Largest Portfolios by Value

Filing on Feb 13, 2025 Q4 2024

Jump Financial, LLC

  • SPY
  • IVV
  • TSLA
  • VOO
  • TLT
  • META
  • AMZN
Jump Financial, LLC's Q4 2024 Portfolio
Portfolio Value 4.3 Billion
Stocks 3547
Filing on Feb 12, 2025 Q4 2024

River Front Investment Group, LLC

  • IVV
  • GSLC
  • SPAB
  • SCHI
  • BND
  • XLK
  • JEPQ
River Front Investment Group, LLC's Q4 2024 Portfolio
Portfolio Value 4.28 Billion
Stocks 253
Filing on Feb 06, 2025 Q4 2024

Acr Alpine Capital Research, LLC

  • GBIL
  • C
  • GM
  • CVX
  • JPM
  • DG
  • MSFT
Acr Alpine Capital Research, LLC's Q4 2024 Portfolio
Portfolio Value 4.28 Billion
Stocks 66
Filing on Feb 14, 2025 Q4 2024

Advent International Corp

  • CCCS
  • OLPX
  • FWRG
  • CINT
  • DH
  • NU
  • CRS
Advent International Corp's Q4 2024 Portfolio
Portfolio Value 4.27 Billion
Stocks 24
Filing on Feb 14, 2025 Q4 2024

Algert Global LLC

  • AAPL
  • MSFT
  • MLI
  • BRBR
  • NVDA
  • FTI
  • USFD
Algert Global LLC's Q4 2024 Portfolio
Portfolio Value 4.25 Billion
Stocks 1153
Filing on Jan 16, 2025 Q4 2024

Pure Financial Advisors, LLC

  • SPY
  • BND
  • IEFA
  • DFAT
  • IGSB
  • DUHP
  • DFAS
Pure Financial Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 4.25 Billion
Stocks 349
Filing on Feb 14, 2025 Q4 2024

Kensico Capital Management Corp

  • APP
  • HWM
  • FICO
  • V
  • AMZN
  • MSFT
  • EFX
Kensico Capital Management Corp's Q4 2024 Portfolio
Portfolio Value 4.25 Billion
Stocks 23
Filing on Jan 17, 2025 Q4 2024

Dakota Wealth Management

  • KLAC
  • AAPL
  • IVV
  • BIL
  • MSFT
  • AMZN
  • RSP
Dakota Wealth Management's Q4 2024 Portfolio
Portfolio Value 4.24 Billion
Stocks 748
Filing on Feb 14, 2025 Q4 2024

Bridgeway Capital Management, LLC

  • NVDA
  • AAPL
  • META
  • TDS
  • MSFT
  • AVGO
  • JPM
Bridgeway Capital Management, LLC's Q4 2024 Portfolio
Portfolio Value 4.24 Billion
Stocks 1192
Filing on Feb 14, 2025 Q4 2024

Atreides Management, LP

  • QQQ
  • AMD
  • ASML
  • AMZN
  • LITE
  • ULTA
  • ADBE
Atreides Management, LP's Q4 2024 Portfolio
Portfolio Value 4.24 Billion
Stocks 45
Filing on Feb 06, 2025 Q4 2024

Mission Wealth Management, LP

  • VUG
  • VTV
  • IEFA
  • VB
  • BND
  • AAPL
  • MSFT
Mission Wealth Management, LP's Q4 2024 Portfolio
Portfolio Value 4.24 Billion
Stocks 659
Filing on Feb 04, 2025 Q4 2024

Vaughan David Investments LLC

  • MSFT
  • AVGO
  • ORCL
  • JPM
  • APO
  • AXP
  • DE
Vaughan David Investments LLC's Q4 2024 Portfolio
Portfolio Value 4.23 Billion
Stocks 213
Filing on Feb 13, 2025 Q4 2024

Rmb Capital Management, LLC

  • MSFT
  • AMZN
  • JPM
  • SCHX
  • V
  • AAPL
  • SPY
Rmb Capital Management, LLC's Q4 2024 Portfolio
Portfolio Value 4.23 Billion
Stocks 512
Filing on Feb 13, 2025 Q4 2024

Kennedy Capital Management, Inc.

  • NVDA
  • AAPL
  • MSFT
  • SF
  • CHEF
  • GMED
  • HXL
Kennedy Capital Management, Inc.'s Q4 2024 Portfolio
Portfolio Value 4.23 Billion
Stocks 669
Filing on Jan 28, 2025 Q4 2024

Apollon Wealth Management, LLC

  • AAPL
  • IVV
  • NVDA
  • MSFT
  • VOO
  • AMZN
  • VONG
Apollon Wealth Management, LLC's Q4 2024 Portfolio
Portfolio Value 4.22 Billion
Stocks 1198
Filing on Feb 14, 2025 Q4 2024

Brown Capital Management LLC

  • CYBR
  • GKOS
  • DDOG
  • MANH
  • VCEL
  • TYL
  • GWRE
Brown Capital Management LLC's Q4 2024 Portfolio
Portfolio Value 4.22 Billion
Stocks 118
Filing on Feb 10, 2025 Q4 2024

Badgley Phelps Wealth Managers, LLC

  • MSFT
  • AAPL
  • NVDA
  • EFA
  • AMZN
  • VB
  • IJH
Badgley Phelps Wealth Managers, LLC's Q4 2024 Portfolio
Portfolio Value 4.21 Billion
Stocks 288
Filing on Feb 03, 2025 Q4 2024

Forvis Wealth Advisors, LLC

  • VTI
  • VEU
  • VOO
  • AGG
  • SCHB
  • FBND
  • IVV
Forvis Wealth Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 4.21 Billion
Stocks 419