Due Diligence for Asset Managers
Analyze the public filings of asset managers Dive into the EDGAR, IAPD, CAFR source data

Search
⚲

Type	Result	AUM

Form 13F Holdings
Firm	Period	DFND	Voting	Shares
Scharf Investments LLC	[2026-06-30]	SOLE	255,285	472,469
Covea Finance	[2026-06-30]	SOLE	203,057	203,057
Annex Advisory Services LLC	[2026-06-30]	SOLE	160,605	160,605
Addenda Capital Inc	[2026-06-30]	SOLE	143,948	143,948
IFP Advisors LLC	[2026-06-30]	SOLE	89,770	89,770
Cidel Asset Management Inc	[2026-06-30]	SOLE	78,265	78,265
Intact Investment Management Inc	[2026-06-30]	SOLE	59,228	73,728
PKO Investment Management Joint-Stock Co	[2026-06-30]	SOLE	71,576	71,576
McCollum Christoferson Group LLC	[2026-06-30]	SOLE	69,769	69,770
PensionDanmark Pensionsforsikringsaktieselskab	[2026-06-30]	SOLE	0	41,319
Hudson Value Partners LLC	[2026-06-30]	SOLE	33,589	33,589
TCFG Investment Advisors LLC	[2026-06-30]	SOLE	0	31,848
CWA Asset Management Group LLC	[2026-06-30]	SOLE	0	19,767
Plancorp LLC	[2026-06-30]	SOLE	0	18,945
Y-Intercept Hong Kong Ltd	[2026-06-30]	SOLE	12,491	12,491
Wealth Enhancement Advisory Services LLC	[2026-06-30]	SOLE	33	9,523
Crossmark Global Holdings Inc	[2026-06-30]	SOLE	9,435	9,435
Augustine Asset Management Inc	[2026-06-30]	SOLE	8,800	8,800
Burney CO/	[2026-06-30]	SOLE	0	8,679
Assenagon Asset Management SA	[2026-06-30]	SOLE	8,373	8,373
Abacus Planning Group Inc	[2026-06-30]	SOLE	0	8,153
Hatch Cove Capital LLC	[2026-06-30]	SOLE	7,500	7,500
Sapient Capital LLC	[2026-06-30]	SOLE	7,354	7,354
Towarzystwo Funduszy Inwestycyjnych Allianz Polska SA	[2026-06-30]	SOLE	7,000	7,000
Tectonic Advisors LLC	[2026-06-30]	OTR	0	6,830
Sequoia Financial Advisors LLC	[2026-06-30]	SOLE	0	6,557
Howland Capital Management LLC	[2026-06-30]	SOLE	6,422	6,422
ASR Vermogensbeheer NV	[2026-06-30]	DFND	6,200	6,200
Confluence Investment Management LLC	[2026-06-30]	SOLE	6,141	6,167
Fruth Investment Management	[2026-06-30]	SOLE	1,269	6,090
Prev | Page 1 | Next

{"search": "/search", "clicked": "/clicked", "portfolio_add": "/portfolio-add", "portfolio_remove": "/portfolio-remove", "portfolio_create": "/portfolio-create", "portfolio_activate": "/portfolio-activate", "portfolio_delete": "/portfolio-delete", "portfolio_rename": "/portfolio-rename", "portfolio_color": "/portfolio-color", "home_filter": "/home-filter", "htmlspeed": "/htmlspeed", "add_tag_firm": "/add-tag-firm", "add_tag_click": "/add-tag-click", "copy_aum": "/copy-aum", "stripe_checkout": "/stripe-checkout", "stripe_subscribe": "/stripe-subscribe", "update_card": "/update-card"}

{"uid": 223222288, "pid": -1, "pid_a": [], "name": "", "email": "", "blacklist_f": false, "paywall_f": false, "paywall_n": 4, "random_n": 2.4763965611536953}

False

334407514