Institutions Starting with "R" (550 funds)
550 institutions currently have names starting with "R", ranked below by AUM.
RB
Royal Bank Of Canada
CIK 0001000275
Total reported value
$671.5B
28,169 stks
2026-06-30
Concentration4.6
Portfolio Stability25.4
Sector conviction46.0
View detail
RJ
Raymond James Financial Inc
CIK 0000720005
Total reported value
$368.9B
13,837 stks
2026-06-30
Concentration3.2
Portfolio Stability20.0
Sector conviction46.7
View detail
RJ
Raymond James & Associates
CIK 0001084208
Total reported value
$164.1B
3,988 stks
2024-09-30
Stale — no recent filing
Concentration4.9
Portfolio Stability0.0
Sector conviction42.3
View detail
RA
Rhumbline Advisers
CIK 0001115418
Total reported value
$132.6B
4,189 stks
2026-06-30
Concentration5.4
Portfolio Stability20.8
Sector conviction55.5
View detail
RI
Russell Investments Group, Ltd.
CIK 0001692234
Total reported value
$114.0B
23,960 stks
2026-06-30
Concentration3.9
Portfolio Stability28.9
Sector conviction51.0
View detail
RI
Robeco Institutional Asset Management B.V.
CIK 0001418773
Total reported value
$81.4B
837 stks
2026-06-30
Concentration5.9
Portfolio Stability31.6
Sector conviction61.9
View detail
RJ
Raymond James Financial Services Advisors, Inc.
CIK 0001462284
Total reported value
$75.1B
3,437 stks
2024-09-30
Stale — no recent filing
Concentration2.3
Portfolio Stability0.0
Sector conviction45.3
View detail
Renaissance Technologies LLC
CIK 0001037389
Total reported value
$72.6B
3,140 stks
2026-06-30
Concentration1.3
Portfolio Stability66.4
Sector conviction43.0
View detail
RC
Rockefeller Capital Management L.P.
CIK 0001739439
Total reported value
$65.2B
11,392 stks
2026-06-30
Concentration3.1
Portfolio Stability21.5
Sector conviction52.2
View detail
RF
Russell Frank Co/
CIK 0000721204
Total reported value
$56.9B
11,009 stks
2016-03-31
Stale — no recent filing
Concentration1.1
Portfolio Stability23.7
Sector conviction44.5
View detail
RL
Royal London Asset Management LTD
CIK 0000863748
Total reported value
$54.3B
678 stks
2026-06-30
Concentration7.2
Portfolio Stability22.1
Sector conviction56.1
View detail
RA
Rafferty Asset Management, LLC
CIK 0001389426
Total reported value
$43.9B
1,133 stks
2026-06-30
Concentration10.0
Portfolio Stability63.5
Sector conviction100.0
View detail
RI
Rakuten Investment Management, Inc.
CIK 0002062680
Total reported value
$34.6B
467 stks
2026-06-30
Concentration100.0
Portfolio Stability47.4
Sector conviction60.7
View detail
RS
Retirement Systems of Alabama
CIK 0001593051
Total reported value
$33.2B
950 stks
2026-06-30
Concentration4.5
Portfolio Stability19.9
Sector conviction50.5
View detail
RG
Rathbones Group PLC
CIK 0001351991
Total reported value
$27.1B
665 stks
2026-06-30
Concentration8.9
Portfolio Stability25.9
Sector conviction47.6
View detail
RC
Rokos Capital Management LLP
CIK 0001666335
Total reported value
$26.8B
254 stks
2026-06-30
Concentration100.0
Portfolio Stability100.0
Sector conviction73.0
View detail
RA
Resona Asset Management Co.,Ltd.
CIK 0001944142
Total reported value
$21.3B
786 stks
2026-06-30
Concentration6.5
Portfolio Stability17.8
Sector conviction56.2
View detail
RF
Regions Financial CORP
CIK 0001281761
Total reported value
$16.8B
1,041 stks
2026-06-30
Concentration6.5
Portfolio Stability16.5
Sector conviction41.2
View detail
R&
Royce & Associates LP
CIK 0000906304
Total reported value
$12.4B
747 stks
2026-06-30
Concentration1.3
Portfolio Stability34.3
Sector conviction61.9
View detail
RI
Rtw Investments, LP
CIK 0001493215
Total reported value
$11.7B
84 stks
2026-06-30
Concentration13.5
Portfolio Stability39.1
Sector conviction100.0
View detail
RC
Ra Capital Management, L.p.
CIK 0001346824
Total reported value
$11.5B
85 stks
2026-06-30
Concentration31.4
Portfolio Stability87.6
Sector conviction0.0
View detail
RC
Rubric Capital Management LP
CIK 0001687509
Total reported value
$10.9B
87 stks
2026-06-30
Concentration15.0
Portfolio Stability56.5
Sector conviction54.1
View detail
RC
RK Capital Management, LLC/FL
CIK 0001905218
Total reported value
$10.8B
35 stks
2026-06-30
Concentration100.0
Portfolio Stability100.0
Sector conviction100.0
View detail
RW
Rwa Wealth Partners, LLC
CIK 0001544576
Total reported value
$10.4B
958 stks
2026-06-30
Concentration16.7
Portfolio Stability19.3
Sector conviction52.0
View detail
RI
Rs Investment Management Co LLC
CIK 0001085256
Total reported value
$9.7B
382 stks
2016-06-30
Stale — no recent filing
Concentration2.5
Portfolio Stability36.9
Sector conviction55.2
View detail
RR
River Road Asset Management, LLC
CIK 0001341401
Total reported value
$9.0B
175 stks
2026-06-30
Concentration5.0
Portfolio Stability0.0
Sector conviction34.3
View detail
RB
Raiffeisen Bank International AG
CIK 0002044885
Total reported value
$8.5B
861 stks
2026-06-30
Concentration7.0
Portfolio Stability29.6
Sector conviction70.3
View detail
RP
Railway Pension Investments Ltd
CIK 0001658020
Total reported value
$8.0B
102 stks
2026-06-30
Concentration9.7
Portfolio Stability44.8
Sector conviction76.5
View detail
RI
RiverFront Investment Group, LLC
CIK 0001469751
Total reported value
$7.6B
427 stks
2026-06-30
Concentration8.0
Portfolio Stability28.7
Sector conviction67.5
View detail
R&
Rothschild & Co Wealth Management UK Ltd
CIK 0001784260
Total reported value
$6.9B
25 stks
2026-06-30
Concentration37.1
Portfolio Stability10.6
Sector conviction92.9
View detail
RW
Ritholtz Wealth Management
CIK 0001698218
Total reported value
$6.7B
1,313 stks
2026-06-30
Concentration8.5
Portfolio Stability25.3
Sector conviction51.8
View detail
RW
Reaves W H & Co Inc
CIK 0000740913
Total reported value
$6.6B
112 stks
2026-06-30
Concentration12.9
Portfolio Stability0.0
Sector conviction100.0
View detail
R&
Rothschild & Co Asset Management US Inc.
CIK 0000071259
Total reported value
$6.6B
255 stks
2022-12-31
Stale — no recent filing
Concentration4.8
Portfolio Stability0.0
Sector conviction48.0
View detail
Ruane, Cunniff & Goldfarb L.P.
CIK 0001720792
Total reported value
$6.4B
54 stks
2026-06-30
Concentration23.4
Portfolio Stability26.2
Sector conviction65.6
View detail
RA
RFG Advisory, LLC
CIK 0001633387
Total reported value
$6.4B
1,126 stks
2026-06-30
Concentration10.8
Portfolio Stability28.3
Sector conviction54.5
View detail
RF
Rockefeller Financial Services Inc
CIK 0000869878
Total reported value
$6.3B
734 stks
2017-12-31
Stale — no recent filing
Concentration5.9
Portfolio Stability38.5
Sector conviction47.0
View detail
RS
Robeco Schweiz AG
CIK 0001418427
Total reported value
$6.2B
126 stks
2026-06-30
Concentration7.8
Portfolio Stability38.2
Sector conviction100.0
View detail
RC
Resolution Capital Ltd
CIK 0001612389
Total reported value
$5.4B
39 stks
2026-06-30
Concentration26.9
Portfolio Stability24.3
Sector conviction100.0
View detail
RJ
Raymond James Trust N.a.
CIK 0001088950
Total reported value
$4.6B
1,945 stks
2024-09-30
Stale — no recent filing
Concentration3.4
Portfolio Stability0.0
Sector conviction43.2
View detail
RP
Reinhart Partners, LLC.
CIK 0001080298
Total reported value
$4.4B
72 stks
2026-06-30
Concentration12.0
Portfolio Stability31.9
Sector conviction53.3
View detail
RO
Regents Of THE University Of California
CIK 0000315054
Total reported value
$4.4B
11 stks
2026-06-30
Concentration99.4
Portfolio Stability55.0
Sector conviction100.0
View detail
RS
Robertson Stephens Wealth Management, LLC
CIK 0001767307
Total reported value
$4.1B
645 stks
2026-06-30
Concentration10.3
Portfolio Stability20.9
Sector conviction74.6
View detail
RP
Retirement Planning Group, LLC
CIK 0001508195
Total reported value
$3.9B
543 stks
2026-06-30
Concentration15.4
Portfolio Stability24.2
Sector conviction55.0
View detail
RP
Riverbridge Partners LLC
CIK 0001112325
Total reported value
$3.6B
198 stks
2026-06-30
Concentration7.8
Portfolio Stability0.0
Sector conviction58.0
View detail
RA
RPOA Advisors, Inc.
CIK 0001963326
Total reported value
$3.5B
7 stks
2026-06-30
Concentration100.0
Portfolio Stability42.3
Sector conviction100.0
View detail
RB
Richard Bernstein Advisors LLC
CIK 0001528214
Total reported value
$3.4B
227 stks
2026-03-31
Concentration29.4
Portfolio Stability100.0
Sector conviction69.7
View detail
RC
Regentatlantic Capital LLC
CIK 0001217758
Total reported value
$3.3B
666 stks
2022-09-30
Stale — no recent filing
Concentration12.5
Portfolio Stability0.0
Sector conviction51.6
View detail
RB
Ronald Blue & Co LLC
CIK 0001242972
Total reported value
$3.1B
381 stks
2017-06-30
Stale — no recent filing
Concentration47.3
Portfolio Stability9.8
Sector conviction49.2
View detail
RA
Readystate Asset Management LP
CIK 0001900923
Total reported value
$2.9B
905 stks
2026-06-30
Concentration3.9
Portfolio Stability85.7
Sector conviction35.9
View detail
RL
Ruffer LLP
CIK 0001426859
Total reported value
$2.8B
187 stks
2026-06-30
Concentration8.5
Portfolio Stability0.0
Sector conviction51.3
View detail
RC
Riverhead Capital Management LLC
CIK 0001568679
Total reported value
$2.7B
1,497 stks
2019-09-30
Stale — no recent filing
Concentration1.6
Portfolio Stability28.2
Sector conviction49.7
View detail
RI
Rothschild Investment LLC
CIK 0000085338
Total reported value
$2.7B
3,636 stks
2026-06-30
Concentration3.1
Portfolio Stability0.0
Sector conviction45.1
View detail
RA
RWC Asset Management LLP
CIK 0001520478
Total reported value
$2.6B
160 stks
2026-06-30
Concentration11.6
Portfolio Stability35.0
Sector conviction40.9
View detail
RF
Root Financial Partners, LLC
CIK 0001977181
Total reported value
$2.6B
410 stks
2026-06-30
Concentration24.2
Portfolio Stability26.6
Sector conviction97.1
View detail
RT
Rockland Trust Co
CIK 0000084616
Total reported value
$2.5B
504 stks
2026-06-30
Concentration8.1
Portfolio Stability17.3
Sector conviction40.2
View detail
RO
Route One Investment Company, L.P.
CIK 0001512171
Total reported value
$2.5B
20 stks
2026-06-30
Concentration27.8
Portfolio Stability24.6
Sector conviction45.6
View detail
RG
Renaissance Group LLC
CIK 0000944234
Total reported value
$2.5B
234 stks
2026-06-30
Concentration4.5
Portfolio Stability35.1
Sector conviction58.3
View detail
RC
Rnc Capital Management LLC
CIK 0000051762
Total reported value
$2.4B
181 stks
2026-06-30
Concentration8.8
Portfolio Stability0.0
Sector conviction39.6
View detail
RC
RBF Capital, LLC
CIK 0001134621
Total reported value
$2.4B
511 stks
2026-06-30
Concentration5.5
Portfolio Stability23.7
Sector conviction58.6
View detail
RC
Rehmann Capital Advisory Group
CIK 0001633037
Total reported value
$2.2B
702 stks
2026-06-30
Concentration8.7
Portfolio Stability19.3
Sector conviction53.7
View detail
RC
Rivernorth Capital Management, LLC
CIK 0001447578
Total reported value
$2.1B
585 stks
2026-06-30
Concentration5.5
Portfolio Stability55.8
Sector conviction100.0
View detail
RC
Resonant Capital Advisors, LLC
CIK 0001803236
Total reported value
$2.1B
538 stks
2026-06-30
Concentration8.4
Portfolio Stability16.2
Sector conviction54.9
View detail
RH
Rice Hall James & Associates, LLC
CIK 0001230765
Total reported value
$2.1B
240 stks
2026-06-30
Concentration4.8
Portfolio Stability29.0
Sector conviction78.9
View detail
RM
Ribbit Management Company, LLC
CIK 0001836733
Total reported value
$2.1B
19 stks
2026-06-30
Concentration62.3
Portfolio Stability46.0
Sector conviction100.0
View detail
RS
Rock Springs Capital Management LP
CIK 0001595725
Total reported value
$2.0B
104 stks
2026-06-30
Concentration12.2
Portfolio Stability43.1
Sector conviction100.0
View detail
RM
Reynders McVeigh Capital Management, LLC
CIK 0001455969
Total reported value
$2.0B
195 stks
2026-03-31
Concentration11.0
Portfolio Stability19.4
Sector conviction93.4
View detail
RI
Regal Investment Advisors LLC
CIK 0001559789
Total reported value
$1.9B
647 stks
2026-06-30
Concentration3.9
Portfolio Stability20.8
Sector conviction45.0
View detail
RM
Roffman Miller Associates Inc /pa/
CIK 0000869367
Total reported value
$1.9B
88 stks
2026-06-30
Concentration11.7
Portfolio Stability0.0
Sector conviction53.6
View detail
RL
Rebalance, LLC
CIK 0001811052
Total reported value
$1.9B
103 stks
2026-06-30
Concentration40.0
Portfolio Stability0.0
Sector conviction100.0
View detail
RA
Robinhood Asset Management, LLC
CIK 0002067588
Total reported value
$1.9B
83 stks
2026-06-30
Concentration36.6
Portfolio Stability55.3
Sector conviction70.4
View detail
RC
Roundview Capital LLC
CIK 0001476804
Total reported value
$1.8B
349 stks
2026-06-30
Concentration6.0
Portfolio Stability21.2
Sector conviction58.0
View detail
RP
Regal Partners Ltd
CIK 0001577774
Total reported value
$1.8B
174 stks
2026-06-30
Concentration22.4
Portfolio Stability47.1
Sector conviction75.3
View detail
RC
Rheos Capital Works Inc.
CIK 0001735445
Total reported value
$1.8B
82 stks
2026-06-30
Concentration6.9
Portfolio Stability0.0
Sector conviction57.9
View detail
RI
Recurrent Investment Advisors LLC
CIK 0001803146
Total reported value
$1.6B
71 stks
2026-06-30
Concentration17.8
Portfolio Stability20.8
Sector conviction100.0
View detail
RW
RMR Wealth Builders
CIK 0001803848
Total reported value
$1.6B
316 stks
2026-06-30
Concentration16.0
Portfolio Stability27.8
Sector conviction83.6
View detail
RW
Rockwood Wealth Management, LLC
CIK 0001983670
Total reported value
$1.6B
132 stks
2026-06-30
Concentration68.0
Portfolio Stability0.0
Sector conviction100.0
View detail
RI
Ranger Investment Management, L.P.
CIK 0001319691
Total reported value
$1.6B
83 stks
2026-06-30
Concentration7.6
Portfolio Stability42.9
Sector conviction58.4
View detail
RW
RVW Wealth, LLC
CIK 0001756543
Total reported value
$1.5B
183 stks
2026-06-30
Concentration20.1
Portfolio Stability18.7
Sector conviction100.0
View detail
RI
Rush Island Management, LP
CIK 0001736465
Total reported value
$1.5B
22 stks
2026-06-30
Concentration23.4
Portfolio Stability65.7
Sector conviction100.0
View detail
RG
Redmile Group, LLC
CIK 0001425738
Total reported value
$1.5B
39 stks
2026-06-30
Concentration31.5
Portfolio Stability42.6
Sector conviction100.0
View detail
RI
Rovida Investment Management Ltd
CIK 0002053064
Total reported value
$1.5B
20 stks
2026-06-30
Concentration76.9
Portfolio Stability0.0
Sector conviction83.2
View detail
RI
Retirement Investment Advisors, Inc.
CIK 0001957886
Total reported value
$1.4B
66 stks
2026-06-30
Concentration55.0
Portfolio Stability0.0
Sector conviction70.0
View detail
RI
Roosevelt Investment Group LLC
CIK 0001020617
Total reported value
$1.4B
288 stks
2022-09-30
Stale — no recent filing
Concentration7.8
Portfolio Stability0.0
Sector conviction49.9
View detail
RG
Rakuten Group, Inc.
CIK 0001294591
Total reported value
$1.4B
5 stks
2026-06-30
Concentration100.0
Portfolio Stability60.3
Sector conviction100.0
View detail
RC
Richard C. Young & CO., LTD.
CIK 0001387304
Total reported value
$1.4B
101 stks
2026-06-30
Concentration9.4
Portfolio Stability0.0
Sector conviction53.8
View detail
RI
RWWM, Inc.
CIK 0001507683
Total reported value
$1.4B
40 stks
2026-06-30
Concentration37.1
Portfolio Stability19.5
Sector conviction100.0
View detail
RF
Reilly Financial Advisors, LLC
CIK 0001363561
Total reported value
$1.3B
1,164 stks
2021-12-31
Stale — no recent filing
Concentration5.8
Portfolio Stability0.0
Sector conviction52.2
View detail
RC
Radcliffe Capital Management, L.P.
CIK 0001218275
Total reported value
$1.3B
450 stks
2026-06-30
Concentration3.8
Portfolio Stability50.7
Sector conviction100.0
View detail
RW
RKL Wealth Management LLC
CIK 0001604723
Total reported value
$1.3B
189 stks
2026-06-30
Concentration24.4
Portfolio Stability13.8
Sector conviction53.7
View detail
RW
Rothschild Wealth LLC
CIK 0001811345
Total reported value
$1.3B
656 stks
2026-06-30
Concentration3.6
Portfolio Stability29.4
Sector conviction48.2
View detail
RP
Rossmore Private Capital
CIK 0001733082
Total reported value
$1.2B
356 stks
2026-06-30
Concentration7.7
Portfolio Stability18.5
Sector conviction45.3
View detail
RI
Rockbridge Investment Management, LCC
CIK 0001821984
Total reported value
$1.2B
146 stks
2026-06-30
Concentration33.2
Portfolio Stability10.9
Sector conviction74.2
View detail
RC
RDST Capital LLC
CIK 0001912187
Total reported value
$1.2B
18 stks
2026-06-30
Concentration25.3
Portfolio Stability61.8
Sector conviction72.2
View detail
RF
Royal Fund Management, LLC
CIK 0001810099
Total reported value
$1.2B
291 stks
2026-06-30
Concentration3.9
Portfolio Stability42.3
Sector conviction48.2
View detail
RZ
Relyea Zuckerberg Hanson LLC
CIK 0001793691
Total reported value
$1.2B
302 stks
2026-06-30
Concentration13.1
Portfolio Stability0.0
Sector conviction73.6
View detail
RC
Randolph Co Inc
CIK 0001475150
Total reported value
$1.2B
47 stks
2026-06-30
Concentration16.2
Portfolio Stability34.6
Sector conviction57.2
View detail
RI
Rothschild Investment LLC /il
CIK 0001020918
Total reported value
$1.2B
538 stks
2023-09-30
Stale — no recent filing
Concentration3.8
Portfolio Stability0.0
Sector conviction38.7
View detail
RI
RW Investment Management LLC
CIK 0001631627
Total reported value
$1.1B
122 stks
2026-06-30
Concentration35.5
Portfolio Stability0.0
Sector conviction65.8
View detail
R&
Rodgers & Associates, LTD
CIK 0001846515
Total reported value
$1.1B
108 stks
2026-06-30
Concentration15.7
Portfolio Stability12.2
Sector conviction64.1
View detail
RD
Red Door Wealth Management, LLC
CIK 0001783599
Total reported value
$1.1B
320 stks
2026-06-30
Concentration7.9
Portfolio Stability0.0
Sector conviction55.0
View detail
RA
Rational Advisors, Inc.
CIK 0001143565
Total reported value
$1.1B
231 stks
2026-06-30
Concentration12.3
Portfolio Stability32.7
Sector conviction40.7
View detail
R&
Rhenman & Partners Asset Management AB
CIK 0001599882
Total reported value
$1.1B
99 stks
2026-06-30
Concentration6.1
Portfolio Stability61.1
Sector conviction100.0
View detail
RC
Red Cedar Investment Management, LLC
CIK 0001734398
Total reported value
$1.1B
91 stks
2026-06-30
Concentration24.7
Portfolio Stability15.6
Sector conviction39.9
View detail
RB
Rodgers Brothers Inc.
CIK 0001397290
Total reported value
$1.0B
247 stks
2026-06-30
Concentration12.5
Portfolio Stability25.1
Sector conviction56.9
View detail
RT
RH Tailwind Management, LLC
CIK 0002065331
Total reported value
$1.0B
58 stks
2026-06-30
Concentration15.0
Portfolio Stability100.0
Sector conviction89.4
View detail
RW
Redhawk Wealth Advisors, Inc.
CIK 0001535811
Total reported value
$1.0B
408 stks
2026-06-30
Concentration4.0
Portfolio Stability59.6
Sector conviction70.3
View detail
RB
Romano Brothers And Company
CIK 0000200648
Total reported value
$994.4M
331 stks
2026-06-30
Concentration4.3
Portfolio Stability19.6
Sector conviction54.2
View detail
RC
Rock Creek Group LLC
CIK 0001484067
Total reported value
$993.7M
63 stks
2026-06-30
Concentration25.2
Portfolio Stability11.3
Sector conviction100.0
View detail
RI
RPG Investment Advisory, LLC
CIK 0001666664
Total reported value
$972.9M
93 stks
2026-06-30
Concentration9.9
Portfolio Stability27.5
Sector conviction75.4
View detail
RM
Resource Management, LLC
CIK 0001731437
Total reported value
$969.8M
190 stks
2021-12-31
Stale — no recent filing
Concentration52.6
Portfolio Stability0.0
Sector conviction62.1
View detail
RW
RMG Wealth Management LLC
CIK 0001844731
Total reported value
$969.5M
585 stks
2026-06-30
Concentration52.6
Portfolio Stability75.6
Sector conviction54.1
View detail
RW
Revolve Wealth Partners, LLC
CIK 0001808992
Total reported value
$965.2M
356 stks
2026-06-30
Concentration13.8
Portfolio Stability23.5
Sector conviction60.4
View detail
RA
Ramirez Asset Management, Inc.
CIK 0001992110
Total reported value
$959.9M
360 stks
2026-06-30
Concentration6.3
Portfolio Stability41.6
Sector conviction54.1
View detail
RW
River Wealth Advisors LLC
CIK 0001642570
Total reported value
$955.7M
217 stks
2026-06-30
Concentration8.9
Portfolio Stability21.2
Sector conviction50.3
View detail
RC
Redwood Capital Management, LLC
CIK 0001316622
Total reported value
$927.4M
25 stks
2026-06-30
Concentration43.1
Portfolio Stability81.9
Sector conviction65.7
View detail
RB
Roble, Belko & Company, Inc
CIK 0001642305
Total reported value
$925.3M
486 stks
2026-06-30
Concentration25.1
Portfolio Stability17.2
Sector conviction52.6
View detail
RF
RTD Financial Advisors, Inc.
CIK 0001810555
Total reported value
$916.9M
120 stks
2026-06-30
Concentration14.5
Portfolio Stability0.0
Sector conviction54.3
View detail
RF
Ranmore Fund Management Ltd
CIK 0002055400
Total reported value
$903.0M
23 stks
2026-06-30
Concentration20.1
Portfolio Stability0.0
Sector conviction62.6
View detail
RW
Rand Wealth, LLC
CIK 0001540141
Total reported value
$893.0M
230 stks
2018-09-30
Stale — no recent filing
Concentration5.7
Portfolio Stability10.1
Sector conviction43.7
View detail
RV
Relative Value Partners, LLC
CIK 0001356223
Total reported value
$879.8M
120 stks
2015-03-31
Stale — no recent filing
Concentration14.3
Portfolio Stability9.4
Sector conviction85.6
View detail
RP
Rice Partnership, LLC
CIK 0001736736
Total reported value
$823.9M
171 stks
2026-06-30
Concentration13.7
Portfolio Stability25.6
Sector conviction59.8
View detail
RE
Renesas Electronics America Inc.
CIK 0000703361
Total reported value
$813.1M
1 stks
2026-06-30
Concentration100.0
Portfolio Stability0.0
Sector conviction0.0
View detail
RM
Resources Management CORP /ct/ /adv
CIK 0000749044
Total reported value
$793.5M
188 stks
2026-06-30
Concentration8.6
Portfolio Stability17.9
Sector conviction53.7
View detail
RW
Raffa Wealth Management, LLC
CIK 0001631073
Total reported value
$793.3M
1,591 stks
2026-06-30
Concentration22.4
Portfolio Stability0.0
Sector conviction73.9
View detail
RR
Round Rock Advisors LLC
CIK 0001846991
Total reported value
$776.4M
318 stks
2026-06-30
Concentration11.6
Portfolio Stability25.0
Sector conviction55.5
View detail
RV
Relative Value Partners Group, LLC
CIK 0001649910
Total reported value
$772.4M
321 stks
2024-06-30
Stale — no recent filing
Concentration6.5
Portfolio Stability0.0
Sector conviction60.0
View detail
RF
Rollins Financial Advisors, LLC
CIK 0001884018
Total reported value
$759.1M
168 stks
2026-06-30
Concentration15.5
Portfolio Stability0.0
Sector conviction70.8
View detail
RA
Riversedge Advisors, LLC
CIK 0001787663
Total reported value
$759.1M
316 stks
2026-06-30
Concentration16.6
Portfolio Stability0.0
Sector conviction79.9
View detail
RC
Regatta Capital Group, LLC
CIK 0001911488
Total reported value
$743.6M
223 stks
2026-06-30
Concentration12.4
Portfolio Stability17.7
Sector conviction61.1
View detail
R&
Rather & Kittrell, Inc.
CIK 0001582112
Total reported value
$715.6M
108 stks
2026-06-30
Concentration25.1
Portfolio Stability11.1
Sector conviction57.9
View detail
RC
Radnor Capital Management, LLC
CIK 0001696867
Total reported value
$712.0M
312 stks
2026-06-30
Concentration6.7
Portfolio Stability21.3
Sector conviction45.1
View detail
RC
Rivermont Capital Management LP
CIK 0001965613
Total reported value
$704.8M
20 stks
2026-06-30
Concentration27.5
Portfolio Stability100.0
Sector conviction93.1
View detail
R&
Rainey & Randall Wealth Advisors Inc.
CIK 0001728355
Total reported value
$699.8M
77 stks
2026-06-30
Concentration33.9
Portfolio Stability14.4
Sector conviction70.9
View detail
RO
Rule One Partners, LLC
CIK 0002040263
Total reported value
$694.1M
14 stks
2026-06-30
Concentration100.0
Portfolio Stability100.0
Sector conviction55.9
View detail
RI
Redpoint Investment Management Pty Ltd
CIK 0001732538
Total reported value
$683.8M
584 stks
2022-09-30
Stale — no recent filing
Concentration3.1
Portfolio Stability0.0
Sector conviction45.7
View detail
RD
Ritter Daniher Financial Advisory LLC / DE
CIK 0001936603
Total reported value
$656.8M
606 stks
2026-06-30
Concentration21.5
Portfolio Stability0.0
Sector conviction44.3
View detail
R&
Rbo & Co LLC
CIK 0001162827
Total reported value
$628.1M
56 stks
2026-06-30
Concentration15.0
Portfolio Stability12.5
Sector conviction51.7
View detail
RW
RGT Wealth Advisors, LLC
CIK 0001689872
Total reported value
$627.2M
116 stks
2022-09-30
Stale — no recent filing
Concentration64.2
Portfolio Stability0.0
Sector conviction48.1
View detail
RI
RAM Investment Partners, LLC
CIK 0001989672
Total reported value
$625.3M
127 stks
2026-06-30
Concentration34.4
Portfolio Stability11.7
Sector conviction100.0
View detail
RT
Reliance Trust Co Of Delaware
CIK 0001583864
Total reported value
$621.2M
730 stks
2019-03-31
Stale — no recent filing
Concentration15.0
Portfolio Stability19.1
Sector conviction46.0
View detail
RC
Rit Capital Partners PLC
CIK 0000939334
Total reported value
$620.6M
13 stks
2026-06-30
Concentration92.2
Portfolio Stability83.2
Sector conviction87.2
View detail
RR
Robotti Robert
CIK 0001105838
Total reported value
$619.5M
80 stks
2026-06-30
Concentration47.1
Portfolio Stability19.8
Sector conviction87.4
View detail
RC
Requisite Capital Management, LLC
CIK 0001730573
Total reported value
$605.0M
127 stks
2026-06-30
Concentration48.3
Portfolio Stability0.0
Sector conviction79.2
View detail
RF
RPg Family Wealth Advisory, LLC
CIK 0001569884
Total reported value
$599.6M
146 stks
2026-06-30
Concentration7.2
Portfolio Stability31.6
Sector conviction69.4
View detail
RW
Rockport Wealth LLC
CIK 0002022866
Total reported value
$595.3M
110 stks
2026-06-30
Concentration18.0
Portfolio Stability34.1
Sector conviction92.8
View detail
RI
RPTC Inc.
CIK 0001714450
Total reported value
$593.8M
7 stks
2026-06-30
Concentration100.0
Portfolio Stability6.1
Sector conviction100.0
View detail
RO
Running Oak Capital LLC
CIK 0001803994
Total reported value
$586.5M
118 stks
2026-06-30
Concentration7.0
Portfolio Stability46.2
Sector conviction74.0
View detail
RF
REAP Financial Group, LLC
CIK 0002048581
Total reported value
$585.6M
542 stks
2026-06-30
Concentration19.3
Portfolio Stability16.9
Sector conviction63.4
View detail
RC
Resource Consulting Group Inc
CIK 0000831941
Total reported value
$584.1M
69 stks
2023-12-31
Stale — no recent filing
Concentration62.5
Portfolio Stability0.0
Sector conviction51.4
View detail
RI
Retirement Income Solutions, Inc
CIK 0001730386
Total reported value
$580.8M
172 stks
2026-06-30
Concentration34.6
Portfolio Stability0.0
Sector conviction55.9
View detail
Showing 1-150 of 550 institutions