| Fonds | 2025/Q4 | 2025/Q3 | 2025/Q2 | ||||||
|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 94.648.880 $ | -19.108.844 $ | +3,1 % | 115.813.989 $ | +8.606.220 $ | +7,0 % | 106.741.085 $ | +4.335.827 $ | +13,5 % | |
| ZEVENBERGEN CAPITAL INVESTMENTS LLC | 80.928.161 $ | -18.759.404 $ | -18,8 % | 99.687.565 $ | +7.448.129 $ | +8,1 % | 92.239.436 $ | +228.176 $ | +0,2 % |
| NORTH STAR ASSET MANAGEMENT INC | 11.878.863 $ | -531.012 $ | -4,3 % | 12.409.875 $ | +953.406 $ | +8,3 % | 11.456.469 $ | +4.121.080 $ | +56,2 % |
| Moloney Securities Asset Management, LLC | 2.056.516 $ | +148.426 $ | +7,8 % | 1.908.090 $ | -64.675 $ | -3,3 % | |||
| BBR PARTNERS, LLC | 614.714 $ | +54.915 $ | +9,8 % | 559.799 $ | +223.008 $ | +66,2 % | 336.791 $ | +64.157 $ | +23,5 % |
| GLOBALT Investments LLC / GA | 368.488 $ | +94.733 $ | +34,6 % | 273.755 $ | -192.929 $ | -41,3 % | |||
| Ancora Advisors LLC | 348.141 $ | +60.628 $ | +21,1 % | 287.513 $ | -8.050 $ | -2,7 % | 295.563 $ | -2.054 $ | -0,7 % |
| Pinnacle Wealth Management Advisory Group, LLC | 303.417 $ | -2.096 $ | -0,7 % | 305.513 $ | +13.174 $ | +4,5 % | 292.339 $ | -15.911 $ | -5,2 % |
| Corient IA LLC | 204.660 $ | -26.490 $ | -11,5 % | 231.150 $ | +21.000 $ | +10,0 % | 210.150 $ | +4.470 $ | +2,2 % |
| SlateStone Wealth, LLC | 2.185 $ | -118 $ | -5,1 % | 2.303 $ | +56 $ | +2,5 % | 2.247 $ | +584 $ | +35,1 % |
| Tufton Capital Management | 251 $ | ||||||||
| ORG Partners LLC | 0 $ | +0 $ | 0 $ | ||||||
| 94.648.880 $ | -19.108.844 $ | +3,1 % | 115.813.989 $ | +8.606.220 $ | +7,0 % | 106.741.085 $ | +4.335.827 $ | +13,5 % | |