Blog Posts
Summit Creek Advisors LLC Q3 2022 vs. Q4 2022 13F Holdings ComparisonThe third quarter of 2022 has witnessed a significant shift in the Summit Creek Advisors LLC's holdings compared to the fourth quar...
Windsor Capital Management, LLC Q4 2022 vs. Q1 2023 13F Holdings ComparisonAs we enter another year, investors are paying close attention to the movements of asset managers and portfolio managers. The...
As an investor, keeping an eye on changes in a fund's holdings is crucial for making informed decisions about where to invest. In this blog post, we'll examine the Q3 2022 vs. Q4 2022 13F holdings com...
Roosevelt Investment Group LLC Q2 2022 vs. Q3 2022 13F Holdings ComparisonThe Roosevelt Investment Group LLC recently released their Q2 2022 vs. Q3 2022 13F holdings comparison. The comparison shows a...
The MIG Capital, LLC 13F Holdings Comparison report for Q3 2022 versus Q4 2022 highlights investments made by the company in various organizations. The report provides a detailed comparison between th...
Wayzata Investment Partners LLC is a private investment firm that was founded in 2004 by David Williams. The firm is based in Wayzata, Minnesota, and focuses on investments in private and public compa...
Winton Capital Management Ltd Q4 2013 vs. Q1 2014 13F Holdings ComparisonHedge funds are a popular investment vehicle for wealthy individuals and institutional investors. One of the most famous hedge...
Marathon Capital Management Q3 2022 vs. Q4 2022 13F Holdings ComparisonMarathon Capital Management is a New York-based investment firm that has been around since 2005. They offer several different inv...
Anchor Capital Advisors LLC: Q3 2022 vs. Q4 2022 13F Holdings ComparisonAs we approach the end of 2022, it is time to take a closer look at some of the significant changes that occurred in the holding...
Brand Asset Management Group, Inc. is a leader in the investment industry. The company has released its Q4 2022 vs. Q1 2023 13F holdings, which are important data indicators of the market. The 13F fil...
There has been a lot of buzz around the recent changes in holdings of the Ordinal Holdings ManageCo, LP. According to the Q2 2022 vs. Q3 2022 13F Holdings Comparison, there has been a minimal increase...
Insight 2811, Inc. is a well-established investment fund that specializes in finding unique and innovative investment opportunities. To get a better understanding of the funds' performance, we will ta...
M3F, Inc. Q3 2022 vs. Q4 2022 13F Holdings ComparisonM3F, Inc. is a fund that invests in financial stocks. The fund's Q3 2022 holdings have been compared to its Q4 2022 holdings in the given CSV. The...
Investors and analysts alike track the holdings of mutual funds and other institutional investors to identify trends in the market and particular sectors. The 13F filings, required by the Securities a...
Investment strategy is an important aspect to consider when maximizing portfolio returns. Asset allocation decisions form the basis of an investor's strategy, dictating the proportion of assets invest...
The Lee Financial Co Q3 2022 vs. Q4 2022 13F Holdings Comparison CSV” summarizes the changes in holdings of the Lee Financial Co during Q3 and Q4 2022. The report provides an overview of the shares, v...
Maple Capital Management, Inc. Q3 2022 vs. Q4 2022 13F Holdings ComparisonAs Q3 2022 ended and Q4 2022 began, Maple Capital Management, Inc. underwent significant changes in its holdings, based on the...
Gifford Fong Associates Q3 2022 vs. Q4 2022 13F Holdings ComparisonGifford Fong Associates is a prominent investment management company. Recently, they released their Q3 2022 vs. Q4 2022 13F Holdings...
BTC Capital Management, Inc. is a registered investment advisor that manages a variety of investment products for clients. One of these investment products is a fund that invests in a range of equitie...
Brasada Capital Management, LP is a California-based investment management firm managing over $1.5 billion in assets as of the end of the third quarter of 2022. The firm's 13F filings are a valuable t...
Kayak Investment Partners LLC, a hedge fund with over $500 million in assets under management, recently filed their 13F form with the SEC for Q3 2022. This form lists all the fund's holdings as of the...
Private Vista, LLC is a renowned wealth management firm that specializes in private equity investments, mergers and acquisitions, and venture capital. The firm recently released its Q1 2020 and Q2 202...
One Wealth Advisors, LLC is a wealth management firm that focuses on helping clients achieve their financial goals through strategic investment planning. As part of the firm's investment strategy, the...
Pointe Capital Management LLC, a registered investment advisor, recently filed their quarterly 13F holdings report with the Securities and Exchange Commission. The report discloses the firm's holdings...