| Fonds | 2026/Q1 | 2025/Q4 | 2025/Q3 | 2025/Q2 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 42.380.508 $ | -8.584.623 $ | +427,4 % | 34.181.385 $ | +12.176.885 $ | +49,2 % | 22.207.330 $ | +23.532 $ | +9,0 % | 22.183.798 $ | -10.171.125 $ | +55,7 % | |
| Sandhill Capital Partners LLC | 13.155.989 $ | -10.394.925 $ | -44,1 % | 23.550.914 $ | +11.942.601 $ | +102,9 % | 11.608.313 $ | +1.833.227 $ | +18,8 % | 9.775.086 $ | ||
| Zuckerman Investment Group, LLC | 16.541.558 $ | |||||||||||
| SVB WEALTH LLC | 5.300.631 $ | -177.858 $ | -3,2 % | 5.478.489 $ | -2.036.212 $ | -27,1 % | 7.514.701 $ | -1.193.409 $ | -13,7 % | 8.708.110 $ | -9.357.056 $ | -51,8 % |
| L & S Advisors Inc | 3.588.769 $ | -2.723 $ | -0,1 % | 3.591.492 $ | +2.070.260 $ | +136,1 % | 1.521.232 $ | +19.067 $ | +1,3 % | 1.502.165 $ | -4.726 $ | -0,3 % |
| Ancora Advisors LLC | 2.480.553 $ | +2.402.737 $ | +3.087,7 % | 77.816 $ | -233 $ | -0,3 % | 78.049 $ | -337.712 $ | -81,2 % | 415.761 $ | +328.178 $ | +374,7 % |
| Moloney Securities Asset Management, LLC | 1.159.364 $ | -289.721 $ | -20,0 % | 1.449.085 $ | -1.137.587 $ | -44,0 % | ||||||
| FORBES J M & CO LLP | 658.807 $ | -297.727 $ | -31,1 % | 956.534 $ | ||||||||
| ELCO Management Co., LLC | 407.673 $ | -114.303 $ | -21,9 % | 521.976 $ | +199.736 $ | +62,0 % | 322.240 $ | -10.037 $ | -3,0 % | 332.277 $ | +66 $ | +0,0 % |
| Corundum Group, Inc. | 242.188 $ | |||||||||||
| SlateStone Wealth, LLC | 4.340 $ | +176 $ | +4,2 % | 4.164 $ | +733 $ | +21,4 % | 3.431 $ | +2.117 $ | +161,1 % | 1.314 $ | ||
| 42.380.508 $ | -8.584.623 $ | +427,4 % | 34.181.385 $ | +12.176.885 $ | +49,2 % | 22.207.330 $ | +23.532 $ | +9,0 % | 22.183.798 $ | -10.171.125 $ | +55,7 % | |