06/02/2023
- Large advisory firm
- An investment adviser (or subadviser) to an investment company
130 14.04%
45
SEC, Terminated, 3/10/2023
Other registrations (1)23,591,694,767 -20.97%
23,591,694,767 -20.97%
YES
15
Phone: 212 xxxxxxx
Fax: 212 xxxxxxx
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- A percentage of assets under your management
- Performance-based fees
Related Stocks: BRK.A, KKR, AAPL, BAM, META,
gurufocus.comRelated Stocks: BRK.A, FMCX, GDDY, SPGI, PYPL,
gurufocus.comRelated Stocks: KKR, GDDY, SPGI, V, BRK.A,
gurufocus.comRelated Stocks: IAC, ENTA, RGNX, IVV, WH, EOLS, IMCR, FCOB, MRSN, IMUX, BKCC, NEXI, HUM, GRA, ASND, NWHM, MUDS, BPY,
gurufocus.comRelated Stocks: BRK.A, AMZN, FB, ZTO, ENTG, LOW, VMEO, HOLX, EOLS, VIOV, ADI, MBOF, CARA, STAY, PTVCB, TCF, TAL, REPL,
gurufocus.comStocks: Real-time U.S. stock quotes reflect trades reported through Nasdaq only; comprehensive quotes and volume reflect trading in all markets and are delayed at least 15 minutes. International ...
Barrons| Fund Type | Count | GAV |
|---|---|---|
| Hedge Fund | 9 | $1,239,573,032 |
| Private Equity Fund | 3 | $182,810,780 |
| Other Private Fund | 3 | $138,788,024 |
| Adviser | Hedge Fund | Liquidity Fund | Private Equity Fund | Real Estate Fund | Securitized Asset Fund | Venture Capital Fund | Other Fund | |
|---|---|---|---|---|---|---|---|---|
| QVT FINANCIAL LP | 1.5b | - | 336.7m | - | - | - | 1b | |
| VIEW CAPITAL RIA, LP | 14m | - | 3.7m | - | - | - | 11.3m | |
| ORBIMED ADVISORS LLC | 4b | - | 1.8b | - | - | - | 11.5b | |
| KINGSWAY CAPITAL PARTNERS LIMITED | 1.4b | - | 581.8m | - | - | - | 734.9m | |
| STRATEGIC INVESTMENT MANAGEMENT, LLC | 3.2b | - | 361m | - | - | - | 3.2b | |
| ANGELES INVESTMENT ADVISORS, LLC. | 882.5m | - | 199.9m | - | - | - | 2.5b | |
| MERISTEM FAMILY WEALTH, LLC | 208.8m | - | 39.5m | - | - | - | 353.3m | |
| SEGALL BRYANT & HAMILL, LLC | 38.8m | - | 14.8m | - | - | - | 149.8m | |
| HEIRLOOM INVESTMENT MANAGEMENT LLC | 88.4m | - | 10.3m | - | - | - | 10.8m | |
| HIGHTOWER ADVISORS, LLC | 40.5m | - | 9.6m | - | - | - | 102.1m |
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| 084670108 | BERKSHIRE HATHAWAY INC DEL | $8,587,526,400 | 33.00% | -18.00% | -17.00% |
| 037833100 | APPLE INC | $1,344,940,919 | 5.00% | 21.00% | -4.00% |
| 594918104 | MICROSOFT CORP | $1,429,272,383 | 5.00% | 18.00% | -2.00% |
| 91324P102 | UNITEDHEALTH GROUP INC | $755,478,365 | 3.00% | -6.00% | 6.00% |
| 084670702 | BERKSHIRE HATHAWAY INC DEL | $654,406,520 | 3.00% | -2.00% | -2.00% |
| 11271J107 | BROOKFIELD CORP | $576,569,809 | 2.00% | 12.00% | 8.00% |
| 053332102 | AUTOZONE INC | $610,444,680 | 2.00% | -1.00% | -1.00% |
| 02079K107 | ALPHABET INC | $579,464,912 | 2.00% | 19.00% | 2.00% |
| 235851102 | DANAHER CORPORATION | $522,076,133 | 2.00% | -6.00% | -1.00% |
| 883556102 | THERMO FISHER SCIENTIFIC INC | $417,778,805 | 2.00% | 16.00% | 11.00% |