Institutions Starting with &quot;W&quot; (508 funds)

Warberg Asset Management LLC

CIK 0001597506

Total reported value

$551.1M

170 stks

2026-06-30

Concentration49.5

Sector conviction58.2

Windsor Wealth Management, Inc.

CIK 0001731713

Total reported value

$546.1M

157 stks

2023-09-30

Stale — no recent filing

Concentration12.3

Sector conviction92.0

Westport Advisers LLC

CIK 0001092785

Total reported value

$542.4M

38 stks

2016-06-30

Stale — no recent filing

Concentration17.9

Portfolio Stability19.2

Westerly Capital Management, LLC

CIK 0001546172

Total reported value

$541.8M

46 stks

2026-06-30

Concentration30.8

Portfolio Stability87.0

Wagner Wealth Management, LLC

CIK 0001728657

Total reported value

$540.6M

282 stks

2026-06-30

Concentration14.5

Portfolio Stability23.6

Sector conviction61.8

Wooster Corthell Wealth Management, Inc.

CIK 0001566968

Total reported value

$540.0M

64 stks

2025-06-30

Stale — no recent filing

Concentration30.4

Sector conviction83.6

WESCAP Management Group, Inc.

CIK 0001667140

Total reported value

$535.8M

107 stks

2026-06-30

Concentration13.4

Portfolio Stability10.7

Sector conviction97.3

Webs Creek Capital Management LP

CIK 0001825309

Total reported value

$528.0M

13 stks

2026-06-30

Concentration32.4

Portfolio Stability46.4

Winslow, Evans & Crocker, Inc.

CIK 0001597409

Total reported value

$527.7M

1,834 stks

2020-12-31

Stale — no recent filing

Concentration4.4

Portfolio Stability38.1

Sector conviction58.3

West Michigan Advisors, LLC

CIK 0001909879

Total reported value

$526.1M

295 stks

2026-06-30

Concentration6.3

Portfolio Stability62.6

Sector conviction56.0

WealthPLAN Partners, LLC

CIK 0001639943

Total reported value

$523.0M

264 stks

2026-06-30

Concentration8.4

Sector conviction66.8

Wiser Wealth Management, Inc

CIK 0001573263

Total reported value

$522.7M

75 stks

2026-06-30

Concentration55.9

Sector conviction72.9

Wealth Group Ltd

CIK 0002010748

Total reported value

$522.5M

95 stks

2026-06-30

Concentration41.3

Portfolio Stability18.2

Sector conviction94.0

Wendel SE

CIK 0001721938

Total reported value

$518.9M

1 stks

2026-06-30

Portfolio Stability0.1

Welch Capital Partners Llc/ny

CIK 0001042063

Total reported value

$510.3M

26 stks

2026-06-30

Portfolio Stability14.3

Sector conviction86.4

WealthBridge Capital Management, LLC

CIK 0001767313

Total reported value

$503.1M

235 stks

2026-06-30

Concentration10.4

Portfolio Stability19.7

Sector conviction53.7

Wolff Financial Management LLC

CIK 0001767940

Total reported value

$501.5M

106 stks

2026-06-30

Concentration23.3

Portfolio Stability11.3

Sector conviction54.5

Wilmington Trust Investment Management, LLC

CIK 0001418288

Total reported value

$492.3M

375 stks

2014-06-30

Stale — no recent filing

Concentration41.4

Portfolio Stability21.1

Sector conviction46.4

Waterway Wealth Management, LLC

CIK 0001992193

Total reported value

$489.7M

96 stks

2026-06-30

Concentration22.5

Portfolio Stability32.0

Sector conviction59.0

Weaver Consulting Group

CIK 0001780055

Total reported value

$487.7M

297 stks

2026-06-30

Concentration6.5

Portfolio Stability20.9

Sector conviction69.4

Wealth Advisory Solutions, LLC

CIK 0001834802

Total reported value

$487.1M

150 stks

2026-06-30

Concentration12.3

Portfolio Stability17.0

Sector conviction45.8

Waller Financial Planning Group, Inc

CIK 0001736079

Total reported value

$485.6M

78 stks

2026-06-30

Concentration27.5

Sector conviction74.5

Wedgewood Partners Inc

CIK 0000859804

Total reported value

$484.4M

18 stks

2026-06-30

Concentration26.1

Portfolio Stability24.1

Sector conviction62.5

Winch Advisory Services, LLC

CIK 0001585822

Total reported value

$481.4M

568 stks

2026-06-30

Concentration17.0

Portfolio Stability13.1

Sector conviction93.4

Whitener Capital Management, Inc.

CIK 0000825217

Total reported value

$472.1M

184 stks

2026-06-30

Concentration10.0

Portfolio Stability21.3

Sector conviction42.7

Waypoint Capital Advisors, LLC

CIK 0001905662

Total reported value

$469.6M

127 stks

2024-09-30

Stale — no recent filing

Concentration12.6

Sector conviction60.3

White Pine Investment CO

CIK 0001318259

Total reported value

$469.2M

73 stks

2026-06-30

Portfolio Stability13.8

Sector conviction51.4

Whitcomb & Hess, Inc.

CIK 0001813577

Total reported value

$463.0M

66 stks

2026-06-30

Concentration25.8

Portfolio Stability10.6

Sector conviction60.5

Westmount Partners, LLC

CIK 0002051491

Total reported value

$457.1M

275 stks

2026-06-30

Concentration10.4

Portfolio Stability24.6

Sector conviction95.1

Warther Private Wealth, LLC

CIK 0001954551

Total reported value

$455.9M

50 stks

2026-06-30

Concentration15.3

Portfolio Stability43.8

Sector conviction57.0

Winchester Group Inc.

CIK 0001483746

Total reported value

$454.2M

199 stks

2013-09-30

Stale — no recent filing

Concentration19.0

Portfolio Stability27.8

Sector conviction87.6

Weaver Capital Management LLC

CIK 0001552247

Total reported value

$453.9M

172 stks

2026-06-30

Concentration7.8

Sector conviction53.5

Winmill & Co. Inc

CIK 0000052234

Total reported value

$451.7M

84 stks

2026-06-30

Concentration19.9

Portfolio Stability41.8

Sector conviction62.1

Warren Street Wealth Advisors, LLC

CIK 0001703496

Total reported value

$448.1M

156 stks

2026-06-30

Concentration24.5

Portfolio Stability17.0

Sector conviction58.5

Windmill Hill Asset Management Ltd

CIK 0001831132

Total reported value

$448.1M

21 stks

2026-06-30

Portfolio Stability36.5

Sector conviction91.1

WealthTrust Axiom LLC

CIK 0001425949

Total reported value

$447.6M

302 stks

2026-06-30

Concentration5.5

Portfolio Stability18.8

Sector conviction48.5

Wealthspring Capital LLC

CIK 0001844495

Total reported value

$447.6M

208 stks

2026-06-30

Concentration5.8

Watchman Group, Inc.

CIK 0001748726

Total reported value

$447.4M

73 stks

2026-06-30

Concentration19.1

Portfolio Stability12.4

Sector conviction49.0

World Equity Group, Inc.

CIK 0000878770

Total reported value

$446.6M

375 stks

2026-06-30

Concentration4.8

Sector conviction66.8

Wellington Shields & Co., LLC

CIK 0001506073

Total reported value

$446.5M

329 stks

2026-06-30

Concentration7.5

Portfolio Stability28.3

Sector conviction51.1

Wakefield Asset Management LLLP

CIK 0001600435

Total reported value

$444.2M

225 stks

2026-06-30

Concentration4.4

Portfolio Stability38.6

Sector conviction38.3

WFG Advisors, LP

CIK 0001533892

Total reported value

$442.2M

1,674 stks

2017-06-30

Stale — no recent filing

Concentration2.2

Portfolio Stability28.0

Sector conviction44.1

Westend Capital Management, LLC

CIK 0001331997

Total reported value

$437.2M

242 stks

2026-06-30

Concentration16.0

Sector conviction52.2

West Branch Capital LLC

CIK 0001738723

Total reported value

$430.3M

355 stks

2026-06-30

Concentration17.4

Portfolio Stability21.1

Sector conviction73.5

Wealth Management Partners, LLC

CIK 0001843294

Total reported value

$425.0M

154 stks

2026-06-30

Portfolio Stability25.4

Wood Tarver Financial Group, LLC

CIK 0002059344

Total reported value

$423.6M

165 stks

2026-06-30

Concentration16.8

Portfolio Stability19.8

White Pine Capital LLC

CIK 0001137429

Total reported value

$423.2M

240 stks

2026-06-30

Concentration4.2

Portfolio Stability24.3

Sector conviction44.7

Westwind Capital

CIK 0001729269

Total reported value

$422.1M

77 stks

2026-06-30

Concentration12.6

Sector conviction43.6

Walter Public Investments Inc.

CIK 0001925251

Total reported value

$415.5M

53 stks

2026-06-30

Concentration12.1

Portfolio Stability55.2

Sector conviction58.5

Winthrop Capital Management, LLC

CIK 0002010657

Total reported value

$414.1M

351 stks

2026-06-30

Concentration12.0

Portfolio Stability15.2

Sector conviction49.5

WP Advisors, LLC

CIK 0001697796

Total reported value

$413.3M

119 stks

2026-06-30

Concentration17.4

Portfolio Stability15.7

Sector conviction63.9

WealthCare Investment Partners, LLC

CIK 0001908462

Total reported value

$411.5M

206 stks

2026-06-30

Concentration7.5

Portfolio Stability20.9

Sector conviction60.5

Waypoint Wealth Partners Inc.

CIK 0001817306

Total reported value

$411.4M

76 stks

2025-06-30

Stale — no recent filing

Concentration59.5

Sector conviction52.7

Warner Group LLC

CIK 0002073617

Total reported value

$406.1M

129 stks

2026-06-30

Concentration19.8

Sector conviction93.1

Whitefort Capital Management, LP

CIK 0001884931

Total reported value

$405.7M

19 stks

2026-06-30

Concentration33.5

Portfolio Stability43.1

Walter & Keenan Wealth Management LLC /in/ /adv

CIK 0000752365

Total reported value

$404.6M

169 stks

2026-06-30

Concentration9.4

Portfolio Stability16.4

Sector conviction52.5

Wbi Investments, LLC

CIK 0001397424

Total reported value

$403.5M

422 stks

2026-06-30

Concentration6.5

Portfolio Stability64.0

Sector conviction46.2

Wealth Group, Ltd.

CIK 0002013988

Total reported value

$400.7M

106 stks

2026-06-30

Concentration17.9

Sector conviction55.9

WorthPointe, LLC

CIK 0001921448

Total reported value

$398.6M

124 stks

2026-06-30

Concentration23.8

Sector conviction87.3

Willingdon Wealth Management

CIK 0001577773

Total reported value

$397.3M

307 stks

2020-03-31

Stale — no recent filing

Concentration8.9

Portfolio Stability45.7

Sector conviction54.3

Walled Lake Planning & Wealth Management, LLC

CIK 0001812177

Total reported value

$396.2M

142 stks

2026-06-30

Concentration14.3

Portfolio Stability26.3

Sector conviction52.0

White Mountains Insurance Group LTD

CIK 0000776867

Total reported value

$393.6M

2 stks

2026-06-30

Portfolio Stability22.7

Websterrogers Financial Advisors, LLC

CIK 0001841757

Total reported value

$390.4M

103 stks

2026-06-30

Concentration15.0

Sector conviction55.8

Windsor Capital Management, LLC

CIK 0001543100

Total reported value

$384.8M

127 stks

2026-06-30

Concentration14.0

Portfolio Stability16.7

Sector conviction57.9

Weybosset Research & Management LLC

CIK 0001280604

Total reported value

$380.9M

32 stks

2026-06-30

Concentration20.9

Portfolio Stability14.3

Sector conviction70.7

Whetstone Capital Advisors, LLC

CIK 0001607278

Total reported value

$380.4M

68 stks

2026-06-30

Concentration41.8

Portfolio Stability53.0

Wellington Grp LLC

CIK 0002134013

Total reported value

$377.9M

144 stks

2026-06-30

Concentration12.4

Portfolio Stability28.1

Sector conviction52.8

WealthBridge Investment Counsel Inc.

CIK 0001799425

Total reported value

$374.5M

44 stks

2026-06-30

Concentration13.3

Portfolio Stability18.8

Sector conviction56.8

Wealth Effects LLC

CIK 0001907254

Total reported value

$370.5M

256 stks

2026-06-30

Concentration9.7

Sector conviction82.2

Wealth Advisors of Iowa, LLC

CIK 0001803005

Total reported value

$369.2M

90 stks

2026-06-30

Concentration22.1

Portfolio Stability27.9

Sector conviction56.3

Whelan Financial

CIK 0001894921

Total reported value

$367.2M

101 stks

2026-06-30

Concentration33.3

Portfolio Stability14.6

Sector conviction86.6

Waterford Advisors, LLC

CIK 0001960657

Total reported value

$366.5M

64 stks

2026-06-30

Concentration32.7

Portfolio Stability16.7

Sector conviction73.9

Wright Investors Service Inc

CIK 0000108572

Total reported value

$365.8M

238 stks

2026-06-30

Concentration7.2

Portfolio Stability31.4

Sector conviction53.8

Wilson Asset Management

CIK 0001914472

Total reported value

$364.1M

37 stks

2026-06-30

Concentration16.4

Portfolio Stability55.8

Sector conviction55.1

Westbourne Investment Advisors, Inc.

CIK 0001650092

Total reported value

$362.7M

120 stks

2026-06-30

Concentration12.1

Sector conviction54.7

Wealth Management Associates, Inc.

CIK 0002067339

Total reported value

$362.4M

254 stks

2026-06-30

Portfolio Stability33.9

Sector conviction84.2

WT Wealth Management

CIK 0001780507

Total reported value

$361.1M

138 stks

2026-06-30

Concentration9.5

Portfolio Stability29.3

Sector conviction64.9

Watershed Private Wealth LLC

CIK 0001965271

Total reported value

$355.1M

120 stks

2026-06-30

Concentration22.4

Sector conviction87.1

Wheelhouse Advisory Group LLC

CIK 0001998946

Total reported value

$354.4M

55 stks

2026-06-30

Concentration27.3

Portfolio Stability16.3

Sector conviction55.3

Whitegate Investment Counselors, Inc.

CIK 0001667102

Total reported value

$351.3M

76 stks

2026-06-30

Concentration18.1

Portfolio Stability12.3

Sector conviction76.0

William Harris Investors Inc

CIK 0000928204

Total reported value

$347.5M

129 stks

2016-12-31

Stale — no recent filing

Concentration14.0

Portfolio Stability72.1

West Family Investments, Inc.

CIK 0001568303

Total reported value

$345.0M

468 stks

2026-06-30

Concentration4.0

Portfolio Stability91.4

Sector conviction50.9

Westwood Wealth Management

CIK 0001861125

Total reported value

$345.0M

43 stks

2026-06-30

Concentration56.8

Portfolio Stability35.5

Wealthstar Advisors, LLC

CIK 0001602224

Total reported value

$342.9M

114 stks

2026-06-30

Concentration77.2

Portfolio Stability58.6

Sector conviction93.6

Western Financial Corp/CA

CIK 0001954480

Total reported value

$341.5M

132 stks

2026-06-30

Concentration24.4

Portfolio Stability43.1

Sector conviction69.3

Warner Financial, Inc

CIK 0001927175

Total reported value

$340.1M

145 stks

2026-06-30

Concentration14.6

Portfolio Stability15.9

Sector conviction76.4

Weber Alan W

CIK 0001139986

Total reported value

$335.5M

82 stks

2020-12-31

Stale — no recent filing

Concentration28.3

Portfolio Stability51.0

Wealth High Governance Capital Ltda

CIK 0002028828

Total reported value

$334.4M

35 stks

2026-06-30

Concentration14.9

Sector conviction89.1

Windsor Creek Advisors, LLC

CIK 0001766553

Total reported value

$330.7M

108 stks

2021-12-31

Stale — no recent filing

Concentration19.2

Sector conviction69.7

Windward Management LP

CIK 0001880817

Total reported value

$329.5M

13 stks

2026-06-30

Wealth Advisors of Tampa Bay, LLC

CIK 0001715228

Total reported value

$326.9M

94 stks

2026-06-30

Concentration10.1

Portfolio Stability18.9

Sector conviction61.4

Whitnell & Co.

CIK 0001569173

Total reported value

$325.7M

274 stks

2019-12-31

Stale — no recent filing

Concentration6.0

Portfolio Stability14.8

Sector conviction49.6

Wilkerson Advisory Group LLC

CIK 0002079661

Total reported value

$325.6M

620 stks

2026-06-30

Concentration19.8

Portfolio Stability16.3

Sector conviction48.9

Wealth Management Resources, Inc.

CIK 0001063516

Total reported value

$324.2M

31 stks

2026-06-30

Concentration27.6

Portfolio Stability15.4

Wealth Quarterback LLC

CIK 0001803386

Total reported value

$323.8M

172 stks

2026-06-30

Concentration16.4

Portfolio Stability33.1

Sector conviction58.6

Walker Financial Services, Inc.

CIK 0001965479

Total reported value

$323.3M

45 stks

2026-06-30

Concentration29.8

Portfolio Stability15.1

Sector conviction74.5

Westshore Wealth, LLC

CIK 0001806366

Total reported value

$322.1M

107 stks

2026-06-30

Concentration31.8

Portfolio Stability22.2

Sector conviction78.3

Wrapmanager Inc

CIK 0001266014

Total reported value

$319.6M

150 stks

2026-06-30

Concentration10.6

Sector conviction70.4

Wealthspan Partners, LLC

CIK 0001909805

Total reported value

$317.3M

129 stks

2026-06-30

Concentration15.2

Sector conviction76.5

Worth Asset Management, LLC

CIK 0001927285

Total reported value

$312.6M

603 stks

2026-06-30

Concentration16.3

Portfolio Stability69.4

Windward Private Wealth Management Inc.

CIK 0001835866

Total reported value

$312.6M

43 stks

2026-06-30

Concentration43.1

Portfolio Stability8.3

Sector conviction90.6

Weinberger Asset Management, Inc

CIK 0002051705

Total reported value

$311.8M

101 stks

2026-06-30

Concentration17.1

Sector conviction61.4

WR Wealth Planners, LLC

CIK 0002031978

Total reported value

$311.0M

1,104 stks

2024-12-31

Stale — no recent filing

Concentration14.4

Sector conviction47.4

Wealth Watch Advisors, INC

CIK 0002040515

Total reported value

$308.2M

142 stks

2026-06-30

Concentration17.0

Portfolio Stability56.0

Sector conviction74.1

WIM INVESTMENT MANAGEMENT Ltd

CIK 0002042565

Total reported value

$305.3M

26 stks

2026-06-30

Concentration62.1

Sector conviction77.5

Woodward Financial Advisors, Inc.

CIK 0002136600

Total reported value

$299.1M

66 stks

2026-06-30

Concentration33.0

Sector conviction84.2

Wolf Group Capital Advisors

CIK 0001579111

Total reported value

$297.7M

166 stks

2025-03-31

Stale — no recent filing

Concentration6.5

Sector conviction64.3

Wambolt & Associates, LLC

CIK 0001755723

Total reported value

$297.3M

171 stks

2025-06-30

Stale — no recent filing

Concentration5.7

Sector conviction61.2

Wind River Trust Co

CIK 0001657703

Total reported value

$296.1M

12 stks

2026-06-30

Concentration75.0

Portfolio Stability11.0

Wrenne Financial Planning LLC

CIK 0002023054

Total reported value

$296.1M

60 stks

2026-06-30

Concentration40.5

Sector conviction98.0

Western Standard LLC

CIK 0001517666

Total reported value

$295.3M

27 stks

2026-06-30

Concentration30.0

Sector conviction98.7

Weitzel Financial Services, Inc.

CIK 0001846789

Total reported value

$294.1M

51 stks

2026-06-30

Concentration36.8

Wealthedge Investment Advisors, LLC

CIK 0002058455

Total reported value

$294.1M

143 stks

2026-06-30

Concentration8.4

Portfolio Stability37.7

Sector conviction88.9

Wealth Advisors Northwest LLC

CIK 0002053892

Total reported value

$293.2M

65 stks

2026-06-30

Concentration37.6

Portfolio Stability21.2

Wellesley Investment Partners, LLC

CIK 0001669733

Total reported value

$292.5M

103 stks

2020-09-30

Stale — no recent filing

Concentration25.8

Portfolio Stability6.6

Sector conviction52.4

Wittenberg Investment Management, Inc.

CIK 0001697790

Total reported value

$292.5M

78 stks

2026-06-30

Concentration28.8

Portfolio Stability16.1

Wade Financial Advisory, Inc

CIK 0001802670

Total reported value

$291.9M

76 stks

2025-03-31

Stale — no recent filing

Concentration29.4

Wetzel Investment Advisors, Inc.

CIK 0002009211

Total reported value

$288.7M

151 stks

2026-06-30

Concentration15.2

Portfolio Stability26.6

Sector conviction68.5

WealthStone, Inc.

CIK 0001548784

Total reported value

$286.7M

276 stks

2021-03-31

Stale — no recent filing

Concentration15.2

Portfolio Stability28.1

Sector conviction49.8

William Mack & Associates, Inc.

CIK 0002096700

Total reported value

$283.7M

108 stks

2026-06-30

Concentration35.2

Portfolio Stability49.3

Sector conviction94.1

Win Advisors, Inc

CIK 0001897144

Total reported value

$280.5M

75 stks

2026-06-30

Concentration12.7

Winfield Associates, Inc.

CIK 0001569655

Total reported value

$276.4M

153 stks

2022-03-31

Stale — no recent filing

Sector conviction95.7

Wd Rutherford LLC

CIK 0001841015

Total reported value

$276.3M

75 stks

2026-06-30

Concentration10.0

Portfolio Stability34.7

Sector conviction73.5

WealthCollab, LLC

CIK 0002017870

Total reported value

$276.1M

1,060 stks

2026-06-30

Concentration17.0

Portfolio Stability14.5

Sector conviction84.1

Wealth Analytics Partners, LLC

CIK 0002110717

Total reported value

$275.7M

50 stks

2026-06-30

Concentration40.0

Sector conviction77.0

Wills Financial Group LLC

CIK 0002059579

Total reported value

$274.8M

82 stks

2026-06-30

Concentration12.2

Portfolio Stability14.3

Sector conviction42.8

Westwood Management CORP /il/

CIK 0000912160

Total reported value

$270.2M

28 stks

2023-12-31

Stale — no recent filing

Concentration27.9

Sector conviction55.1

Washington State Investment Board

CIK 0000943712

Total reported value

$267.8M

2 stks

2026-06-30

Portfolio Stability9.1

WMG Financial Advisors, LLC

CIK 0001906711

Total reported value

$265.4M

187 stks

2026-06-30

Concentration37.7

Portfolio Stability20.6

Sector conviction81.6

Washington University

CIK 0000903603

Total reported value

$264.8M

3 stks

2026-06-30

Portfolio Stability67.1

Wayfinding Financial, LLC

CIK 0001898131

Total reported value

$264.0M

171 stks

2026-06-30

Concentration10.2

Portfolio Stability30.4

Sector conviction95.3

Wasserstein Management, L.P.

CIK 0001751492

Total reported value

$264.0M

8 stks

2026-06-30

Portfolio Stability52.2

Wela Strategies, Inc.

CIK 0001644329

Total reported value

$263.7M

55 stks

2025-09-30

Stale — no recent filing

Concentration42.7

Portfolio Stability12.2

Sector conviction52.9

Werlinich Asset Management, LLC

CIK 0002000493

Total reported value

$261.7M

58 stks

2026-06-30

Concentration21.2

Portfolio Stability33.7

Sector conviction96.1

Weik Capital Management

CIK 0001278793

Total reported value

$260.3M

93 stks

2026-06-30

Concentration14.7

Portfolio Stability11.8

Sector conviction45.3

WJ Interests, LLC

CIK 0001727642

Total reported value

$259.4M

22 stks

2026-06-30

Concentration41.3

Portfolio Stability34.6

Wealth Management Strategies, Inc.

CIK 0002057285

Total reported value

$255.9M

45 stks

2026-06-30

Concentration43.3

Portfolio Stability15.3

WJ Wealth Management, LLC

CIK 0001801674

Total reported value

$253.4M

80 stks

2026-06-30

Concentration14.1

Windle Wealth, LLC

CIK 0001963452

Total reported value

$248.9M

35 stks

2026-06-30

Concentration15.8

Portfolio Stability13.0

Sector conviction37.7

William John Sempolinski

CIK 0002149024

Total reported value

$247.7M

106 stks

2026-06-30

Concentration25.1

WealthOne, LLC

CIK 0001763608

Total reported value

$247.6M

85 stks

2023-09-30

Stale — no recent filing

Concentration31.6

Warburton Capital Management, LLC

CIK 0002054795

Total reported value

$245.9M

75 stks

2026-06-30

Concentration77.9

Sector conviction94.5

Westbourne Investments, Inc.

CIK 0000932929

Total reported value

$245.2M

149 stks

2026-06-30

Concentration7.9

Portfolio Stability34.3

Sector conviction50.0

Westport Asset Management Inc

CIK 0000811454

Total reported value

$244.9M

80 stks

2026-06-30

Concentration14.5

Portfolio Stability14.9

Sector conviction55.5

Wealthcare Capital Partners, LLC

CIK 0002053307

Total reported value

$242.0M

179 stks

2026-06-30

Concentration15.7

Portfolio Stability17.4

Sector conviction56.0

Westhampton Capital, LLC

CIK 0001639997

Total reported value

$241.0M

131 stks

2026-06-30

Concentration10.6

Sector conviction62.8

Walser Wealth Management Company, A Ltd Liability Co

CIK 0002112280

Total reported value

$240.7M

215 stks

2026-06-30

Concentration10.7

Portfolio Stability64.7

Sector conviction41.8

WealthCare Asset Management, LLC

CIK 0002034181

Total reported value

$240.7M

156 stks

2026-06-30

Concentration29.2

Sector conviction89.6

Worth Financial Advisory Group, LLC

CIK 0001964358

Total reported value

$240.0M

202 stks

2026-06-30

Concentration6.6

Sector conviction65.1