Largest Portfolios by Value
Filing on Apr 15, 2024
Q1 2024
Manning & Napier Group, LLC
- AMZN
- MA
- GOOGL
- TSM
- JNJ
- MU
- LHX
Filing on Jan 27, 2025
Q4 2024
Yousif Capital Management, LLC
- AAPL
- NVDA
- MSFT
- AMZN
- META
- TSLA
- GOOGL
Filing on Jan 31, 2025
Q4 2024
Atria Wealth Solutions, Inc.
- AAPL
- IVV
- NVDA
- MSFT
- QQQ
- SPY
- AMZN
Filing on Feb 14, 2025
Q4 2024
Pentwater Capital Management LP
- SPY
- HES
- X
- BA
- SMAR
- JNPR
- EDR
Filing on Feb 13, 2025
Q4 2024
Townsquare Capital LLC
- SPYG
- AAPL
- AMZN
- MSFT
- SPDW
- NVDA
- SPYV
Filing on Feb 10, 2025
Q4 2024
Allen Investment Management LLC
- AMZN
- MSFT
- SCHW
- V
- GOOG
- UNH
- SPGI
Filing on Feb 06, 2025
Q4 2024
Filing on Feb 14, 2025
Q4 2024
Gilder Gagnon Howe & CO LLC
- TSLA
- NFLX
- AMZN
- NVDA
- META
- ISRG
- NET
Filing on Feb 13, 2025
Q4 2024
Filing on Feb 13, 2025
Q4 2024
Cullen Capital Management, LLC
- JPM
- CSCO
- BAC
- PM
- JCI
- DUK
- RTX
Filing on Feb 10, 2025
Q4 2024
Brandes Investment Partners, LP
- CAE
- ERJ
- BAC
- WFC
- C
- MCK
- DOX
Filing on Feb 13, 2025
Q4 2024
Resources Investment Advisors, Llc.
- SPLG
- IUSB
- SCHG
- QUAL
- DYNF
- VOO
- AAPL
Filing on Jan 28, 2025
Q4 2024
Cidel Asset Management Inc
- BRK-A
- RY
- MSFT
- WTW
- GOOGL
- CNI
- FTS
Filing on Feb 12, 2025
Q4 2024
Duff & Phelps Investment Management CO
- EQIX
- WELL
- PLD
- DLR
- AVB
- SRE
- VTR
Filing on Feb 04, 2025
Q4 2024
C World Wide Group Holding A
- V
- AMZN
- MSFT
- GOOG
- TMO
- PH
- COST
Filing on Feb 14, 2025
Q4 2024
Integrated Wealth Concepts LLC
- AAPL
- BKLC
- IVV
- ACIO
- QUAL
- NVDA
- MSFT
Filing on Feb 05, 2025
Q4 2024
Modera Wealth Management, LLC
- EQT
- VUG
- VEA
- VTV
- VIG
- IEFA
- AAPL
Filing on Feb 14, 2025
Q4 2024
Williams Jones Wealth Management, Llc.
- AAPL
- COST
- MSFT
- V
- NVDA
- GOOGL
- AMZN