Largest Portfolios by Value

Filing on May 14, 2025 Q1 2025

Stonehage Fleming Financial Services Holdings LTD

  • MSFT
  • NFLX
  • GOOG
  • VRSK
  • MA
  • CPRT
  • V
Stonehage Fleming Financial Services Holdings LTD's Q1 2025 Portfolio
Portfolio Value 2.84 Billion
Stocks 237
Filing on Apr 08, 2025 Q1 2025

Meyer Handelman CO

  • MSFT
  • AAPL
  • PG
  • IBM
  • HON
  • TT
  • MCK
Meyer Handelman CO's Q1 2025 Portfolio
Portfolio Value 2.84 Billion
Stocks 282
Filing on Apr 17, 2025 Q1 2025

Robertson Stephens Wealth Management, LLC

  • VOO
  • IVV
  • VIG
  • SPY
  • SPY
  • APP
  • AAPL
Robertson Stephens Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 2.84 Billion
Stocks 544
Filing on May 09, 2025 Q1 2025

Chicago Partners Investment Group LLC

  • VOO
  • VO
  • BRK-B
  • EPD
  • DFUS
  • ET
  • AAPL
Chicago Partners Investment Group LLC's Q1 2025 Portfolio
Portfolio Value 2.84 Billion
Stocks 933
Filing on May 05, 2025 Q1 2025

Jmg Financial Group, Ltd.

  • VOO
  • VO
  • VEA
  • SCHX
  • DFSV
  • SPY
  • VWO
Jmg Financial Group, Ltd.'s Q1 2025 Portfolio
Portfolio Value 2.84 Billion
Stocks 120
Filing on May 15, 2024 Q1 2024

Ziegler Capital Management, LLC

  • MSFT
  • GOOGL
  • AAPL
  • AMZN
  • NVDA
  • MA
  • UNH
Ziegler Capital Management, LLC's Q1 2024 Portfolio
Portfolio Value 2.84 Billion
Stocks 562
Filing on May 06, 2025 Q1 2025

Journey Strategic Wealth LLC

  • JNJ
  • SPY
  • IVV
  • AAPL
  • MSFT
  • PEP
  • IJH
Journey Strategic Wealth LLC's Q1 2025 Portfolio
Portfolio Value 2.83 Billion
Stocks 2156
Filing on Apr 14, 2025 Q1 2025

Wesbanco Bank Inc

  • AAPL
  • AGG
  • MSFT
  • JPM
  • AMZN
  • AVGO
  • GOOGL
Wesbanco Bank Inc's Q1 2025 Portfolio
Portfolio Value 2.82 Billion
Stocks 1199
Filing on Apr 25, 2025 Q1 2025

Peregrine Capital Management LLC

  • AMZN
  • ARES
  • GOOGL
  • NOW
  • NET
  • V
  • CRWD
Peregrine Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 2.82 Billion
Stocks 327
Filing on May 08, 2025 Q1 2025

Hartford Investment Management CO

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • META
  • BRK-B
  • GOOGL
Hartford Investment Management CO's Q1 2025 Portfolio
Portfolio Value 2.82 Billion
Stocks 496
Filing on Apr 16, 2025 Q1 2025

Salem Investment Counselors Inc

  • LOW
  • AAPL
  • NVDA
  • MSFT
  • META
  • BRK-B
  • AMZN
Salem Investment Counselors Inc's Q1 2025 Portfolio
Portfolio Value 2.81 Billion
Stocks 1220
Filing on Apr 28, 2025 Q1 2025

Avantax Planning Partners, Inc.

  • SCHG
  • SCHD
  • SCHV
  • SCHZ
  • SCHF
  • SPTL
  • AVUV
Avantax Planning Partners, Inc.'s Q1 2025 Portfolio
Portfolio Value 2.81 Billion
Stocks 431
Filing on May 12, 2025 Q1 2025

Ameritas Investment Partners, Inc.

  • AAPL
  • MSFT
  • NVDA
  • IVV
  • AMZN
  • ONEV
  • VOO
Ameritas Investment Partners, Inc.'s Q1 2025 Portfolio
Portfolio Value 2.8 Billion
Stocks 3694
Filing on May 15, 2025 Q1 2025

Davidson Kempner Capital Management LP

  • ITCI
  • BECN
  • IWM
  • ARKO
  • META
  • MSFT
  • NVDA
Davidson Kempner Capital Management LP's Q1 2025 Portfolio
Portfolio Value 2.79 Billion
Stocks 191
Filing on May 06, 2025 Q1 2025

Harry Burn

Sound Shore Management Inc
  • CTRA
  • COF
  • FIS
  • BAX
  • C
  • LUV
  • EOG
Harry Burn's Q1 2025 Portfolio
Portfolio Value 2.79 Billion
Stocks 37
Filing on Apr 30, 2025 Q1 2025

New Mexico Educational Retirement Board

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • META
  • BRK-B
  • GOOGL
New Mexico Educational Retirement Board's Q1 2025 Portfolio
Portfolio Value 2.79 Billion
Stocks 905
Filing on Apr 23, 2025 Q1 2025

Wright Fund Management, LLC

  • JNK
  • USHY
  • SPHY
  • SRLN
  • HYG
  • SJNK
  • VCLT
Wright Fund Management, LLC's Q1 2025 Portfolio
Portfolio Value 2.79 Billion
Stocks 77
Filing on May 09, 2025 Q1 2025

David Abrams

Abrams Capital Management, L.P.
  • LAD
  • ABG
  • TPX
  • GOOGL
  • CPNG
  • WTW
  • META
David Abrams's Q1 2025 Portfolio
Portfolio Value 2.79 Billion
Stocks 13