Institutions Starting with &quot;O&quot; (294 funds)

Portfolio Stability14.2

Sector conviction87.5

Orin Green Financial, LLC

CIK 0001844227

Total reported value

$271.1M

83 stks

2026-06-30

Concentration23.2

Oakcliff Capital Partners, LP

CIK 0001657335

Total reported value

$268.5M

9 stks

2026-06-30

Concentration72.7

Portfolio Stability22.8

Sector conviction81.9

Optimist Retirement Group LLC

CIK 0002011850

Total reported value

$259.2M

118 stks

2026-06-30

Concentration19.3

Portfolio Stability20.1

Sector conviction64.4

Oliver Lagore Vanvalin Investment Group

CIK 0001907568

Total reported value

$254.8M

661 stks

2025-06-30

Stale — no recent filing

Concentration8.3

Sector conviction57.3

Oxinas Partners, LLC

CIK 0001759320

Total reported value

$253.7M

149 stks

2026-06-30

Concentration8.9

Sector conviction67.7

Optima Capital LLC

CIK 0002070972

Total reported value

$253.4M

281 stks

2026-06-30

Concentration7.1

Portfolio Stability32.2

Sector conviction55.2

Optimum Investment Advisors

CIK 0001037763

Total reported value

$252.1M

613 stks

2025-09-30

Stale — no recent filing

Concentration8.9

Portfolio Stability24.1

Sector conviction79.4

One William Street Capital Management, L.P.

CIK 0001534300

Total reported value

$242.5M

15 stks

2026-06-30

Old North State Wealth Management, LLC

CIK 0002041262

Total reported value

$234.1M

112 stks

2026-06-30

Concentration8.6

Sector conviction41.5

Olistico Wealth, LLC

CIK 0001962695

Total reported value

$233.8M

334 stks

2026-06-30

Concentration13.7

Portfolio Stability18.8

Sector conviction68.0

One Plus One Wealth Management, LLC

CIK 0001860132

Total reported value

$231.8M

92 stks

2026-06-30

Concentration12.3

Portfolio Stability24.8

Sector conviction58.1

Oak Barrel Wealth Advisory LLC

CIK 0002116315

Total reported value

$226.5M

86 stks

2026-06-30

Concentration52.9

Sector conviction73.9

Oxford Wealth Group, LLC

CIK 0002007082

Total reported value

$223.5M

89 stks

2026-06-30

Concentration13.2

Portfolio Stability24.5

Sector conviction58.0

Outfitter Advisors, LTD.

CIK 0001321219

Total reported value

$220.7M

123 stks

2018-06-30

Stale — no recent filing

Concentration7.0

Portfolio Stability12.1

Sector conviction52.5

One Wealth Map LLC

CIK 0001802635

Total reported value

$220.1M

106 stks

2026-06-30

Concentration20.1

Portfolio Stability12.5

Sector conviction53.7

Orion Resource Partners LP

CIK 0002032200

Total reported value

$219.4M

24 stks

2026-06-30

Concentration57.9

Portfolio Stability62.2

OxenFree Capital LLC

CIK 0002009781

Total reported value

$218.2M

56 stks

2026-06-30

Concentration34.3

Portfolio Stability15.3

OmniStar Financial Group, Inc.

CIK 0001698777

Total reported value

$217.0M

118 stks

2026-06-30

Concentration8.0

Sector conviction37.4

OMNI 360 Wealth, Inc.

CIK 0002010436

Total reported value

$216.4M

135 stks

2026-06-30

Concentration10.7

Portfolio Stability14.2

Sector conviction56.4

Oak Wealth Advisors LLC

CIK 0002056728

Total reported value

$208.5M

69 stks

2026-06-30

Concentration27.3

Portfolio Stability13.8

Old Peak Finance LLC

CIK 0002080991

Total reported value

$206.6M

149 stks

2026-06-30

Concentration47.4

Sector conviction98.8

Orcam Financial Group

CIK 0001905367

Total reported value

$204.7M

105 stks

2026-06-30

Concentration30.8

Portfolio Stability38.7

Sector conviction66.2

Oxford Asset Management LLP

CIK 0001438284

Total reported value

$203.3M

364 stks

2026-06-30

Concentration4.7

Sector conviction36.6

Orland Properties Ltd

CIK 0001550093

Total reported value

$202.1M

10 stks

2026-06-30

Portfolio Stability34.5

Orser Capital Management, LLC

CIK 0001785717

Total reported value

$201.5M

65 stks

2026-06-30

Concentration14.7

Sector conviction62.6

Oceanside Advisors LLC

CIK 0002012184

Total reported value

$198.1M

57 stks

2026-06-30

Concentration25.3

Portfolio Stability12.8

Sector conviction81.3

OneAscent Family Office, LLC

CIK 0002055812

Total reported value

$198.1M

250 stks

2026-06-30

Concentration6.5

Portfolio Stability56.5

Sector conviction61.5

Optivise Advisory Services LLC

CIK 0002042876

Total reported value

$197.0M

228 stks

2026-06-30

Concentration4.5

Portfolio Stability47.9

Sector conviction51.2

Octahedron Capital Management L.P.

CIK 0001891904

Total reported value

$195.3M

15 stks

2026-06-30

Concentration33.1

Portfolio Stability76.4

Sector conviction98.5

Orleans Capital Management Corp/la

CIK 0001013234

Total reported value

$193.7M

122 stks

2026-06-30

Concentration7.4

Portfolio Stability32.8

Sector conviction47.9

Occam Crest Management LP

CIK 0002085909

Total reported value

$192.6M

39 stks

2026-06-30

Concentration23.6

Portfolio Stability53.5

Sector conviction95.6

Obsido Oy

CIK 0002067281

Total reported value

$187.0M

20 stks

2026-06-30

Concentration83.5

Portfolio Stability12.4

Opinicus Capital, Inc.

CIK 0002009743

Total reported value

$186.8M

105 stks

2026-06-30

Concentration11.7

Portfolio Stability34.4

Sector conviction74.7

Oakum Bay Capital LLC

CIK 0001571727

Total reported value

$186.6M

88 stks

2026-03-31

Concentration34.5

Portfolio Stability47.1

Sector conviction76.5

Optimus Capital Advisors, LLC

CIK 0002140431

Total reported value

$186.2M

43 stks

2026-06-30

Concentration29.4

Omega Fund Management, LLC

CIK 0001637359

Total reported value

$185.7M

10 stks

2026-06-30

Concentration79.2

Portfolio Stability25.2

Opus Investment Management Inc

CIK 0001097833

Total reported value

$183.0M

31 stks

2026-06-30

Concentration49.9

Portfolio Stability15.2

Sector conviction51.4

Ownership Capital B.V.

CIK 0001656735

Total reported value

$177.7M

21 stks

2025-09-30

Stale — no recent filing

Concentration22.5

Objectivity Squared, LLC

CIK 0002011113

Total reported value

$177.5M

56 stks

2026-06-30

Concentration33.8

Portfolio Stability16.0

Sector conviction62.6

Oep Capital Advisors, L.p.

CIK 0001817681

Total reported value

$170.0M

1 stks

2026-06-30

Portfolio Stability13.3

Oracle Investment Management Inc

CIK 0001012622

Total reported value

$167.9M

22 stks

2025-12-31

Stale — no recent filing

Portfolio Stability35.5

Orca Wealth Management, LLC

CIK 0002043765

Total reported value

$166.6M

83 stks

2026-06-30

Concentration14.9

Portfolio Stability29.2

Sector conviction66.2

OceanIQ Capital, LLC

CIK 0002149849

Total reported value

$165.5M

115 stks

2026-06-30

Concentration44.1

Opulen Financial Group LLC

CIK 0002055099

Total reported value

$159.0M

117 stks

2026-06-30

Concentration15.6

Portfolio Stability13.1

Sector conviction97.4

Overlook Investments LP

CIK 0001350706

Total reported value

$158.5M

1 stks

2026-06-30

Oppenheimer & Close, LLC

CIK 0001591377

Total reported value

$158.5M

57 stks

2026-06-30

Concentration13.5

Portfolio Stability24.6

Outbound Financial Inc

CIK 0002144328

Total reported value

$154.4M

45 stks

2026-06-30

Concentration36.2

Portfolio Stability21.9

Oasis Advisors, LLC

CIK 0002124777

Total reported value

$154.1M

54 stks

2026-06-30

Concentration24.9

Orvieto Partners, L.P.

CIK 0002052484

Total reported value

$153.6M

46 stks

2026-06-30

Concentration15.3

Portfolio Stability49.2

Orographic Financial Advisors, LLC

CIK 0002135775

Total reported value

$151.2M

105 stks

2026-06-30

Concentration9.0

Portfolio Stability26.4

Sector conviction37.8

Oder Investment Management, LLC

CIK 0001845109

Total reported value

$148.9M

113 stks

2026-06-30

Concentration9.2

Portfolio Stability18.7

Sector conviction81.8

OptiFour Integrated Wealth Management, LLC

CIK 0001775361

Total reported value

$145.5M

74 stks

2019-12-31

Stale — no recent filing

Concentration24.3

Portfolio Stability6.0

Sector conviction61.0

Oakmont Investment Advisors, Inc.

CIK 0002150170

Total reported value

$144.1M

115 stks

2026-06-30

Concentration10.1

Portfolio Stability49.3

Sector conviction51.5

OTA Financial Group L.P.

CIK 0001317346

Total reported value

$143.2M

7 stks

2023-06-30

Stale — no recent filing

Outfitters Financial LLC

CIK 0001846505

Total reported value

$142.6M

80 stks

2026-06-30

Concentration9.7

Portfolio Stability25.0

Sector conviction44.0

Opes Advisors Inc

CIK 0001694948

Total reported value

$140.0M

43 stks

2018-12-31

Stale — no recent filing

Concentration21.8

Portfolio Stability51.6

Odyssey Capital Advisors, Inc.

CIK 0002104872

Total reported value

$139.6M

101 stks

2026-06-30

Concentration9.4

Portfolio Stability25.8

Sector conviction93.9

Orca Investment Management, LLC

CIK 0001511229

Total reported value

$137.8M

60 stks

2026-06-30

Concentration15.2

Portfolio Stability23.6

Sector conviction64.4

Oppenheimer & Close, Inc.

CIK 0001512395

Total reported value

$135.5M

58 stks

2013-06-30

Stale — no recent filing

Concentration13.8

Oath Planning, LLC

CIK 0002109944

Total reported value

$134.7M

71 stks

2026-06-30

Concentration24.3

Portfolio Stability19.2

Sector conviction59.5

Obsidian Cio, LLC

CIK 0001843581

Total reported value

$134.5M

221 stks

2026-06-30

Concentration11.2

Portfolio Stability38.8

Sector conviction78.0

Osbon Capital Management LLC

CIK 0001784418

Total reported value

$127.5M

427 stks

2026-06-30

Concentration20.9

Portfolio Stability34.8

Sector conviction80.7

O'Domhnaill Enterprises, Inc.

CIK 0002020582

Total reported value

$125.1M

61 stks

2026-06-30

Concentration13.2

Sector conviction49.6

Opus Financial Solutions LLC

CIK 0001934041

Total reported value

$124.0M

111 stks

2026-06-30

Concentration9.9

Portfolio Stability24.8

Oakmont Advisory Group, LLC

CIK 0002115370

Total reported value

$119.1M

526 stks

2026-06-30

Concentration11.5

Sector conviction50.4

Obion Capital Management LP

CIK 0002011555

Total reported value

$117.6M

16 stks

2026-06-30

Concentration28.3

Portfolio Stability27.1

Sector conviction82.0

ORBA Wealth Advisors, L.L.C.

CIK 0002010248

Total reported value

$117.0M

85 stks

2026-06-30

Concentration15.8

Portfolio Stability48.9

OakTrust Wealth Advisors, LLC

CIK 0002113908

Total reported value

$116.0M

69 stks

2026-06-30

Concentration20.2

Portfolio Stability13.5

Sector conviction63.7

Objective Capital Management, LLC

CIK 0001924152

Total reported value

$112.7M

103 stks

2026-06-30

Concentration14.9

Portfolio Stability18.6

Sector conviction53.6

Ofc Financial Planning, LLC

CIK 0002052590

Total reported value

$112.6M

57 stks

2026-06-30

Concentration33.1

Otter Creek Management Inc

CIK 0001226779

Total reported value

$107.8M

85 stks

2015-09-30

Stale — no recent filing

Concentration8.6

Portfolio Stability72.5

Sector conviction67.3

Oregon Pacific Wealth Management, LLC

CIK 0002043757

Total reported value

$106.6M

156 stks

2026-06-30

Concentration12.9

Portfolio Stability17.7

Sector conviction54.0

October Effect Ltd

CIK 0002078353

Total reported value

$106.3M

64 stks

2026-06-30

Concentration12.8

Portfolio Stability70.4

OneAscent Investment Solutions LLC

CIK 0001974438

Total reported value

$105.6M

144 stks

2026-06-30

Concentration14.8

Portfolio Stability46.8

Sector conviction57.0

Orchard Capital Management, LLC

CIK 0001858319

Total reported value

$102.6M

44 stks

2026-06-30

Concentration17.4

Portfolio Stability69.1

Sector conviction95.6

Otter Creek Advisors, LLC

CIK 0001640361

Total reported value

$100.8M

28 stks

2025-09-30

Stale — no recent filing

Concentration16.1

Sector conviction81.0

Orbis Investment Management (U.S.), L.P.

CIK 0001598147

Total reported value

$99.7M

25 stks

2018-12-31

Stale — no recent filing

Concentration26.4

Portfolio Stability51.9

Sector conviction95.7

Oak Point Wealth Management

CIK 0001709443

Total reported value

$98.0M

204 stks

2018-03-31

Stale — no recent filing

Concentration7.0

Portfolio Stability70.0

Sector conviction69.4

OPTIMAS CAPITAL Ltd

CIK 0001750585

Total reported value

$96.9M

15 stks

2026-06-30

Concentration65.8

One Wealth Management Investment & Advisory Services, LLC

CIK 0002009427

Total reported value

$95.3M

53 stks

2026-06-30

Concentration26.1

Oskie Capital Management, LLC

CIK 0001529832

Total reported value

$87.9M

28 stks

2017-09-30

Stale — no recent filing

Concentration22.7

Portfolio Stability54.0

Orbis Financial Ltd

CIK 0001640626

Total reported value

$86.4M

2 stks

2015-09-30

Stale — no recent filing

Portfolio Stability43.3

One01 Capital, LP

CIK 0001817181

Total reported value

$82.3M

18 stks

2023-09-30

Stale — no recent filing

Concentration26.8

One Tusk Investment Partners LP

CIK 0001679027

Total reported value

$82.0M

12 stks

2019-09-30

Stale — no recent filing

Concentration47.2

Portfolio Stability44.1

Odey Asset Management LLP

CIK 0001512842

Total reported value

$80.1M

35 stks

2023-09-30

Stale — no recent filing

Concentration17.6

Sector conviction40.1

Oceanic Investment Management LTD

CIK 0001438258

Total reported value

$77.9M

29 stks

2026-06-30

Concentration34.3

Portfolio Stability92.0

Omnitrust Wealth Management, Inc

CIK 0002108483

Total reported value

$77.2M

119 stks

2026-03-31

Concentration71.3

Portfolio Stability76.7

Sector conviction80.7

Ota LLC

CIK 0001268580

Total reported value

$75.4M

61 stks

2014-06-30

Stale — no recent filing

Concentration22.0

Open Field Capital LLC

CIK 0001597966

Total reported value

$66.6M

37 stks

2014-09-30

Stale — no recent filing

Concentration16.3

Portfolio Stability63.5

Owlhouse Capital LP

CIK 0002007953

Total reported value

$65.2M

40 stks

2026-06-30

Concentration20.8

Portfolio Stability98.7

Sector conviction59.1

Oechsle International Advisors, LLC

CIK 0001073724

Total reported value

$61.6M

5 stks

2015-09-30

Stale — no recent filing

Portfolio Stability27.6

Offit Capital Advisors LLC

CIK 0001424071

Total reported value

$60.1M

1 stks

2023-09-30

Stale — no recent filing

Optima Fund Management LLC

CIK 0001744575

Total reported value

$58.6M

37 stks

2019-06-30

Stale — no recent filing

Concentration14.7

Portfolio Stability53.8

Sector conviction79.2

Oaktree Fund Advisors, LLC

CIK 0001822973

Total reported value

$57.8M

14 stks

2026-06-30

Concentration50.9

Portfolio Stability47.1

Oracle Alpha Inc.

CIK 0002000502

Total reported value

$55.7M

185 stks

2024-03-31

Stale — no recent filing

Concentration2.8

Sector conviction44.9

Opus Point Partners Management, LLC

CIK 0001600175

Total reported value

$55.3M

55 stks

2019-09-30

Stale — no recent filing

Concentration62.0

Portfolio Stability27.3

Oberndorf William E

CIK 0001218663

Total reported value

$55.0M

8 stks

2026-06-30

Concentration67.2

Portfolio Stability46.6

Sector conviction98.8

Orbitronix, LP

CIK 0001512808

Total reported value

$54.2M

23 stks

2016-12-31

Stale — no recent filing

Concentration42.4

Portfolio Stability90.5

OV Management LLC

CIK 0002010766

Total reported value

$53.5M

31 stks

2026-06-30

Portfolio Stability36.9

OMT Capital Management LLC

CIK 0001513013

Total reported value

$52.5M

35 stks

2015-12-31

Stale — no recent filing

Concentration16.7

Portfolio Stability51.3

Opus Trading Fund LLC

CIK 0001426003

Total reported value

$52.0M

41 stks

2013-06-30

Stale — no recent filing

Concentration35.3

Optimum Quantvest Corp

CIK 0001781079

Total reported value

$51.8M

16 stks

2020-09-30

Stale — no recent filing

Concentration39.9

Portfolio Stability7.0

Optiver US LLC

CIK 0001716559

Total reported value

$50.0M

24 stks

2020-12-31

Stale — no recent filing

Concentration66.7

Portfolio Stability27.2

Orinda Asset Management LLC

CIK 0001502631

Total reported value

$48.7M

38 stks

2020-09-30

Stale — no recent filing

Concentration19.1

Portfolio Stability42.6

Olympiad Research LP

CIK 0001787147

Total reported value

$48.1M

138 stks

2026-06-30

Concentration6.2

Sector conviction52.1

One68 Global Capital, LLC

CIK 0001755535

Total reported value

$47.2M

55 stks

2026-06-30

Concentration33.4

Sector conviction87.1

OUP Management Co., LLC

CIK 0001880124

Total reported value

$44.5M

12 stks

2023-09-30

Stale — no recent filing

Orrell Capital Management Inc

CIK 0001227068

Total reported value

$43.6M

25 stks

2015-09-30

Stale — no recent filing

Concentration32.3

Portfolio Stability22.5

Origin Asset Management LLP

CIK 0001484040

Total reported value

$43.5M

7 stks

2024-12-31

Stale — no recent filing

Concentration85.5

Obvious Management Services, L.L.C.

CIK 0001910451

Total reported value

$42.4M

1 stks

2022-09-30

Stale — no recent filing

Oakbrook Investments LLC

CIK 0001080114

Total reported value

$39.2M

78 stks

2020-03-31

Stale — no recent filing

Concentration7.2

Sector conviction45.4

ORIX Corp

CIK 0001070304

Total reported value

$36.6M

1 stks

2025-09-30

Stale — no recent filing

Olympus Peak Asset Management LP

CIK 0001841359

Total reported value

$27.1M

1 stks

2026-06-30

OPSEU Pension Plan Trust Fund

CIK 0001632810

Total reported value

$22.4M

2 stks

2024-03-31

Stale — no recent filing

Oakview Capital Management, L.P.

CIK 0001698006

Total reported value

$21.6M

11 stks

2024-09-30

Stale — no recent filing

Concentration47.2

Sector conviction65.7

Oakhurst Advisors,LLC

CIK 0001681681

Total reported value

$21.3M

5 stks

2022-12-31

Stale — no recent filing

Ocean Endowment Partners, LLC

CIK 0001803012

Total reported value

$20.6M

8 stks

2021-09-30

Stale — no recent filing

Odey Holdings Ltd

CIK 0001877288

Total reported value

$12.4M

18 stks

2022-12-31

Stale — no recent filing

Concentration24.3

Sector conviction56.8

Odey Holdings AG

CIK 0001512597

Total reported value

$11.1M

22 stks

2021-03-31

Stale — no recent filing

Concentration20.0

Portfolio Stability35.6

Sector conviction62.7

Osmium Partners, LLC

CIK 0001316729

Total reported value

$10.4M

6 stks

2022-12-31

Stale — no recent filing

Old Bellows Partners LP

CIK 0001571857

Total reported value

$9.0M

2 stks

2018-09-30

Stale — no recent filing

Portfolio Stability83.7

Ocean Arete LTD

CIK 0001766724

Total reported value

$6.3M

1 stks

2023-09-30

Stale — no recent filing

Orange Capital, LLC

CIK 0001426756

Total reported value

$5.5M

1 stks

2016-09-30

Stale — no recent filing

Portfolio Stability13.2

Oakland Financial CORP

CIK 0001169683

Total reported value

$4.5M

6 stks

2026-06-30

Portfolio Stability52.4

Opus Capital Group, LLC

CIK 0001330325

Total reported value

$1.0M

150 stks

2026-06-30

Concentration21.6

Sector conviction59.4

Old North State Trust, LLC

CIK 0001760444

Total reported value

$194.5K

151 stks

2026-06-30

Concentration9.8

Sector conviction62.9

Oss Capital Management

CIK 0001218321

Total reported value

—

1 stks

2013-09-30

Stale — no recent filing

Ordinal Holdings ManageCo, LP

CIK 0001729675

Total reported value

—

1 stks

2022-09-30

Stale — no recent filing

Old Well Partners, LLC

CIK 0001802131

Total reported value

—

1 stks

2025-09-30

Stale — no recent filing

Orchard Hill Capital Management LP

CIK 0001565989

Total reported value

—

1 stks

2016-09-30

Stale — no recent filing

O'Shares Investment Advisers, LLC

CIK 0001672775

Total reported value

—

1 stks

2023-09-30

Stale — no recent filing

Ospraie Management, LLC

CIK 0001326533

Total reported value

—

1 stks

2018-09-30

Stale — no recent filing

Olstein Capital Management, L.P.

CIK 0000947996

Total reported value

—

1 stks

2026-06-30

Oslo Asset Management AS

CIK 0001512590

Total reported value

—

1 stks

2024-09-30

Stale — no recent filing

Oceanwood Capital Management LTD

CIK 0001720034

Total reported value

—

1 stks

2019-06-30

Stale — no recent filing

Oak Hill Capital Management, LLC

CIK 0001537607

Total reported value

—

1 stks

2025-09-30

Stale — no recent filing

ORIX Corp USA

CIK 0001602159

Total reported value

—

0 stks

2020-06-30

Stale — no recent filing

Okumus Fund Management Ltd.

CIK 0001496147

Total reported value

—

1 stks

2021-09-30

Stale — no recent filing

Oregon Health & Science University

CIK 0001833471

Total reported value

—

1 stks

2022-12-31

Stale — no recent filing

Orbis World LTD

CIK 0001399486

Total reported value

—

1 stks

2018-09-30

Stale — no recent filing

Oak Management CORP

CIK 0001030818

Total reported value

—

1 stks

2024-12-31

Stale — no recent filing

OpenView Management, LLC

CIK 0001658115

Total reported value

—

1 stks

2024-09-30

Stale — no recent filing

Overlook Holdings Ltd

CIK 0001569857

Total reported value

—

1 stks

2022-09-30

Stale — no recent filing