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Institution8 | Since Filing↕ | YTD↕ | Key People | Total AUM (Long)↓ | Position Count Bucket | Sector Weights |
|---|---|---|---|---|---|---|
 Hamlin Capital Management, LLC Long Only Manager | 6.01%Nov 14, 2025 | - | Mark (Nmn) Stitzer CEO | $4.4B | 20-100 positions | |
 RPOA Advisors, Inc. RIA/Wealth | 2.48%Oct 6, 2025 | - | Jordan Michael Roach CIO | $3.9B | < 20 positions | |
 Gulf International Bank Ltd Long Only Manager | 2.64%Nov 13, 2025 | - | Katherine Lucy Garrett-Cox CEO | $3.0B | > 100 positions | |
R Ruffer LLP Long Only Manager | 21.24%Nov 3, 2025 | - | Miranda Jane Best CEO | $1.8B | > 100 positions | |
 PSG Equity L.L.C. Private Equity | 10.01%Nov 6, 2025 | - | Mark Edward Hastings CEO | $951.2M | < 20 positions | |
 WEST CHESTER CAPITAL ADVISORS, INC RIA/Wealth | 0.66%Nov 12, 2025 | - | Frank Joseph Lapinsky CEO | $197.9M | 20-100 positions | |
 Cloud Capital Management, LLC Real Assets | 2.86%Nov 3, 2025 | - | John Joseph Comerford CCO | $183.7M | > 100 positions | |
 Longview Financial Advisors, Inc. RIA/Wealth | 4.04%Nov 12, 2025 | - | Timothy Charles Harrington Managing Partner | $129.7M | 20-100 positions |