Blog Posts
Mariner Investment Group LLC Q3 2022 vs. Q4 2022 13F Holdings ComparisonMariner Investment Group LLC recently released its 13F holdings comparison for Q3 2022 and Q4 2022. The report shows how the fun...
Lyell Wealth Management, LP has recently released their Q3 2022 vs. Q4 2022 13F Holdings Comparison, which summarizes the changes in holdings of their fund. In this blog post, we will be analyzing the...
Elgethun Capital Management Q3 2022 vs. Q4 2022 13F Holdings Comparison: A Brief LookAs the year draws to a close, it's time to reflect on some of the most significant changes in holdings of mutual fu...
Stewardship Financial Advisors, LLC Q4 2020 vs. Q1 2021 13F Holdings ComparisonStewardship Financial Advisors, LLC is a registered investment advisory firm that offers portfolio management as well as...
In the ever-changing world of finance, keeping track of market trends and shifts can be quite the task. One way to do so is by analyzing the 13F filings of hedge funds, which are required to report th...
Clifford Capital Partners LLC is an investment management firm that seeks to provide its clients with consistent and sustainable returns on their investments. One way the firm achieves this is by inve...
Stellar Capital Management, LLC has recently released its Q2 2020 13F Holdings Comparison report, outlining the changes in the holdings of the fund from the previous quarter. The report details the to...
Point View Wealth Management's Q3 2020 versus Q4 2020 13F Holdings comparison highlights major differences in portfolio holdings that could impact the asset values of the fund. A close inspection of t...
Investment funds are an essential part of the financial industry, and they play a critical role in the economy's growth. These funds pool together the capital of several investors and invest in variou...
Sessa Capital IM, L.P. is a well-known investment management firm that specializes in equity investment strategies. The firm recently released a CSV showing its Q3 2022 and Q4 2022 13F holdings compar...
Analyzing Homrich & Berg's Q2 2021 vs. Q3 2021 13F Holdings ComparisonHomrich & Berg is a registered investment advisory (RIA) firm headquartered in Atlanta, Georgia, that provides financial planning...
St. Johns Investment Management Company, LLC has recently released its Q3 2022 vs. Q4 2022 13F holdings comparison report, detailing the changes in holdings of the fund. The report shows a total of 64...
Investors always want to stay updated on the changes in their favorite funds' holdings. A fund's holdings can reveal a lot about its investment strategy and can be used as a measure of how well the fu...
Pathstone Family Office, LLC is a New York-based multi-family office that primarily serves ultra-high-net-worth families and institutions. As of Q4 2022, Pathstone has reported its 13F holdings, indic...
Vaughan Nelson Investment Management, L.P. is a reputable investment management firm that focuses on providing comprehensive investment solutions to institutional clients, high net worth individuals,...
Investment firm Nicholas Hoffman & Company, LLC released its Q3 2022 vs. Q4 2022 13F Holdings Comparison, which details changes in holdings for various exchange-traded funds (ETFs) and companies. The...
Bourne Lent Asset Management Inc Q3 2022 vs. Q4 2022 13F Holdings ComparisonBourne Lent Asset Management is a leading asset management firm located in Philadelphia. The firm has recently filed its 13F...
As the saying goes, health is wealth. This is why there are numerous companies and industries that are dedicated to healthcare. One such company is Sivik Global Healthcare LLC, a fund that invests in...
Intermede Investment Partners Ltd Q3 2022 vs Q4 2022: A look at their holdingsIntermede Investment Partners Ltd, a London based investment management firm, recently filed their 13F form with the SEC....
Towerpoint Wealth, LLC Q3 2022 vs. Q4 2022 13F Holdings ComparisonEvery quarter, institutional investors that manage over $100 million in assets are required to file a Form 13F with the Securities and...
Douglass Winthrop Advisors LLC is a registered investment advisor (RIA) based out of New York. They recently released their 13F holdings report for Q3 2022 and Q4 2022, which lists their portfolio cha...
Greenhaven Associates Inc. is widely known for its investment prowess and has recently released its Q4 2022 and Q1 2023 13F holdings. As investors focus on this information, it is important to note th...
Beutel, Goodman & Co Ltd. Q3 2022 vs Q4 2022 13F Holdings ComparisonBeutel, Goodman & Co Ltd. is a renowned investment management firm that manages portfolios of different investors. The company's mai...
Pacific View Asset Management, LLC: Q2 2019 vs. Q3 2019 13F Holdings ComparisonPacific View Asset Management, LLC (PVAM) is a California-based registered investment advisory firm that specializes in v...