Weighting | |||||||
---|---|---|---|---|---|---|---|
Filer | Top 20 | Top 10 | Top 5 | Top 3 | Top 1 | Value | Holdings |
TRUEFG, LLC | 96.6% | 89.1% | 65.6% | 44.8% | 16.2% | $4,641,968 | 39 |
Sterling Group Wealth Management, LLC | 90.8% | 81.9% | 65.6% | 53.6% | 27.6% | $1,706,800 | 49 |
Brevan Howard Capital Management LP | 94.7% | 89.2% | 65.6% | 44.2% | 18.1% | $225,225,382 | 383 |
Florin Court Capital LLP | 100.0% | 86.5% | 65.6% | 51.5% | 20.2% | $1,168,230 | 18 |
PPS&V ASSET MANAGEMENT CONSULTANTS, INC. | 94.2% | 85.2% | 65.5% | 54.1% | 26.8% | $832,010 | 38 |
Barton Investment Management | 96.7% | 85.1% | 65.5% | 55.2% | 22.2% | $8,362,584 | 45 |
Kopp Family Office, LLC | 100.0% | 93.7% | 65.5% | 45.6% | 17.8% | $4,252,345 | 21 |
Summit Wealth Group, LLC | 94.5% | 83.6% | 65.5% | 52.4% | 29.6% | $2,745,096 | 39 |
SYM FINANCIAL Corp | 92.5% | 83.9% | 65.4% | 51.9% | 29.5% | $14,650,360 | 186 |
Stevard, LLC | 90.7% | 80.6% | 65.4% | 56.1% | 43.4% | $1,662,782 | 44 |
C2C Wealth Management, LLC | 75.5% | 70.1% | 65.3% | 62.7% | 58.7% | $5,772,618 | 232 |
McCarthy Asset Management, Inc. | 96.2% | 83.2% | 65.3% | 54.0% | 23.1% | $2,184,574 | 36 |
CHERRYDALE WEALTH MANAGEMENT, LLC | 92.7% | 82.9% | 65.3% | 49.0% | 22.1% | $3,050,448 | 47 |
Darsana Capital Partners LP | 100.0% | 100.0% | 65.3% | 42.3% | 15.5% | $33,700,441 | 10 |
Cheyne Capital Management (UK) LLP | 97.8% | 80.6% | 65.3% | 52.3% | 29.4% | $1,664,155 | 24 |
Simplify Asset Management Inc. | 82.7% | 75.4% | 65.2% | 54.1% | 31.8% | $24,293,587 | 122 |
Taconic Capital Advisors LP | 92.4% | 79.9% | 65.2% | 54.0% | 29.4% | $60,340,835 | 163 |
Gallagher Fiduciary Advisors, LLC | 89.8% | 77.9% | 65.2% | 58.5% | 33.5% | $39,611,125 | 171 |
Ocean Capital Management, LLC | 96.0% | 82.2% | 65.2% | 46.9% | 19.2% | $1,387,344 | 39 |
Jasper Ridge Partners, L.P. | 86.8% | 77.7% | 65.1% | 56.3% | 22.1% | $32,223,485 | 144 |
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.