Revenue | {{ Info.Revenue | formatUSD }} |
Headquarters | {{ Info.Headquarters }} |
As of Date | 02/05/2025 |
Adviser Type
- Large advisory firm - An investment adviser (or subadviser) to an investment company |
|
Number of Employees | 14 -26.32% |
of those in investment advisory functions | 6 -50.00% |
Registration | SEC, Approved, 12/05/1991 |
- High net worth individuals
- Investment companies
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Insurance companies
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses
- A percentage of assets under your management
- Performance-based fees
No private funds
Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
---|---|---|---|---|---|
Stck Ticker45778Q107 | Stock NameINSPERITY INC COM | $ Position$132,422,647 | % Position5.00% | $ Change46.00% | # Change27.00% |
Stck TickerG0585R106 | Stock NameASSURED GUARANTY LTD COM | $ Position$99,976,802 | % Position4.00% | $ Change10.00% | # Change13.00% |
Stck Ticker31946M103 | Stock NameFIRST CTZNS BANCSHS NC CL A | $ Position$123,223,405 | % Position4.00% | $ Change1.00% | # Change15.00% |
Stck Ticker516544103 | Stock NameLANTHEUS HLDGS INC COM | $ Position$117,699,732 | % Position4.00% | $ Change-4.00% | # Change-12.00% |
Stck Ticker023586506 | Stock NameU HAUL HOLDING CO | $ Position$103,938,673 | % Position4.00% | $ Change3.00% | # Change11.00% |
Stck TickerG9618E107 | Stock NameWHITE MTNS INS GRP LTD COM | $ Position$81,804,361 | % Position3.00% | $ Change10.00% | # Change11.00% |
Stck Ticker97650W108 | Stock NameWINTRUST FINL CORP COM | $ Position$75,316,511 | % Position3.00% | $ Change3.00% | # Change15.00% |
Stck Ticker82706C108 | Stock NameSILICON MOTION TECH CP SPONSOR | $ Position$68,978,548 | % Position3.00% | $ Change12.00% | # Change20.00% |
Stck Ticker45867G101 | Stock NameINTERDIGITAL INC COM | $ Position$84,858,890 | % Position3.00% | $ Change22.00% | # Change14.00% |
Stck Ticker431636109 | Stock NameHILLMAN SOLUTIONS CORP COM | $ Position$76,114,712 | % Position3.00% | $ Change3.00% | # Change14.00% |