Recent Posts
News•Feb 27, 2026
PANTERA CAPITAL PARTNERS LP - Filing for Period Ending 06/30/2025
Pantera Capital Partners, a San Francisco‑based hedge fund, manages roughly $5.57 billion in discretionary assets for 16 clients. Its latest Q4 2025 13F filing disclosed $164.2 million in managed securities, with a striking 98.25% concentration in the top ten holdings. Figure Technology Solutions Inc. is the fund’s largest position, accounting for 1,542,871 shares. The firm emphasizes speculative, high‑risk strategies and holds no broker‑dealer or commodity‑advisor registrations.
By WhaleWisdom Blog
News•Feb 27, 2026
MISHPACHA HOLDINGS CORP - Filing for Period Ending 12/31/2025
Mishpacha Holdings Corp filed its first 13F for Q4 2025, reporting a $120 million market value built entirely from new purchases. The portfolio is heavily weighted toward technology, with Nvidia accounting for 33.6% and Alphabet’s two share classes together representing roughly 30%...
By WhaleWisdom Blog
News•Feb 27, 2026
FINANCIALLY IN TUNE, LLC - Filing for Period Ending 12/31/2025
Financially IN Tune, a Stoneham‑based advisory firm, manages $265.35 million in discretionary assets for 164 clients. Its latest 13F filing shows $107.14 million in securities, with a 61.37% concentration in the top ten holdings, led by the Dimensional International Value ETF at...
By WhaleWisdom Blog
News•Feb 23, 2026
DRAKE & ASSOCIATES, LLC - Filing for Period Ending 12/31/2025
Drake & Associates, a Waukesha‑based advisory firm, manages $418.75 million in discretionary assets for 988 clients. Its most recent 13F filing shows $502 million in securities with a 65.55% concentration in the top ten holdings, led by the Fidelity Total Bond ETF....
By WhaleWisdom Blog
News•Feb 23, 2026
GUIDEDMONEY, LLC - Filing for Period Ending 12/31/2025
GuidedMoney, LLC reported $179 million in discretionary assets under management and filed a 13F for Q4 2025 showing $187 million in managed securities. The firm’s portfolio is heavily weighted toward ETFs, with Vanguard Total Stock Market ETF (VTI) representing 39.79% of holdings and...
By WhaleWisdom Blog
News•Feb 21, 2026
SB CAPITAL MANAGEMENT INC - Filing for Period Ending 12/31/2025
SB Capital Management, an Encino‑based hedge fund with $1.2 bn discretionary AUM, filed its 2025 year‑end report covering 310 clients. The firm’s latest 13F filing shows $272.8 m in managed securities with a 47.6% concentration in its top‑10 holdings, led by iShares 0‑5 Year TIPS Bond ETF....
By WhaleWisdom Blog
News•Feb 21, 2026
DEAN CAPITAL MANAGEMENT - Filing for Period Ending 12/31/2025
Dean Capital Management reported $235 million in 13F securities for Q4 2025, down 12.6% from the prior quarter. The firm’s discretionary AUM stands at $1.13 billion, with the top‑10 holdings accounting for 16.39% of the portfolio. Helmerich & Payne, Inc. is the largest...
By WhaleWisdom Blog
News•Feb 21, 2026
LARCH CAPITAL PARTNERS LLC - Filing for Period Ending 12/31/2025
Larch Capital Partners, a Miami‑based advisory firm, reported $645.3 million in discretionary assets under management for the period ending December 31 2025, serving 323 clients. Its most recent 13F filing showed $729.1 million in managed securities, with a striking 93.6% concentration in the top...
By WhaleWisdom Blog
News•Feb 21, 2026
CATALYST INVESTMENT MANAGEMENT LLC - Filing for Period Ending 12/31/2025
Catalyst Investment Management filed its Q4 2025 Form 13F, reporting $105.6 million in managed securities out of $122 million total AUM. The firm’s portfolio is heavily concentrated, with the top ten holdings accounting for 52.06% of assets, and the PIMCO Active Bond ETF (BOND)...
By WhaleWisdom Blog
News•Feb 19, 2026
T. ROWE PRICE INVESTMENT MANAGEMENT, INC. - Filing for Period Ending 12/31/2025
T. Rowe Price Investment Management’s 13F filing for the quarter ending June 30, 2025 shows a portfolio market value of $158 b, up $7 b from the prior period. The fund’s turnover accelerated to 21.44%, reflecting active rebalancing across its holdings. Microsoft...
By WhaleWisdom Blog