Managed by Waterfront Wealth Inc. • Latest filing Q4 2025
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| — |
| 5 | B | $14.5M | 31.8K | 0.00% | — |
| 6 | B | $14.5M | 31.9K | 0.00% | — |
| 7 | B BDJ — | $13.5M | 2.25M | 0.00% | — |
| 8 | A AAPL — | $13M | 50.6K | 0.00% | — |
| 9 | B | $12.9M | 32.0K | 0.00% | — |
| 10 | B | $12.9M | 31.7K | 0.00% | — |
| 11 | A AAPL — | $12.7M | 50.1K | 0.00% | — |
| 12 | A AAPL — | $12.4M | 49.7K | 0.00% | — |
| 13 | ? N/A — | $12.1M | 296.8K | 0.00% | — |
| 14 | B BDJ — | $11.7M | 2.05M | 0.00% | — |
| 15 | J JEF — | $11.5M | 146.7K | 0.00% | — |
| 16 | A AAPL — | $11.5M | 49.2K | 0.00% | — |
| 17 | ? N/A — | $11.4M | 296.6K | 0.00% | — |
| 18 | B | $11.3M | 31.7K | 0.00% | — |
| 19 | R RVT — | $11.3M | 642.7K | 0.00% | — |
| 20 | A AAPL — | $11.2M | 50.5K | 0.00% | — |