Largest Portfolios by Value

Filing on Jan 19, 2023 Q4 2022

S.C. Financial Services, Inc.

  • AAPL
  • IVV
  • MSFT
  • JNJ
  • ABBV
  • FIXD
  • ESGU
S.C. Financial Services, Inc.'s Q4 2022 Portfolio
Portfolio Value 65 Billion
Stocks 118
Filing on Apr 22, 2025 Q1 2025

Breakthru Advisory Services, LLC

  • IVV
  • RDVY
  • XLI
  • SDVY
  • LDSF
  • BUFR
  • HISF
Breakthru Advisory Services, LLC's Q1 2025 Portfolio
Portfolio Value 64.7 Billion
Stocks 9
Filing on Jan 24, 2023 Q4 2022

Caprin Asset Management LLC

  • SHM
  • ITM
  • MUB
  • AGG
  • VTEB
  • JMST
  • FLOT
Caprin Asset Management LLC 's Q4 2022 Portfolio
Portfolio Value 64.1 Billion
Stocks 21
Filing on May 14, 2025 Q1 2025

Kpcb Dgf Ii Associates, LLC

  • DASH
Kpcb Dgf Ii Associates, LLC's Q1 2025 Portfolio
Portfolio Value 63.6 Billion
Stocks 3
Filing on May 15, 2025 Q1 2025

Crestline Management, LP

  • DNLI
  • SANA
  • EGHT
Crestline Management, LP's Q1 2025 Portfolio
Portfolio Value 63.2 Billion
Stocks 3
Filing on Apr 12, 2024 Q1 2024

P&S Credit Management, L.P.

  • SPY
  • QQQ
  • IWM
  • XOP
  • CVX
  • GM
  • FCX
P&S Credit Management, L.P.'s Q1 2024 Portfolio
Portfolio Value 62.5 Billion
Stocks 14
Filing on May 12, 2025 Q1 2025

Gqg Partners LLC

  • PM
  • PBR
  • ENB
  • T
  • CB
  • IBN
  • PGR
Gqg Partners LLC's Q1 2025 Portfolio
Portfolio Value 62.5 Billion
Stocks 88
Filing on May 14, 2025 Q1 2025

Jim Simons

Renaissance Technologies LLC
  • PLTR
  • VRSN
  • CORT
  • HOOD
  • SFM
  • UTHR
  • GILD
Jim Simons's Q1 2025 Portfolio
Portfolio Value 62.3 Billion
Stocks 3406
Filing on Apr 29, 2025 Q1 2025

Truist Financial Corp

  • IVV
  • SPY
  • GOVT
  • MSFT
  • AAPL
  • KO
  • NVDA
Truist Financial Corp's Q1 2025 Portfolio
Portfolio Value 61.3 Billion
Stocks 4983
Filing on Oct 30, 2023 Q3 2023

Freedom Wealth Alliance, LLC

  • SCHB
  • SPHQ
  • SPLG
  • CFO
  • DGRW
  • YYY
  • AAPL
Freedom Wealth Alliance, LLC's Q3 2023 Portfolio
Portfolio Value 60.8 Billion
Stocks 47
Filing on Apr 23, 2025 Q1 2025

Aifg Consultants Ltd.

  • GLDM
  • LDUR
  • JEPI
  • SPTM
  • SPMO
  • SDVY
  • LMBS
Aifg Consultants Ltd.'s Q1 2025 Portfolio
Portfolio Value 60.7 Billion
Stocks 50
Filing on May 08, 2025 Q1 2025

One Wealth Management Investment & Advisory Services, LLC

  • AAPL
  • AMZN
  • NVDA
  • MSFT
  • META
  • OSW
  • GOOGL
One Wealth Management Investment & Advisory Services, LLC's Q1 2025 Portfolio
Portfolio Value 60.4 Billion
Stocks 47
Filing on May 14, 2025 Q1 2025

Ci Private Wealth, LLC

  • IVV
  • AAPL
  • MSFT
  • AMZN
  • VOO
  • COST
  • NVDA
Ci Private Wealth, LLC's Q1 2025 Portfolio
Portfolio Value 59.6 Billion
Stocks 3938
Filing on May 15, 2025 Q1 2025

Mariner, LLC

  • AAPL
  • IVV
  • NVDA
  • MSFT
  • VEA
  • AMZN
  • AGG
Mariner, LLC's Q1 2025 Portfolio
Portfolio Value 58.8 Billion
Stocks 5370
Filing on May 07, 2025 Q1 2025

8 Vc Gp I, LLC

  • JOBY
  • SNTI
8 Vc Gp I, LLC's Q1 2025 Portfolio
Portfolio Value 58.6 Billion
Stocks 2
Filing on May 15, 2025 Q1 2025

Lazard Asset Management LLC

  • MSFT
  • AAPL
  • AMZN
  • V
  • GOOGL
  • ICE
  • BAC
Lazard Asset Management LLC's Q1 2025 Portfolio
Portfolio Value 58.2 Billion
Stocks 3727
Filing on May 14, 2025 Q1 2025

Artisan Partners Limited Partnership

  • ACGL
  • ARGX
  • ELV
  • SCHW
  • BRK-B
  • BK
  • META
Artisan Partners Limited Partnership's Q1 2025 Portfolio
Portfolio Value 58.2 Billion
Stocks 345
Filing on May 15, 2025 Q1 2025

26 North Partners LP

  • IVV
26 North Partners LP's Q1 2025 Portfolio
Portfolio Value 57.8 Billion
Stocks 1