Institutions Starting with &quot;T&quot; (641 funds)

Sector conviction53.8

TAGStone Capital, Inc.

CIK 0001903044

Total reported value

$282.8M

137 stks

2026-03-31

Concentration11.2

Portfolio Stability14.2

Sector conviction52.4

Tiller Private Wealth, Inc.

CIK 0001663649

Total reported value

$281.4M

66 stks

2026-03-31

Concentration36.9

Portfolio Stability6.4

Sector conviction85.3

Think Investments LLC

CIK 0001596898

Total reported value

$281.0M

13 stks

2014-12-31

Stale — no recent filing

Concentration39.9

Tnf LLC

CIK 0001849683

Total reported value

$277.5M

125 stks

2024-09-30

Stale — no recent filing

Concentration23.1

Sector conviction62.3

Tounjian Advisory Partners, LLC

CIK 0002039850

Total reported value

$276.9M

150 stks

2026-03-31

Concentration6.0

Portfolio Stability16.7

Sector conviction49.0

Townsend Asset Management CORP /nc/ /adv

CIK 0000709089

Total reported value

$276.7M

187 stks

2026-03-31

Concentration9.9

Portfolio Stability20.0

Sector conviction41.6

Tanglewood Legacy Advisors, LLC

CIK 0001965616

Total reported value

$276.5M

269 stks

2026-03-31

Concentration30.6

Portfolio Stability8.5

Sector conviction56.5

Ted Buchan & Co

CIK 0002033413

Total reported value

$275.3M

88 stks

2026-03-31

Concentration14.3

Portfolio Stability22.8

Sector conviction55.7

TL Private Wealth

CIK 0001802868

Total reported value

$272.7M

54 stks

2026-06-30

Concentration47.5

Portfolio Stability8.3

Sector conviction61.6

TritonPoint Partners, LLC

CIK 0002111167

Total reported value

$271.7M

200 stks

2026-03-31

Concentration10.4

Portfolio Stability51.3

Sector conviction62.0

Triton Wealth Management, PLLC

CIK 0001791126

Total reported value

$269.5M

124 stks

2026-03-31

Concentration24.7

Portfolio Stability11.8

Sector conviction65.3

TCFG Investment Advisors, LLC

CIK 0002121836

Total reported value

$267.5M

274 stks

2026-03-31

Concentration6.1

Sector conviction60.4

Tcfg Wealth Management, LLC

CIK 0001548059

Total reported value

$267.5M

274 stks

2026-03-31

Concentration6.1

Portfolio Stability29.3

Sector conviction91.0

Trv Gp Iv, LLC

CIK 0001688325

Total reported value

$266.9M

2 stks

2026-03-31

Portfolio Stability44.2

Texas Bank & Trust Co

CIK 0002056556

Total reported value

$266.2M

405 stks

2026-03-31

Concentration7.3

Portfolio Stability17.9

Sector conviction55.8

Tencap Wealth Coaching, LLC

CIK 0002107751

Total reported value

$265.7M

7 stks

2026-03-31

Concentration76.3

Portfolio Stability0.9

Tranquility Partners, LLC

CIK 0001783773

Total reported value

$265.1M

226 stks

2026-03-31

Concentration5.6

Portfolio Stability13.3

Sector conviction62.0

Trellis Wealth Advisors LLC

CIK 0001989031

Total reported value

$262.8M

47 stks

2026-03-31

Concentration41.6

Portfolio Stability8.7

Sector conviction93.1

Three Seasons Wealth, LLC

CIK 0002044495

Total reported value

$262.0M

188 stks

2026-03-31

Concentration7.0

Sector conviction67.4

Traveka Wealth, LLC

CIK 0002009176

Total reported value

$262.0M

186 stks

2026-03-31

Concentration10.3

Portfolio Stability22.2

Sector conviction59.8

Tribune Investment Group LP

CIK 0002000730

Total reported value

$261.1M

30 stks

2026-03-31

Concentration33.0

Thomas Story & Son LLC

CIK 0001505207

Total reported value

$260.5M

51 stks

2026-03-31

Concentration15.9

Portfolio Stability15.2

Sector conviction39.7

Toews CORP /adv

CIK 0000932000

Total reported value

$259.2M

6 stks

2026-03-31

Portfolio Stability90.5

TrustBank

CIK 0002107256

Total reported value

$257.8M

154 stks

2026-03-31

Concentration23.6

Portfolio Stability16.4

Sector conviction52.0

Towle & Co

CIK 0001224014

Total reported value

$257.5M

54 stks

2026-03-31

Concentration9.9

Portfolio Stability82.4

Sector conviction59.0

Trueblood Wealth Management, LLC

CIK 0002005380

Total reported value

$255.7M

256 stks

2026-03-31

Concentration3.8

Portfolio Stability15.2

Sector conviction56.3

Tiemann Investment Advisors, LLC

CIK 0001575151

Total reported value

$255.0M

204 stks

2026-03-31

Concentration9.7

Portfolio Stability12.2

Sector conviction59.5

Truadvice, LLC

CIK 0001810512

Total reported value

$254.8M

230 stks

2023-09-30

Stale — no recent filing

Concentration5.0

Sector conviction47.6

Tenon Financial LLC

CIK 0002020781

Total reported value

$254.6M

54 stks

2026-03-31

Concentration59.8

Portfolio Stability8.9

Sector conviction99.5

Torque Asset Management LLC

CIK 0002011256

Total reported value

$254.1M

12 stks

2026-03-31

Concentration47.1

Portfolio Stability23.3

Sector conviction66.8

Texas Capital Bancshares Inc/TX

CIK 0001077428

Total reported value

$254.1M

460 stks

2025-09-30

Stale — no recent filing

Concentration65.7

Portfolio Stability34.3

Trustees of Dartmouth College

CIK 0001599404

Total reported value

$251.6M

11 stks

2026-03-31

Concentration64.1

Portfolio Stability77.3

TrueWealth Financial Partners

CIK 0001908108

Total reported value

$250.9M

66 stks

2026-03-31

Concentration29.5

TMT General Partner Ltd

CIK 0001847582

Total reported value

$249.9M

3 stks

2026-03-31

Portfolio Stability28.9

Tabor Asset Management, LP

CIK 0001834780

Total reported value

$248.7M

39 stks

2026-03-31

Concentration14.5

Portfolio Stability75.2

Tumwater Wealth Management, LLC

CIK 0002034579

Total reported value

$248.6M

34 stks

2026-03-31

Concentration71.7

Portfolio Stability4.7

Sector conviction71.2

Taylor Hoffman Wealth Management

CIK 0001727762

Total reported value

$245.5M

111 stks

2024-06-30

Stale — no recent filing

Concentration10.6

Sector conviction67.4

Trustees Of General Electric Pension Trust

CIK 0000902967

Total reported value

$245.2M

2 stks

2023-09-30

Stale — no recent filing

Thurston, Springer, Miller, Herd & Titak, INC.

CIK 0000319933

Total reported value

$242.2M

18,176 stks

2026-03-31

Concentration2.5

Portfolio Stability46.2

Sector conviction45.8

TKG Advisors, LLC

CIK 0001843275

Total reported value

$241.9M

89 stks

2026-03-31

Concentration11.5

Portfolio Stability32.3

Sector conviction63.7

Tribridge Partners Financial LLC

CIK 0002083677

Total reported value

$241.7M

80 stks

2026-03-31

Concentration25.1

Portfolio Stability4.9

Sector conviction70.1

Thor Trading Advisors, LLC

CIK 0002057073

Total reported value

$241.3M

12 stks

2026-03-31

Portfolio Stability6.0

Third Security, LLC

CIK 0001542294

Total reported value

$240.8M

19 stks

2022-09-30

Stale — no recent filing

Sector conviction77.7

TTP Investments, Inc.

CIK 0001682576

Total reported value

$239.9M

35 stks

2026-03-31

Concentration35.4

Torrey Growth & Income Advisors

CIK 0002087822

Total reported value

$238.6M

110 stks

2026-03-31

Concentration30.5

Portfolio Stability27.3

Truewealth LLC

CIK 0001722092

Total reported value

$237.9M

742 stks

2020-06-30

Stale — no recent filing

Concentration24.4

Portfolio Stability21.4

Sector conviction84.1

T Ventures Management Co, Ltd.

CIK 0001735925

Total reported value

$237.8M

2 stks

2021-12-31

Stale — no recent filing

TradeWell Securities, LLC.

CIK 0002066232

Total reported value

$237.2M

50 stks

2026-03-31

Concentration49.2

Portfolio Stability15.0

Tekne Capital Management, LLC

CIK 0001558971

Total reported value

$236.7M

5 stks

2026-03-31

Portfolio Stability41.8

Tree Line Advisors (Hong Kong) Ltd.

CIK 0001535096

Total reported value

$232.6M

3 stks

2026-03-31

Portfolio Stability66.9

TriOaks Capital Management L.P.

CIK 0001557664

Total reported value

$232.4M

45 stks

2014-09-30

Stale — no recent filing

Concentration27.2

Titan Wealth (CI) Ltd

CIK 0002109452

Total reported value

$231.5M

51 stks

2026-03-31

Concentration14.2

Portfolio Stability40.9

Sector conviction51.5

Trail Ridge Investment Advisors, LLC

CIK 0001911013

Total reported value

$230.1M

99 stks

2026-03-31

Concentration15.0

Portfolio Stability9.4

Sector conviction55.2

Taconic Capital Advisors LP

CIK 0001390113

Total reported value

$229.1M

15 stks

2026-03-31

Concentration66.1

Sector conviction81.3

Two Point Capital Management, Inc.

CIK 0001962382

Total reported value

$229.0M

28 stks

2026-03-31

Concentration20.0

Portfolio Stability20.7

Train Babcock Advisors LLC

CIK 0000860862

Total reported value

$227.0M

185 stks

2017-12-31

Stale — no recent filing

Concentration9.8

Portfolio Stability44.4

Sector conviction48.7

Tandem Wealth Advisors LLC

CIK 0001842557

Total reported value

$224.3M

47 stks

2026-03-31

Concentration32.4

Portfolio Stability20.2

Sector conviction51.8

Tull Financial Group, Inc.

CIK 0001769060

Total reported value

$224.0M

31 stks

2026-03-31

Concentration55.2

Portfolio Stability14.9

Sector conviction75.6

Team Financial Group, LLC

CIK 0001845163

Total reported value

$220.3M

273 stks

2026-03-31

Concentration30.9

Portfolio Stability8.9

Sector conviction52.3

Twin Lakes Capital Management, LLC

CIK 0001847794

Total reported value

$219.9M

221 stks

2026-03-31

Concentration17.8

Portfolio Stability18.2

Sector conviction60.3

Tealwood Asset Management INC

CIK 0001164062

Total reported value

$219.8M

118 stks

2026-03-31

Concentration4.0

Portfolio Stability28.1

Sector conviction55.7

Transcendent Capital Group LLC

CIK 0002013703

Total reported value

$219.4M

112 stks

2026-03-31

Concentration9.8

Portfolio Stability30.6

Taylor Securities Services, Inc.

CIK 0002115182

Total reported value

$214.2M

55 stks

2026-03-31

Concentration53.3

Portfolio Stability10.4

Sector conviction85.3

Telemus Investment Management, LLC

CIK 0001388977

Total reported value

$211.6M

143 stks

2013-06-30

Stale — no recent filing

Concentration12.8

Sector conviction52.1

Thayer Partners, LLC / MA

CIK 0002010185

Total reported value

$210.1M

94 stks

2026-03-31

Concentration25.3

Portfolio Stability6.0

Sector conviction51.8

Timpani Capital Management LLC

CIK 0001537558

Total reported value

$209.2M

91 stks

2019-03-31

Stale — no recent filing

Concentration6.2

Portfolio Stability74.5

Tenret Co LLC

CIK 0001874146

Total reported value

$207.0M

33 stks

2026-03-31

Concentration30.7

Portfolio Stability8.5

Tableaux LLC

CIK 0002060663

Total reported value

$206.5M

113 stks

2026-03-31

Concentration15.6

Portfolio Stability47.3

Sector conviction56.7

Twin Securities, Inc.

CIK 0001351351

Total reported value

$206.1M

17 stks

2026-03-31

TAM Capital Management Inc.

CIK 0001594591

Total reported value

$204.8M

7 stks

2026-03-31

Portfolio Stability48.5

Trademark Financial Management, LLC

CIK 0002011736

Total reported value

$204.1M

102 stks

2026-03-31

Concentration14.5

Portfolio Stability28.6

True Blue (BVI) Ltd

CIK 0002011315

Total reported value

$203.0M

3 stks

2026-03-31

Portfolio Stability53.7

Trevian Wealth Management LLC

CIK 0001901929

Total reported value

$202.6M

43 stks

2026-03-31

Concentration94.4

Portfolio Stability6.7

Sector conviction88.0

tru Independence LLC

CIK 0001785445

Total reported value

$202.2M

102 stks

2026-03-31

Concentration20.4

Portfolio Stability70.6

Sector conviction90.7

True Wind Capital Management, L.P.

CIK 0001824827

Total reported value

$200.4M

2 stks

2026-03-31

Portfolio Stability26.5

Tandem Capital Management CORP /adv

CIK 0000873759

Total reported value

$199.7M

110 stks

2026-03-31

Concentration7.8

Portfolio Stability24.8

Sector conviction54.6

Titus Wealth Management

CIK 0001732007

Total reported value

$199.6M

161 stks

2022-06-30

Stale — no recent filing

Concentration11.9

Sector conviction65.8

True Light Capital Pte. Ltd.

CIK 0002107386

Total reported value

$197.9M

8 stks

2026-03-31

Concentration78.3

Portfolio Stability15.7

Tri Ri Asset Management Corp

CIK 0002045579

Total reported value

$197.4M

29 stks

2024-09-30

Stale — no recent filing

Concentration20.9

Sector conviction66.8

Torren Management, LLC

CIK 0002096203

Total reported value

$196.7M

948 stks

2026-06-30

Concentration63.7

Portfolio Stability23.2

Sector conviction65.5

Tudor Financial Inc.

CIK 0002045307

Total reported value

$195.6M

139 stks

2026-03-31

Concentration7.3

Portfolio Stability17.5

Sector conviction41.1

Tower View Wealth Management LLC

CIK 0001729045

Total reported value

$194.8M

204 stks

2026-03-31

Concentration11.2

Portfolio Stability20.4

Sector conviction64.1

Taylor, Cottrill LLC

CIK 0001428601

Total reported value

$194.3M

109 stks

2015-12-31

Stale — no recent filing

Concentration7.2

Portfolio Stability15.7

Sector conviction56.3

Treasure Coast Financial Planning

CIK 0001911307

Total reported value

$194.3M

48 stks

2026-03-31

Concentration29.5

Portfolio Stability8.8

Sector conviction53.7

True Vision MN LLC

CIK 0002013460

Total reported value

$193.9M

98 stks

2026-03-31

Concentration13.9

Portfolio Stability41.6

Sector conviction87.7

Topel & Distasi Wealth Management, LLC

CIK 0001880087

Total reported value

$193.5M

58 stks

2026-03-31

Concentration19.3

Portfolio Stability8.6

Sector conviction61.1

Talara Capital Management, LLC

CIK 0001523557

Total reported value

$192.8M

17 stks

2018-09-30

Stale — no recent filing

Concentration32.0

Portfolio Stability6.9

TFB Advisors LLC

CIK 0001965201

Total reported value

$191.0M

180 stks

2026-03-31

Concentration7.6

Portfolio Stability67.7

Sector conviction70.1

Two West Capital Advisors LLC

CIK 0002026617

Total reported value

$188.7M

96 stks

2026-03-31

Concentration27.4

Portfolio Stability15.7

Sector conviction73.9

Thor Investment Management INC /oh/ /adv

CIK 0000883734

Total reported value

$188.4M

56 stks

2026-03-31

Concentration39.2

Portfolio Stability19.5

Sector conviction55.1

Transmarket Holdings LP

CIK 0002134828

Total reported value

$187.2M

39 stks

2026-03-31

Concentration76.7

Sector conviction81.4

Tassel Capital Management, Inc.

CIK 0001999208

Total reported value

$184.1M

37 stks

2026-03-31

Concentration44.7

Portfolio Stability12.5

Tpb Wealth Advisors

CIK 0001719203

Total reported value

$183.5M

37 stks

2023-03-31

Stale — no recent filing

Concentration34.2

Trivant Custom Portfolio Group, LLC

CIK 0001977992

Total reported value

$182.4M

82 stks

2026-03-31

Concentration11.1

Portfolio Stability34.1

Sector conviction51.9

Tilia Fiduciary Partners, INC.

CIK 0001910210

Total reported value

$182.0M

115 stks

2026-03-31

Concentration7.4

Portfolio Stability19.2

Sector conviction43.8

Trust Co of Kansas

CIK 0001803988

Total reported value

$181.1M

56 stks

2026-03-31

Concentration31.4

Portfolio Stability24.0

Sector conviction49.0

Torch Wealth Management LLC

CIK 0001598898

Total reported value

$181.0M

111 stks

2019-12-31

Stale — no recent filing

Concentration9.3

Portfolio Stability10.1

Sector conviction49.8

Tower Wealth Partners, Inc.

CIK 0001852808

Total reported value

$180.9M

87 stks

2026-03-31

Concentration24.7

Portfolio Stability13.9

Sector conviction40.9

Three Cord True Wealth Management, LLC

CIK 0002056001

Total reported value

$180.0M

39 stks

2026-03-31

Concentration38.7

Portfolio Stability6.8

Taylor Wealth Management Partners

CIK 0001606716

Total reported value

$176.0M

56 stks

2022-06-30

Stale — no recent filing

Sector conviction58.2

Taylor Frigon Capital Management LLC

CIK 0001632665

Total reported value

$175.8M

93 stks

2026-03-31

Concentration4.7

Portfolio Stability26.8

Tevis Investment Management

CIK 0001940416

Total reported value

$175.6M

99 stks

2026-03-31

Concentration12.5

Portfolio Stability44.3

Sector conviction35.5

Taylor & Morgan Wealth Management, LLC

CIK 0001844266

Total reported value

$175.3M

79 stks

2026-03-31

Concentration25.8

Portfolio Stability9.2

Tiptree Advisors, LLC

CIK 0001455452

Total reported value

$172.3M

22 stks

2026-03-31

Concentration24.0

Portfolio Stability52.5

Sector conviction65.3

Tranquilli Financial Advisor LLC

CIK 0001847769

Total reported value

$171.2M

132 stks

2026-03-31

Concentration8.1

Portfolio Stability28.6

Sector conviction42.5

Trust Investment Advisors

CIK 0001597690

Total reported value

$170.9M

90 stks

2026-03-31

Portfolio Stability18.6

Sector conviction83.3

Truehand, Inc

CIK 0001302720

Total reported value

$170.8M

191 stks

2021-12-31

Stale — no recent filing

Concentration10.9

Sector conviction54.8

TLW Wealth Management, LLC

CIK 0001767217

Total reported value

$170.7M

16 stks

2026-03-31

Concentration35.2

Portfolio Stability14.8

Sector conviction51.6

Thoma Capital Management LLC

CIK 0002060298

Total reported value

$169.1M

55 stks

2026-03-31

Concentration54.0

Portfolio Stability11.8

Sector conviction66.6

Tacita Capital Inc

CIK 0001846287

Total reported value

$168.9M

238 stks

2026-03-31

Concentration9.6

Portfolio Stability12.6

Sector conviction57.3

Ti-trust, INC

CIK 0001802284

Total reported value

$168.2M

128 stks

2026-03-31

Concentration7.9

Portfolio Stability11.3

Sector conviction53.5

Triavera Capital LLC

CIK 0002011325

Total reported value

$167.3M

16 stks

2026-03-31

Concentration28.6

Portfolio Stability24.6

Sector conviction51.1

Twin Lions Management LLC

CIK 0002055318

Total reported value

$165.5M

20 stks

2026-03-31

Concentration58.9

Portfolio Stability32.0

Taylor Financial Group, Inc.

CIK 0002012516

Total reported value

$165.0M

99 stks

2026-03-31

Concentration22.1

Portfolio Stability11.8

Sector conviction64.7

TOWER TRUST & INVESTMENT Co

CIK 0002067591

Total reported value

$164.8M

248 stks

2026-06-30

Concentration16.0

Portfolio Stability17.2

Sector conviction69.5

Teton Advisors, Inc.

CIK 0001444874

Total reported value

$164.3M

184 stks

2025-06-30

Stale — no recent filing

Concentration5.0

TB Capital Gestao de Recursos Ltda.

CIK 0002077092

Total reported value

$163.5M

17 stks

2026-03-31

Concentration30.5

Portfolio Stability40.7

Sector conviction91.9

TopTier Wealth Management, LLC

CIK 0002109367

Total reported value

$162.7M

795 stks

2026-03-31

Concentration9.7

Portfolio Stability15.9

Sector conviction61.7

Trium Capital LLP

CIK 0001963860

Total reported value

$162.6M

53 stks

2026-06-30

Concentration73.6

Portfolio Stability99.2

Tru Independence Asset Management 2, LLC

CIK 0001849497

Total reported value

$162.6M

82 stks

2026-03-31

Portfolio Stability7.8

Sector conviction70.1

Traction Financial Partners, LLC

CIK 0002007748

Total reported value

$162.4M

57 stks

2026-03-31

Concentration28.3

Portfolio Stability25.3

Themes Management Co LLC

CIK 0002107564

Total reported value

$162.1M

151 stks

2026-03-31

Concentration6.0

Portfolio Stability61.1

Sector conviction80.2

Treybourne Wealth Planners, Inc.

CIK 0001835976

Total reported value

$161.6M

47 stks

2021-06-30

Stale — no recent filing

Concentration0.0

Portfolio Stability94.3

Tbp Advisors LTD

CIK 0001166988

Total reported value

$161.2M

48 stks

2015-03-31

Stale — no recent filing

Concentration14.3

Portfolio Stability13.7

Sector conviction75.2

TPG Advisors LLC

CIK 0002033388

Total reported value

$160.5M

110 stks

2026-03-31

Portfolio Stability14.2

Sector conviction76.9

Turn8 Private Wealth Inc.

CIK 0002070026

Total reported value

$160.0M

51 stks

2026-03-31

Concentration11.6

Portfolio Stability44.3

Sector conviction63.7

TOWER TRUST Co

CIK 0001123263

Total reported value

$158.5M

274 stks

2014-03-31

Stale — no recent filing

Concentration5.4

Portfolio Stability13.8

Sector conviction41.9

Three Magnolias Financial Advisors, LLC

CIK 0002056795

Total reported value

$157.1M

103 stks

2026-03-31

Concentration14.9

Portfolio Stability11.1

Sector conviction89.0

Turning Point Benefit Group, Inc.

CIK 0002008513

Total reported value

$157.0M

95 stks

2026-03-31

Concentration29.7

Portfolio Stability43.8

Sector conviction45.6

Truxt Investmentos Ltda.

CIK 0001721168

Total reported value

$155.7M

32 stks

2026-03-31

Concentration38.3

Towerview LLC

CIK 0001166573

Total reported value

$155.0M

16 stks

2026-03-31

Portfolio Stability13.3

Texan Capital Management

CIK 0001455924

Total reported value

$153.9M

105 stks

2017-12-31

Stale — no recent filing

Concentration7.2

Portfolio Stability21.1

Sector conviction43.8

Taylor Asset Management INC

CIK 0001561784

Total reported value

$153.5M

31 stks

2019-03-31

Stale — no recent filing

Concentration41.1

Portfolio Stability52.4

Thompson Davis & Co., INC.

CIK 0001017284

Total reported value

$149.9M

141 stks

2026-03-31

Concentration67.3

Portfolio Stability24.7

Sector conviction46.6

Thryve Wealth Management LLC

CIK 0002113283

Total reported value

$149.7M

43 stks

2026-03-31

Concentration46.7

Portfolio Stability37.2

Tide Cove Capital Partners LLC

CIK 0002029464

Total reported value

$146.9M

13 stks

2026-03-31

Concentration54.9

Portfolio Stability23.3

Tmd & Associates, INC

CIK 0001014358

Total reported value

$146.4M

45 stks

2019-06-30

Stale — no recent filing

Concentration25.9

Portfolio Stability12.1

Sector conviction72.9

True Capital Management

CIK 0001697333

Total reported value

$146.0M

129 stks

2023-03-31

Stale — no recent filing

Concentration10.3

Sector conviction67.3

TRB Advisors LP

CIK 0001513300

Total reported value

$145.9M

5 stks

2026-03-31

Concentration98.3

Tenzing Financial LLC

CIK 0002111360

Total reported value

$145.6M

84 stks

2026-06-30

Concentration17.9

Portfolio Stability10.9

Sector conviction85.1

Teca Partners, LP

CIK 0001910154

Total reported value

$145.0M

10 stks

2026-03-31

Concentration45.2

Portfolio Stability43.7

Sector conviction87.4

Tme Financial, INC.

CIK 0002056230

Total reported value

$144.3M

65 stks

2026-03-31

Concentration16.5

Portfolio Stability12.1

Teton Advisors, LLC

CIK 0002086025

Total reported value

$142.2M

153 stks

2026-03-31

Concentration5.0

Portfolio Stability17.2

Sector conviction65.3

TFJ Management, LLC

CIK 0002056069

Total reported value

$141.4M

14 stks

2026-03-31

Concentration59.5

Portfolio Stability66.7

Tannin Capital LLC

CIK 0002110834

Total reported value

$137.8M

152 stks

2026-03-31

Concentration6.6

Portfolio Stability34.5

Sector conviction44.1

TRG Investments, LLC

CIK 0001675088

Total reported value

$137.4M

1 stks

2021-12-31

Stale — no recent filing

Transparent Wealth Partners LLC

CIK 0001906537

Total reported value

$136.8M

32 stks

2023-03-31

Stale — no recent filing

Concentration55.0

Sector conviction71.4

Tenere Capital LLC

CIK 0001849517

Total reported value

$136.4M

22 stks

2026-03-31

Concentration23.8

Portfolio Stability73.1

Sector conviction97.3

Trv Gp Vi, LLC

CIK 0001990716

Total reported value

$135.6M

3 stks

2026-03-31

Portfolio Stability13.7