Weighting | |||||||
---|---|---|---|---|---|---|---|
Filer | Top 20 | Top 10 | Top 5 | Top 3 | Top 1 | Value | Holdings |
Greenhouse Wealth Management, LLC | 88.5% | 79.1% | 65.1% | 54.6% | 37.2% | $692,218 | 53 |
RWC ASSET ADVISORS (US) LLC | 100.0% | 93.2% | 65.1% | 45.8% | 17.7% | $51,777,852 | 19 |
Mokosak Advisory Group, LLC | 99.4% | 93.0% | 65.1% | 48.2% | 21.0% | $3,141,210 | 26 |
Greenwoods Asset Management Hong Kong Ltd. | 98.6% | 86.9% | 65.1% | 49.1% | 19.8% | $50,769,051 | 31 |
IVY LANE CAPITAL MANAGEMENT, LLC | 100.0% | 93.4% | 65.0% | 49.1% | 20.3% | $1,276,800 | 12 |
FIDELIS iM, LLC | 100.0% | 94.4% | 65.0% | 46.1% | 17.2% | $2,512,027 | 17 |
FSC Wealth Advisors, LLC | 90.3% | 82.5% | 65.0% | 49.7% | 19.8% | $1,140,253 | 231 |
1060 Capital, LLC | 100.0% | 99.5% | 64.9% | 42.8% | 15.2% | $1,947,986 | 11 |
BBR PARTNERS, LLC | 82.4% | 74.4% | 64.9% | 59.1% | 44.3% | $8,128,073 | 195 |
Scott Capital Advisors, LLC | 94.6% | 83.1% | 64.9% | 46.2% | 21.2% | $2,328,450 | 46 |
Long Focus Capital Management, LLC | 84.7% | 76.7% | 64.8% | 56.2% | 33.1% | $159,160,447 | 115 |
Alkeon Capital Management | 81.8% | 73.9% | 64.8% | 58.4% | 50.5% | $430,046,616 | 101 |
Shannon River Fund Management LLC | 100.0% | 87.5% | 64.8% | 50.9% | 32.4% | $8,393,665 | 16 |
Quantitative Strategies, Inc. | 100.0% | 87.0% | 64.8% | 52.6% | 19.9% | $1,925,090 | 20 |
Activest Wealth Management | 90.0% | 80.6% | 64.7% | 51.7% | 27.5% | $1,840,191 | 503 |
WestHill Financial Advisors, Inc. | 93.0% | 81.0% | 64.7% | 44.8% | 17.8% | $5,138,533 | 116 |
Kanen Wealth Management LLC | 100.0% | 88.6% | 64.7% | 45.5% | 18.4% | $27,955,142 | 18 |
Newlands Management Operations LLC | 99.8% | 82.4% | 64.7% | 50.0% | 31.0% | $93,020,178 | 29 |
Wealth Advisors of Iowa, LLC | 90.3% | 81.4% | 64.6% | 47.4% | 20.0% | $2,213,707 | 59 |
Davidson Capital Management Inc. | 80.4% | 70.1% | 64.6% | 57.2% | 25.2% | $2,415,277 | 82 |
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.