| Fonds | 2025/Q4 | 2025/Q3 | 2025/Q2 | ||||||
|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 20.083.021 $ | +559.748 $ | +19,5 % | 26.766.254 $ | +5.729.810 $ | +20,2 % | 21.247.142 $ | -83.968.624 $ | -31,7 % | |
| NICHOLS & PRATT ADVISERS LLP /MA | 23.287.214 $ | +5.453.554 $ | +30,6 % | 17.833.660 $ | -1.732.125 $ | -8,9 % | |||
| FRANKLIN STREET ADVISORS INC /NC | 15.723.700 $ | ||||||||
| NORTH STAR ASSET MANAGEMENT INC | 1.406.558 $ | +183.344 $ | +15,0 % | 1.223.214 $ | +208.334 $ | +20,5 % | 1.014.880 $ | -14.712 $ | -1,4 % |
| SVB WEALTH LLC | 1.146.553 $ | +131.984 $ | +13,0 % | 1.014.569 $ | -156.880 $ | -13,4 % | 1.171.449 $ | -986.555 $ | -45,7 % |
| BBR PARTNERS, LLC | 925.308 $ | +144.465 $ | +18,5 % | 780.843 $ | +133.936 $ | +20,7 % | 646.907 $ | -76.981 $ | -10,6 % |
| JOHN G ULLMAN & ASSOCIATES INC | 428.279 $ | +67.393 $ | +18,7 % | 360.886 $ | +61.465 $ | +20,5 % | 299.421 $ | -35.549 $ | -10,6 % |
| First Long Island Investors, LLC | 320.533 $ | ||||||||
| Douglass Winthrop Advisors, LLC | 210.698 $ | -80.986.559 $ | -99,7 % | ||||||
| Ancora Advisors LLC | 131.414 $ | +32.455 $ | +32,8 % | 98.959 $ | +29.304 $ | +42,1 % | 69.655 $ | -136.087 $ | -66,1 % |
| S&CO INC | 676 $ | +107 $ | +18,8 % | 569 $ | +97 $ | +20,6 % | 472 $ | -56 $ | -10,6 % |
| 20.083.021 $ | +559.748 $ | +19,5 % | 26.766.254 $ | +5.729.810 $ | +20,2 % | 21.247.142 $ | -83.968.624 $ | -31,7 % | |