| Weighting | |||||||
|---|---|---|---|---|---|---|---|
| Filer | Top 20 | Top 10 | Top 5 | Top 3 | Top 1 | Value | Holdings |
| Verus Financial Partners, Inc. | 93.2% | 77.0% | 53.0% | 40.4% | 21.4% | $9,955,857 | 103 |
| Stockbridge Partners LLC | 100.0% | 85.8% | 52.9% | 38.4% | 22.0% | $36,814,529 | 15 |
| David Kennon Inc | 96.9% | 73.6% | 52.9% | 39.6% | 16.7% | $3,444,165 | 27 |
| Conservest Capital Advisors, Inc. | 90.2% | 74.0% | 52.9% | 38.6% | 14.0% | $7,171,082 | 103 |
| BHK Investment Advisors, LLC | 91.7% | 79.5% | 52.9% | 33.6% | 11.3% | $2,309,548 | 54 |
| Bluesphere Advisors, LLC | 79.2% | 66.3% | 52.9% | 44.5% | 22.2% | $916,439 | 84 |
| Marquette Asset Management, LLC | 90.5% | 77.8% | 52.9% | 37.2% | 18.8% | $10,403,348 | 284 |
| Tradewinds Capital Management, LLC | 91.5% | 80.3% | 52.8% | 34.6% | 15.7% | $6,146,189 | 506 |
| Gainplan LLC | 89.6% | 71.0% | 52.8% | 41.7% | 14.3% | $1,654,286 | 43 |
| Miura Global Management | 100.0% | 79.3% | 52.8% | 36.5% | 17.3% | $1,902,100 | 19 |
| Stone House Investment Management, LLC | 93.4% | 76.2% | 52.8% | 36.2% | 14.3% | $2,994,887 | 337 |
| Walker Asset Management, LLC | 73.3% | 61.9% | 52.8% | 46.6% | 32.5% | $1,693,990 | 91 |
| CAPITAL COUNSEL LLC/NY | 98.7% | 90.8% | 52.8% | 32.9% | 11.5% | $8,479,214 | 52 |
| TRIAD FINANCIAL ADVISORS, INC. | 84.8% | 71.0% | 52.8% | 39.4% | 16.0% | $12,337,993 | 98 |
| Leading Edge Financial Planning LLC | 85.1% | 72.5% | 52.8% | 37.9% | 15.4% | $4,829,385 | 67 |
| TrueWealth Financial Partners | 100.0% | 91.3% | 52.8% | 33.1% | 12.4% | $1,432,462 | 15 |
| Ascension Capital Advisors, Inc. | 93.7% | 75.2% | 52.7% | 37.1% | 13.7% | $3,744,862 | 42 |
| Gardner Russo & Gardner | 98.3% | 81.7% | 52.7% | 36.3% | 14.4% | $69,831,043 | 82 |
| TIGER GLOBAL MANAGEMENT LLC | 88.2% | 71.8% | 52.7% | 42.1% | 19.7% | $199,776,197 | 48 |
| Metropolis Capital Ltd | 100.0% | 87.0% | 52.7% | 36.0% | 13.8% | $30,943,627 | 16 |
Statistics for filers
This page shows you the Q3 2023 statistics for the filers.
- Top 5
- The total weighting of the top 5 holdings.
- Value
- The total value of the reported holdings.
- Holdings
- The number of reported holdings.