Filer statistics Q3 2023

Weighting 
FilerTop 20Top 10Top 5Top 3Top 1ValueHoldings
Atlas Wealth Partners, LLC100.0%91.2%77.9%68.8%46.0%$217,09117
Rezny Wealth Management, Inc.99.7%93.5%77.9%67.5%26.0%$2,545,64823
Unconventional Investor, LLC96.7%89.9%77.9%61.8%35.0%$893,53533
MPS Loria Financial Planners, LLC89.5%83.2%77.8%65.5%33.6%$2,103,63777
Q3 Asset Management93.4%85.2%77.8%69.4%36.6%$2,760,62045
Advance Capital Management, Inc.94.7%91.4%77.7%62.7%33.4%$15,867,201124
KEYWISE CAPITAL MANAGEMENT (HK) Ltd100.0%100.0%77.7%51.5%23.7%$14,068,14010
CONSULTIVA WEALTH MANAGEMENT, CORP.98.1%89.0%77.7%69.1%44.8%$114,10727
BLUEFIN CAPITAL MANAGEMENT, LLC93.3%88.1%77.7%65.1%32.3%$83,400,097194
Investidor Profissional Gestao de Recursos Ltda.99.8%92.4%77.5%68.2%38.4%$1,628,90723
Permanens Capital L.P.96.5%90.5%77.5%63.1%41.9%$7,084,76943
BIGLARI, SARDAR100.0%100.0%77.5%52.4%19.2%$570,8929
Curated Wealth Partners LLC88.0%83.2%77.4%74.3%39.8%$13,815,186134
Top Ace Asset Management Ltd100.0%100.0%77.4%60.3%42.4%$625,63410
JANA Partners Management, LP100.0%100.0%77.4%50.2%19.6%$31,166,4069
BLACKHILL CAPITAL INC97.7%88.7%77.3%70.9%59.1%$7,701,54151
Pine Ridge Advisers LLC98.8%89.6%77.2%66.9%46.7%$2,397,08726
Steadview Capital Management LLC100.0%100.0%77.0%53.2%27.2%$6,355,6578
Maxi Investments CY Ltd95.2%86.2%77.0%71.2%60.5%$4,676,31136
Elequin Capital, LP89.0%85.2%77.0%65.3%28.2%$159,365,068396
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.