Largest Portfolios by Value

Filing on Jan 30, 2025 Q4 2024

Washington Trust CO

  • AAPL
  • SPY
  • AVGO
  • AMZN
  • MSFT
  • NVDA
  • IWR
Washington Trust CO's Q4 2024 Portfolio
Portfolio Value 2.76 Billion
Stocks 1293
Filing on Feb 07, 2025 Q4 2024

Avantax Planning Partners, Inc.

  • SCHG
  • SCHV
  • SCHD
  • SCHZ
  • SCHF
  • SPTL
  • AVUV
Avantax Planning Partners, Inc.'s Q4 2024 Portfolio
Portfolio Value 2.76 Billion
Stocks 430
Filing on Jan 16, 2025 Q4 2024

Aspiriant, LLC

  • IVV
  • IUSV
  • ACWV
  • VTEB
  • VBR
  • VIG
  • VOO
Aspiriant, LLC's Q4 2024 Portfolio
Portfolio Value 2.75 Billion
Stocks 288
Filing on Jan 27, 2025 Q4 2024

Robertson Stephens Wealth Management, LLC

  • VOO
  • APP
  • IVV
  • AAPL
  • VIG
  • VEA
  • VCIT
Robertson Stephens Wealth Management, LLC's Q4 2024 Portfolio
Portfolio Value 2.75 Billion
Stocks 557
Filing on Feb 14, 2025 Q4 2024

Fullerton Fund Management CO Ltd.

  • NFLX
  • JPM
  • WMT
  • MSFT
  • NVDA
  • AMZN
  • DDOG
Fullerton Fund Management CO Ltd.'s Q4 2024 Portfolio
Portfolio Value 2.74 Billion
Stocks 94
Filing on Feb 14, 2025 Q4 2024

Castleark Management LLC

  • AAPL
  • NVDA
  • MSFT
  • SPIB
  • AMZN
  • META
  • VMBS
Castleark Management LLC's Q4 2024 Portfolio
Portfolio Value 2.73 Billion
Stocks 283
Filing on Feb 10, 2025 Q4 2024

Analyst Ims Investment Management Services Ltd.

  • SPY
  • QQQ
  • VOO
  • IVV
  • WIX
  • AAXJ
  • ARE
Analyst Ims Investment Management Services Ltd.'s Q4 2024 Portfolio
Portfolio Value 2.73 Billion
Stocks 197
Filing on Jan 24, 2025 Q4 2024

Tokio Marine Asset Management CO LTD

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • GOOGL
  • GOOG
  • V
Tokio Marine Asset Management CO LTD's Q4 2024 Portfolio
Portfolio Value 2.73 Billion
Stocks 572
Filing on Feb 14, 2025 Q4 2024

Spruce House Investment Management LLC

  • APP
  • CVNA
  • CIGI
  • CMPR
  • W
  • GXO
  • CNM
Spruce House Investment Management LLC's Q4 2024 Portfolio
Portfolio Value 2.72 Billion
Stocks 11
Filing on Feb 10, 2025 Q4 2024

Tctc Holdings, LLC

  • DINO
  • MSFT
  • BRK-B
  • JPM
  • WM
  • AFL
  • AAPL
Tctc Holdings, LLC's Q4 2024 Portfolio
Portfolio Value 2.72 Billion
Stocks 870
Filing on Feb 03, 2025 Q4 2024

Ownership Capital B.V.

  • MA
  • EW
  • ANSS
  • WDAY
  • PTC
  • INTU
  • ADBE
Ownership Capital B.V.'s Q4 2024 Portfolio
Portfolio Value 2.72 Billion
Stocks 22
Filing on Feb 12, 2025 Q4 2024

Systematic Alpha Investments, LLC

  • VOO
  • LLY
  • VTV
  • AAPL
  • NVDA
  • MSFT
  • VIG
Systematic Alpha Investments, LLC's Q4 2024 Portfolio
Portfolio Value 2.7 Billion
Stocks 228
Filing on Nov 08, 2022 Q3 2022

Wealthsimple Inc.

  • VTI
  • EEMV
  • GLOV
  • IEFA
  • GLDM
  • ITOT
  • ACWV
Wealthsimple Inc.'s Q3 2022 Portfolio
Portfolio Value 2.69 Billion
Stocks 38
Filing on Jan 29, 2025 Q4 2024

Summit Trail Advisors, LLC

  • USFR
  • VGIT
  • AVGO
  • RSP
  • QUAL
  • PPA
  • SPY
Summit Trail Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 2.68 Billion
Stocks 390
Filing on Jan 08, 2025 Q4 2024

Park National Corp

  • PRK
  • AAPL
  • MSFT
  • NVDA
  • SDVY
  • JPM
  • GOOGL
Park National Corp 's Q4 2024 Portfolio
Portfolio Value 2.68 Billion
Stocks 461
Filing on Feb 14, 2025 Q4 2024

Li Lu

Himalaya Capital Management LLC
  • BAC
  • GOOG
  • GOOGL
  • BRK-B
  • EWBC
  • AAPL
  • OXY
Li Lu's Q4 2024 Portfolio
Portfolio Value 2.68 Billion
Stocks 8
Filing on Feb 07, 2025 Q4 2024

Ruffer LLP

  • NEM
  • C
  • AMZN
  • CI
  • GOLD
  • BABA
  • BAC
Ruffer LLP's Q4 2024 Portfolio
Portfolio Value 2.68 Billion
Stocks 101
Filing on Feb 14, 2025 Q4 2024

Masters Capital Management LLC

  • SPY
  • BABA
  • C
  • MMM
  • SLB
  • BMY
  • HON
Masters Capital Management LLC's Q4 2024 Portfolio
Portfolio Value 2.68 Billion
Stocks 90