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Radient

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Heritage Wealth Management grew its AUM by 53% to $327 M

Heritage Wealth Management, Inc. (HWM) is an investment advisory firm in California, majorly owned by the Jordan and Jessica Gibbs Family Trust. Led by President and CEO Jordan Gibbs, the firm serves a diverse range of clients, including individuals, small businesses, and institutional entities.

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Voleon Capital Management LP's AUM grew 18% to $3.9B

Voleon Capital Management LP is an investment advisory firm that was founded in 2008 by Michael Kharitonov and Jon McAuliffe. The firm is a Delaware limited partnership, with Mr. Kharitonov owning over 25% of the total capital.

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Duality Advisers, LP: Q1 2023 13F Filing Highlights Major Investments and Divestments

DUALITY ADVISERS, LP filed its most recent 13F on 27 Jun 2023, for the quarter ended 31 Mar 2023.

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