Fund Letter Publishers
Funds and asset managers with independently approved letters captured from their verified official websites.
Publishers
79 publishers| Publisher | Letters | Companies | Coverage | Open |
|---|---|---|---|---|
| Alphabet Inc. CIK 1652044 | 7 | 0 | Dates not stated | |
| Nicholas Investment Partners, LP CIK 1389574 | 7 | 38 | Dates not stated | |
| Peapod Lane Capital LLC CIK 2050979 | 6 | 0 | Dates not stated | |
| Patrick Mauro Investment Advisor, INC. CIK 1953787 | 5 | 0 | Dates not stated | |
| SilverOak Wealth Management LLC CIK 1764766 | 5 | 0 | Dates not stated | |
| Newman Dignan & Sheerar, Inc. CIK 1566493 | 4 | 0 | Dates not stated | |
| CAPITAL COUNSEL LLC/NY CIK 1114928 | 3 | 0 | Dates not stated | |
| BLUELINE ADVISORS LLC CIK 2110066 | 2 | 0 | Dates not stated | |
| Clifford Group, LLC CIK 1965522 | 2 | 0 | Dates not stated | |
| PARTHENON LLC CIK 1088859 | 2 | 0 | Dates not stated | |
| FLAX POND CAPITAL, LLC CIK 2106996 | 1 | 0 | Dates not stated | |
| Haven Global Partners, LLC CIK 2051846 | 1 | 0 | Dates not stated | |
| Kensington Asset Management, LLC CIK 1979884 | 1 | 0 | Dates not stated | |
| OBSIDIAN CIO, LLC CIK 1843581 | 1 | 0 | Dates not stated | |
| SOUTHEASTERN ASSET MANAGEMENT INC/TN/ CIK 807985 | 1 | 0 | Dates not stated | |
| WESTFIELD CAPITAL MANAGEMENT CO LP CIK 1177719 | 1 | 0 | Dates not stated | |
| First Pacific Advisors, LP CIK 1377581 | 1 | 0 | Oct 2026 – Oct 2026 | |
| ESSEX INVESTMENT MANAGEMENT CO LLC CIK 201772 | 1 | 0 | Oct 2026 – Oct 2026 | |
| Aurdan Capital Management, LLC CIK 2057382 | 1 | 0 | Oct 2026 – Oct 2026 | |
| Stordahl Capital Management, Inc. CIK 1729093 | 5 | 0 | Aug 2026 – Oct 2026 | |
| MIDDLETON & CO INC/MA CIK 919497 | 4 | 0 | Oct 2025 – Oct 2026 | |
| Regent Peak Wealth Advisors LLC CIK 1803329 | 7 | 0 | Feb 2026 – Sep 2026 | |
| PDS Planning, Inc CIK 838618 | 1 | 0 | Sep 2026 – Sep 2026 | |
| Allodium Investment Consultants, LLC CIK 2052983 | 19 | 0 | Jun 2013 – Sep 2026 | |
| NZS Capital, LLC CIK 1816616 | 23 | 1 | Jul 2020 – Aug 2026 | |
| Oliver Luxxe Assets LLC CIK 1666239 | 5 | 0 | Apr 2025 – Jul 2026 | |
| Urban Financial Advisory Corp CIK 2005378 | 95 | 0 | Apr 2013 – Jul 2026 | |
| Cornerstone Capital, Inc. CIK 819535 | 5 | 0 | Jan 2026 – Jul 2026 | |
| New England Professional Planning Group Inc. CIK 1540867 | 4 | 0 | Dec 2024 – Jul 2026 | |
| WINDWARD CAPITAL MANAGEMENT CO /CA CIK 1078635 | 9 | 0 | Apr 2024 – Jul 2026 | |
| Compton Wealth Advisory Group, LLC CIK 1761044 | 6 | 0 | Apr 2022 – Jul 2026 | |
| TAGStone Capital, Inc. CIK 1903044 | 11 | 0 | Oct 2015 – Jul 2026 | |
| ADKINS SEALE CAPITAL MANAGEMENT LLC CIK 2147212 | 34 | 2 | Oct 2013 – Jul 2026 | |
| Greenhaven Road Capital | 28 | 29 | Feb 2018 – Jul 2026 | |
| Nixon Capital, LLC CIK 1846352 | 7 | 0 | Apr 2025 – Jun 2026 | |
| Strategic Global Advisors, LLC CIK 1580212 | 4 | 0 | Dec 2022 – Jun 2026 | |
| Arcataur Capital Management LLC CIK 1987321 | 1 | 0 | Jun 2026 – Jun 2026 | |
| Trinity Financial Advisors LLC CIK 1809574 | 9 | 0 | Feb 2026 – May 2026 | |
| Peachtree Investment Partners, LLC CIK 1743863 | 9 | 0 | Oct 2023 – Apr 2026 | |
| Ironvine Capital Partners, LLC CIK 1730478 | 7 | 0 | Jul 2012 – Apr 2026 | |
| Choate Investment Advisors CIK 1399794 | 1 | 0 | Apr 2026 – Apr 2026 | |
| Capital Squared Financial LLC CIK 2128691 | 3 | 0 | Apr 2025 – Apr 2026 | |
| SFE Investment Counsel CIK 1317784 | 2 | 0 | Jan 2026 – Apr 2026 | |
| ACCESS FINANCIAL SERVICES, INC. CIK 1699622 | 36 | 0 | Jun 2013 – Apr 2026 | |
| Welch & Forbes LLC CIK 105495 | 2 | 0 | Mar 2025 – Apr 2026 | |
| Palm Valley Capital Management | 14 | 17 | Jul 2020 – Apr 2026 | |
| KCM INVESTMENT ADVISORS LLC CIK 1109228 | 1 | 0 | Apr 2026 – Apr 2026 | |
| Peregrine Asset Advisers, Inc. CIK 1535227 | 24 | 0 | Apr 2006 – Mar 2026 | |
| Western Pacific Wealth Management, LP CIK 1907320 | 28 | 0 | Sep 2021 – Mar 2026 | |
| Ravenstone Capital Management Inc. CIK 2086041 | 1 | 4 | Mar 2026 – Mar 2026 |