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

Sector conviction65.6

LBJ Family Wealth Advisors, Ltd.

CIK 0001601622

Total reported value

$196.1M

28 stks

2026-06-30

Concentration50.1

Portfolio Stability14.8

Lunate Capital Ltd

CIK 0002056786

Total reported value

$196.0M

10 stks

2026-06-30

Concentration62.1

LeClair Wealth Partners LLC

CIK 0002056667

Total reported value

$193.0M

132 stks

2026-06-30

Concentration11.8

Sector conviction61.0

Lighthouse Financial LLC

CIK 0002057556

Total reported value

$192.9M

78 stks

2026-06-30

Concentration18.3

Portfolio Stability21.4

Legacy Investment Solutions, LLC

CIK 0002044858

Total reported value

$192.1M

791 stks

2025-06-30

Stale — no recent filing

Concentration33.2

Sector conviction81.2

Lee, Kelleher & Klein Wealth Management

CIK 0002063827

Total reported value

$191.2M

49 stks

2026-06-30

Concentration39.8

Sector conviction62.0

LBA Wealth Management, LLC

CIK 0001600566

Total reported value

$190.0M

449 stks

2017-03-31

Stale — no recent filing

Concentration16.7

Portfolio Stability9.8

Sector conviction53.9

Lykos Global Management, LP

CIK 0002009895

Total reported value

$189.8M

4 stks

2026-06-30

Ledgewood Wealth Advisors, LLC

CIK 0002064043

Total reported value

$188.4M

77 stks

2026-06-30

Concentration17.7

Portfolio Stability16.0

Sector conviction46.8

LTS Liquid Investments LLC

CIK 0001973154

Total reported value

$186.9M

8 stks

2026-06-30

Concentration78.7

Live Oak Investment Partners

CIK 0001822262

Total reported value

$185.8M

93 stks

2026-06-30

Concentration12.2

Portfolio Stability18.7

Sector conviction36.7

Leigh Baldwin & Co., LLC

CIK 0000946629

Total reported value

$185.7M

182 stks

2026-06-30

Concentration6.8

Portfolio Stability25.0

Sector conviction65.8

Lane & Associates LLC

CIK 0002018909

Total reported value

$185.5M

115 stks

2025-03-31

Stale — no recent filing

Concentration12.2

Sector conviction73.5

Legend Capital Advisors LLC

CIK 0002111719

Total reported value

$183.8M

62 stks

2026-06-30

Concentration59.4

Portfolio Stability27.2

LeConte Wealth Management, LLC

CIK 0002060443

Total reported value

$183.5M

179 stks

2026-06-30

Concentration11.7

Portfolio Stability23.2

Sector conviction67.6

Legacies Wealth LLC

CIK 0001755933

Total reported value

$182.6M

109 stks

2026-06-30

Concentration54.9

Portfolio Stability21.4

Sector conviction90.3

Lakewood Asset Management LLC

CIK 0001966581

Total reported value

$182.3M

127 stks

2026-06-30

Concentration10.6

Portfolio Stability23.2

Sector conviction56.2

Lagoda Investment Management, L.P.

CIK 0001632108

Total reported value

$181.9M

25 stks

2026-06-30

Concentration32.5

Portfolio Stability36.5

Sector conviction63.2

Legacy Wealth Partners, Inc.

CIK 0001725243

Total reported value

$180.0M

90 stks

2021-06-30

Stale — no recent filing

Concentration16.5

Portfolio Stability42.0

Sector conviction62.2

Langdon Equity Partners

CIK 0002111148

Total reported value

$178.9M

9 stks

2026-06-30

Concentration53.3

Portfolio Stability40.8

Sector conviction80.6

Lake Point Wealth Management

CIK 0001768068

Total reported value

$176.0M

493 stks

2022-06-30

Stale — no recent filing

Concentration33.0

Sector conviction58.9

Legend Financial Advisors, Inc.

CIK 0001781948

Total reported value

$176.0M

40 stks

2026-06-30

Concentration23.1

Portfolio Stability19.9

Sector conviction86.1

Livet Wealth, LLC

CIK 0002111409

Total reported value

$173.4M

122 stks

2026-06-30

Concentration13.2

Portfolio Stability13.7

Sector conviction93.3

Long Path Partners Fund, LP

CIK 0001751978

Total reported value

$171.7M

8 stks

2022-03-31

Stale — no recent filing

Concentration69.1

Lifetime Wealth Management P.C.

CIK 0002116339

Total reported value

$171.3M

90 stks

2026-06-30

Concentration11.4

Portfolio Stability20.9

Sector conviction66.3

Longview Financial Advisors, Inc.

CIK 0001786915

Total reported value

$171.0M

43 stks

2026-06-30

Concentration24.6

Portfolio Stability13.4

Sector conviction94.6

Lumature Wealth Partners, LLC

CIK 0001843558

Total reported value

$168.4M

384 stks

2023-06-30

Stale — no recent filing

Concentration0.0

Sector conviction49.3

Lummis Asset Management, LP

CIK 0002011652

Total reported value

$167.2M

221 stks

2026-06-30

Concentration16.6

Sector conviction41.4

Lauer Wealth, LLC

CIK 0001860063

Total reported value

$166.6M

75 stks

2026-06-30

Concentration23.6

Portfolio Stability44.2

Sector conviction83.5

L-

LFA - Lugano Financial Advisors SA

CIK 0001737871

Total reported value

$166.2M

274 stks

2026-06-30

Concentration27.6

Sector conviction54.7

Lancaster Investment Management

CIK 0001630064

Total reported value

$165.4M

10 stks

2026-06-30

Concentration78.0

Lansing Management LP

CIK 0001691908

Total reported value

$165.2M

13 stks

2026-06-30

Concentration35.4

Portfolio Stability17.2

Sector conviction94.5

Laraway Financial Advisors Inc

CIK 0001908275

Total reported value

$164.7M

140 stks

2026-06-30

Concentration8.6

Portfolio Stability17.5

Sector conviction67.0

Lumina Fund Management LLC

CIK 0001511847

Total reported value

$163.7M

3 stks

2023-12-31

Stale — no recent filing

LifePro Asset Management

CIK 0001838533

Total reported value

$163.4M

151 stks

2024-09-30

Stale — no recent filing

Concentration5.8

Sector conviction61.5

Laurore Ltd

CIK 0002082507

Total reported value

$161.3M

1 stks

2026-06-30

Portfolio Stability47.9

LM Asset Management Inc.

CIK 0002057190

Total reported value

$161.3M

10 stks

2026-06-30

Concentration74.3

Portfolio Stability24.6

Lighthouse Wealth Management Inc.

CIK 0002042810

Total reported value

$161.0M

47 stks

2026-06-30

Concentration24.6

Portfolio Stability14.2

Sector conviction89.9

LDIC Inc.

CIK 0002140580

Total reported value

$159.7M

25 stks

2026-06-30

Concentration27.1

Sector conviction53.5

Lakeside Advisors, INC.

CIK 0001913467

Total reported value

$158.8M

65 stks

2026-06-30

Concentration27.1

Sector conviction53.8

Lepercq De Neuflize Asset Management LLC

CIK 0001854423

Total reported value

$157.5M

37 stks

2026-06-30

Lionshead Wealth Management, LLC

CIK 0002056752

Total reported value

$154.0M

112 stks

2026-06-30

Concentration9.4

Portfolio Stability21.9

Sector conviction63.7

LRT Capital Management, LLC

CIK 0001798923

Total reported value

$154.0M

64 stks

2026-06-30

Concentration10.0

Sector conviction49.7

Lapides Asset Management, LLC

CIK 0001357993

Total reported value

$153.0M

51 stks

2023-06-30

Stale — no recent filing

Concentration0.0

Lane Brothers & Co Inc

CIK 0001177416

Total reported value

$152.9M

95 stks

2026-06-30

Concentration18.4

Sector conviction77.9

Loveless Wealth Management LLC

CIK 0001798026

Total reported value

$152.7M

122 stks

2022-06-30

Stale — no recent filing

Concentration6.3

Sector conviction44.9

Lederer & Associates Investment Counsel/ca

CIK 0001089707

Total reported value

$151.9M

84 stks

2026-06-30

Concentration10.8

Portfolio Stability18.9

Sector conviction56.5

Leap Investments LP

CIK 0001779672

Total reported value

$151.9M

388 stks

2020-06-30

Stale — no recent filing

Concentration1.5

Sector conviction42.5

Leibman Financial Services, Inc.

CIK 0002006661

Total reported value

$150.4M

46 stks

2026-06-30

Concentration15.1

Sector conviction42.3

LTG Capital LLC

CIK 0001936987

Total reported value

$149.5M

24 stks

2026-06-30

Concentration55.7

Portfolio Stability13.3

Lawood & Co

CIK 0002109484

Total reported value

$147.6M

161 stks

2026-06-30

Concentration12.4

Sector conviction58.2

LiftPoint Family Wealth Advisors LLC

CIK 0002110810

Total reported value

$147.6M

69 stks

2026-06-30

Concentration26.3

Sector conviction64.5

LB Partners LLC

CIK 0002007877

Total reported value

$146.6M

34 stks

2026-06-30

Concentration36.1

Portfolio Stability51.2

Sector conviction91.2

Luminus Management LLC

CIK 0001279151

Total reported value

$146.3M

30 stks

2026-06-30

Concentration37.5

Portfolio Stability77.0

LightSquare Wealth Management, LLC

CIK 0002118318

Total reported value

$145.0M

104 stks

2026-06-30

Concentration14.8

Portfolio Stability16.5

Sector conviction70.2

LongView Asset Management LLC

CIK 0002053960

Total reported value

$143.4M

51 stks

2025-12-31

Stale — no recent filing

Concentration35.9

Portfolio Stability6.7

Sector conviction95.2

LifePlan Financial, LLC

CIK 0001739485

Total reported value

$142.8M

89 stks

2026-06-30

Concentration11.1

Portfolio Stability19.8

Sector conviction49.7

Legacy Advisory Services, LLC

CIK 0002068847

Total reported value

$142.1M

54 stks

2026-06-30

Concentration33.5

Portfolio Stability14.9

Sector conviction58.3

L1 Global Manager Pty Ltd

CIK 0001878742

Total reported value

$141.6M

121 stks

2026-06-30

Concentration11.4

Portfolio Stability77.5

Lesa Sroufe & Co

CIK 0001492162

Total reported value

$140.2M

68 stks

2026-06-30

Concentration12.6

Portfolio Stability24.3

Sector conviction56.0

Lepercq Multi-Asset Fund

CIK 0001536991

Total reported value

$139.5M

14 stks

2024-12-31

Stale — no recent filing

Liberty Atlantic Advisors LLC

CIK 0002101909

Total reported value

$139.0M

86 stks

2026-06-30

Concentration27.8

Portfolio Stability18.0

Sector conviction88.1

Littlejohn Financial Services, Inc.

CIK 0002031637

Total reported value

$137.6M

71 stks

2026-06-30

Concentration13.1

Portfolio Stability50.2

Sector conviction51.8

Latash Investments, LLC

CIK 0001317961

Total reported value

$136.5M

20 stks

2026-06-30

Portfolio Stability5.9

LNZ Capital LP

CIK 0001666868

Total reported value

$136.3M

21 stks

2021-12-31

Stale — no recent filing

Concentration35.4

Lakeshore Capital Group, Inc.

CIK 0002057465

Total reported value

$135.1M

89 stks

2026-06-30

Concentration15.9

Portfolio Stability19.4

Sector conviction50.6

Life Planning Partners, Inc

CIK 0001910934

Total reported value

$134.5M

71 stks

2026-06-30

Concentration25.0

Portfolio Stability9.7

Sector conviction83.4

Lwm Advisors Inc

CIK 0002067328

Total reported value

$134.1M

37 stks

2026-06-30

Concentration49.5

Lexington Partners L.P.

CIK 0001621157

Total reported value

$133.8M

2 stks

2026-06-30

Portfolio Stability93.0

Lee Capital Management LP

CIK 0001656713

Total reported value

$132.3M

77 stks

2018-03-31

Stale — no recent filing

Concentration8.6

Portfolio Stability67.5

Sector conviction62.2

Luts & Greenleigh Group, Inc.

CIK 0001967844

Total reported value

$132.2M

105 stks

2026-06-30

Concentration29.6

Sector conviction57.6

Larry Mathis Financial Planning, LLC

CIK 0002118274

Total reported value

$131.3M

150 stks

2026-06-30

Concentration10.2

Portfolio Stability66.7

Sector conviction45.0

Lynch Investment Planning, LLC

CIK 0002110354

Total reported value

$130.2M

56 stks

2026-06-30

Concentration25.6

Portfolio Stability17.0

Sector conviction62.1

Linden Rose Investment LLC

CIK 0001833819

Total reported value

$128.7M

8 stks

2026-06-30

Concentration86.5

Lee Financial Group Hawaii, Inc.

CIK 0000837980

Total reported value

$127.8M

28 stks

2024-03-31

Stale — no recent filing

Concentration62.6

Sector conviction46.2

Lord & Richards Wealth Management, LLC

CIK 0002045252

Total reported value

$127.8M

181 stks

2026-06-30

Concentration22.6

Portfolio Stability15.1

Sector conviction76.3

Long Wharf Investors, Inc.

CIK 0001511465

Total reported value

$127.3M

145 stks

2014-06-30

Stale — no recent filing

Concentration5.8

Portfolio Stability12.4

Legg Mason, Inc.

CIK 0000704051

Total reported value

$126.6M

7 stks

2020-06-30

Stale — no recent filing

Leo H. Evart, Inc.

CIK 0001920405

Total reported value

$126.6M

328 stks

2026-06-30

Concentration20.2

Portfolio Stability15.8

Sector conviction72.7

Lubar & Co., Inc

CIK 0001473033

Total reported value

$126.4M

3 stks

2026-06-30

Portfolio Stability6.0

Longwood Fund GP, LLC

CIK 0001631474

Total reported value

$124.7M

1 stks

2014-12-31

Stale — no recent filing

Legacy Solutions, LLC

CIK 0002053314

Total reported value

$123.6M

88 stks

2026-06-30

Concentration21.9

Portfolio Stability20.5

Sector conviction63.6

LPF Advisors LLC

CIK 0001799556

Total reported value

$122.2M

34 stks

2025-03-31

Stale — no recent filing

Concentration49.6

Lion Long Term Partners LP

CIK 0001951388

Total reported value

$119.4M

2 stks

2022-12-31

Stale — no recent filing

Lane Generational LLC

CIK 0001901384

Total reported value

$113.9M

43 stks

2026-06-30

Concentration15.8

Portfolio Stability47.1

Sector conviction70.7

Luma Capital S.A. - SPF

CIK 0002087462

Total reported value

$112.1M

12 stks

2026-06-30

Concentration46.5

Portfolio Stability10.9

Sector conviction88.8

Layline Advisors, LLC

CIK 0001724910

Total reported value

$111.5M

82 stks

2026-06-30

Concentration29.8

Sector conviction84.0

Lombardia Capital Partners LLC

CIK 0000887211

Total reported value

$110.2M

106 stks

2017-03-31

Stale — no recent filing

Concentration4.8

Lattice Strategies LLC

CIK 0001540945

Total reported value

$109.1M

46 stks

2019-03-31

Stale — no recent filing

Concentration52.2

Portfolio Stability29.4

LSP Investment Advisors, LLC

CIK 0001728850

Total reported value

$108.9M

18 stks

2026-06-30

Concentration69.8

Portfolio Stability23.6

Li Winifred I

CIK 0001317264

Total reported value

$105.8M

698 stks

2014-12-31

Stale — no recent filing

Concentration4.0

Portfolio Stability18.8

Sector conviction52.7

Lombard Odier Transatlantic, Limited Partnership

CIK 0001528147

Total reported value

$104.6M

132 stks

2016-09-30

Stale — no recent filing

Concentration9.8

Portfolio Stability15.8

Sector conviction55.5

Langley Wealth Management, LLC

CIK 0002141692

Total reported value

$102.5M

130 stks

2026-06-30

Concentration7.3

Sector conviction45.5

Laurus Global Equity Management Inc.

CIK 0001869316

Total reported value

$102.1M

45 stks

2026-03-31

Concentration27.6

Portfolio Stability31.5

Sector conviction78.7

Lionsbridge Wealth Management LLC

CIK 0001800533

Total reported value

$101.9M

68 stks

2026-06-30

Concentration11.3

Sector conviction64.2

Lfs Asset Management

CIK 0001942844

Total reported value

$99.1M

48 stks

2022-09-30

Stale — no recent filing

Concentration18.9

Sector conviction52.1

Linker Capital Management Inc.

CIK 0001905644

Total reported value

$97.9M

39 stks

2023-06-30

Stale — no recent filing

Concentration0.0

Sector conviction74.2

Lloyd Harbor Capital Management, LLC

CIK 0001847935

Total reported value

$97.2M

18 stks

2026-06-30

Concentration33.8

Lakehouse Capital Pty Ltd

CIK 0001844830

Total reported value

$90.5M

12 stks

2026-06-30

Concentration45.5

Portfolio Stability52.4

Sector conviction72.6

Legg Mason Asset Management (Japan) Co., Ltd.

CIK 0001316466

Total reported value

$90.5M

119 stks

2021-12-31

Stale — no recent filing

Concentration4.9

Sector conviction50.5

Luminist Capital LLC

CIK 0001807270

Total reported value

$89.0M

646 stks

2026-06-30

Concentration27.5

Portfolio Stability47.2

Sector conviction99.6

Lightyear Capital LLC

CIK 0001632899

Total reported value

$88.6M

1 stks

2017-03-31

Stale — no recent filing

Portfolio Stability30.9

LBN Advisers Ltd

CIK 0001617878

Total reported value

$88.0M

6 stks

2015-09-30

Stale — no recent filing

Portfolio Stability56.3

LDR Capital Management LLC

CIK 0001566089

Total reported value

$86.7M

45 stks

2026-06-30

Concentration16.3

Portfolio Stability48.6

LaSalle Street Capital Management, LLC

CIK 0001679807

Total reported value

$86.2M

88 stks

2019-09-30

Stale — no recent filing

Concentration8.3

Portfolio Stability12.9

Sector conviction52.0

Lucas Capital Management

CIK 0001280577

Total reported value

$85.7M

46 stks

2020-12-31

Stale — no recent filing

Concentration18.7

Portfolio Stability15.8

Sector conviction77.6

Lone Star Value Investors GP LLC

CIK 0001589325

Total reported value

$85.6M

20 stks

2015-03-31

Stale — no recent filing

Concentration46.9

Portfolio Stability51.0

Longer Investments Inc.

CIK 0001534417

Total reported value

$84.6M

31 stks

2019-03-31

Stale — no recent filing

Concentration19.8

Portfolio Stability76.2

Sector conviction72.1

L.m. Kohn & Company

CIK 0000870260

Total reported value

$83.2M

121 stks

2025-09-30

Stale — no recent filing

Concentration7.3

Sector conviction55.1

Lotus Technology Management, LP

CIK 0002095243

Total reported value

$81.5M

78 stks

2026-06-30

Concentration12.1

Sector conviction72.0

Lloyd Park, LLC

CIK 0001909251

Total reported value

$81.0M

81 stks

2022-09-30

Stale — no recent filing

Concentration13.5

Sector conviction48.3

Lara, May & Associates, LLC

CIK 0001420989

Total reported value

$80.6M

70 stks

2018-03-31

Stale — no recent filing

Concentration17.8

Portfolio Stability42.4

Sector conviction59.9

Littlejohn & Co LLC

CIK 0001042537

Total reported value

$78.6M

10 stks

2026-06-30

Concentration70.1

Portfolio Stability49.1

Lmdagg, L.l.c.

CIK 0001942401

Total reported value

$74.7M

3 stks

2025-09-30

Stale — no recent filing

Portfolio Stability60.9

LeVasseur Capital Partners LLC

CIK 0001385915

Total reported value

$71.4M

8 stks

2016-09-30

Stale — no recent filing

Concentration62.2

Portfolio Stability89.5

Lee Equity Partners, LLC

CIK 0001408700

Total reported value

$71.1M

2 stks

2018-12-31

Stale — no recent filing

Lyon Street Capital, LLC

CIK 0001570598

Total reported value

$67.0M

84 stks

2022-03-31

Stale — no recent filing

Concentration5.7

Sector conviction97.5

Lockerman Financial Group, Inc.

CIK 0001906539

Total reported value

$65.4M

104 stks

2026-06-30

Concentration10.4

Sector conviction73.8

Louis-Dreyfus Family Office LLC

CIK 0001889527

Total reported value

$64.7M

5 stks

2022-09-30

Stale — no recent filing

Lewis Capital Management, LLC

CIK 0001349267

Total reported value

$64.2M

58 stks

2023-09-30

Stale — no recent filing

Concentration30.0

Sector conviction64.6

Limestone Value Partners, LLC

CIK 0001481882

Total reported value

$64.0M

31 stks

2016-09-30

Stale — no recent filing

Concentration19.3

Portfolio Stability51.9

Lennar CORP /new/

CIK 0000920760

Total reported value

$63.2M

4 stks

2026-06-30

Legacy Wealth Planning, LLC

CIK 0001802490

Total reported value

$60.4M

84 stks

2022-09-30

Stale — no recent filing

Concentration15.0

Sector conviction76.4

Library Research Ltd

CIK 0001788330

Total reported value

$58.1M

3 stks

2023-12-31

Stale — no recent filing

Lucus Advisors LLC

CIK 0001593365

Total reported value

$57.7M

192 stks

2018-03-31

Stale — no recent filing

Concentration4.5

Sector conviction62.4

LWM Advisory Services, LLC

CIK 0001697716

Total reported value

$56.0M

80 stks

2026-06-30

Concentration12.2

Portfolio Stability82.0

Sector conviction65.8

Leverage Partners Absolute Return Fund SPC

CIK 0001662944

Total reported value

$54.0M

39 stks

2024-12-31

Stale — no recent filing

Concentration20.9

Sector conviction59.5

Luzich Partners LLC

CIK 0001602955

Total reported value

$53.5M

9 stks

2018-12-31

Stale — no recent filing

Concentration64.7

Portfolio Stability60.9

Lone Star Value Management LLC

CIK 0001589350

Total reported value

$52.7M

25 stks

2016-09-30

Stale — no recent filing

Concentration99.3

Portfolio Stability28.5

Lane Five Capital Management, LP

CIK 0001410352

Total reported value

$52.3M

17 stks

2014-06-30

Stale — no recent filing

Concentration32.5

Portfolio Stability57.6

Lightspeed Opportunity Fund, L.P.

CIK 0001780948

Total reported value

$50.1M

1 stks

2024-09-30

Stale — no recent filing

Lattice Capital Management, LLC

CIK 0001710207

Total reported value

$49.5M

11 stks

2026-06-30

Concentration66.0

Portfolio Stability17.9

Lubert-adler Management Company, LP

CIK 0001655557

Total reported value

$49.3M

3 stks

2024-09-30

Stale — no recent filing

Litespeed Management, LLC

CIK 0001292975

Total reported value

$48.2M

14 stks

2020-06-30

Stale — no recent filing

Concentration52.4

Portfolio Stability36.7

Lee Capital Asset Management LLC

CIK 0001762470

Total reported value

$47.7M

24 stks

2019-12-31

Stale — no recent filing

Concentration18.7

Lakeshore Capital, LLC

CIK 0001421594

Total reported value

$45.6M

56 stks

2015-09-30

Stale — no recent filing

Concentration25.0

Portfolio Stability25.7

Sector conviction88.9

Levitt Capital Management LLC

CIK 0001332010

Total reported value

$41.8M

64 stks

2014-06-30

Stale — no recent filing

Concentration15.1

Sector conviction94.0

Legion Partners Asset Management, LLC

CIK 0001560207

Total reported value

$40.6M

2 stks

2026-06-30

LH Capital Markets, LLC

CIK 0001707790

Total reported value

$39.4M

4 stks

2022-09-30

Stale — no recent filing

Libra Advisors LLC

CIK 0001005557

Total reported value

$36.9M

8 stks

2014-09-30

Stale — no recent filing

Portfolio Stability91.5

Lombard Odier & Cie (Canada), Limited Partnership

CIK 0001615305

Total reported value

$35.1M

83 stks

2016-09-30

Stale — no recent filing

Concentration11.2

Portfolio Stability28.0

Sector conviction49.3

Laidlaw Wealth Management LLC

CIK 0001800608

Total reported value

$35.1M

59 stks

2026-06-30

Concentration12.7

Portfolio Stability53.9

Sector conviction77.5

Longhorn Capital Partners, L.P.

CIK 0001453447

Total reported value

$34.9M

1 stks

2017-12-31

Stale — no recent filing

Portfolio Stability45.0

Lyons Wealth Management, LLC.

CIK 0001526528

Total reported value

$34.2M

14 stks

2019-12-31

Stale — no recent filing

Concentration73.8

Portfolio Stability31.5

Lebenthal Wealth Advisors, LLC

CIK 0001633884

Total reported value

$34.0M

75 stks

2016-06-30

Stale — no recent filing

Concentration7.5

Sector conviction48.0

Lewin Nick

CIK 0001937308

Total reported value

$31.5M

1 stks

2022-12-31

Stale — no recent filing

Lightspeed Ultimate General Partner Select III, Ltd.

CIK 0001912675

Total reported value

$31.0M

2 stks

2022-09-30

Stale — no recent filing

Lansdowne Partners Austria Gmbh

CIK 0001536071

Total reported value

$29.0M

11 stks

2015-12-31

Stale — no recent filing

LL Funds, LLC

CIK 0001911184

Total reported value

$27.1M

2 stks

2024-09-30

Stale — no recent filing