Managed by Heron Bay Capital Management • Latest filing Q4 2025
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| 5 | V VNT — | $31.3M | 848.0K | 0.00% | — |
| 6 | L LPLA — | $30.9M | 82.5K | 0.00% | — |
| 7 | V VNT — | $30.1M | 809.2K | 0.00% | — |
| 8 | L LPLA — | $29.9M | 83.8K | 0.00% | — |
| 9 | G | $28.5M | 91.0K | 0.00% | — |
| 10 | V VNT — | $28.3M | 740.7K | 0.00% | — |
| 11 | L LPLA — | $27.9M | 85.6K | 0.00% | — |
| 12 | L LPLA — | $27.6M | 84.2K | 0.00% | — |
| 13 | V VNT — | $27.4M | 750.9K | 0.00% | — |
| 14 | C CCSI — | $27.4M | 1.25M | 0.00% | — |
| 15 | C CCSI — | $27.2M | 1.18M | 0.00% | — |
| 16 | L LPLA — | $26.5M | 79.8K | 0.00% | — |
| 17 | V VNT — | $26M | 751.4K | 0.00% | — |
| 18 | V VNT — | $25.2M | 745.5K | 0.00% | — |
| 19 | G | $25.1M | 142.6K | 0.00% | — |
| 20 | L LPLA — | $25.1M | 89.8K | 0.00% | — |