Institutions Starting with &quot;P&quot; (818 funds)

Portfolio Stability14.0

Perennial Investment Advisors, LLC

CIK 0001801523

Total reported value

$1.3B

511 stks

2026-03-31

Concentration6.3

Portfolio Stability14.6

Sector conviction78.0

Payden & Rygel Investment Group

CIK 0000885709

Total reported value

$1.2B

122 stks

2024-06-30

Stale — no recent filing

Concentration6.3

Sector conviction33.6

Petredis Investment Advisors LLC

CIK 0001964544

Total reported value

$1.2B

108 stks

2026-03-31

Concentration13.3

Portfolio Stability12.8

Sector conviction81.9

Polaris Capital Management, LLC

CIK 0001316926

Total reported value

$1.2B

84 stks

2026-03-31

Concentration13.0

Portfolio Stability17.8

PKO Investment Management Joint-Stock Co

CIK 0002059321

Total reported value

$1.2B

220 stks

2026-03-31

Concentration10.3

Portfolio Stability25.3

Sector conviction81.3

Parvus Asset Management Jersey Ltd

CIK 0002061470

Total reported value

$1.2B

1 stks

2026-03-31

Portfolio Stability48.1

Park West Asset Management LLC

CIK 0001386928

Total reported value

$1.2B

52 stks

2026-03-31

Concentration13.7

Portfolio Stability66.8

Sector conviction56.5

Polymer Capital Management (HK) LTD

CIK 0001970465

Total reported value

$1.2B

154 stks

2026-03-31

Concentration38.4

Portfolio Stability98.5

Sector conviction94.0

Pale Fire Capital SE

CIK 0001922318

Total reported value

$1.1B

60 stks

2026-03-31

Concentration50.3

Private Ocean, LLC

CIK 0001601742

Total reported value

$1.1B

633 stks

2024-06-30

Stale — no recent filing

Concentration30.5

Parkwood LLC

CIK 0001597823

Total reported value

$1.1B

85 stks

2026-03-31

Concentration8.5

Portfolio Stability69.3

Sector conviction55.5

Private Trust Co NA

CIK 0001277557

Total reported value

$1.1B

2,614 stks

2026-03-31

Concentration2.1

Portfolio Stability15.3

Sector conviction54.7

Pinkerton Wealth, LLC

CIK 0001536446

Total reported value

$1.1B

138 stks

2026-03-31

Concentration11.1

Portfolio Stability14.1

Sector conviction58.4

PFM Health Sciences, LP

CIK 0001442756

Total reported value

$1.1B

83 stks

2026-03-31

Concentration11.2

Portfolio Stability68.0

Petersen Hastings Wealth Advisors Inc.

CIK 0002109614

Total reported value

$1.1B

81 stks

2026-03-31

Concentration37.2

Portfolio Stability5.2

Sector conviction82.9

Pitcairn Wealth Advisors LLC

CIK 0002089089

Total reported value

$1.1B

271 stks

2026-03-31

Concentration39.6

Portfolio Stability3.2

Sector conviction46.6

Passaic Partners LLC

CIK 0001905809

Total reported value

$1.1B

15 stks

2026-03-31

Concentration65.1

Portfolio Stability47.9

Pegasus Partners Ltd.

CIK 0001650654

Total reported value

$1.1B

171 stks

2024-09-30

Stale — no recent filing

Concentration28.6

Sector conviction60.0

Private Capital Management

CIK 0000897226

Total reported value

$1.1B

71 stks

2013-06-30

Stale — no recent filing

Concentration10.0

Pomelo Capital LLC

CIK 0001565772

Total reported value

$1.0B

74 stks

2018-09-30

Stale — no recent filing

Concentration22.6

Portfolio Stability29.5

PrairieView Partners, LLC

CIK 0001726673

Total reported value

$1.0B

397 stks

2025-06-30

Stale — no recent filing

Concentration26.6

Sector conviction71.0

Penn Davis Mcfarland INC

CIK 0001108893

Total reported value

$1.0B

75 stks

2026-03-31

Concentration17.9

Portfolio Stability18.4

Sector conviction67.6

Provident Investment Management, Inc.

CIK 0001076964

Total reported value

$1.0B

84 stks

2026-03-31

Concentration17.6

Portfolio Stability21.5

Sector conviction59.9

Pictet North America Advisors SA

CIK 0001599576

Total reported value

$1.0B

154 stks

2026-03-31

Concentration9.8

Portfolio Stability34.4

Sector conviction56.4

Private Capital Management, LLC

CIK 0001588456

Total reported value

$1.0B

194 stks

2026-03-31

Concentration10.6

Portfolio Stability27.9

Sector conviction99.5

Prescott Group Capital Management, L.L.C.

CIK 0001166152

Total reported value

$1.0B

263 stks

2026-03-31

Concentration5.2

Portfolio Stability32.0

Sector conviction46.3

Palisade Asset Management, LLC

CIK 0001434323

Total reported value

$995.9M

195 stks

2026-03-31

Concentration7.0

Portfolio Stability12.6

Sector conviction46.6

Perella Weinberg Partners Capital Management LP

CIK 0001426083

Total reported value

$992.8M

26 stks

2024-03-31

Stale — no recent filing

Concentration36.8

Polymer Capital Management (US) LLC

CIK 0001973324

Total reported value

$987.6M

803 stks

2026-03-31

Concentration3.4

Portfolio Stability87.8

Sector conviction45.3

Planning Center, Inc.

CIK 0001910966

Total reported value

$987.1M

78 stks

2026-03-31

Concentration34.5

Portfolio Stability4.1

Sector conviction67.7

Politan Capital Management LP

CIK 0001885245

Total reported value

$984.9M

3 stks

2026-03-31

Portfolio Stability32.3

PSG Equity L.L.C.

CIK 0001865991

Total reported value

$976.9M

1 stks

2026-03-31

Portfolio Stability5.8

Patriot Financial Group Insurance Agency, LLC

CIK 0001694883

Total reported value

$974.0M

491 stks

2026-06-30

Concentration3.0

Portfolio Stability63.4

Sector conviction52.8

Parkman Healthcare Partners LLC

CIK 0001777015

Total reported value

$969.6M

90 stks

2026-03-31

Concentration8.4

Portfolio Stability71.7

Pinnacle Wealth Planning Services, Inc.

CIK 0001726752

Total reported value

$968.0M

2,737 stks

2026-03-31

Concentration11.8

Portfolio Stability14.8

Sector conviction43.4

Pekin Hardy Strauss, Inc.

CIK 0001020317

Total reported value

$957.0M

478 stks

2026-03-31

Concentration2.8

Portfolio Stability45.9

Sector conviction39.3

Paradigm Operations LP

CIK 0001911136

Total reported value

$954.1M

3 stks

2026-03-31

Portfolio Stability36.4

Provenance Wealth Advisors, LLC

CIK 0002081584

Total reported value

$944.5M

412 stks

2026-03-31

Concentration36.1

Portfolio Stability19.5

Portland Global Advisors LLC

CIK 0001504941

Total reported value

$938.1M

146 stks

2026-03-31

Concentration12.8

Portfolio Stability6.9

Sector conviction63.0

Private Wealth Asset Management, LLC

CIK 0001883006

Total reported value

$935.4M

923 stks

2026-03-31

Concentration11.9

Portfolio Stability12.8

Sector conviction50.2

Petrus Trust Company, LTA

CIK 0001473429

Total reported value

$915.1M

27 stks

2026-03-31

Concentration37.9

Portfolio Stability27.1

Sector conviction74.0

Pacific Alternative Asset Management Company, LLC

CIK 0001357372

Total reported value

$913.2M

112 stks

2017-09-30

Stale — no recent filing

Concentration22.0

Sector conviction59.9

Perseverance Asset Management International

CIK 0001802695

Total reported value

$909.0M

33 stks

2026-03-31

Concentration58.5

Portfolio Stability61.6

Per Stirling Capital Management, LLC.

CIK 0001689933

Total reported value

$905.1M

310 stks

2026-03-31

Concentration5.7

Portfolio Stability24.9

Sector conviction55.7

Permian Investment Partners, LP

CIK 0001472850

Total reported value

$904.9M

13 stks

2026-03-31

Concentration47.5

Portfolio Stability36.7

Sector conviction95.0

Parkside Investments, LLC

CIK 0001706248

Total reported value

$902.2M

91 stks

2026-06-30

Concentration17.3

Portfolio Stability18.1

Sector conviction37.1

Periscope Capital Inc.

CIK 0001695320

Total reported value

$902.0M

429 stks

2026-03-31

Concentration10.6

Portfolio Stability69.7

Prime Capital Management Co Ltd

CIK 0001448793

Total reported value

$891.0M

7 stks

2026-03-31

Concentration82.0

Portfolio Stability24.6

Parthenon LLC

CIK 0001088859

Total reported value

$874.7M

127 stks

2026-03-31

Concentration13.6

Portfolio Stability15.2

Sector conviction51.8

Power Alpha Investment Ltd

CIK 0002014593

Total reported value

$874.2M

5 stks

2026-03-31

Portfolio Stability10.8

Private Capital Advisors, Inc.

CIK 0001350780

Total reported value

$872.0M

73 stks

2026-03-31

Concentration80.5

Portfolio Stability21.1

Sector conviction86.7

Pacific Life Fund Advisors LLC

CIK 0001499091

Total reported value

$870.5M

21 stks

2026-03-31

Concentration35.6

Portfolio Stability19.9

Philip James Wealth Mangement, LLC

CIK 0002002630

Total reported value

$869.7M

157 stks

2026-03-31

Concentration30.8

Portfolio Stability23.7

Sector conviction79.0

Parsifal Capital Management, LP

CIK 0001776090

Total reported value

$849.1M

18 stks

2026-03-31

Concentration27.2

Portfolio Stability79.6

Sector conviction59.5

Price Michael F

CIK 0000918537

Total reported value

$846.5M

145 stks

2022-03-31

Stale — no recent filing

Concentration12.9

Patton Albertson Miller Group, LLC

CIK 0001511037

Total reported value

$842.3M

212 stks

2026-03-31

Concentration6.5

Portfolio Stability13.8

Sector conviction69.9

Perpetual Investment Management Ltd

CIK 0001570625

Total reported value

$838.0M

211 stks

2022-12-31

Stale — no recent filing

Concentration7.0

Sector conviction56.0

Portfolio Strategies, Inc.

CIK 0001753271

Total reported value

$811.1M

75 stks

2026-03-31

Concentration26.0

Portfolio Stability13.5

Sector conviction66.0

Polianta Ltd

CIK 0001695214

Total reported value

$808.8M

86 stks

2026-06-30

Concentration56.9

Portfolio Stability30.1

Sector conviction34.0

Pathway Financial Advisors LLC

CIK 0001738828

Total reported value

$808.3M

136 stks

2026-03-31

Concentration24.0

Portfolio Stability7.3

Sector conviction60.8

Portfolio Solutions, LLC

CIK 0001542606

Total reported value

$792.3M

55 stks

2022-09-30

Stale — no recent filing

Concentration67.9

Parkway Wealth Management Group, LLC

CIK 0002065679

Total reported value

$790.5M

137 stks

2026-03-31

Concentration17.6

Portfolio Stability31.3

Sector conviction94.6

Permanens Capital L.P.

CIK 0001599637

Total reported value

$776.3M

88 stks

2026-03-31

Concentration38.6

Portfolio Stability71.2

Sector conviction55.1

Planning Alternatives LTD /adv

CIK 0000712011

Total reported value

$774.8M

111 stks

2026-03-31

Concentration65.8

Portfolio Stability18.1

Sector conviction84.8

Pilgrim Global Advisors LLC

CIK 0001963918

Total reported value

$772.4M

3 stks

2026-03-31

Portfolio Stability35.5

Premier Path Wealth Partners, LLC

CIK 0001999925

Total reported value

$767.4M

398 stks

2026-03-31

Concentration4.9

Portfolio Stability19.9

Sector conviction62.4

Parr Mcknight Wealth Management Group, LLC

CIK 0002026926

Total reported value

$762.9M

214 stks

2026-03-31

Concentration4.9

Portfolio Stability30.9

Sector conviction42.0

Peterson Wealth Advisors, LLC

CIK 0001713558

Total reported value

$751.9M

108 stks

2026-03-31

Concentration38.0

Portfolio Stability5.7

Sector conviction54.8

Power Corp of Canada

CIK 0000801166

Total reported value

$745.4M

1 stks

2026-03-31

Portfolio Stability1.1

Portside Wealth Group, LLC

CIK 0001978608

Total reported value

$738.2M

916 stks

2026-03-31

Concentration4.8

Portfolio Stability30.9

Sector conviction41.2

Professional Advisory Services INC

CIK 0000894205

Total reported value

$724.4M

80 stks

2026-03-31

Concentration12.3

Portfolio Stability12.9

Sector conviction49.9

Pasadena Private Wealth, LLC

CIK 0001760578

Total reported value

$723.2M

309 stks

2026-03-31

Concentration16.3

Portfolio Stability37.3

Sector conviction78.1

Physician Wealth Advisors, Inc.

CIK 0001795173

Total reported value

$718.5M

2,057 stks

2026-03-31

Concentration14.4

Portfolio Stability22.1

Sector conviction92.9

Personal Cfo Solutions, LLC

CIK 0001677501

Total reported value

$711.9M

520 stks

2026-03-31

Concentration7.2

Portfolio Stability43.0

Sector conviction60.3

Pembroke Management, LTD

CIK 0001063497

Total reported value

$691.4M

97 stks

2026-03-31

Concentration12.4

Portfolio Stability57.4

Sector conviction85.5

Platinum Paramount Investment LTD.

CIK 0002089123

Total reported value

$689.2M

2 stks

2026-03-31

Portfolio Stability22.0

Patriot Wealth Management, Inc.

CIK 0001347104

Total reported value

$683.2M

77 stks

2018-12-31

Stale — no recent filing

Concentration14.7

Portfolio Stability32.2

Sector conviction50.2

Pinnacle Summer Investments, Inc.

CIK 0001071341

Total reported value

$678.2M

1,370 stks

2015-12-31

Stale — no recent filing

Concentration37.5

Portfolio Stability68.8

Perryman Financial Advisory INC /ad

CIK 0000934040

Total reported value

$667.0M

175 stks

2026-03-31

Concentration11.3

Portfolio Stability12.5

Sector conviction66.8

Pacific Capital Wealth Advisors, Inc.

CIK 0001803523

Total reported value

$663.4M

92 stks

2026-06-30

Concentration57.0

Portfolio Stability15.6

Sector conviction94.1

Parker Investment Management, LLC

CIK 0001672070

Total reported value

$659.3M

40 stks

2026-03-31

Concentration38.0

Portfolio Stability36.8

Palo Alto Investors LP

CIK 0001306923

Total reported value

$653.9M

51 stks

2026-03-31

Concentration21.2

Portfolio Stability30.8

Proffitt & Goodson INC

CIK 0001123812

Total reported value

$648.8M

287 stks

2026-03-31

Concentration25.9

Portfolio Stability13.8

Sector conviction51.5

Primavera Capital Management Ltd

CIK 0001686305

Total reported value

$647.9M

3 stks

2026-03-31

Portfolio Stability5.3

Point72 Asia (Singapore) Pte. Ltd.

CIK 0001666791

Total reported value

$645.8M

864 stks

2025-09-30

Stale — no recent filing

Concentration5.8

Sector conviction67.5

Permanent Capital Management, LP

CIK 0002054108

Total reported value

$643.0M

155 stks

2026-03-31

Concentration44.4

Portfolio Stability41.6

Sector conviction53.0

PenderFund Capital Management Ltd.

CIK 0001706164

Total reported value

$638.6M

253 stks

2026-03-31

Concentration15.1

Portfolio Stability54.8

Sector conviction80.2

Phocas Financial Corp.

CIK 0001356783

Total reported value

$636.9M

155 stks

2026-03-31

Concentration3.9

Portfolio Stability44.9

Sector conviction40.9

Pacific Sage Partners, LLC

CIK 0001936845

Total reported value

$635.6M

121 stks

2026-03-31

Concentration24.0

Portfolio Stability10.7

Probity Advisors, Inc.

CIK 0001676603

Total reported value

$631.2M

230 stks

2026-03-31

Concentration12.3

Portfolio Stability12.0

Sector conviction61.2

Pettyjohn, Wood & White, INC

CIK 0001128213

Total reported value

$627.9M

214 stks

2026-03-31

Concentration7.8

Portfolio Stability10.4

Sector conviction40.5

Pettinga Financial Advisors LLC

CIK 0001694592

Total reported value

$623.9M

157 stks

2026-06-30

Concentration13.3

Portfolio Stability27.9

Sector conviction80.1

PBMares Wealth Management LLC

CIK 0001801682

Total reported value

$616.9M

196 stks

2025-09-30

Stale — no recent filing

Concentration16.7

Portfolio Stability23.3

Sector conviction51.2

Princeton Global Asset Management LLC

CIK 0001767349

Total reported value

$612.9M

829 stks

2026-03-31

Concentration7.3

Portfolio Stability20.4

Sector conviction73.7

Providence Capital Advisors, LLC

CIK 0001730814

Total reported value

$612.7M

200 stks

2026-03-31

Concentration5.8

Portfolio Stability26.6

Sector conviction39.0

Prosight Management, LP

CIK 0001617201

Total reported value

$609.8M

46 stks

2026-03-31

Concentration20.7

Portfolio Stability65.6

Pandi, LLC

CIK 0002058702

Total reported value

$609.8M

4 stks

2026-03-31

Portfolio Stability3.7

Pier Capital, LLC

CIK 0001310051

Total reported value

$606.2M

122 stks

2026-03-31

Concentration4.7

Portfolio Stability48.8

Sector conviction72.7

Perkins Coie Trust Co

CIK 0001513038

Total reported value

$603.3M

260 stks

2026-06-30

Concentration13.0

Portfolio Stability21.3

Sector conviction54.9

Partners in Financial Planning

CIK 0002054264

Total reported value

$602.9M

122 stks

2026-03-31

Concentration25.4

Portfolio Stability5.3

Sector conviction39.6

Partners Capital Investment Group (holdings), LLC

CIK 0001171473

Total reported value

$602.3M

76 stks

2017-09-30

Stale — no recent filing

Concentration21.0

Portfolio Stability45.8

Sector conviction80.4

Prevail Innovative Wealth Advisors, LLC

CIK 0001989941

Total reported value

$594.1M

178 stks

2026-03-31

Concentration4.3

Portfolio Stability92.4

Sector conviction63.0

Premier Financial Group

CIK 0001989061

Total reported value

$587.3M

46 stks

2026-03-31

Concentration74.0

Portfolio Stability42.8

Perennial Advisors, LLC

CIK 0001697360

Total reported value

$587.2M

124 stks

2026-03-31

Concentration9.0

Portfolio Stability14.3

Sector conviction51.2

Peninsula Wealth, LLC

CIK 0001600052

Total reported value

$586.7M

105 stks

2024-12-31

Stale — no recent filing

Concentration27.1

PAX Financial Group, LLC

CIK 0001803673

Total reported value

$586.2M

199 stks

2026-03-31

Concentration9.3

Portfolio Stability27.1

Sector conviction78.6

Psagot Value Holdings Ltd.

CIK 0001468428

Total reported value

$580.3M

417 stks

2021-09-30

Stale — no recent filing

Concentration6.4

Sector conviction60.8

Praetorian Wealth Management, Inc.

CIK 0001818940

Total reported value

$579.6M

84 stks

2026-06-30

Concentration22.0

Portfolio Stability11.6

Pinpoint Asset Management Ltd

CIK 0001803237

Total reported value

$576.2M

88 stks

2025-03-31

Stale — no recent filing

Concentration33.5

Patten Group, Inc.

CIK 0001633207

Total reported value

$575.3M

296 stks

2026-03-31

Concentration4.8

Portfolio Stability23.5

Sector conviction69.9

Pershing Square INC.

CIK 0002026053

Total reported value

$569.3M

1 stks

2026-03-31

Portfolio Stability23.1

Presilium Private Wealth, LLC

CIK 0001939831

Total reported value

$567.2M

75 stks

2026-03-31

Concentration30.1

Portfolio Stability5.0

Sector conviction50.6

Peak Asset Management, LLC

CIK 0001632512

Total reported value

$566.9M

148 stks

2026-03-31

Concentration9.5

Portfolio Stability16.9

Sector conviction56.2

Providence Equity Partners L.L.C.

CIK 0001492133

Total reported value

$565.1M

3 stks

2026-03-31

Portfolio Stability24.1

Patient Square Capital LP

CIK 0001819257

Total reported value

$563.6M

29 stks

2026-03-31

Concentration71.3

Portfolio Stability51.2

Poplar Forest Capital LLC

CIK 0001454949

Total reported value

$562.6M

52 stks

2025-03-31

Stale — no recent filing

Concentration14.6

Sector conviction49.2

Portfolio Design Labs, LLC

CIK 0002010278

Total reported value

$562.3M

232 stks

2026-03-31

Concentration8.8

Portfolio Stability20.4

Sector conviction49.9

Paracle Advisors, LLC

CIK 0001648101

Total reported value

$550.8M

82 stks

2021-03-31

Stale — no recent filing

Concentration19.0

Portfolio Stability8.9

PANTHERA INVESTMENT GmbH

CIK 0001603497

Total reported value

$549.3M

136 stks

2015-03-31

Stale — no recent filing

Concentration26.4

Portfolio Stability54.7

Sector conviction92.1

Private Portfolio Partners LLC

CIK 0001766520

Total reported value

$543.9M

299 stks

2024-12-31

Stale — no recent filing

Concentration9.8

Sector conviction55.3

Palidye Holdings (Caymans) Ltd

CIK 0002043694

Total reported value

$539.0M

15 stks

2026-03-31

Portfolio Stability38.3

Paradice Investment Management LLC

CIK 0001620275

Total reported value

$532.4M

23 stks

2026-03-31

Concentration22.9

Portfolio Stability20.5

Sector conviction83.8

Proactive Wealth Strategies LLC

CIK 0002043129

Total reported value

$532.0M

210 stks

2026-03-31

Concentration6.8

Portfolio Stability71.7

Sector conviction88.3

Platform Technology Partners

CIK 0001830817

Total reported value

$518.7M

344 stks

2026-03-31

Concentration6.3

Portfolio Stability17.7

Sector conviction56.4

Princeton Portfolio Strategies Group LLC

CIK 0001568289

Total reported value

$516.9M

139 stks

2021-06-30

Stale — no recent filing

Concentration0.0

Portfolio Stability99.9

Sector conviction61.1

Palo Duro Investment Partners, LP

CIK 0001977128

Total reported value

$514.6M

29 stks

2026-03-31

Concentration45.4

Portfolio Stability52.3

Paloma Partners Management Co

CIK 0001103882

Total reported value

$509.7M

61 stks

2026-03-31

Concentration24.5

Sector conviction74.0

Prestige Wealth Management Group LLC

CIK 0001772715

Total reported value

$509.3M

1,407 stks

2026-03-31

Concentration14.1

Portfolio Stability36.1

Sector conviction47.5

PNC Managed Account Solutions, Inc.

CIK 0001783285

Total reported value

$503.3M

572 stks

2021-06-30

Stale — no recent filing

Concentration0.0

Sector conviction47.3

Peak Retirement Planning, Inc.

CIK 0002056697

Total reported value

$501.5M

152 stks

2026-03-31

Concentration13.5

Portfolio Stability42.5

Sector conviction49.3

Private Capital Management LLC

CIK 0001778185

Total reported value

$500.9M

213 stks

2024-12-31

Stale — no recent filing

Concentration21.3

Sector conviction83.9

Precedent Wealth Partners, LLC

CIK 0002008666

Total reported value

$499.6M

166 stks

2026-03-31

Concentration7.2

Portfolio Stability20.5

Sector conviction42.7

Park Place Capital Corp

CIK 0001965810

Total reported value

$498.7M

850 stks

2026-03-31

Concentration10.7

Portfolio Stability21.1

Sector conviction46.7

Private Wealth Strategies, L.L.C.

CIK 0001803189

Total reported value

$498.4M

73 stks

2024-06-30

Stale — no recent filing

Concentration36.0

Sector conviction65.0

Professional Financial Advisors, LLC

CIK 0001798221

Total reported value

$491.1M

137 stks

2026-03-31

Concentration36.4

Portfolio Stability29.4

Sector conviction56.3

PCM Encore, LLC

CIK 0002109846

Total reported value

$486.1M

445 stks

2026-03-31

Concentration5.0

Portfolio Stability18.2

Sector conviction50.7

Paul John Balson

CIK 0001809125

Total reported value

$485.6M

90 stks

2020-12-31

Stale — no recent filing

Portfolio Stability18.9

Phraction Management LLC

CIK 0001907803

Total reported value

$482.9M

65 stks

2026-03-31

Concentration26.2

Portfolio Stability37.9

Sector conviction53.7

Privium Fund Management B.V.

CIK 0001795097

Total reported value

$480.3M

60 stks

2026-03-31

Concentration25.4

Portfolio Stability25.0

Sector conviction69.8

Paragon Capital Management Ltd

CIK 0001569765

Total reported value

$476.0M

199 stks

2026-03-31

Concentration23.2

Portfolio Stability15.7

Sector conviction79.7

Poehling Capital Management, INC.

CIK 0001730815

Total reported value

$475.0M

155 stks

2026-03-31

Concentration9.1

Portfolio Stability21.0

Sector conviction70.5

Pamplona Capital Management, LLC

CIK 0001554913

Total reported value

$473.1M

5 stks

2026-03-31

Portfolio Stability14.9

Panview Capital Ltd

CIK 0002035224

Total reported value

$467.2M

12 stks

2026-03-31

Concentration44.3

Portfolio Stability82.4

Patton Fund Management, INC.

CIK 0001689232

Total reported value

$462.4M

86 stks

2026-06-30

Concentration11.2

Portfolio Stability67.2

Sector conviction85.1

ParaFi Capital LP

CIK 0001919332

Total reported value

$462.0M

22 stks

2026-03-31

Concentration54.5

Portfolio Stability75.6

Pacific Ridge Capital Partners, LLC

CIK 0001591546

Total reported value

$461.8M

137 stks

2026-03-31

Concentration5.6

Portfolio Stability21.3

Pureheart Capital Pte Ltd.

CIK 0002087977

Total reported value

$459.5M

1 stks

2026-03-31

Prudent Investors Network, INC.

CIK 0001766005

Total reported value

$459.2M

74 stks

2026-03-31

Concentration26.8

Portfolio Stability61.7

Sector conviction90.4

Parkside Advisors LLC

CIK 0001585550

Total reported value

$455.1M

89 stks

2025-06-30

Stale — no recent filing

Concentration24.8