stks

2026-06-30

Portfolio Stability54.1

Lighthouse Financial Advisors, Inc.

CIK 0001623210

Total reported value

$330.2M

108 stks

2021-03-31

Stale — no recent filing

Concentration18.9

Portfolio Stability24.0

Sector conviction50.0

Lumbard & Kellner, LLC

CIK 0001602476

Total reported value

$329.9M

108 stks

2026-06-30

Concentration9.3

Portfolio Stability29.3

Sector conviction48.1

Live Your Vision, LLC

CIK 0001484721

Total reported value

$329.6M

288 stks

2019-03-31

Stale — no recent filing

Concentration21.4

Portfolio Stability23.6

Lenox Wealth Management, Inc.

CIK 0001464332

Total reported value

$327.3M

810 stks

2020-06-30

Stale — no recent filing

Concentration17.8

Portfolio Stability26.3

Sector conviction84.8

Lucha Capital Management, LP

CIK 0001688171

Total reported value

$327.1M

27 stks

2019-09-30

Stale — no recent filing

Concentration16.4

Sector conviction82.2

Lcnb CORP

CIK 0001074902

Total reported value

$326.0M

187 stks

2026-06-30

Concentration9.9

Portfolio Stability15.6

Sector conviction53.5

Lazari Capital Management, Inc.

CIK 0001986389

Total reported value

$324.6M

188 stks

2026-06-30

Concentration15.9

Portfolio Stability20.4

Sector conviction60.2

Legacy Bridge, LLC

CIK 0001689144

Total reported value

$323.8M

322 stks

2026-06-30

Concentration5.5

Portfolio Stability27.7

Sector conviction72.0

Leisure Capital Management

CIK 0001631507

Total reported value

$320.4M

160 stks

2026-06-30

Concentration12.9

Portfolio Stability25.8

Sector conviction69.8

Lee Johnson Capital Management, LLC

CIK 0001674836

Total reported value

$319.8M

82 stks

2026-06-30

Concentration23.9

Portfolio Stability81.1

Sector conviction89.1

Lountzis Asset Management, LLC

CIK 0001821168

Total reported value

$316.1M

55 stks

2026-06-30

Concentration47.0

Portfolio Stability20.7

Longitude

CIK 0001664999

Total reported value

$314.3M

46 stks

2026-06-30

Concentration26.2

Portfolio Stability64.3

Sector conviction79.7

Lakeshore Financial Planning, Inc.

CIK 0002000571

Total reported value

$310.7M

92 stks

2026-06-30

Concentration33.2

Sector conviction85.2

Lincoln Capital CORP

CIK 0000872359

Total reported value

$307.8M

99 stks

2026-06-30

Concentration11.9

Portfolio Stability18.0

Sector conviction65.3

Lynx Investment Advisory

CIK 0002028812

Total reported value

$305.2M

465 stks

2026-06-30

Concentration4.9

Portfolio Stability46.5

Sector conviction52.0

Legacy Capital Partners, Inc.

CIK 0001450558

Total reported value

$303.7M

138 stks

2022-03-31

Stale — no recent filing

Concentration8.8

Sector conviction57.0

Landmark Wealth Management, Inc.

CIK 0001985016

Total reported value

$302.2M

71 stks

2026-06-30

Concentration34.7

Landing Point Financial Group, LLC

CIK 0002025964

Total reported value

$294.2M

99 stks

2026-06-30

Concentration25.4

Sector conviction92.1

Lhm, Inc.

CIK 0002009224

Total reported value

$293.1M

24 stks

2026-06-30

Concentration80.4

Portfolio Stability18.9

Lokken Investment Group LLC

CIK 0001842840

Total reported value

$291.2M

148 stks

2025-09-30

Stale — no recent filing

Concentration8.9

Portfolio Stability26.4

Sector conviction64.8

LifePlan Investment Advisors, Inc.

CIK 0002045484

Total reported value

$290.5M

131 stks

2026-06-30

Concentration7.2

Portfolio Stability20.4

Lion Street Advisors, LLC

CIK 0001801991

Total reported value

$289.0M

224 stks

2025-09-30

Stale — no recent filing

Concentration50.3

Portfolio Stability67.2

Sector conviction43.2

Luken Investment Analytics, LLC

CIK 0001730546

Total reported value

$286.1M

170 stks

2026-06-30

Concentration17.1

Portfolio Stability41.7

Sector conviction71.6

Lewis Asset Management, LLC

CIK 0002004520

Total reported value

$285.5M

219 stks

2026-06-30

Concentration6.6

Portfolio Stability23.7

Sector conviction59.0

Legal Advantage Investments, Inc.

CIK 0001841769

Total reported value

$285.1M

77 stks

2026-06-30

Concentration30.1

Sector conviction74.4

Lodestone Wealth Management LLC

CIK 0001950158

Total reported value

$283.3M

835 stks

2026-06-30

Concentration4.7

Portfolio Stability18.7

Sector conviction52.5

LeJeune Puetz Investment Counsel LLC

CIK 0001698146

Total reported value

$279.2M

196 stks

2023-03-31

Stale — no recent filing

Concentration5.4

Sector conviction48.5

Landmark Financial Advisors, LLC

CIK 0001641440

Total reported value

$277.9M

91 stks

2023-12-31

Stale — no recent filing

Concentration16.9

Sector conviction71.5

Lowe Wealth Advisors, LLC

CIK 0001574010

Total reported value

$274.0M

395 stks

2025-09-30

Stale — no recent filing

Concentration48.3

Portfolio Stability16.9

Sector conviction73.5

Livingston Group Asset Management CO (operating as Southport Capital Management)

CIK 0001379119

Total reported value

$273.8M

220 stks

2022-03-31

Stale — no recent filing

Concentration4.5

Sector conviction79.2

Lgl Partners, LLC

CIK 0001653202

Total reported value

$273.3M

62 stks

2026-06-30

Concentration45.6

Sector conviction87.9

Lunt Capital Management, Inc.

CIK 0001608034

Total reported value

$272.6M

90 stks

2026-06-30

Concentration19.3

Portfolio Stability17.7

Letson Investment Management, Inc.

CIK 0002078069

Total reported value

$272.5M

104 stks

2026-06-30

Concentration13.6

Portfolio Stability15.7

Sector conviction61.0

Lakeridge Wealth Management LLC

CIK 0002012028

Total reported value

$272.5M

188 stks

2026-06-30

Concentration9.5

Portfolio Stability35.0

Leonetti & Associates, LLC

CIK 0001434689

Total reported value

$271.8M

33 stks

2018-12-31

Stale — no recent filing

Concentration46.9

Portfolio Stability49.4

Long Road Investment Counsel, LLC

CIK 0001620081

Total reported value

$271.3M

80 stks

2026-06-30

Concentration14.2

Portfolio Stability12.2

Sector conviction46.4

Landesbank Baden-wuerttemberg

CIK 0000878519

Total reported value

$268.8M

6 stks

2026-06-30

LWS Wealth Advisors, Inc.

CIK 0001801634

Total reported value

$266.3M

65 stks

2023-12-31

Stale — no recent filing

Concentration18.4

Lombard Odier & Cie (Bahamas) Ltd

CIK 0001615424

Total reported value

$263.3M

86 stks

2015-09-30

Stale — no recent filing

Concentration11.4

Portfolio Stability24.2

Sector conviction54.5

Lloyd Advisory Services, LLC.

CIK 0001802474

Total reported value

$258.0M

628 stks

2026-06-30

Concentration16.9

Sector conviction41.1

Ledge Wealth Management, Inc.

CIK 0001927042

Total reported value

$257.2M

62 stks

2023-12-31

Stale — no recent filing

Concentration20.9

Sector conviction45.4

Leslie Global Wealth, LLC

CIK 0001954832

Total reported value

$256.8M

85 stks

2026-06-30

Concentration25.7

Portfolio Stability33.0

Sector conviction81.7

Latitude Advisors, LLC

CIK 0001843715

Total reported value

$250.8M

239 stks

2026-06-30

Concentration7.8

Level Wealth Management LLC

CIK 0002036775

Total reported value

$249.7M

70 stks

2026-06-30

Concentration51.5

Sector conviction60.9

Lynx Capital Group LTD /adv

CIK 0001013287

Total reported value

$247.7M

91 stks

2026-06-30

Concentration8.4

Portfolio Stability27.3

Sector conviction43.9

LCC Family Corp.

CIK 0002080628

Total reported value

$245.7M

1 stks

2026-06-30

Leicht Financial Planning & Wealth Management, Inc.

CIK 0001710666

Total reported value

$244.1M

16 stks

2026-06-30

Concentration51.1

Portfolio Stability17.5

Legacy Wealth Managment, LLC/ID

CIK 0002045082

Total reported value

$242.7M

197 stks

2026-06-30

Concentration7.0

Portfolio Stability59.9

Long Island Wealth Management, Inc.

CIK 0002011177

Total reported value

$242.2M

95 stks

2026-06-30

Concentration16.2

Portfolio Stability12.6

Sector conviction91.2

Latko Wealth Management, Ltd.

CIK 0001937769

Total reported value

$235.6M

37 stks

2026-06-30

Concentration36.5

Portfolio Stability15.6

Long Path Partners LP

CIK 0001905112

Total reported value

$234.6M

10 stks

2026-06-30

Concentration65.1

Portfolio Stability30.6

Lecap Asset Management LTD

CIK 0001990849

Total reported value

$233.2M

254 stks

2026-06-30

Concentration2.2

Sector conviction46.9

Lauterbach Financial Advisors, LLC

CIK 0001909828

Total reported value

$232.5M

87 stks

2026-06-30

Concentration35.1

Portfolio Stability13.6

Sector conviction59.6

LifePlan Financial Group, Inc

CIK 0001583104

Total reported value

$232.3M

595 stks

2020-09-30

Stale — no recent filing

Concentration7.1

Portfolio Stability8.7

Sector conviction49.9

Lavelle Capital LP

CIK 0002136566

Total reported value

$232.1M

77 stks

2026-06-30

Concentration31.1

Portfolio Stability54.0

Sector conviction91.6

Lifeyrissjodur verzlunarmanna

CIK 0002139779

Total reported value

$231.3M

1 stks

2026-06-30

Legacy Wealth Advisors, LLC

CIK 0002111463

Total reported value

$231.0M

148 stks

2026-06-30

Concentration29.3

Portfolio Stability28.6

Sector conviction74.4

LCM Capital Management Inc

CIK 0001861752

Total reported value

$230.0M

129 stks

2026-06-30

Concentration23.3

Sector conviction94.0

LCW Services, LLC

CIK 0002110690

Total reported value

$229.6M

40 stks

2026-06-30

Concentration38.6

Portfolio Stability14.8

Level Four Financial, LLC

CIK 0000857602

Total reported value

$229.5M

301 stks

2021-09-30

Stale — no recent filing

Concentration4.3

Laurel Wealth Planning LLC

CIK 0001842010

Total reported value

$226.0M

67 stks

2026-06-30

Concentration12.9

Sector conviction66.4

LuminArx Capital Management LP

CIK 0001992915

Total reported value

$224.4M

118 stks

2026-06-30

Concentration37.5

Sector conviction70.3

Latigo Investments, LLC

CIK 0001914668

Total reported value

$224.4M

14 stks

2026-06-30

Concentration38.9

Portfolio Stability12.2

Lilley & Co

CIK 0000059470

Total reported value

$224.4M

193 stks

2014-06-30

Stale — no recent filing

Concentration10.5

Portfolio Stability10.4

Sector conviction50.0

Life Line Wealth Management LLC

CIK 0002035872

Total reported value

$223.9M

35 stks

2026-03-31

Concentration58.4

Portfolio Stability57.5

Lionhunter Capital Management, LLC

CIK 0002137268

Total reported value

$221.8M

109 stks

2026-06-30

Concentration10.0

Sector conviction37.7

Lake Hills Wealth Management, LLC

CIK 0001705594

Total reported value

$220.0M

62 stks

2026-06-30

Concentration17.2

Sector conviction67.0

LifeGoal Investments, LLC

CIK 0002054684

Total reported value

$218.5M

155 stks

2026-06-30

Concentration17.5

Portfolio Stability29.2

Sector conviction67.8

Lantern Wealth Advisors, LLC

CIK 0001950218

Total reported value

$218.4M

184 stks

2026-06-30

Concentration6.4

Portfolio Stability21.7

Sector conviction45.5

Legacy Capital Wealth Management, LLC

CIK 0002071183

Total reported value

$217.7M

80 stks

2026-06-30

Concentration14.4

Portfolio Stability27.1

Sector conviction60.4

Lipe & Dalton

CIK 0001570396

Total reported value

$215.1M

94 stks

2026-06-30

Concentration13.3

Portfolio Stability19.2

Sector conviction46.6

LifeSteps Financial, Inc.

CIK 0001801373

Total reported value

$214.5M

792 stks

2026-06-30

Concentration21.7

Portfolio Stability34.2

Sector conviction72.0

LFG Wealth Partners, LLC

CIK 0002044171

Total reported value

$213.3M

98 stks

2026-06-30

Concentration10.0

Portfolio Stability62.5

Sector conviction56.3

Lehman Financial Resources, Inc.

CIK 0001589661

Total reported value

$213.3M

103 stks

2018-09-30

Stale — no recent filing

Concentration30.4

Portfolio Stability13.4

Sector conviction61.2

Legacy Financial Independent Advisors LLC

CIK 0002131510

Total reported value

$212.6M

124 stks

2026-06-30

Concentration8.3

Portfolio Stability47.4

Sector conviction38.1

Lindenwold Advisors, INC

CIK 0001874374

Total reported value

$211.6M

110 stks

2025-09-30

Stale — no recent filing

Concentration12.5

Portfolio Stability32.6

Sector conviction67.7

Lunate Holding RSC Ltd

CIK 0002009522

Total reported value

$210.9M

4 stks

2024-12-31

Stale — no recent filing

Laidlaw Group, LLC

CIK 0001482339

Total reported value

$210.1M

76 stks

2015-06-30

Stale — no recent filing

Concentration10.5

Portfolio Stability7.0

Sector conviction70.0

Lynwood Price Capital Management LP

CIK 0002046605

Total reported value

$207.1M

13 stks

2026-06-30

Concentration38.6

Portfolio Stability52.0

Sector conviction71.8

Lexington Hill Partners, LLC

CIK 0002111980

Total reported value

$206.2M

77 stks

2026-06-30

Concentration40.2

Sector conviction60.8

Lalia Capital, LLC

CIK 0002106818

Total reported value

$205.7M

15 stks

2026-06-30

Concentration36.6

Portfolio Stability28.4

Lowery Thomas, LLC

CIK 0001919701

Total reported value

$204.7M

57 stks

2026-06-30

Concentration19.0

Portfolio Stability16.9

Loudon Investment Management, LLC

CIK 0001597089

Total reported value

$203.7M

95 stks

2026-06-30

Concentration9.8

Portfolio Stability17.9

Sector conviction51.3

Little Harbor Advisors, LLC

CIK 0001539639

Total reported value

$203.4M

6 stks

2026-06-30

Portfolio Stability19.3

Longview Financial Advisors LLC

CIK 0002076077

Total reported value

$202.4M

150 stks

2026-06-30

Concentration33.9

Sector conviction69.9

Lam Group, Inc.

CIK 0001961944

Total reported value

$201.4M

139 stks

2026-06-30

Concentration10.4

Portfolio Stability12.9

Sector conviction92.0

Lau Associates LLC

CIK 0001161825

Total reported value

$200.9M

95 stks

2019-12-31

Stale — no recent filing

Concentration21.3

Portfolio Stability14.5

Sector conviction61.1

Laurel Grove Capital, LLC

CIK 0001387978

Total reported value

$197.5M

93 stks

2018-09-30

Stale — no recent filing

Concentration9.3

Portfolio Stability20.9

Sector conviction46.2