Institutions Starting with &quot;S&quot; (1307 funds)

State of Wyoming

CIK 0001821626

Total reported value

$843.7M

1,783 stks

2026-03-31

Concentration17.6

Portfolio Stability46.6

Sector conviction46.4

Semper Augustus Investments Group LLC

CIK 0001115373

Total reported value

$837.3M

44 stks

2026-03-31

Concentration29.6

Portfolio Stability26.6

Sector conviction49.8

Suncoast Equity Management

CIK 0001315059

Total reported value

$833.3M

101 stks

2026-03-31

Concentration16.7

Portfolio Stability38.4

Sector conviction65.8

Spectrum Wealth Counsel, LLC

CIK 0002011274

Total reported value

$833.1M

368 stks

2025-03-31

Stale — no recent filing

Concentration16.3

Sector conviction69.4

Shenkman Capital Management INC

CIK 0001275228

Total reported value

$830.6M

81 stks

2026-03-31

Concentration11.2

Portfolio Stability62.6

Sector conviction73.7

Sirios Capital Management L P

CIK 0001104883

Total reported value

$824.8M

81 stks

2026-03-31

Concentration14.3

Portfolio Stability42.5

Sector conviction56.0

Stratton Management Co

CIK 0000763910

Total reported value

$823.7M

215 stks

2015-12-31

Stale — no recent filing

Concentration3.8

Portfolio Stability73.4

Sector conviction63.0

SJS Investment Consulting Inc.

CIK 0001894302

Total reported value

$818.6M

2,895 stks

2026-03-31

Concentration82.8

Portfolio Stability10.0

Sector conviction62.7

Stanley-Laman Group, Ltd.

CIK 0001601489

Total reported value

$814.5M

295 stks

2026-03-31

Concentration3.2

Portfolio Stability32.5

Sector conviction72.4

Summit Securities Group LLC

CIK 0001531593

Total reported value

$809.9M

1,015 stks

2026-03-31

Concentration36.1

Strid Group, LLC

CIK 0001625800

Total reported value

$806.9M

85 stks

2026-03-31

Concentration51.5

Portfolio Stability10.6

Sector conviction51.5

Savoie Capital LLC

CIK 0002001471

Total reported value

$804.6M

92 stks

2025-06-30

Stale — no recent filing

Concentration38.5

Sonora Investment Management, LLC

CIK 0001418539

Total reported value

$797.8M

1,089 stks

2021-09-30

Stale — no recent filing

Concentration5.9

Sector conviction58.6

Seilern Investment Management Ltd

CIK 0001817797

Total reported value

$793.8M

24 stks

2026-06-30

Concentration25.3

Portfolio Stability14.6

Soundwatch Capital LLC

CIK 0001803253

Total reported value

$793.2M

47 stks

2026-03-31

Portfolio Stability25.9

Strategic Wealth Investment Group, LLC

CIK 0001802365

Total reported value

$788.1M

94 stks

2026-03-31

Concentration10.9

Portfolio Stability8.8

Sector conviction46.1

Schwerin Boyle Capital Management INC

CIK 0000937522

Total reported value

$788.0M

47 stks

2026-03-31

Concentration17.9

Portfolio Stability26.2

Sector conviction67.2

Sciencast Management LP

CIK 0001653169

Total reported value

$785.1M

243 stks

2026-03-31

Concentration2.5

Sector conviction39.7

Sylebra Capital LLC

CIK 0002003074

Total reported value

$773.7M

11 stks

2026-03-31

Concentration70.7

Portfolio Stability39.8

Slow Capital, Inc.

CIK 0001716984

Total reported value

$770.0M

104 stks

2026-03-31

Concentration9.3

Portfolio Stability25.0

Sector conviction70.7

Strategic Point Investment Advisors, LLC

CIK 0001295044

Total reported value

$767.5M

36 stks

2026-06-30

Concentration29.7

Portfolio Stability12.4

Stux Capital Management, LLC

CIK 0001328533

Total reported value

$765.9M

444 stks

2014-06-30

Stale — no recent filing

Concentration2.4

Portfolio Stability61.2

Sector conviction54.5

Skylands Capital, LLC

CIK 0001299910

Total reported value

$763.0M

155 stks

2026-03-31

Concentration8.8

Portfolio Stability18.9

Sector conviction55.2

Sargent Investment Group, LLC

CIK 0001766157

Total reported value

$759.2M

271 stks

2026-03-31

Concentration9.8

Portfolio Stability13.7

Sector conviction54.4

Symphony Financial, Ltd. Co.

CIK 0001800687

Total reported value

$755.0M

315 stks

2026-03-31

Concentration6.3

Portfolio Stability21.7

Sector conviction45.2

SkyView Investment Advisors, LLC

CIK 0001848237

Total reported value

$743.3M

318 stks

2026-03-31

Concentration16.3

Portfolio Stability14.0

Sector conviction47.9

Sharkey, Howes & Javer

CIK 0001642246

Total reported value

$742.3M

153 stks

2026-03-31

Concentration13.8

Portfolio Stability28.8

Sector conviction67.7

Seeds Investor LLC

CIK 0002021047

Total reported value

$734.7M

350 stks

2026-03-31

Concentration7.3

Portfolio Stability46.5

Sector conviction63.4

SP Asset Management

CIK 0001751817

Total reported value

$730.7M

107 stks

2022-09-30

Stale — no recent filing

Concentration15.3

Sector conviction59.9

Skba Capital Management LLC

CIK 0000932024

Total reported value

$728.4M

79 stks

2026-03-31

Concentration8.5

Portfolio Stability16.6

Sector conviction34.4

Sloy Dahl & Holst, LLC

CIK 0001690295

Total reported value

$728.4M

112 stks

2026-03-31

Portfolio Stability14.5

Stablepoint Partners, LLC

CIK 0002011237

Total reported value

$722.7M

260 stks

2026-06-30

Concentration3.6

Portfolio Stability14.8

Sector conviction37.2

Security Financial Services, INC.

CIK 0001913590

Total reported value

$720.8M

203 stks

2026-06-30

Concentration12.1

Portfolio Stability24.3

Sector conviction74.1

Summit Asset Management, LLC

CIK 0001509974

Total reported value

$718.8M

172 stks

2026-03-31

Concentration13.9

Portfolio Stability8.0

Sector conviction45.0

Sycomore Asset Management

CIK 0001728681

Total reported value

$718.0M

74 stks

2026-03-31

Concentration13.4

Portfolio Stability22.2

Sector conviction97.4

Simply Money Advisors

CIK 0001538900

Total reported value

$710.8M

34 stks

2018-03-31

Stale — no recent filing

Concentration30.7

Portfolio Stability36.2

Sixth Street Partners Management Company, L.P.

CIK 0001812095

Total reported value

$710.7M

9 stks

2026-03-31

Portfolio Stability40.3

Summit Street Capital Management, LLC

CIK 0001595533

Total reported value

$707.3M

31 stks

2026-03-31

Concentration14.5

Portfolio Stability24.2

Sector conviction63.3

Summit Financial Wealth Advisors, LLC

CIK 0001632283

Total reported value

$705.4M

193 stks

2026-03-31

Concentration13.3

Portfolio Stability16.0

Sector conviction51.5

Snow Capital Management LP

CIK 0001262124

Total reported value

$703.3M

138 stks

2021-06-30

Stale — no recent filing

Concentration6.8

Portfolio Stability21.9

Sector conviction57.3

Shellback Capital, LP

CIK 0001591744

Total reported value

$702.6M

79 stks

2026-03-31

Concentration10.2

Silverback Asset Management LLC

CIK 0001278960

Total reported value

$698.8M

63 stks

2026-03-31

Concentration19.4

Sio Capital Management, LLC

CIK 0001482416

Total reported value

$697.3M

76 stks

2026-03-31

Concentration12.0

Portfolio Stability94.1

South Street Advisors LLC

CIK 0001399706

Total reported value

$690.3M

83 stks

2026-03-31

Concentration13.9

Portfolio Stability20.3

Sector conviction42.7

Southernsun Asset Management, LLC

CIK 0001089755

Total reported value

$689.9M

31 stks

2026-03-31

Concentration16.8

Portfolio Stability14.2

Sierra Summit Advisors LLC

CIK 0002012614

Total reported value

$688.1M

180 stks

2026-03-31

Concentration7.4

Portfolio Stability58.5

Sector conviction54.9

Security National Bank

CIK 0001719739

Total reported value

$686.7M

501 stks

2026-03-31

Concentration11.9

Portfolio Stability15.9

Sector conviction85.8

Sterne Agee Group, INC.

CIK 0001492996

Total reported value

$681.3M

372 stks

2015-03-31

Stale — no recent filing

Concentration3.4

Portfolio Stability22.2

Sector conviction45.6

Sentinel Pension Advisors, LLC

CIK 0001802290

Total reported value

$676.4M

137 stks

2026-03-31

Concentration30.6

Portfolio Stability13.0

Smithbridge Asset Management Inc/de

CIK 0001103245

Total reported value

$674.2M

183 stks

2026-03-31

Concentration6.8

Portfolio Stability67.8

Sector conviction62.9

S-Bank Fund Management Ltd

CIK 0002036461

Total reported value

$671.2M

178 stks

2026-03-31

Concentration9.6

Portfolio Stability28.7

Sector conviction59.5

Summit Partners L P

CIK 0000830588

Total reported value

$670.2M

7 stks

2026-03-31

Portfolio Stability45.2

Stewart & Patten Co LLC

CIK 0000860580

Total reported value

$668.9M

124 stks

2024-03-31

Stale — no recent filing

Concentration14.0

Sector conviction42.4

Steginsky Capital LLC

CIK 0001120048

Total reported value

$666.3M

8 stks

2026-06-30

Concentration88.2

Portfolio Stability12.3

Sector conviction75.6

Sawgrass Asset Management LLC

CIK 0001105467

Total reported value

$664.2M

193 stks

2026-03-31

Concentration8.9

Portfolio Stability35.0

Sector conviction63.6

Swiss Reinsurance Co LTD

CIK 0000315043

Total reported value

$663.6M

9 stks

2014-06-30

Stale — no recent filing

SC&H Financial Advisors, Inc.

CIK 0001907898

Total reported value

$663.2M

155 stks

2026-03-31

Concentration20.3

Portfolio Stability5.8

Sector conviction78.6

Stevens Capital Management LP

CIK 0001134813

Total reported value

$649.2M

222 stks

2026-03-31

Concentration15.0

Sector conviction65.4

SageGuard Financial Group, LLC

CIK 0001861378

Total reported value

$646.3M

196 stks

2026-03-31

Concentration7.2

Portfolio Stability24.6

Sector conviction48.9

Sahana Capital Management LP

CIK 0001808275

Total reported value

$644.6M

10 stks

2024-06-30

Stale — no recent filing

Concentration61.8

Sector conviction98.3

SevenBridge Financial Group, LLC

CIK 0001673954

Total reported value

$639.7M

202 stks

2026-03-31

Concentration6.5

Portfolio Stability14.1

Sector conviction54.2

Stamos Capital Partners, L.P.

CIK 0001705399

Total reported value

$639.7M

142 stks

2026-03-31

Concentration12.1

Portfolio Stability14.5

Sector conviction40.6

Steinberg Global Asset Management

CIK 0001288917

Total reported value

$639.3M

255 stks

2019-03-31

Stale — no recent filing

Concentration4.6

Portfolio Stability27.8

Sector conviction42.3

Stearns Financial Services Group

CIK 0001569099

Total reported value

$638.5M

211 stks

2020-09-30

Stale — no recent filing

Concentration19.6

Portfolio Stability11.8

Sector conviction56.7

Scott Capital Advisors, LLC

CIK 0001905673

Total reported value

$638.5M

66 stks

2026-06-30

Concentration24.0

Portfolio Stability26.1

St. James Investment Company, LLC

CIK 0001504492

Total reported value

$638.4M

22 stks

2026-03-31

Concentration43.5

Portfolio Stability52.0

Sector conviction56.0

SFE Investment Counsel

CIK 0001317784

Total reported value

$634.7M

143 stks

2026-03-31

Concentration6.5

Portfolio Stability19.1

Sector conviction51.9

SilverOak Wealth Management LLC

CIK 0001764766

Total reported value

$632.4M

121 stks

2026-03-31

Concentration28.7

Portfolio Stability7.6

Sector conviction74.9

Secure Asset Management, LLC

CIK 0001800692

Total reported value

$631.8M

327 stks

2026-03-31

Concentration5.5

Portfolio Stability27.5

Sector conviction57.9

Summit Wealth Partners, LLC

CIK 0002033312

Total reported value

$631.7M

271 stks

2026-03-31

Concentration6.4

Portfolio Stability21.9

Sector conviction59.3

Sphera Funds Management LTD.

CIK 0001496201

Total reported value

$629.7M

97 stks

2026-03-31

Concentration8.6

Portfolio Stability58.2

Schnieders Capital Management, LLC.

CIK 0002057056

Total reported value

$629.2M

206 stks

2026-03-31

Concentration10.0

Portfolio Stability19.5

Sector conviction40.2

Strategic Global Advisors, LLC

CIK 0001580212

Total reported value

$625.4M

142 stks

2026-03-31

Concentration6.9

Portfolio Stability33.1

Sector conviction95.6

Sprucegrove Investment Management LTD

CIK 0001234074

Total reported value

$625.0M

42 stks

2026-03-31

Concentration97.8

Portfolio Stability29.8

Spinnaker Investment Group, LLC

CIK 0001911067

Total reported value

$624.1M

179 stks

2026-06-30

Concentration33.0

Portfolio Stability31.4

Sunburst Financial Group, LLC

CIK 0001800158

Total reported value

$617.3M

134 stks

2026-06-30

Concentration20.4

Portfolio Stability14.4

Sector conviction91.2

SMI Advisory Services, LLC

CIK 0001609008

Total reported value

$617.0M

86 stks

2026-06-30

Concentration67.3

Portfolio Stability44.8

Sector conviction98.0

Strategy Asset Managers LLC

CIK 0001166716

Total reported value

$609.4M

263 stks

2026-03-31

Concentration6.3

Portfolio Stability22.4

Sector conviction41.8

San Luis Wealth Advisors LLC

CIK 0001844709

Total reported value

$604.4M

175 stks

2026-03-31

Concentration9.5

Portfolio Stability16.5

Sector conviction63.1

Strategic Advisors LLC

CIK 0001569119

Total reported value

$602.2M

183 stks

2026-03-31

Concentration9.4

Portfolio Stability13.6

Sector conviction53.8

Summit Equities Inc

CIK 0001608062

Total reported value

$601.3M

40 stks

2018-09-30

Stale — no recent filing

Portfolio Stability5.3

Stanley Capital Management, LLC

CIK 0001518934

Total reported value

$598.3M

40 stks

2026-03-31

Concentration13.4

Portfolio Stability21.8

Sector conviction55.2

Schmidt P J Investment Management INC

CIK 0001008895

Total reported value

$594.6M

212 stks

2026-03-31

Concentration9.5

Portfolio Stability12.9

Sector conviction68.5

Steward Partners Investment Solutions, LLC

CIK 0000012532

Total reported value

$594.2M

271 stks

2024-03-31

Stale — no recent filing

Concentration10.1

Sector conviction67.0

Sunriver Management LLC

CIK 0001663900

Total reported value

$591.3M

18 stks

2026-03-31

Concentration25.1

Portfolio Stability82.9

Sector conviction98.1

SeaBridge Investment Advisors LLC

CIK 0001304229

Total reported value

$591.1M

188 stks

2026-03-31

Concentration6.5

Portfolio Stability27.1

Sector conviction67.5

Spark Growth Management Partners, LLC

CIK 0001608856

Total reported value

$590.6M

1 stks

2021-03-31

Stale — no recent filing

Sky Investment Group LLC

CIK 0001333792

Total reported value

$583.4M

140 stks

2026-03-31

Concentration9.3

Portfolio Stability12.5

Sector conviction49.1

Simcoe Capital Management, LLC

CIK 0001633362

Total reported value

$576.2M

15 stks

2026-03-31

Concentration42.1

Portfolio Stability51.8

Sovereign Financial Group, Inc.

CIK 0001846175

Total reported value

$575.6M

365 stks

2026-03-31

Concentration7.1

Portfolio Stability18.3

Sector conviction62.5

Selz Capital LLC

CIK 0001288125

Total reported value

$569.8M

62 stks

2019-12-31

Stale — no recent filing

Concentration13.4

Portfolio Stability75.8

Sector conviction66.6

Schnieders Capital Management LLC

CIK 0001603937

Total reported value

$569.7M

224 stks

2025-06-30

Stale — no recent filing

Concentration10.4

Sector conviction59.7

Satovsky Asset Management LLC

CIK 0001807288

Total reported value

$566.5M

73 stks

2026-03-31

Concentration37.9

Portfolio Stability14.2

Sector conviction82.4

Stenger Family Office, LLC

CIK 0002056106

Total reported value

$566.1M

117 stks

2026-03-31

Concentration12.1

Portfolio Stability48.0

Sector conviction55.8

Stone House Investment Management, LLC

CIK 0001696497

Total reported value

$558.1M

1,069 stks

2026-03-31

Concentration20.8

Portfolio Stability39.0

Studio Investment Management LLC

CIK 0001893893

Total reported value

$554.6M

184 stks

2026-03-31

Concentration17.7

Portfolio Stability7.6

Sector conviction41.7

Sterling Investment Advisors, Ltd.

CIK 0001701132

Total reported value

$552.4M

215 stks

2026-03-31

Concentration6.7

Portfolio Stability16.3

Sector conviction43.5

Saturn V Capital Management LP

CIK 0001964437

Total reported value

$552.2M

21 stks

2026-03-31

Concentration29.4

Portfolio Stability41.6

Sensible Financial Planning & Management, LLC.

CIK 0001567738

Total reported value

$550.7M

31 stks

2025-09-30

Stale — no recent filing

Concentration38.1

Portfolio Stability9.9

SkyOak Wealth, LLC

CIK 0001800379

Total reported value

$546.1M

255 stks

2026-03-31

Concentration7.6

Portfolio Stability12.1

Sector conviction62.1

Sompo Asset Management Co., Ltd.

CIK 0001533504

Total reported value

$544.7M

180 stks

2026-03-31

Concentration12.7

Portfolio Stability17.4

Sector conviction66.5

Small Cap Value Fund, Inc.

CIK 0001330833

Total reported value

$538.1M

95 stks

2015-06-30

Stale — no recent filing

Concentration85.6

Shulman DeMeo Asset Management LLC

CIK 0001767070

Total reported value

$535.0M

146 stks

2026-06-30

Portfolio Stability14.2

Sector conviction61.7

Sage Rhino Capital LLC

CIK 0001771605

Total reported value

$534.6M

330 stks

2026-03-31

Concentration5.9

Portfolio Stability20.3

Sector conviction59.0

Strong Tower Advisory Services

CIK 0001889322

Total reported value

$531.4M

92 stks

2026-03-31

Concentration9.5

Portfolio Stability17.8

Sector conviction47.1

Spirit Of America Management Corp/ny

CIK 0001041283

Total reported value

$530.5M

383 stks

2026-06-30

Concentration5.0

Portfolio Stability17.6

Sector conviction49.3

SOA Wealth Advisors, LLC.

CIK 0001849444

Total reported value

$529.8M

867 stks

2026-03-31

Concentration12.7

Portfolio Stability15.5

Sugarloaf Wealth Management, LLC

CIK 0001664864

Total reported value

$528.7M

686 stks

2024-12-31

Stale — no recent filing

Concentration17.6

Sector conviction47.3

Second Line Capital, LLC

CIK 0001992879

Total reported value

$528.0M

185 stks

2026-03-31

Concentration16.0

Portfolio Stability24.5

Sector conviction60.5

Shannon River Fund Management LLC

CIK 0001301050

Total reported value

$524.1M

28 stks

2026-03-31

Concentration27.5

Portfolio Stability99.4

Stempoint Capital LP

CIK 0001952142

Total reported value

$522.3M

84 stks

2026-03-31

Concentration13.2

Portfolio Stability96.7

Shah Capital Management

CIK 0001383838

Total reported value

$521.2M

11 stks

2026-03-31

Portfolio Stability20.5

Suffolk Capital Management LLC

CIK 0000897293

Total reported value

$521.0M

124 stks

2018-12-31

Stale — no recent filing

Concentration8.2

Portfolio Stability84.6

Sector conviction56.5

Solidarity Wealth, LLC

CIK 0001906613

Total reported value

$520.7M

83 stks

2026-03-31

Concentration18.1

Portfolio Stability15.8

Sector conviction71.5

Spectrum Financial Alliance Ltd LLC

CIK 0001566531

Total reported value

$520.3M

32 stks

2026-03-31

Concentration38.1

Portfolio Stability23.3

Sachem Hill LLC

CIK 0001994333

Total reported value

$516.3M

65 stks

2026-03-31

Concentration23.8

Portfolio Stability4.1

Sector conviction77.5

Sivia Capital Partners, LLC

CIK 0002012032

Total reported value

$515.6M

455 stks

2026-03-31

Concentration3.6

Portfolio Stability62.0

Sector conviction43.0

SPT Invest Management Sarl

CIK 0001831949

Total reported value

$515.3M

2 stks

2022-09-30

Stale — no recent filing

Systelligence, LLC

CIK 0001882691

Total reported value

$514.4M

56 stks

2026-03-31

Concentration9.8

Portfolio Stability64.6

Southland Equity Partners LLC

CIK 0002006517

Total reported value

$513.1M

273 stks

2026-03-31

Concentration8.4

Portfolio Stability12.5

Sector conviction47.9

Salient Private Client, LLC

CIK 0001714472

Total reported value

$512.7M

108 stks

2018-09-30

Stale — no recent filing

Concentration13.7

Portfolio Stability25.3

Sector conviction44.5

Shorepoint Capital Partners LLC

CIK 0001759476

Total reported value

$502.8M

184 stks

2025-09-30

Stale — no recent filing

Concentration8.9

Portfolio Stability21.7

Sector conviction53.0

Single Point Partners, LLC

CIK 0001801184

Total reported value

$502.5M

83 stks

2026-03-31

Concentration46.4

Portfolio Stability4.7

Sector conviction76.9

Serenus Wealth Advisors, LLC

CIK 0002053695

Total reported value

$501.3M

68 stks

2026-03-31

Concentration51.6

Portfolio Stability7.2

Sector conviction99.8

Shapiro Robert N

CIK 0001008930

Total reported value

$500.7M

4,186 stks

2014-12-31

Stale — no recent filing

Concentration3.6

Portfolio Stability18.9

Sector conviction47.8

Scissortail Wealth Management, LLC

CIK 0001906793

Total reported value

$497.6M

115 stks

2026-03-31

Concentration9.6

Portfolio Stability33.3

Sector conviction49.5

Stelac Advisory Services LLC

CIK 0001519676

Total reported value

$494.3M

163 stks

2026-03-31

Concentration9.7

Portfolio Stability61.6

Sector conviction54.4

SMITH HAYES Advisers, Inc

CIK 0001418870

Total reported value

$491.3M

317 stks

2016-03-31

Stale — no recent filing

Concentration3.9

Portfolio Stability18.8

Sector conviction49.6

Schafer Cullen Capital Management Inc

CIK 0001056593

Total reported value

$490.6M

58 stks

2021-03-31

Stale — no recent filing

Concentration8.8

Sector conviction47.8

Summit Creek Advisors LLC

CIK 0001333709

Total reported value

$486.8M

65 stks

2026-03-31

Concentration8.4

Portfolio Stability35.8

Sector conviction82.1

Stordahl Capital Management, Inc.

CIK 0001729093

Total reported value

$485.5M

63 stks

2026-03-31

Concentration34.0

Portfolio Stability3.5

Sector conviction54.1

Sage Capital Advisors,llc

CIK 0001714107

Total reported value

$481.9M

140 stks

2026-06-30

Concentration9.2

Portfolio Stability27.6

Sector conviction53.8

Schwarz Dygos Wheeler Investment Advisors LLC

CIK 0001794153

Total reported value

$481.8M

173 stks

2026-03-31

Concentration14.8

Portfolio Stability11.1

Sector conviction61.2

Sabadell Asset Management, S.A S.G.I.I.C

CIK 0001730946

Total reported value

$481.6M

111 stks

2023-06-30

Stale — no recent filing

Silverlake Wealth Management LLC

CIK 0001966026

Total reported value

$479.3M

377 stks

2026-03-31

Concentration3.5

Portfolio Stability19.0

Sector conviction42.9

Stokes & Hubbell Capital Management, LLC

CIK 0001653866

Total reported value

$475.6M

134 stks

2019-03-31

Stale — no recent filing

Concentration18.2

Portfolio Stability20.4

Sector conviction47.8

Scott & Selber, Inc.

CIK 0001315269

Total reported value

$473.7M

91 stks

2026-06-30

Concentration14.8

Portfolio Stability30.2

Sector conviction91.2

Susquehanna International Group Ltd.

CIK 0001765924

Total reported value

$472.2M

108 stks

2024-09-30

Stale — no recent filing

Concentration38.0

Sector conviction57.0

Sovereign Investment Advisors, LLC

CIK 0001908165

Total reported value

$472.1M

106 stks

2026-03-31

Concentration18.6

Portfolio Stability20.6

Stonebrook Private Inc.

CIK 0002008738

Total reported value

$469.6M

225 stks

2026-03-31

Concentration9.2

Portfolio Stability27.9

Sector conviction55.5

Stieven Capital Advisors, L.P.

CIK 0001388279

Total reported value

$468.1M

35 stks

2026-03-31

Concentration15.3

Portfolio Stability36.8

Solel Partners LP

CIK 0001790604

Total reported value

$467.7M

19 stks

2026-03-31

Concentration29.0

Portfolio Stability40.9

Sector conviction76.0

Smith & Howard Wealth Management, LLC

CIK 0001543991

Total reported value

$462.4M

124 stks

2026-03-31

Concentration27.8

Portfolio Stability8.2

Sector conviction54.0

Sanchez Wealth Management Group

CIK 0001697740

Total reported value

$462.4M

53 stks

2026-03-31

Concentration21.3

Portfolio Stability4.6

Sweet Financial Partners, LLC

CIK 0001908936

Total reported value

$461.8M

198 stks

2024-09-30

Stale — no recent filing

Concentration20.1

Sector conviction42.2

Spectrum Management Group, LLC

CIK 0001534843

Total reported value

$460.3M

244 stks

2022-09-30

Stale — no recent filing

Concentration14.8

Sector conviction55.0

Susquehanna Trust & Investment Co

CIK 0001217675

Total reported value

$457.3M

210 stks

2015-06-30

Stale — no recent filing

Concentration6.8

Portfolio Stability22.5

Sector conviction50.7

Safeguard Financial, LLC

CIK 0001922498

Total reported value

$456.5M

105 stks

2025-03-31

Stale — no recent filing

Concentration63.4

Sector conviction70.1

SW Investment Management LLC

CIK 0001824821

Total reported value

$450.8M

8 stks

2026-03-31

Concentration62.4

Portfolio Stability37.0