| Fonds | 2026/Q1 | 2025/Q4 | 2025/Q3 | 2025/Q2 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 64.740.668 $ | -7.102.536 $ | -10,7 % | 79.849.309 $ | -2.176.167 $ | +0,2 % | 82.025.474 $ | -4.792.540 $ | -15,3 % | 50.560.275 $ | +7.360.475 $ | +21,8 % | |
| Pinnacle Holdings, LLC | 38.661.509 $ | +109.146 $ | +0,3 % | 38.552.363 $ | +715.336 $ | +1,9 % | 37.837.027 $ | +453.323 $ | +1,2 % | 37.383.704 $ | +3.999.468 $ | +12,0 % |
| CapWealth Advisors, LLC | 26.079.159 $ | -7.211.682 $ | -21,7 % | 33.290.841 $ | -3.202.748 $ | -8,8 % | 36.493.589 $ | |||||
| Ancora Advisors LLC | 5.442.404 $ | +224.259 $ | +4,3 % | 5.218.145 $ | -5.328.370 $ | -50,5 % | 10.546.515 $ | +2.815.592 $ | +36,4 % | |||
| Sippican Capital Advisors | 2.563.699 $ | +86.986 $ | +3,5 % | 2.476.713 $ | +82.507 $ | +3,4 % | 2.394.206 $ | +530.023 $ | +28,4 % | |||
| Corient IA LLC | 221.975 $ | +12.525 $ | +6,0 % | |||||||||
| 1620 INVESTMENT ADVISORS, INC. | 13.875 $ | +2.867 $ | +26,0 % | |||||||||
| BESSEMER GROUP INC | 2 $ | |||||||||||
| 64.740.668 $ | -7.102.536 $ | -10,7 % | 79.849.309 $ | -2.176.167 $ | +0,2 % | 82.025.474 $ | -4.792.540 $ | -15,3 % | 50.560.275 $ | +7.360.475 $ | +21,8 % | |