Institutions Starting with &quot;P&quot; (819 funds)

Pear Tree Advisors INC

CIK 0000919086

Total reported value

$238.1M

106 stks

2016-06-30

Stale — no recent filing

Concentration33.2

Portfolio Stability20.7

PVG Asset Management

CIK 0001624741

Total reported value

$237.7M

98 stks

2016-12-31

Stale — no recent filing

Concentration21.3

Portfolio Stability66.3

Sector conviction64.4

Palogic Value Management, L.P.

CIK 0001532943

Total reported value

$236.8M

176 stks

2026-03-31

Concentration6.2

Portfolio Stability34.8

Sector conviction50.0

PFG Private Wealth Management, LLC

CIK 0001799957

Total reported value

$235.8M

75 stks

2026-03-31

Concentration26.0

Portfolio Stability32.2

Sector conviction59.5

Palo Capital, Inc.

CIK 0001615963

Total reported value

$235.6M

137 stks

2018-12-31

Stale — no recent filing

Concentration4.9

Portfolio Stability34.9

Sector conviction43.1

Precision Path Capital, LP

CIK 0001654407

Total reported value

$233.2M

16 stks

2018-12-31

Stale — no recent filing

Concentration33.0

Prairie Wealth Advisors, Inc.

CIK 0002022783

Total reported value

$230.7M

153 stks

2026-03-31

Concentration25.3

Portfolio Stability11.5

Sector conviction81.3

Pavion Blue Capital, LLC

CIK 0001792565

Total reported value

$230.2M

108 stks

2026-03-31

Concentration12.0

Portfolio Stability14.9

Sector conviction45.0

Paul R. Ried Financial Group, LLC

CIK 0002033053

Total reported value

$228.9M

47 stks

2026-06-30

Concentration31.7

Portfolio Stability15.5

Purkiss Capital Advisors LLC

CIK 0002053150

Total reported value

$227.4M

168 stks

2026-03-31

Concentration12.0

Portfolio Stability19.6

Sector conviction51.7

Pfc Capital Group, INC.

CIK 0002010374

Total reported value

$226.8M

90 stks

2026-03-31

Concentration15.2

Portfolio Stability13.0

Sector conviction77.7

PhiloSmith Capital Corp

CIK 0001701057

Total reported value

$226.8M

68 stks

2021-06-30

Stale — no recent filing

Concentration25.0

Portfolio Stability16.1

Patron Partners, LLC

CIK 0001841768

Total reported value

$226.3M

185 stks

2026-03-31

Concentration6.8

Portfolio Stability18.2

Sector conviction52.3

Peak Financial Advisors LLC

CIK 0001843309

Total reported value

$225.9M

70 stks

2026-03-31

Concentration17.9

Portfolio Stability48.4

Sector conviction49.2

Prospect Hill Management, LLC

CIK 0001837320

Total reported value

$224.4M

14 stks

2026-03-31

Portfolio Stability10.5

Pillsbury Lake Capital LLC

CIK 0002111915

Total reported value

$221.2M

32 stks

2026-03-31

Concentration16.8

Portfolio Stability78.2

PFS Partners, LLC

CIK 0002002654

Total reported value

$218.2M

590 stks

2026-03-31

Concentration18.4

Portfolio Stability7.8

Sector conviction50.4

PACK Private Wealth, LLC

CIK 0001907212

Total reported value

$217.7M

57 stks

2026-03-31

Concentration46.9

Portfolio Stability6.8

Pearl Planning LLC

CIK 0002100519

Total reported value

$217.4M

58 stks

2026-06-30

Concentration26.6

Portfolio Stability16.7

Postrock Partners LLC

CIK 0002053668

Total reported value

$216.2M

82 stks

2026-03-31

Concentration28.3

Portfolio Stability11.5

Sector conviction66.8

Pinnacle Family Advisors, LLC

CIK 0001679064

Total reported value

$212.8M

135 stks

2026-03-31

Concentration12.6

Portfolio Stability33.7

Sector conviction89.6

Powers Capital, LLC

CIK 0002056287

Total reported value

$211.5M

2 stks

2026-03-31

Portfolio Stability4.9

Peoples Financial Services CORP.

CIK 0001056943

Total reported value

$211.1M

409 stks

2026-03-31

Concentration6.9

Portfolio Stability13.7

Sector conviction48.3

Piermont Capital Management Inc.

CIK 0001561509

Total reported value

$210.9M

108 stks

2018-12-31

Stale — no recent filing

Concentration4.1

Portfolio Stability53.4

P2 Capital Partners, LLC

CIK 0001406313

Total reported value

$209.9M

10 stks

2026-03-31

Concentration48.8

Portfolio Stability87.8

Painted Porch Advisors LLC

CIK 0002024585

Total reported value

$209.5M

67 stks

2026-03-31

Concentration45.4

Portfolio Stability24.6

Professional Planning

CIK 0001740871

Total reported value

$209.4M

124 stks

2021-09-30

Stale — no recent filing

Concentration17.6

Sector conviction65.0

Plan A Wealth LLC

CIK 0002093645

Total reported value

$208.7M

178 stks

2026-03-31

Concentration26.0

Portfolio Stability15.9

Sector conviction45.4

Plustick Management LLC

CIK 0001643351

Total reported value

$207.1M

28 stks

2026-03-31

Concentration39.3

Portfolio Stability78.4

Sector conviction83.5

Peg Capital Management INC /nh/

CIK 0001080623

Total reported value

$206.9M

34 stks

2015-03-31

Stale — no recent filing

Concentration15.3

Portfolio Stability14.7

Private Vista, LLC

CIK 0001640638

Total reported value

$206.6M

117 stks

2020-06-30

Stale — no recent filing

Concentration19.3

Portfolio Stability46.4

Sector conviction62.5

Pacific Sun Financial Corp

CIK 0000947517

Total reported value

$206.5M

201 stks

2026-03-31

Concentration4.9

Portfolio Stability8.9

Sector conviction56.8

Pacific Edge Advisors, LLC

CIK 0001768887

Total reported value

$205.6M

39 stks

2021-09-30

Stale — no recent filing

Concentration58.1

Sector conviction79.9

Palmer Knight Co

CIK 0001767735

Total reported value

$204.9M

32 stks

2026-03-31

Concentration14.9

Portfolio Stability33.1

Sector conviction53.0

Pinnacle Wealth Management Group, Inc.

CIK 0001868491

Total reported value

$203.7M

120 stks

2026-03-31

Concentration9.2

Portfolio Stability21.9

Sector conviction48.7

Paragon Capital Management LLC

CIK 0001388437

Total reported value

$202.0M

57 stks

2026-03-31

Concentration19.6

Portfolio Stability14.8

Sector conviction54.8

Pointe Capital Management LLC

CIK 0001640335

Total reported value

$201.9M

153 stks

2026-03-31

Concentration10.7

Portfolio Stability12.8

Sector conviction40.9

Prepared Retirement Institute LLC

CIK 0002056037

Total reported value

$201.5M

79 stks

2026-03-31

Concentration20.6

Portfolio Stability8.3

Sector conviction78.3

Point Windward Advisors Inc.

CIK 0001356202

Total reported value

$199.6M

94 stks

2026-03-31

Concentration6.5

Portfolio Stability14.8

Sector conviction39.8

Prospera Capital Management, LLC

CIK 0002082673

Total reported value

$199.3M

45 stks

2026-03-31

Concentration77.2

Portfolio Stability4.9

Park Avenue Institutional Advisers LLC

CIK 0001640801

Total reported value

$199.2M

5 stks

2026-03-31

Pullen Investment Management, LLC

CIK 0002011668

Total reported value

$199.2M

98 stks

2026-03-31

Concentration7.1

Portfolio Stability28.8

Sector conviction42.3

Plotkin Financial Advisors, LLC

CIK 0001826394

Total reported value

$199.1M

100 stks

2026-03-31

Concentration15.3

Portfolio Stability7.9

Sector conviction71.8

Patrick Mauro Investment Advisor, INC.

CIK 0001953787

Total reported value

$198.9M

40 stks

2026-03-31

Concentration16.7

Portfolio Stability20.3

Sector conviction37.4

Pennant Select, LLC

CIK 0002011563

Total reported value

$198.9M

15 stks

2026-03-31

Concentration48.1

Portfolio Stability45.2

Sector conviction69.5

Princeton Capital Management INC

CIK 0000868911

Total reported value

$197.7M

69 stks

2017-09-30

Stale — no recent filing

Concentration11.6

Portfolio Stability86.9

Sector conviction59.3

Planning Directions INC

CIK 0000821103

Total reported value

$197.6M

106 stks

2026-03-31

Concentration17.5

Portfolio Stability45.5

Privium Fund Management (UK) Ltd

CIK 0001845773

Total reported value

$197.4M

20 stks

2026-03-31

Concentration65.9

Sector conviction64.8

Piedmont Capital Management, LLC

CIK 0001656150

Total reported value

$196.6M

50 stks

2026-03-31

Concentration30.9

Portfolio Stability51.2

Sector conviction50.6

Peninsula Asset Management INC

CIK 0001091923

Total reported value

$195.8M

80 stks

2026-03-31

Concentration16.1

Portfolio Stability13.7

Sector conviction41.4

Pensionfund PDN

CIK 0001297731

Total reported value

$194.4M

76 stks

2026-06-30

Concentration13.9

Portfolio Stability12.0

Planning Solutions Group LLC

CIK 0001766969

Total reported value

$194.3M

140 stks

2019-06-30

Stale — no recent filing

Concentration15.1

Portfolio Stability7.9

Sector conviction50.0

Pettee Investors, Inc.

CIK 0001596901

Total reported value

$194.2M

115 stks

2026-03-31

Concentration9.3

Portfolio Stability17.2

Sector conviction46.5

Promethium Advisors,llc

CIK 0002034073

Total reported value

$193.1M

112 stks

2026-03-31

Concentration10.3

Portfolio Stability21.6

Sector conviction52.6

Prime Buchholz LLC

CIK 0002051999

Total reported value

$191.3M

22 stks

2026-03-31

Concentration35.2

Portfolio Stability26.3

Pennsylvania State University

CIK 0002134719

Total reported value

$191.3M

2 stks

2026-03-31

Portfolio Stability1.0

Pacific Point Advisors, LLC

CIK 0002056976

Total reported value

$189.5M

133 stks

2026-03-31

Concentration17.8

Portfolio Stability27.1

Sector conviction55.9

Pragma Gestao De Patrimonio LTD

CIK 0001555512

Total reported value

$189.3M

18 stks

2026-03-31

Concentration82.2

Portfolio Stability40.5

Sector conviction58.4

Ptm Wealth Management, LLC

CIK 0002061027

Total reported value

$188.7M

56 stks

2026-03-31

Concentration35.3

Portfolio Stability45.2

Sector conviction79.5

PSP Research LLC

CIK 0002106939

Total reported value

$187.9M

75 stks

2026-06-30

Portfolio Stability43.2

Provence Wealth Management Group

CIK 0001925991

Total reported value

$186.1M

552 stks

2023-12-31

Stale — no recent filing

Concentration7.8

Sector conviction58.4

Pacific Wealth Management

CIK 0001852338

Total reported value

$185.9M

20 stks

2026-03-31

Portfolio Stability24.4

Pacific Financial Group INC

CIK 0001279926

Total reported value

$185.6M

87 stks

2026-03-31

Concentration14.3

Portfolio Stability19.7

Pinney & Scofield, INC.

CIK 0002056763

Total reported value

$185.4M

243 stks

2026-03-31

Concentration26.6

Portfolio Stability8.5

Sector conviction79.9

Pps&v Asset Management Consultants, INC.

CIK 0001936380

Total reported value

$185.3M

39 stks

2026-06-30

Concentration56.9

Portfolio Stability14.5

Panoramic Investment Advisors, LLC

CIK 0001967332

Total reported value

$184.9M

130 stks

2026-03-31

Concentration12.7

Portfolio Stability11.1

Sector conviction58.3

P Schoenfeld Asset Management LP

CIK 0001040198

Total reported value

$184.1M

35 stks

2026-03-31

Concentration35.2

Portfolio Stability88.5

Sector conviction68.2

Passumpsic Savings Bank

CIK 0002023170

Total reported value

$182.7M

91 stks

2025-12-31

Stale — no recent filing

Concentration9.6

Sector conviction66.2

Prairie Sky Financial Group LLC

CIK 0001985274

Total reported value

$181.8M

71 stks

2025-06-30

Stale — no recent filing

Concentration24.0

Sector conviction85.3

Prospect Capital Advisors, LLC

CIK 0001632368

Total reported value

$179.9M

55 stks

2026-03-31

Concentration19.3

Portfolio Stability22.4

Pacific Asset Management, LLC

CIK 0002054012

Total reported value

$179.1M

70 stks

2026-03-31

Concentration26.3

Portfolio Stability11.8

Sector conviction86.9

Presima Securities ULC

CIK 0001399360

Total reported value

$178.3M

48 stks

2026-03-31

Concentration16.7

Portfolio Stability9.3

Pco Investment Management LP

CIK 0001591641

Total reported value

$177.3M

34 stks

2015-06-30

Stale — no recent filing

Concentration14.1

Portfolio Stability81.7

Paragon Financial Partners, INC.

CIK 0001910845

Total reported value

$176.6M

77 stks

2026-03-31

Concentration23.6

Portfolio Stability11.6

Private Wealth Advisors, Inc.

CIK 0001462525

Total reported value

$175.5M

127 stks

2020-12-31

Stale — no recent filing

Concentration13.3

Portfolio Stability17.6

Sector conviction64.5

Providence Financial Advisors, LLC

CIK 0002072264

Total reported value

$175.5M

59 stks

2026-03-31

Concentration56.9

Portfolio Stability62.3

Sector conviction47.4

Pvg Asset Management CORP

CIK 0000820434

Total reported value

$173.2M

132 stks

2026-06-30

Peterson Wealth Management

CIK 0001785144

Total reported value

$172.5M

166 stks

2026-03-31

Concentration24.7

Portfolio Stability36.5

Sector conviction61.0

Prentiss Smith & Co INC

CIK 0001134687

Total reported value

$172.2M

65 stks

2026-03-31

Concentration13.0

Portfolio Stability21.8

Sector conviction50.0

Plaisance Capital LLC

CIK 0001761269

Total reported value

$172.0M

25 stks

2022-06-30

Stale — no recent filing

Concentration41.9

Paladin Wealth, LLC

CIK 0002040377

Total reported value

$171.9M

134 stks

2026-06-30

Concentration8.0

Portfolio Stability31.7

Sector conviction48.8

Pillar Financial Advisors, LLC

CIK 0002054958

Total reported value

$171.1M

106 stks

2026-03-31

Concentration29.3

Portfolio Stability6.0

Sector conviction65.7

Processus Wealth & Capital Management, LLC

CIK 0002014209

Total reported value

$170.6M

37 stks

2026-06-30

Concentration19.6

Portfolio Stability22.2

Sector conviction71.7

Park Capital Management, LLC / WI

CIK 0001998000

Total reported value

$169.9M

161 stks

2026-06-30

Concentration12.9

PacWest Financial Management Inc

CIK 0001304762

Total reported value

$168.9M

82 stks

2016-12-31

Stale — no recent filing

Concentration7.6

Sector conviction55.8

Pingora Partners LLC

CIK 0002011176

Total reported value

$168.7M

186 stks

2026-03-31

Concentration38.0

Portfolio Stability27.4

Sector conviction68.7

Presper Financial Architects, LLC

CIK 0002066674

Total reported value

$168.3M

50 stks

2026-03-31

Concentration38.4

Portfolio Stability79.6

Sector conviction81.5

Pursue Wealth Partners LLC

CIK 0001911091

Total reported value

$167.4M

101 stks

2026-03-31

Concentration10.7

Portfolio Stability44.3

Sector conviction74.3

Portland Hill Capital LLP

CIK 0001647692

Total reported value

$166.8M

21 stks

2016-12-31

Stale — no recent filing

Concentration26.9

Sector conviction88.6

Pring Turner Capital Group INC

CIK 0001568839

Total reported value

$166.1M

72 stks

2026-03-31

Concentration10.8

Portfolio Stability4.4

Sector conviction37.8

Pandora Wealth, Inc.

CIK 0002045414

Total reported value

$164.6M

224 stks

2025-12-31

Stale — no recent filing

Concentration18.6

Portfolio Stability8.9

Sector conviction77.3

Paradigm, Strategies in Wealth Management, LLC

CIK 0001859579

Total reported value

$164.1M

61 stks

2026-06-30

Concentration28.8

Portfolio Stability16.1

Prospect Financial Services LLC

CIK 0002012519

Total reported value

$163.8M

104 stks

2026-03-31

Concentration11.4

Portfolio Stability15.9

Sector conviction71.4

Papamarkou Wellner Asset Management inc.

CIK 0002063952

Total reported value

$163.7M

86 stks

2026-03-31

Concentration15.3

Portfolio Stability17.1

Sector conviction56.1

Peoples Bank /oh

CIK 0000934866

Total reported value

$162.9M

143 stks

2026-03-31

Concentration14.3

Portfolio Stability14.7

Sector conviction50.9

Potrero Capital Research LLC

CIK 0001536630

Total reported value

$162.9M

34 stks

2026-03-31

Concentration20.4

Pope Asset Management, LLC

CIK 0001166134

Total reported value

$162.4M

38 stks

2018-09-30

Stale — no recent filing

Concentration46.8

Portfolio Stability26.9

Panoramic Capital Partners, LLC

CIK 0002052992

Total reported value

$162.3M

63 stks

2026-03-31

Concentration44.4

Portfolio Stability8.1

Sector conviction80.0

Petra Financial Advisors INC

CIK 0001971427

Total reported value

$161.6M

117 stks

2026-03-31

Concentration10.3

Portfolio Stability42.5

Sector conviction48.5

Perry Creek Capital LP

CIK 0001769704

Total reported value

$160.5M

12 stks

2026-03-31

Concentration56.9

Portfolio Stability46.0

Sector conviction54.8

Palouse Capital Management, Inc.

CIK 0001056516

Total reported value

$160.4M

124 stks

2026-06-30

Concentration7.8

Portfolio Stability37.6

Sector conviction48.2

Pacific Wealth Strategies Group, Inc.

CIK 0001766571

Total reported value

$160.2M

62 stks

2026-03-31

Concentration23.1

Portfolio Stability25.9

Sector conviction67.3

Principia Wealth Advisory, LLC

CIK 0002041436

Total reported value

$159.9M

1,015 stks

2025-12-31

Stale — no recent filing

Concentration15.2

Portfolio Stability40.2

Sector conviction71.8

Palacios Wealth Management, LLC

CIK 0002053829

Total reported value

$159.8M

75 stks

2026-03-31

Concentration42.1

Portfolio Stability25.2

Propel Bio Management, LLC

CIK 0001969764

Total reported value

$158.7M

38 stks

2026-03-31

Concentration25.1

Portfolio Stability71.4

Pantera Capital Partners LP

CIK 0002067181

Total reported value

$157.9M

14 stks

2026-03-31

Concentration74.5

Portfolio Stability61.3

Providence Wealth Advisors, LLC

CIK 0001744955

Total reported value

$157.3M

81 stks

2026-03-31

Concentration12.1

Portfolio Stability12.9

Sector conviction41.5

Piershale Financial Group, INC.

CIK 0001554815

Total reported value

$156.9M

269 stks

2023-06-30

Stale — no recent filing

Promus Capital, LLC

CIK 0002054921

Total reported value

$156.7M

301 stks

2025-09-30

Stale — no recent filing

Concentration23.9

Portfolio Stability44.6

Sector conviction67.6

Patrick M Sweeney & Associates, INC

CIK 0002010453

Total reported value

$156.0M

164 stks

2026-03-31

Concentration7.5

Portfolio Stability13.7

Sector conviction49.0

Pioneer Family Office, LLC

CIK 0002135110

Total reported value

$155.7M

122 stks

2026-03-31

Concentration71.3

Portfolio Stability42.9

Sector conviction49.5

Pathfinder Wealth Consulting, Inc.

CIK 0002108842

Total reported value

$154.3M

163 stks

2026-03-31

Concentration7.2

Portfolio Stability14.7

Sector conviction61.7

Perspective Wealth Advisors LLC

CIK 0002080427

Total reported value

$154.2M

55 stks

2026-03-31

Concentration19.8

Portfolio Stability23.6

Paradoxiom Capital L.P.

CIK 0002028104

Total reported value

$154.1M

31 stks

2025-03-31

Stale — no recent filing

Concentration15.2

Pacific Park Financial, Inc.

CIK 0002107255

Total reported value

$153.2M

73 stks

2026-03-31

Concentration26.5

Portfolio Stability18.5

Sector conviction96.5

PUREfi Wealth, LLC

CIK 0002001520

Total reported value

$152.6M

188 stks

2026-03-31

Concentration6.3

Portfolio Stability33.5

Sector conviction62.1

Prota Financial, LLC

CIK 0002126257

Total reported value

$151.9M

70 stks

2026-06-30

Concentration15.7

Portfolio Stability25.7

Sector conviction77.1

Point Nemo Capital, LLC

CIK 0001988307

Total reported value

$151.8M

80 stks

2026-03-31

Concentration9.0

Sector conviction47.3

Planning Capital Management Corp

CIK 0002012016

Total reported value

$150.9M

780 stks

2024-09-30

Stale — no recent filing

Concentration8.2

Sector conviction38.9

Pratt Collard Advisory Partners LLC

CIK 0001728318

Total reported value

$150.0M

97 stks

2021-06-30

Stale — no recent filing

Portfolio Stability96.5

Sector conviction52.3

Phil A. Younker & Associates, Ltd.

CIK 0002063635

Total reported value

$150.0M

36 stks

2026-03-31

Concentration50.0

Portfolio Stability28.6

Piedmont Capital Management, LLC/NC

CIK 0002108281

Total reported value

$149.9M

119 stks

2026-03-31

Concentration19.1

Portfolio Stability10.7

Sector conviction65.5

Pine Haven Investment Counsel, Inc

CIK 0001899753

Total reported value

$148.8M

116 stks

2026-06-30

Concentration9.9

Portfolio Stability13.6

Sector conviction52.1

Pinnacle Wealth Management, LLC

CIK 0001911464

Total reported value

$148.5M

25 stks

2026-03-31

Concentration31.8

Portfolio Stability76.3

Piscataqua Savings Bank

CIK 0001855835

Total reported value

$148.1M

505 stks

2026-06-30

Concentration9.1

Portfolio Stability17.0

Sector conviction50.9

Partnership Wealth Management, LLC

CIK 0002010656

Total reported value

$147.9M

67 stks

2026-06-30

Concentration32.6

Portfolio Stability17.1

Sector conviction90.4

Pinnacle West Asset Management, Inc.

CIK 0001975730

Total reported value

$147.1M

114 stks

2026-03-31

Concentration8.2

Portfolio Stability15.8

Sector conviction41.0

Philadelphia Investment Partners, LLC

CIK 0002131511

Total reported value

$147.0M

2,303 stks

2026-03-31

Concentration13.4

Sector conviction59.4

Paragon Associates II, Ltd

CIK 0001566137

Total reported value

$144.6M

19 stks

2013-12-31

Stale — no recent filing

Concentration29.8

Post Resch Tallon Group Inc.

CIK 0002054476

Total reported value

$144.6M

138 stks

2026-06-30

Concentration12.7

Portfolio Stability21.3

Sector conviction59.4

Pincus Capital Management, LP

CIK 0002109652

Total reported value

$143.6M

50 stks

2026-03-31

Concentration36.6

Portfolio Stability11.5

Sector conviction68.3

Petiole USA ltd

CIK 0001600202

Total reported value

$143.0M

32 stks

2026-03-31

Concentration15.5

Portfolio Stability23.4

Primoris Wealth Advisors, LLC

CIK 0001909619

Total reported value

$142.7M

96 stks

2026-03-31

Concentration10.3

Portfolio Stability39.6

Private Advisors, LLC

CIK 0001766226

Total reported value

$142.4M

187 stks

2020-09-30

Stale — no recent filing

Concentration4.2

Portfolio Stability50.2

Sector conviction59.5

Panoramic Capital, LLC

CIK 0001950490

Total reported value

$142.4M

38 stks

2026-03-31

Concentration18.8

Portfolio Stability79.4

Sector conviction96.3

PartnerRe Asset Management CORP

CIK 0001301542

Total reported value

$141.5M

2 stks

2026-06-30

Portfolio Stability5.0

Pin Oak Investment Advisors INC

CIK 0001094584

Total reported value

$141.4M

504 stks

2026-03-31

Concentration7.8

Portfolio Stability13.4

Sector conviction56.2

Penseco Financial Services CORP

CIK 0001054508

Total reported value

$140.5M

483 stks

2013-09-30

Stale — no recent filing

Concentration8.1

Portfolio Stability9.2

Sector conviction46.1

Petros Family Wealth, LLC

CIK 0002004963

Total reported value

$140.3M

398 stks

2026-03-31

Concentration8.1

Portfolio Stability30.8

Sector conviction63.3

Parvin Asset Management, LLC

CIK 0002056764

Total reported value

$138.7M

310 stks

2026-03-31

Concentration5.0

Portfolio Stability21.3

Sector conviction55.4

Paladin Partners, LLC

CIK 0002141570

Total reported value

$138.7M

212 stks

2026-03-31

Concentration25.3

Portfolio Stability11.7

PMG Wealth Management, Inc.

CIK 0002052904

Total reported value

$138.7M

59 stks

2026-03-31

Concentration16.6

Portfolio Stability30.5

Parkworth Wealth Management, Inc.

CIK 0002026602

Total reported value

$138.5M

1,352 stks

2025-06-30

Stale — no recent filing

Concentration19.7

Planwiser Financial, LLC

CIK 0002043741

Total reported value

$138.1M

47 stks

2026-03-31

Concentration18.9

Pine Brook Road Advisors, L.P.

CIK 0001630691

Total reported value

$137.8M

1 stks

2026-03-31

Portfolio Stability2.4

Polaris Investment Advisors, LLC

CIK 0002103332

Total reported value

$137.2M

70 stks

2026-03-31

Concentration17.6

Portfolio Stability14.4

Praetorian Capital Management LLC

CIK 0001337851

Total reported value

$136.9M

21 stks

2023-03-31

Stale — no recent filing

Concentration66.7

Pollock Investment Advisors, LLC

CIK 0002049804

Total reported value

$136.0M

40 stks

2025-12-31

Stale — no recent filing

Concentration87.0

Portfolio Stability10.7

Sector conviction51.5

Point72 Italy, S.r.l.

CIK 0002006887

Total reported value

$134.7M

19 stks

2025-09-30

Stale — no recent filing

Concentration40.4