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| Company Name | Company Code | Headline |
|---|---|---|
- Alabama
- Alaska
- Arizona
- Arkansas
- California
- Colorado
- Connecticut
- Delaware
- Florida
- Georgia
- Hawaii
- Idaho
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
- Louisiana
- Maine
- Maryland
- Massachusetts
- Michigan
- Minnesota
- Mississippi
- Missouri
- Montana
- Nebraska
- Nevada
- New Hampshire
- New Jersey
- New York
- North Carolina
- North Dakota
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- Rhode Island
- South Carolina
- South Dakota
- Tennessee
- Texas
- Utah
- Vermont
- Virginia
- Washington
- West Virginia
- Wisconsin
- Wyoming
RIA (Registered Investment Adviser)
Alabama
| Fund Name [click to view Dashboard and CIK] | Reported AUM on Mar 31, 2025 ($) | Perecntile Rank by Reported AUM | YOY Reported AUM Change % ( Q2/2023 vs Q2/2022 ) | Today's market Value | Portfolio Turnover % | Annual Portfolio Tunover Percentile Rank |
|---|---|---|---|---|---|---|
| Arlington Partners LLC [0001389848] | 254.8 M | 40 | 29.8 | 246.3 M | 27.7 | 100 |
| BHK Investment Advisors, LLC [0001710539] | 236.5 M | 38 | -9.1 | 249.4 M | 2.0 | 100 |
| Brown Financial Advisory [0001843853] | 160.1 M | 24 | 24.4 | 150.9 M | 12.0 | 100 |
| Cook & Bynum Capital Management, LLC [0001542280] | 128.1 M | 15 | -2.3 | 127.4 M | 0.5 | - |
| Hayek Kallen Investment Management [0001430681] | 271.5 M | 43 | 4.1 | 277.7 M | 2.1 | - |
| Keel Point, LLC [0001386935] | 1.3 B | 78 | 33.2 | 1.4 B | 13.6 | - |
| Leavell Investment Management, Inc. [0000924181] | 2 B | 84 | 16.7 | 2.1 B | 6.0 | 100 |
| Mitchell Mcleod Pugh & Williams Inc. [0001632105] | 483.5 M | 59 | 16.3 | 493.6 M | 8.7 | 100 |
| Park Place Capital Corp [0001965810] | 368.9 M | 52 | 32.2 | 334.9 M | 36.1 | 100 |
| RFG Advisory Group, LLC [0001633387] | 3.7 B | 89 | 26.0 | 3.5 B | 18.2 | 100 |
| Stonegate Investment Group, LLC [0001904154] | 3.7 B | 89 | 17.3 | 3.9 B | 12.0 | 100 |
| Sunburst Financial Group, LLC [0001800158] | 407.3 M | 55 | 15.2 | 361.5 M | 8.0 | 100 |
| Vulcan Value Partners, LLC [0001556785] | 5.3 B | 91 | -22.7 | 5.3 B | 37.6 | 100 |
| Warren Averett Asset Management, LLC [0001568787] | 8.2 B | 94 | 93.0 | 8.3 B | 3.8 | - |
| Welch Group, LLC [0001443095] | 2.3 B | 85 | 12.8 | 2.3 B | 6.7 | 100 |
TAI ( Thinking Ahead Institute )
California
| Fund Name [click to view Dashboard and CIK] | Reported AUM on Mar 31, 2025 ($) | Perecntile Rank by Reported AUM | YOY Reported AUM Change % ( Q2/2023 vs Q2/2022 ) | Today's market Value | Portfolio Turnover % | Annual Portfolio Tunover Percentile Rank |
|---|---|---|---|---|---|---|
| Allspring Global Investments Holdings, LLC [0001890906] | 57.7 B | 98 | -9.9 | 58.5 B | 28.2 | 100 |
| Ares Management LLC [0001259313] | 1.6 B | 81 | -62.7 | 2.4 B | 2.3 | - |
| Beach Point Capital Management LP [0001453885] | 283.8 M | 44 | -0.8 | 129.8 M | 3.8 | 100 |
| Brandes Investment Partners, LP [0001015079] | 9.8 B | 94 | 26.5 | 9.1 B | 17.9 | - |
| Causeway Capital Management LLC [0001165797] | 4.8 B | 91 | 25.1 | 3.5 B | 44.6 | 100 |
| Dodge & Cox [0000200217] | 175.5 B | 99 | 1.8 | 168 B | 13.0 | 100 |
| Fuller & Thaler Asset Management, Inc. [0001082327] | 25.7 B | 97 | 12.3 | 25.4 B | 33.8 | 100 |
| Hotchkis & Wiley Capital Management LLC [0001164833] | 29.9 B | 97 | -0.2 | 27.6 B | 29.0 | 100 |
| Los Angeles Capital Management & Equity Research Inc. [0001177206] | 22.6 B | 97 | -22.7 | 25.9 B | 58.9 | 100 |
| Pacific Asset Management LLC [0001844577] | 303.8 M | 46 | 11.4 | 306.7 M | 32.4 | - |
| Stepstone Group LP [0001502287] | 97.4 M | 8 | -79.4 | 30.9 M | 4.6 | 100 |