| 1832 Asset Management L.P. |
Toronto, Ontario, Canada |
Q2 2025 |
|
$57.4B |
| &PARTNERS |
Nashville, TN |
Q2 2025 |
|
$13B |
| 3G Global Food Holdings LP |
Grand Cayman Ky1 1104, Cayman Islands |
|
|
$3.69B |
| 59 North Capital Management, LP |
Houston, TX |
Q2 2025 |
|
$2.8B |
| 3M CO |
St Paul, MN |
|
|
$1.88B |
| 1ST SOURCE BANK |
South Bend, IN |
Q2 2025 |
|
$1.81B |
| 3EDGE Asset Management, LP |
Naples, FL |
Q2 2025 |
|
$1.61B |
| 6 Meridian |
Wichita, KS |
Q4 2021 |
|
$1.37B |
| 1900 WEALTH MANAGEMENT LLC |
San Antonio, TX |
Q2 2025 |
|
$1.32B |
| 915 Investments, LP |
Bryn Mawr, PA |
|
|
$1.27B |
| 1607 Capital Partners, LLC |
Richmond, VA |
Q2 2025 |
|
$1.23B |
| 683 Capital Management, LLC |
New York, NY |
Q2 2025 |
|
$991M |
| 12 West Capital Management LP |
New York, NY |
Q2 2025 |
|
$946M |
| 49 WEALTH MANAGEMENT, LLC |
Austin, TX |
Q2 2025 |
|
$928M |
| 1834 INVESTMENT ADVISORS CO |
Milwaukee, WI |
Q2 2025 |
|
$790M |
| 140 Summer Partners LP |
New York, NY |
Q2 2025 |
|
$773M |
| 180 WEALTH ADVISORS, LLC |
Federal Way, WA |
Q2 2025 |
|
$717M |
| 8 KNOTS MANAGEMENT, LLC |
Dallas, TX |
Q2 2025 |
|
$698M |
| 9258 Wealth Management, LLC |
Blue Ash, OH |
Q3 2024 |
|
$677M |
| 12th Street Asset Management Company, LLC |
Nashville, TN |
Q2 2025 |
|
$582M |
| 111 Capital |
Paris, France |
Q2 2025 |
|
$582M |
| 2Xideas AG |
Pfaffikon, Switzerland |
Q2 2025 |
|
$581M |
| 2021 Irrevocable Trust for Gerald B. Shreiber |
Pennsauken, PA |
|
|
$578M |
| 10-15 ASSOCIATES, INC. |
Goshen, NY |
Q3 2020 |
|
$516M |
| 2018 Reed Dynasty Trust |
Cleveland, OH |
|
|
$422M |
| 3Chopt Investment Partners, LLC |
Richmond, VA |
Q2 2025 |
|
$416M |
| 3G Capital Partners LP |
New York, NY |
Q2 2025 |
|
$407M |
| 20/20 Capital Management, Inc. |
Costa Mesa, CA |
Q2 2021 |
|
$386M |
| 3D ASSET MANAGEMENT, INC |
Hartford, CT |
Q3 2020 |
|
$358M |
| 8 Rivers Capital, LLC |
Durham, NC |
|
|
$340M |
| 3MR Partners, L.P. |
San Antonio, TX |
|
|
$335M |
| 325 CAPITAL LLC |
New York, NY |
Q2 2025 |
|
$323M |
| 11 Capital Partners LP |
New York, NY |
Q2 2025 |
|
$318M |
| 360 Financial, Inc. |
Wayzata, MN |
Q2 2025 |
|
$315M |
| 44 WEALTH MANAGEMENT LLC |
Eugene, OR |
Q2 2025 |
|
$282M |
| 25 LLC |
St. Louis, MO |
Q2 2025 |
|
$272M |
| 1248 Management, LLC |
Kansas City, MO |
Q2 2025 |
|
$271M |
| 5AM Venture Management, LLC |
San Francisco, CA |
Q2 2025 |
|
$260M |
| 1 NORTH WEALTH SERVICES LLC |
Annapolis, MD |
Q2 2025 |
|
$252M |
| 14B Captial Management LP |
La Jolla, CA |
Q2 2025 |
|
$243M |
| 1776 Wealth LLC |
Atlanta, GA |
Q2 2025 |
|
$243M |
| 1492 Capital Management LLC |
Milwaukee, WI |
Q2 2025 |
|
$217M |
| 626 Financial, LLC |
Portage, MI |
Q2 2025 |
|
$213M |
| 5th Street Advisors, LLC |
Southport, CT |
Q2 2025 |
|
$201M |
| 5T Wealth, LLC |
Napa, CA |
Q2 2025 |
|
$196M |
| 4Thought Financial Group Inc. |
Syosset, NY |
Q2 2025 |
|
$188M |
| 4D Advisors, LLC |
Redondo Beach, CA |
Q2 2025 |
|
$186M |
| 301 HW Opus Investors, LLC |
Fort Worth, TX |
|
|
$183M |
| 17 CAPITAL PARTNERS, LLC |
Pheonix, AZ |
Q2 2025 |
|
$173M |
| 83North II Limited Partnership |
Herzliya Pituach, Israel |
|
|
$157M |
| 4J Wealth Management LLC |
Alexandria, VA |
Q2 2025 |
|
$148M |
| 22NW, LP |
Seattle, WA |
Q2 2025 |
|
$144M |
| 1620 INVESTMENT ADVISORS, INC. |
Plymouth, MA |
Q2 2025 |
|
$141M |
| 440 INVESTMENT GROUP, LLC |
Overland Park, KS |
Q4 2017 |
|
$140M |
| 1858 WEALTH MANAGEMENT, LLC |
Akron, OH |
Q2 2025 |
|
$136M |
| 7G CAPITAL MANAGEMENT, LLC |
New York, NY |
Q2 2025 |
|
$129M |
| 2008 IRREVOCABLE AGREEMENT OF TRUST OF JOHN B REILLY JR |
Bethlehem, PA |
|
|
$113M |
| 13D Management LLC |
New York, NY |
Q2 2025 |
|
$110M |
| 10Elms LLP |
Tulsa, OK |
Q2 2025 |
|
$105M |
| 8VC GP I, LLC |
Austin, TX |
Q2 2025 |
|
$102M |
| 21 West Wealth Management LLC |
Tustin, CA |
Q2 2025 |
|
$99.1M |
| 4WEALTH ADVISORS, INC. |
Burr Ridge, IL |
Q2 2025 |
|
$96.2M |
| 734 Agriculture, LLC |
New York, NY |
Q4 2018 |
|
$93.8M |
| 1323606 B.C. Unlimited Liability Co |
Denver, CO |
|
|
$81M |
| 2024 Grantor Retained Annuity Trust of James J. Kim dtd. 8/5/2024 |
Paoli, PA |
|
|
$71.8M |
| 5AM Partners VI, LLC |
San Francisco, CA |
|
|
$67.6M |
| 210 Capital, LLC |
Dallas, TX |
|
|
$66.6M |
| 2024 Grantor Retained Annuity Trust of Susan Y. Kim dtd. 8/5/2024 |
Paoli, PA |
|
|
$65.3M |
| 26North Partners LP |
New York, NY |
Q2 2025 |
|
$64M |
| 5AM Ventures V, L.P. |
Menlo Park, CA |
|
|
$53.2M |
| 2024 Grantor Retained Annuity Trust of Agnes C. Kim dtd. 8/5/2024 |
Paoli, PA |
|
|
$52.2M |
| 1060 Capital, LLC |
Denver, CO |
Q2 2025 |
|
$49.4M |
| 2023 Grantor Retained Annuity Trust of Susan Y. Kim Dated 9/15/2023 |
Paoli, PA |
|
|
$39M |
| 72 Investment Holdings, LLC |
Stamford, CT |
Q2 2025 |
|
$38.3M |
| 5AM Partners VII, LLC |
San Francisco, CA |
|
|
$33.4M |
| 15 Beach, MHC |
Quincy, MA |
|
|
$32M |
| 272 Capital LP |
Dallas, TX |
Q2 2025 |
|
$24.9M |
| 2012 JMR Trust Common LLC |
Guilford, CT |
|
|
$22.1M |
| 22nd Century Group, Inc. |
Williamsville, NY |
|
|
$21.5M |
| 2TM Holding LP |
New York, NY |
|
|
$20.9M |
| 5AM Opportunities I, L.P. |
San Francisco, CA |
|
|
$19.4M |
| 5AM Partners V, LLC |
San Francisco, CA |
|
|
$18.9M |
| 5AM Partners IV, LLC |
San Francisco, CA |
|
|
$17.5M |
| 300 NORTH CAPITAL, LLC |
Pasadena, CA |
Q2 2015 |
|
$16.3M |
| 7GC & Co. Holdings LLC |
San Francisco, CA |
|
|
$16.1M |
| 10X Fund, L.P. |
Niceville, FL |
|
|
$10.6M |
| 325 Capital Master Fund LP |
Grand Cayman, Cayman Islands |
|
|
$7.91M |
| 5AK, LLC |
Denver, CO |
|
|
$3.23M |
| 5AM Ventures VI, L.P. |
San Francisco, CA |
|
|
$3.22M |
| 1922 Investment Co LLC |
Houston, TX |
Q2 2025 |
|
$3M |
| 1888 Investments, LLC |
Denver, CO |
Q2 2025 |
|
$1.74M |
| 200 Park Avenue Partners, LLC |
Westport, CT |
|
|
$1.5M |
| 9830 Macarthur, LLC |
Sheridan, WY |
|
|
$1.01M |
| 2020 IRREVOCABLE TRUST FOR BENEFIT OF CONSTANCE A. THOMPSON |
King Of Prussia, PA |
|
|
$904K |
| 't Hart Cees |
Chicago, IL |
|
|
$552K |
| 180 DEGREE CAPITAL CORP. /NY/ |
Montclair, NJ |
|
|
$411K |
| .406 Ventures I GP, LLC |
New York, NY |
|
|
$377K |
| 2013 Trust fbo Evelyn R. Kuipers |
Mayfield, OH |
|
|
$374K |
| 2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN |
King Of Prussia, PA |
|
|
$9.00 |