Largest Portfolios by Value

Filing on May 15, 2025 Q1 2025

Caprock Group, Inc.

  • VTI
  • AAPL
  • VOO
  • MSFT
  • NVDA
  • AMZN
  • LLY
Caprock Group, Inc.'s Q1 2025 Portfolio
Portfolio Value 3.21 Billion
Stocks 1074
Filing on May 15, 2025 Q1 2025

Orbimed Advisors LLC

  • EWTX
  • BSX
  • LLY
  • ISRG
  • SYK
  • ARGX
  • EW
Orbimed Advisors LLC's Q1 2025 Portfolio
Portfolio Value 3.21 Billion
Stocks 111
Filing on May 08, 2025 Q1 2025

Baker Avenue Asset Management, LP

  • SSD
  • AAPL
  • MSFT
  • VB
  • AGG
  • BND
  • NVDA
Baker Avenue Asset Management, LP's Q1 2025 Portfolio
Portfolio Value 3.21 Billion
Stocks 469
Filing on Oct 26, 2023 Q3 2023

Adelphi Capital LLP

  • META
  • AJG
Adelphi Capital LLP's Q3 2023 Portfolio
Portfolio Value 3.21 Billion
Stocks 2
Filing on Apr 22, 2025 Q1 2025

Kentucky Retirement Systems

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • META
  • BRK-B
  • GOOGL
Kentucky Retirement Systems's Q1 2025 Portfolio
Portfolio Value 3.2 Billion
Stocks 504
Filing on Apr 16, 2025 Q1 2025

North Crest Asset Manangement, LLC

  • NVDA
  • AAPL
  • MSFT
  • AVGO
  • AMZN
  • JPM
  • GOOGL
North Crest Asset Manangement, LLC's Q1 2025 Portfolio
Portfolio Value 3.19 Billion
Stocks 592
Filing on May 12, 2025 Q1 2025

Alesco Advisors LLC

  • IVV
  • IJH
  • IJR
  • IDEV
  • SCHP
  • IEMG
  • BND
Alesco Advisors LLC's Q1 2025 Portfolio
Portfolio Value 3.18 Billion
Stocks 191
Filing on Apr 17, 2025 Q1 2025

Grimes & Company, Inc.

  • BKLN
  • SJNK
  • SHYG
  • IEFA
  • VB
  • IVV
  • JHML
Grimes & Company, Inc.'s Q1 2025 Portfolio
Portfolio Value 3.18 Billion
Stocks 430
Filing on May 14, 2025 Q1 2025

Channing Capital Management, LLC

  • NXST
  • SNV
  • SSB
  • ATI
  • WTFC
  • TKR
  • SF
Channing Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 3.18 Billion
Stocks 105
Filing on May 15, 2025 Q1 2025

Intermede Investment Partners LTD

  • AAPL
  • TSM
  • MA
  • GOOG
  • META
  • TDG
  • SCHW
Intermede Investment Partners LTD's Q1 2025 Portfolio
Portfolio Value 3.18 Billion
Stocks 32
Filing on Feb 03, 2025 Q4 2024

Boston Financial Mangement LLC

  • AAPL
  • WSO
  • MSFT
  • FICO
  • CPRT
  • BR
  • V
Boston Financial Mangement LLC's Q4 2024 Portfolio
Portfolio Value 3.18 Billion
Stocks 337
Filing on May 15, 2025 Q1 2025

Comprehensive Financial Management LLC

  • PYPL
  • EBAY
  • GLD
  • ZM
  • NU
  • IWD
  • IWN
Comprehensive Financial Management LLC's Q1 2025 Portfolio
Portfolio Value 3.16 Billion
Stocks 40
Filing on May 06, 2025 Q1 2025

Antipodes Partners LTD

  • GOLD
  • COF
  • MSFT
  • GOOGL
  • MRK
  • AMZN
  • HCA
Antipodes Partners LTD's Q1 2025 Portfolio
Portfolio Value 3.16 Billion
Stocks 103
Filing on May 02, 2025 Q1 2025

Portman Square Capital LLP

  • NEE
  • KKR
  • LYV
  • STX
  • WEC
  • BA
  • BAC
Portman Square Capital LLP's Q1 2025 Portfolio
Portfolio Value 3.16 Billion
Stocks 213
Filing on May 15, 2025 Q1 2025

Advent International Corp

  • CCCS
  • OLPX
  • FWRG
  • CINT
  • DH
  • NU
  • CRS
Advent International Corp's Q1 2025 Portfolio
Portfolio Value 3.16 Billion
Stocks 25
Filing on May 14, 2025 Q1 2025

Greenwoods Asset Management Hong Kong Ltd.

  • META
  • PDD
  • NTES
  • YMM
  • TSM
  • FUTU
  • AAPL
Greenwoods Asset Management Hong Kong Ltd.'s Q1 2025 Portfolio
Portfolio Value 3.15 Billion
Stocks 40
Filing on May 05, 2025 Q1 2025

J.W. Cole Advisors, Inc.

  • AAPL
  • NVDA
  • MSFT
  • AMZN
  • SPY
  • QQQ
  • BRK-B
J.W. Cole Advisors, Inc.'s Q1 2025 Portfolio
Portfolio Value 3.14 Billion
Stocks 1255
Filing on May 15, 2025 Q1 2025

Destination Wealth Management

  • AAPL
  • AGG
  • SDY
  • IJR
  • TLH
  • STIP
  • LQDH
Destination Wealth Management's Q1 2025 Portfolio
Portfolio Value 3.14 Billion
Stocks 260