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Portfolio (Quarterly) Guide ↗
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Page 298 of 507  ·  10,132 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
2/11/2026 Hilton Head Capital Partners, LLC Dec 2025 $171M — EDGAR ↗
2/11/2026 Comprehensive Wealth Management, LLC Dec 2025 $170M — EDGAR ↗
2/11/2026 Prime Buchholz LLC Dec 2025 $168M — EDGAR ↗
2/11/2026 Ameraudi Asset Management, Inc. Sep 2025 $165M 67 EDGAR ↗
2/11/2026 Explore Capital Management, LLC Sep 2025 $162M 15 EDGAR ↗
2/11/2026 Crestwood Capital Management, L.P. Dec 2025 $158M — EDGAR ↗
2/11/2026 Emory University Dec 2025 $157M — EDGAR ↗
2/11/2026 North Dallas Bank & Trust Co Dec 2025 $153M — EDGAR ↗
2/11/2026 Wealthgarden F.S. Llc Dec 2025 $152M — EDGAR ↗
2/11/2026 Comprehensive Financial Planning, Inc./PA Dec 2025 $151M — EDGAR ↗
2/11/2026 HC Advisors, LLC Dec 2025 $145M — EDGAR ↗
2/11/2026 Cornerstone Financial Group, LLC /NE/ Dec 2025 $143M — EDGAR ↗
2/11/2026 Explore Capital Management, LLC Jun 2025 $141M 17 EDGAR ↗
2/11/2026 Accuvest Global Advisors Dec 2025 $136M — EDGAR ↗
2/11/2026 Sunrise Financial Services, LLC Dec 2025 $133M — EDGAR ↗
2/11/2026 Makaira Partners LLC Dec 2025 $128M 11 EDGAR ↗
2/11/2026 Harpswell Capital Advisors, LLC Dec 2025 $126M — EDGAR ↗
2/11/2026 Potomac Capital Management, Inc. Dec 2025 $124M — EDGAR ↗
2/11/2026 Vista Cima Wealth Management LLC Dec 2025 $120M — EDGAR ↗
2/11/2026 Clarity Wealth Development LLC Dec 2025 $118M — EDGAR ↗
Page 298 of 507  ·  10,132 filings
← Prev 1… 296 297 298 299 300 …507 Next →