WOLFSTICH CAPITAL, LLC Top 13F Holdings - WhaleWisdom.com
Dec 31, 2024 · Wolfstich Capital is based out of Medfield. Their last reported 13F filing for Q4 2024 included $112,784,932 in managed 13F securities and a top 10 holdings concentration …
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WOLFSTICH CAPITAL, LLC Top 13F Holdings - WhaleWisdom.com
2 weeks from now
Dec 31, 2024 · Wolfstich Capital is based out of Medfield. Their last reported 13F filing for Q4 2024 included $112,784,932 in managed 13F securities and a top 10 holdings concentration …
whalewisdom.com
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Wolfstich Capital, Current Portfolio, 13F Holdings (2025-02-06)
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3 days ago · Past Performances and the history of Asset Under Management Wolfstich Capital, LLC. Current Holdings: 23Stocks Top holdings: DFAC(24.70%) DFAX(13.80%) …
gurufocus.com
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Wolfstich Capital, Llc 13F Filings - Sensamarket.com
2 weeks from now
Wolfstich Capital, Llc reported 23 holdings with total value $112.78M as of Q4 2024. Top holdings included DFAC, DFAX, DFSD, DFSU
sensamarket.com
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WARBURTON CAPITAL MANAGEMENT, LLC Top 13F Holdings
2 weeks from now
Dec 31, 2024 · Warburton Capital Management is based out of Tulsa. Their last reported 13F filing for Q4 2024 included $133,501,000 in managed 13F securities and a top 10 holdings …
whalewisdom.com
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Home | Corient
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Corient manages $177+ billion in client assets. All data as of December 31, 2024. Client assets reflect the aggregate assets of Corient Holdings Inc. (“Holdings”), Corient Private Wealth …
corient.com
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FJELL CAPITAL, LLC Top 13F Holdings - WhaleWisdom.com
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Dec 31, 2024 · Fjell Capital is based out of Fargo. Fjell Capital is a large advisory firm with 198 clients and discretionary assets under management (AUM) of $134,874,483 (Form ADV from …
whalewisdom.com
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CUSHING CAPITAL PARTNERS, LLC Top 13F Holdings
2 weeks from now
Dec 31, 2024 · Cushing Capital Partners is based out of Delafield. Their last reported 13F filing for Q4 2024 included $103,900,196 in managed 13F securities and a top 10 holdings …
whalewisdom.com
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SCRATCH CAPITAL LLC Top 13F Holdings - WhaleWisdom.com
2 weeks from now
Scratch Capital is based out of Boise. Scratch Capital is a large advisory firm with 108 clients and discretionary assets under management (AUM) of $141,190,334 (Form ADV from 2025-01 …
whalewisdom.com
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DRUM HILL CAPITAL, LLC Top 13F Holdings - WhaleWisdom.com
2 weeks from now
Dec 31, 2024 · Drum Hill Capital is based out of Westport. Drum Hill Capital is a large advisory firm with 75 clients and discretionary assets under management (AUM) of $148,614,995 (Form …
whalewisdom.com
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PROMUS CAPITAL, LLC Top 13F Holdings - WhaleWisdom.com
2 weeks from now
Dec 31, 2024 · Promus Capital is based out of Chicago. Their last reported 13F filing for Q4 2024 included $105,868,076 in managed 13F securities and a top 10 holdings concentration of …
whalewisdom.com
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WHALE ROCK CAPITAL MANAGEMENT LLC Top 13F Holdings
2 weeks from now
Whale Rock Capital Management is a hedge fund with 16 clients and discretionary assets under management (AUM) of $8,723,803,391 (Form ADV from 2024-04-02). Their last reported 13F …
whalewisdom.com
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