Institutions Starting with &quot;L&quot; (493 funds)

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

Lifetime Wealth Management P.C.

CIK 0002116339

Total reported value

$175.8M

86 stks

2026-03-31

Concentration11.8

Portfolio Stability20.6

Sector conviction72.5

Lowery Thomas, LLC

CIK 0001919701

Total reported value

$174.9M

55 stks

2026-03-31

Concentration18.9

Portfolio Stability8.0

Legacy Capital Wealth Management, LLC

CIK 0002071183

Total reported value

$173.9M

65 stks

2026-03-31

Concentration13.0

Portfolio Stability26.6

Sector conviction52.9

Long Path Partners Fund, LP

CIK 0001751978

Total reported value

$171.7M

8 stks

2022-03-31

Stale — no recent filing

Concentration69.1

Longview Financial Advisors, Inc.

CIK 0001786915

Total reported value

$171.0M

43 stks

2026-06-30

Concentration24.6

Portfolio Stability13.4

Sector conviction94.6

Live Oak Investment Partners

CIK 0001822262

Total reported value

$169.4M

93 stks

2026-03-31

Concentration12.3

Portfolio Stability33.9

Sector conviction46.3

Little Harbor Advisors, LLC

CIK 0001539639

Total reported value

$168.4M

4 stks

2026-03-31

Portfolio Stability15.4

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

Lee-Kelleher Wealth Management

CIK 0002063827

Total reported value

$168.1M

41 stks

2026-03-31

Concentration41.1

Portfolio Stability6.6

Lummis Asset Management, LP

CIK 0002011652

Total reported value

$167.3M

194 stks

2026-03-31

Concentration17.6

Portfolio Stability18.7

Sector conviction41.8

Lauer Wealth, LLC

CIK 0001860063

Total reported value

$166.6M

75 stks

2026-06-30

Concentration23.6

Portfolio Stability44.2

Sector conviction83.5

Lighthouse Financial LLC

CIK 0002057556

Total reported value

$165.8M

76 stks

2026-03-31

Concentration20.3

Portfolio Stability20.7

Sector conviction88.4

Luminus Management LLC

CIK 0001279151

Total reported value

$165.5M

24 stks

2026-03-31

Concentration39.1

Portfolio Stability85.6

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

Lagoda Investment Management, L.P.

CIK 0001632108

Total reported value

$162.2M

25 stks

2026-03-31

Concentration39.1

Portfolio Stability30.8

Sector conviction61.1

Lavelle Capital LP

CIK 0002136566

Total reported value

$161.1M

70 stks

2026-03-31

Concentration27.6

Portfolio Stability71.3

Sector conviction97.4

Legend Capital Advisors LLC

CIK 0002111719

Total reported value

$160.0M

159 stks

2026-03-31

Concentration48.6

Portfolio Stability31.5

Sector conviction87.3

Lalia Capital, LLC

CIK 0002106818

Total reported value

$158.3M

13 stks

2026-03-31

Concentration50.5

Portfolio Stability38.6

Livet Wealth, LLC

CIK 0002111409

Total reported value

$157.3M

117 stks

2026-03-31

Concentration13.2

Portfolio Stability13.2

LFG Wealth Partners, LLC

CIK 0002044171

Total reported value

$156.9M

81 stks

2025-12-31

Stale — no recent filing

Concentration10.2

Sector conviction74.2

Lakewood Asset Management LLC

CIK 0001966581

Total reported value

$156.4M

107 stks

2026-03-31

Concentration10.1

Portfolio Stability21.7

Sector conviction57.9

Legend Financial Advisors, Inc.

CIK 0001781948

Total reported value

$155.1M

38 stks

2026-03-31

Concentration23.6

Portfolio Stability19.3

LeConte Wealth Management, LLC

CIK 0002060443

Total reported value

$154.7M

152 stks

2026-03-31

Concentration13.9

Portfolio Stability23.5

Sector conviction58.8

Leigh Baldwin & Co., LLC

CIK 0000946629

Total reported value

$154.5M

163 stks

2026-03-31

Concentration6.6

Portfolio Stability22.4

Sector conviction58.8

Lapides Asset Management, LLC

CIK 0001357993

Total reported value

$153.0M

51 stks

2023-06-30

Stale — no recent filing

Concentration0.0

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

Lansing Management LP

CIK 0001691908

Total reported value

$150.6M

14 stks

2026-03-31

Concentration36.1

Portfolio Stability33.6

Sector conviction97.8

Lakeside Advisors, INC.

CIK 0001913467

Total reported value

$149.8M

65 stks

2026-03-31

Concentration29.2

Portfolio Stability14.2

Sector conviction49.5

L1 Global Manager Pty Ltd

CIK 0001878742

Total reported value

$149.4M

118 stks

2026-03-31

Concentration10.5

Portfolio Stability83.8

Lakehouse Capital Pty Ltd

CIK 0001844830

Total reported value

$148.2M

13 stks

2026-03-31

Concentration41.9

Portfolio Stability56.3

Sector conviction81.8

Lighthouse Wealth Management Inc.

CIK 0002042810

Total reported value

$147.2M

43 stks

2026-03-31

Concentration24.3

Portfolio Stability16.7

Sector conviction89.2

Lesa Sroufe & Co

CIK 0001492162

Total reported value

$146.9M

69 stks

2026-03-31

Concentration13.0

Portfolio Stability98.1

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

Laraway Financial Advisors Inc

CIK 0001908275

Total reported value

$142.3M

129 stks

2026-03-31

Concentration8.9

Portfolio Stability13.1

Sector conviction55.9

Lepercq Multi-Asset Fund

CIK 0001536991

Total reported value

$139.5M

14 stks

2024-12-31

Stale — no recent filing

Landmark Investment Partners, L.p.

CIK 0002023551

Total reported value

$139.3M

30 stks

2026-03-31

Concentration20.7

Lepercq De Neuflize Asset Management LLC

CIK 0001854423

Total reported value

$138.0M

26 stks

2026-03-31

Portfolio Stability25.5

Legion Partners Asset Management, LLC

CIK 0001560207

Total reported value

$137.7M

6 stks

2026-03-31

Portfolio Stability42.7

LSP Investment Advisors, LLC

CIK 0001728850

Total reported value

$137.7M

19 stks

2026-03-31

Concentration65.6

Portfolio Stability32.5

Lane Brothers & Co INC

CIK 0001177416

Total reported value

$137.2M

83 stks

2026-03-31

Concentration20.0

Portfolio Stability9.4

Sector conviction73.5

LNZ Capital LP

CIK 0001666868

Total reported value

$136.3M

21 stks

2021-12-31

Stale — no recent filing

Concentration35.4

LuminArx Capital Management LP

CIK 0001992915

Total reported value

$136.2M

84 stks

2026-03-31

Concentration22.8

Portfolio Stability95.2

Sector conviction50.8

Leibman Financial Services, Inc.

CIK 0002006661

Total reported value

$136.2M

49 stks

2026-03-31

Concentration11.7

Portfolio Stability26.8

Sector conviction43.1

Lionshead Wealth Management, LLC

CIK 0002056752

Total reported value

$135.7M

108 stks

2026-03-31

Concentration9.8

Portfolio Stability14.5

Sector conviction56.3

Langdon Equity Partners

CIK 0002111148

Total reported value

$133.6M

11 stks

2026-03-31

Concentration70.1

Portfolio Stability49.1

Sector conviction86.6

LightSquare Wealth Management, LLC

CIK 0002118318

Total reported value

$133.5M

92 stks

2026-03-31

Concentration14.1

Sector conviction65.8

Littlejohn Financial Services, INC.

CIK 0002031637

Total reported value

$133.1M

61 stks

2026-03-31

Concentration15.1

Portfolio Stability27.4

Sector conviction58.1

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

Life Planning Partners, Inc

CIK 0001910934

Total reported value

$131.0M

68 stks

2026-03-31

Concentration24.4

Portfolio Stability5.0

Sector conviction66.4

Legacy Advisory Services, LLC

CIK 0002068847

Total reported value

$131.0M

49 stks

2026-03-31

Concentration36.9

Portfolio Stability28.8

Sector conviction48.7

LTG Capital LLC

CIK 0001936987

Total reported value

$130.9M

23 stks

2026-03-31

Concentration55.0

Portfolio Stability3.0

Lynch Investment Planning, LLC

CIK 0002110354

Total reported value

$130.2M

56 stks

2026-06-30

Concentration25.6

Portfolio Stability17.0

Sector conviction62.1

Latash Investments, LLC

CIK 0001317961

Total reported value

$128.8M

19 stks

2026-03-31

Portfolio Stability16.4

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

Luts & Greenleigh Group, INC.

CIK 0001967844

Total reported value

$126.3M

89 stks

2026-03-31

Concentration45.7

Portfolio Stability18.9

Sector conviction66.9

Lane Generational LLC

CIK 0001901384

Total reported value

$125.6M

39 stks

2026-03-31

Concentration15.5

Portfolio Stability51.1

Sector conviction78.5

Longwood Fund GP, LLC

CIK 0001631474

Total reported value

$124.7M

1 stks

2014-12-31

Stale — no recent filing

Larry Mathis Financial Planning, LLC

CIK 0002118274

Total reported value

$124.1M

149 stks

2026-06-30

Concentration10.3

Portfolio Stability64.7

Sector conviction45.1

Legacy Solutions, LLC

CIK 0002053314

Total reported value

$123.6M

88 stks

2026-06-30

Concentration21.9

Portfolio Stability20.5

Sector conviction63.6

Lakeshore Capital Group, Inc.

CIK 0002057465

Total reported value

$122.5M

91 stks

2026-03-31

Concentration13.8

Portfolio Stability10.3

Sector conviction47.3

LPF Advisors LLC

CIK 0001799556

Total reported value

$122.2M

34 stks

2025-03-31

Stale — no recent filing

Concentration49.6

LiftPoint Family Wealth Advisors LLC

CIK 0002110810

Total reported value

$120.8M

56 stks

2026-03-31

Concentration23.9

Portfolio Stability27.2

Sector conviction74.3

Lunate Capital Ltd

CIK 0002056786

Total reported value

$120.4M

6 stks

2026-03-31

Portfolio Stability75.6

Lion Long Term Partners LP

CIK 0001951388

Total reported value

$119.4M

2 stks

2022-12-31

Stale — no recent filing

Lubar & Co., Inc

CIK 0001473033

Total reported value

$119.0M

3 stks

2026-03-31

Portfolio Stability12.9

Liberty Atlantic Advisors LLC

CIK 0002101909

Total reported value

$117.0M

73 stks

2026-03-31

Concentration29.0

Portfolio Stability26.3

Sector conviction94.5

Leo H. Evart, Inc.

CIK 0001920405

Total reported value

$116.9M

316 stks

2026-03-31

Concentration22.7

Sector conviction71.3

Lwm Advisors INC

CIK 0002067328

Total reported value

$115.3M

34 stks

2026-03-31

Concentration50.4

Portfolio Stability5.6

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

LB Partners LLC

CIK 0002007877

Total reported value

$111.5M

37 stks

2026-03-31

Concentration37.3

Portfolio Stability40.0

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

Lawood & Co

CIK 0002109484

Total reported value

$107.8M

155 stks

2026-03-31

Concentration9.7

Portfolio Stability17.9

Sector conviction48.7

LRT Capital Management, LLC

CIK 0001798923

Total reported value

$107.2M

90 stks

2026-03-31

Concentration6.9

Sector conviction46.4

LTS Liquid Investments LLC

CIK 0001973154

Total reported value

$106.9M

7 stks

2026-03-31

Concentration70.6

Portfolio Stability17.6

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

Littlejohn & Co LLC

CIK 0001042537

Total reported value

$105.6M

18 stks

2026-03-31

Concentration54.8

Portfolio Stability73.9

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

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

$99.5M

59 stks

2026-03-31

Concentration15.9

Portfolio Stability41.3

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

LWM Advisory Services, LLC

CIK 0001697716

Total reported value

$93.7M

76 stks

2026-03-31

Concentration19.7

Portfolio Stability66.3

Sector conviction87.6

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

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

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

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

Linden Rose Investment LLC

CIK 0001833819

Total reported value

$76.2M

6 stks

2026-03-31

Portfolio Stability82.9

Luminist Capital LLC

CIK 0001807270

Total reported value

$75.3M

228 stks

2026-03-31

Concentration47.6

Portfolio Stability58.4

Lmdagg, L.l.c.

CIK 0001942401

Total reported value

$74.7M

3 stks

2025-09-30

Stale — no recent filing

Portfolio Stability60.9

LDR Capital Management LLC

CIK 0001566089

Total reported value

$74.4M

44 stks

2026-03-31

Concentration17.0

Portfolio Stability51.0

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

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

$64.0M

4 stks

2026-03-31

Portfolio Stability92.0

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

Lattice Capital Management, LLC

CIK 0001710207

Total reported value

$56.9M

18 stks

2026-03-31

Concentration52.4

Portfolio Stability23.3

Lockerman Financial Group, INC.

CIK 0001906539

Total reported value

$55.6M

101 stks

2026-03-31

Concentration9.3

Portfolio Stability21.1

Sector conviction58.2

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

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

Liberty Street Advisors, Inc.

CIK 0001489178

Total reported value

$41.4M

4 stks

2026-03-31

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

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

Lykos Global Management, LP

CIK 0002009895

Total reported value

$30.4M

3 stks

2026-03-31

Lansdowne Partners Austria Gmbh

CIK 0001536071

Total reported value

$29.0M

11 stks

2015-12-31

Stale — no recent filing

Laidlaw Wealth Management LLC

CIK 0001800608

Total reported value

$28.8M

49 stks

2026-03-31

Concentration18.3

Portfolio Stability35.9

Sector conviction87.4

LL Funds, LLC

CIK 0001911184

Total reported value

$27.1M

2 stks

2024-09-30

Stale — no recent filing

Lotus Technology Management, LP

CIK 0002095243

Total reported value

$27.0M

37 stks

2026-03-31

Concentration42.1

Linse Capital LLC

CIK 0001849040

Total reported value

$24.6M

1 stks

2024-09-30

Stale — no recent filing

La Francaise Forum Securities Ltd

CIK 0001485921

Total reported value

$22.9M

23 stks

2016-12-31

Stale — no recent filing

Concentration26.0

Portfolio Stability56.6

Long Oar Global Investors, LLC

CIK 0001516622

Total reported value

$21.7M

21 stks

2015-09-30

Stale — no recent filing

Concentration38.0

Lightspeed Ultimate General Partner IX, Ltd.

CIK 0001912676

Total reported value

$20.3M

1 stks

2023-09-30

Stale — no recent filing

LGT Financial Advisors LLC

CIK 0001965191

Total reported value

$19.5M

251 stks

2026-03-31

Concentration24.3

Portfolio Stability36.9

Sector conviction81.3

Lexington Advisors INC /adv

CIK 0001012036

Total reported value

$18.7M

2 stks

2018-12-31

Stale — no recent filing

Portfolio Stability52.4

Legacy PCG, LLC

CIK 0001952532

Total reported value

$18.6M

25 stks

2026-03-31

Concentration43.3

Lynwood Capital Management Inc.

CIK 0001846412

Total reported value

$16.9M

57 stks

2024-03-31

Stale — no recent filing

Concentration46.1

Sector conviction65.0