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Portfolio (Quarterly) Guide ↗
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Page 472 of 507  ·  10,139 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
11/13/2025 Brant Point Investment Management Llc Sep 2025 $925M — EDGAR ↗
11/13/2025 Quantum Capital Management, LLC / NJ Sep 2025 $912M — EDGAR ↗
11/13/2025 New England Private Wealth Advisors LLC Sep 2025 $759M — EDGAR ↗
11/13/2025 ShawSpring Partners LLC Sep 2025 $673M — EDGAR ↗
11/13/2025 SevenBridge Financial Group, LLC Sep 2025 $607M — EDGAR ↗
11/13/2025 LaSalle St. Investment Advisors, LLC Sep 2025 $558M — EDGAR ↗
11/13/2025 Stieven Capital Advisors, L.P. Sep 2025 $530M — EDGAR ↗
11/13/2025 Legacy Capital Wealth Partners, LLC Sep 2025 $460M — EDGAR ↗
11/13/2025 Medina Value Partners, LLC Sep 2025 $428M — EDGAR ↗
11/13/2025 Watchman Group, Inc. Sep 2025 $413M — EDGAR ↗
11/13/2025 Pacific Center for Financial Services Sep 2025 $392M — EDGAR ↗
11/13/2025 Wealth High Governance Capital Ltda Sep 2025 $348M — EDGAR ↗
11/13/2025 Pathway Financial Advisers, LLC Sep 2025 $343M — EDGAR ↗
11/13/2025 Dalal Street, LLC Sep 2025 $337M — EDGAR ↗
11/13/2025 Family Legacy, Inc. Sep 2025 $327M — EDGAR ↗
11/13/2025 Hartree Partners, LP Sep 2025 $291M — EDGAR ↗
11/13/2025 Eaton-Cambridge Inc. Sep 2025 $287M — EDGAR ↗
11/13/2025 Highview Capital Management LLC/DE/ Sep 2025 $272M — EDGAR ↗
11/13/2025 Tyro Capital Management LLC Sep 2025 $269M — EDGAR ↗
11/13/2025 TPG Financial Advisors, LLC Sep 2025 $268M — EDGAR ↗
Page 472 of 507  ·  10,139 filings
← Prev 1… 470 471 472 473 474 …507 Next →