Largest Portfolios by Value

Filing on May 12, 2025 Q1 2025

Hirtle Callaghan & CO LLC

  • SPY
  • IEFA
  • IVV
  • VOO
  • EFA
  • VEA
  • IEMG
Hirtle Callaghan & CO LLC's Q1 2025 Portfolio
Portfolio Value 2.57 Billion
Stocks 107
Filing on May 09, 2025 Q1 2025

Ruffer LLP

  • NEM
  • AMZN
  • C
  • GOLD
  • BABA
  • BAC
  • BP
Ruffer LLP's Q1 2025 Portfolio
Portfolio Value 2.57 Billion
Stocks 94
Filing on Apr 10, 2025 Q1 2025

Foster Group, Inc.

  • VTI
  • VTV
  • BND
  • VEA
  • DFIV
  • VGIT
  • QUAL
Foster Group, Inc.'s Q1 2025 Portfolio
Portfolio Value 2.56 Billion
Stocks 224
Filing on May 15, 2025 Q1 2025

Hyperion Asset Management LTD

  • TSLA
  • NOW
  • AMZN
  • MSFT
  • ASML
  • SPOT
  • PLTR
Hyperion Asset Management LTD's Q1 2025 Portfolio
Portfolio Value 2.55 Billion
Stocks 19
Filing on Apr 25, 2025 Q1 2025

Washington Trust CO

  • AAPL
  • SPY
  • VOO
  • IWR
  • MSFT
  • V
  • AMZN
Washington Trust CO's Q1 2025 Portfolio
Portfolio Value 2.55 Billion
Stocks 1181
Filing on Aug 10, 2023 Q2 2023

Tekla Capital Management LLC

  • AMGN
  • JNJ
  • GILD
  • REGN
  • VRTX
  • LLY
  • UNH
Tekla Capital Management LLC's Q2 2023 Portfolio
Portfolio Value 2.53 Billion
Stocks 166
Filing on Apr 23, 2025 Q1 2025

Hbk Sorce Advisory LLC

  • SCHX
  • VEA
  • AAPL
  • SCHB
  • OMFL
  • VOO
  • DFCF
Hbk Sorce Advisory LLC's Q1 2025 Portfolio
Portfolio Value 2.53 Billion
Stocks 597
Filing on Apr 21, 2025 Q1 2025

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

  • VUG
  • DGRO
  • VOT
  • VOE
  • IVV
  • BRK-B
  • JAVA
Nelson, Van Denburg & Campbell Wealth Management Group, LLC's Q1 2025 Portfolio
Portfolio Value 2.53 Billion
Stocks 736
Filing on May 06, 2025 Q1 2025

Private Management Group Inc

  • BRK-B
  • SPNT
  • WBD
  • VLO
  • ACI
  • BK
  • VZ
Private Management Group Inc's Q1 2025 Portfolio
Portfolio Value 2.52 Billion
Stocks 216
Filing on May 15, 2025 Q1 2025

Plancorp, LLC

  • DFAC
  • DFUS
  • DFUV
  • VTI
  • DFIV
  • DFAX
  • LRGF
Plancorp, LLC's Q1 2025 Portfolio
Portfolio Value 2.51 Billion
Stocks 361
Filing on Apr 30, 2025 Q1 2025

Kedalion Capital Management LLP

  • IVV
  • VOO
  • STLA
Kedalion Capital Management LLP's Q1 2025 Portfolio
Portfolio Value 2.5 Billion
Stocks 3
Filing on May 13, 2025 Q1 2025

Francois Rochon

Giverny Capital Inc.
  • BRK-B
  • META
  • AME
  • PGR
  • V
  • KMX
  • GOOG
Francois Rochon's Q1 2025 Portfolio
Portfolio Value 2.49 Billion
Stocks 54
Filing on May 08, 2025 Q1 2025

Arkadios Wealth Advisors

  • AAPL
  • NVDA
  • IVV
  • MSFT
  • AMZN
  • OMFL
  • EUSA
Arkadios Wealth Advisors's Q1 2025 Portfolio
Portfolio Value 2.49 Billion
Stocks 2066
Filing on May 14, 2025 Q1 2025

Adventist Health System Sunbelt Healthcare Corp

  • IVV
  • EMB
  • MSFT
  • NVDA
  • XEMD
  • XHYT
  • AAPL
Adventist Health System Sunbelt Healthcare Corp's Q1 2025 Portfolio
Portfolio Value 2.48 Billion
Stocks 23
Filing on May 15, 2025 Q1 2025

Optiver Holding B.V.

  • NVDA
  • AVGO
  • IWM
  • TSLA
  • AMD
  • TSM
  • MU
Optiver Holding B.V.'s Q1 2025 Portfolio
Portfolio Value 2.48 Billion
Stocks 1352
Filing on May 15, 2025 Q1 2025

Castleark Management LLC

  • AAPL
  • NVDA
  • AMZN
  • MSFT
  • GOVT
  • META
  • MA
Castleark Management LLC's Q1 2025 Portfolio
Portfolio Value 2.47 Billion
Stocks 280
Filing on May 08, 2025 Q1 2025

Mgo One Seven LLC

  • NVDA
  • AAPL
  • MSFT
  • JPST
  • VTV
  • AMZN
  • SPY
Mgo One Seven LLC's Q1 2025 Portfolio
Portfolio Value 2.47 Billion
Stocks 1090
Filing on Oct 26, 2023 Q3 2023

Advisor Partners Ii, LLC

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • GOOG
  • META
  • UNH
Advisor Partners Ii, LLC's Q3 2023 Portfolio
Portfolio Value 2.47 Billion
Stocks 1252