Belvedere Advisors 13F annual report (2024) | wallmine

$3.24 million Assets Under Management (AUM) As of 7th October 2020, Belvedere Advisors’s top holding is 42,525 shares of Ishares Tr currently worth over $1.85 million and making up 57.1% …


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Belvedere Advisors 13F Annual Report (2024) | Wallmine

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$3.24 million Assets Under Management (AUM) As of 7th October 2020, Belvedere Advisors’s top holding is 42,525 shares of Ishares Tr currently worth over $1.85 million and making up 57.1% …

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Belvedere Trading 13F Annual Report (2024) - Wallmine

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Belvedere Trading 13F annual report Belvedere Trading is an investment fund managing more than $1.81 trillion ran by Lisa Muehlfelt. There are currently 133 companies in Mrs. Muehlfelt’s …

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Advisors 13F Annual Report (2024) | Wallmine

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Advisors 13F annual report Advisors is an investment fund managing more than $488 billion ran by Robert Miller. There are currently 52 companies in Mr. Miller’s portfolio. The largest …

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Watchtower Advisors, L.P. 13F Annual Report (2024) | Wallmine

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As of 7th August 2024, Watchtower Advisors, L.P.’s top holding is 27,720 shares of Broadcom Inc currently worth over $44.5 billion and making up 28.7% of the portfolio value. Relative to the …

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Mana Advisors 13F Annual Report (2024) | Wallmine

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Mana Advisors 13F annual report Mana Advisors is an investment fund managing more than $3.06 million ran by Vandana Jain. There are currently 15 companies in Mrs. Jain’s portfolio. …

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Waverly Advisors 13F Annual Report (2024) | Wallmine

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$5.06 trillion Assets Under Management (AUM) As of 7th August 2024, Waverly Advisors’s top holding is 8,262,469 shares of Ishares Tr currently worth over $1.24 trillion and making up …

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West Advisors 13F Annual Report (2024) | Wallmine GB

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West Advisors 13F annual report West Advisors is an investment fund managing more than $477 billion ran by Laura West. There are currently 120 companies in Mrs. West’s portfolio. The …

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Trivest Advisors Ltd 13F Annual Report (2024) | Wallmine

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As of 6th August 2024, Trivest Advisors Ltd’s top holding is 828,000 shares of Microsoft currently worth over $370 billion and making up 19.2% of the portfolio value. Relative to the number of …

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Mutual Advisors 13F Annual Report (2024) | Wallmine

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503 rows  · Mutual Advisors 13F annual report Mutual Advisors is an investment fund managing more than $3.26 trillion ran by Lindsay Rider. There are currently 656 companies in Mrs. …

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Betterment 13F Annual Report (2024) | Wallmine IN

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Recent trades. In the most recent 13F filing, Betterment revealed that it had opened a new position in Spdr State Street Global Advisors and bought 1,349,895 shares worth $63.7 …

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Teramo Advisors 13F Annual Report (2024) | Wallmine

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$200 billion Assets Under Management (AUM) As of 31st July 2024, Teramo Advisors’s top holding is 340,000 shares of Spdr S&p 500 Etf Tr currently worth over $185 billion and making …

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Advisor 13F Annual Report (2024) - Wallmine

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Advisor 13F annual report Advisor is an investment fund managing more than $14.3 billion ran by Robert Guldner. There are currently 3953 companies in Mr. Guldner’s portfolio. The largest …

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Natixis Advisors 13F Annual Report (2024) | Wallmine

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Aug 1, 2024  · As of 25th July 2024, Natixis Advisors’s top holding is 5,040,607 shares of Microsoft currently worth over $2.25 billion and making up 4.9% of the portfolio value. Relative to the …

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Alta Advisers Ltd 13F Annual Report (2024) - Wallmine

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$202 billion Assets Under Management (AUM) As of 17th April 2024, Alta Advisers Ltd’s top holding is 699,427 shares of Vanguard Scottsdale Fds currently worth over $40.6 billion and …

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Rovida Advisors 13F Annual Report (2024) | Wallmine

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$280 billion Assets Under Management (AUM) As of 6th August 2024, Rovida Advisors’s top holding is 1,793,437 shares of Bank Of Nt Butterfield&son L currently worth over $62.9 billion …

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Passaic Partners 13F Annual Report (2024) - Wallmine

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$680 billion Assets Under Management (AUM) As of 7th August 2024, Passaic Partners’s top holding is 560,543 shares of Spdr S&p 500 Etf Tr currently worth over $305 billion and making …

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FAQs about Belvedere Advisors 13F annual report (2024) | wallmine Coupon?

Who owns Belvedere Trading?

Belvedere Trading is an investment fund managing more than $1.34 trillion ran by Lisa Muehlfelt. There are currently 149 companies in Mrs. Muehlfelt’s portfolio. The largest investments include NVIDIA Corp and Spdr S&p 500 Etf Tr, together worth $914 billion. ...

How much is Belvedere Trading worth?

Currently, Belvedere Trading's portfolio is worth at least $1.34 trillion. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents. The Belvedere Trading office and employees reside in Chicago, Illinois. ...

What sectors does Belvedere Trading invest in?

Belvedere Trading’s portfolio is diversified across 12 sectors. Currently, their heaviest sector is Technology — making up 41.7% of the total portfolio value. The fund focuses on investments in the United States as 36.9% of the portfolio companies are based in the United States. ...

Does Belvedere Trading own NVIDIA Corp?

As of 2nd May 2024, Belvedere Trading’s top holding is 617,013 shares of NVIDIA Corp currently worth over $558 billion and making up 41.5% of the portfolio value. Relative to the number of outstanding shares of NVIDIA Corp, Belvedere Trading owns more than approximately 0.1% of the company. ...

Which investment funds are similar to Belvedere Trading?

The two most similar investment funds to Belvedere Trading are First Trust Direct Indexing L.P. and Global Alpha Capital Management . They manage $1.34 trillion and $1.35 trillion respectively. Assets Under Management Legacy Wealth Man… ...

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