Carson Advisory 13F annual report (2023) | wallmine GB

Carson Advisory 13F annual report Carson Advisory is an investment fund managing more than $118 billion ran by Lindsey Seagraves. There are currently 145 companies in Mrs. …


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$118
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Carson Advisory 13F Annual Report (2023) | Wallmine GB

1 week from now

Carson Advisory 13F annual report Carson Advisory is an investment fund managing more than $118 billion ran by Lindsey Seagraves. There are currently 145 companies in Mrs. …

wallmine.com

$112
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Carson Advisory 13F Annual Report (2023) | Wallmine

1 week from now

Carson Advisory 13F annual report Carson Advisory is an investment fund managing more than $112 billion ran by Lindsey Seagraves. There are currently 140 companies in Mrs. …

wallmine.com

$142
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Carson Advisory 13F Annual Report (2024) - Wallmine

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Carson Advisory 13F annual report Carson Advisory is an investment fund managing more than $142 billion ran by Lindsey Seagraves. There are currently 151 companies in Mrs. …

wallmine.com

$487
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Advisory 13F Annual Report (2023) | Wallmine GB

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Advisory 13F annual report Advisory is an investment fund managing more than $487 billion ran by Steven Rife. There are currently 66 companies in Mr. Rife’s portfolio. The largest …

wallmine.com

$233
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Hurlow Wealth Management 13F Annual Report (2023) | Wallmine GB

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Hurlow Wealth Management is an investment fund managing more than $233 billion ran by Michael Carson. There are currently 84 companies in Mr. Carson’s portfolio. The largest …

wallmine.com

$215
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Addison Advisors 13F Annual Report (2023) – Wallmine.com

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$215 billion Assets Under Management (AUM) As of 31st October 2023, Addison Advisors’s top holding is 87,325 shares of Vanguard Specialized Funds currently worth over $13.6 bill

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$1.69
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Carlson Capital Management 13F Annual Report (2023) | Wallmine GB

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Carlson Capital Management is an investment fund managing more than $1.69 trillion ran by Adam Hoffmann. There are currently 127 companies in Mr. Hoffmann’s portfolio. The largest …

wallmine.com

$99
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Dmc 13F Annual Report (2023) | Wallmine GB

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Dmc 13F annual report Dmc is an investment fund managing more than $99 billion ran by Donnie Carlson. There are currently 121 companies in Mr. Carlson’s portfolio.

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9%
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Carlson Capital, L.P. 13F Annual Report (2024) | Wallmine

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As of 7th August 2024, Carlson Capital, L.P.’s top holding is 9,093,766 shares of Swk Hldgs Corp currently worth over $158 billion and making up 12.9% of the portfolio value. In addition, the …

wallmine.com

$1.26
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Capstone Advisors 13F Annual Report (2023) | Wallmine GB

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Capstone Advisors 13F annual report Capstone Advisors is an investment fund managing more than $1.26 trillion ran by Richard Marks. There are currently 113 companies in Mr. Marks’s …

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$161
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Act Advisors, 13F Annual Report (2023) | Wallmine GB

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Act Advisors, 13F annual report Act Advisors, is an investment fund managing more than $161 billion ran by Wren Green. There are currently 28 companies in Mr. Green’s portfolio. ... (AUM) …

wallmine.com

$70
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Wall Capital 13F Annual Report (2024) - Wallmine

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Wall Capital 13F annual report Wall Capital is an investment fund managing more than $70.4 billion ran by Wayne Mason. There are currently 7 companies in Mr. Mason’s portfolio. The …

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$1.41
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Capstone Advisors 13F Annual Report (2024) - Wallmine

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Capstone Advisors closed its position in Ishares Tr on 15th February 2023. It sold the previously owned 24,945 shares for $1.41 million. Richard Marks also disclosed a decreased stake in …

wallmine.com

$113
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Citadel Advisors 13F Annual Report (2024) - Wallmine

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In the most recent 13F filing, Citadel Advisors revealed that it had opened a new position in Sentinelone Inc and bought 4,426,634 shares worth $113 million. The investment fund also …

wallmine.com


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