Largest Portfolios by Value

Filing on Jan 17, 2025 Q4 2024

Simon Quick Advisors, LLC

  • SPY
  • VUG
  • IWF
  • SPYV
  • VTV
  • AAPL
  • IVV
Simon Quick Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 1.65 Billion
Stocks 492
Filing on Feb 14, 2025 Q4 2024

John Paulson

Paulson & Co. Inc.
  • MDGL
  • PPTA
  • BSIG
  • BHC
  • NG
  • THRY
  • AEM
John Paulson's Q4 2024 Portfolio
Portfolio Value 1.65 Billion
Stocks 13
Filing on Feb 07, 2025 Q4 2024

Ever Source Wealth Advisors, LLC

  • VUG
  • VEA
  • VTV
  • AAPL
  • IAU
  • VOO
  • TSLA
Ever Source Wealth Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 1.65 Billion
Stocks 11742
Filing on Feb 13, 2025 Q4 2024

Accredited Investors Inc.

  • IJH
  • AVDV
  • SCHB
  • UPS
  • IJR
  • IVV
  • VTV
Accredited Investors Inc.'s Q4 2024 Portfolio
Portfolio Value 1.65 Billion
Stocks 228
Filing on Feb 06, 2025 Q4 2024

Alta Capital Management LLC

  • GOOGL
  • AAPL
  • AMZN
  • NVDA
  • MSFT
  • MA
  • UNH
Alta Capital Management LLC's Q4 2024 Portfolio
Portfolio Value 1.64 Billion
Stocks 94
Filing on Jan 24, 2025 Q4 2024

Gw Henssler & Associates LTD

  • BUFD
  • AAPL
  • IJJ
  • MSFT
  • GOOGL
  • MPC
  • META
Gw Henssler & Associates LTD's Q4 2024 Portfolio
Portfolio Value 1.64 Billion
Stocks 185
Filing on Feb 12, 2025 Q4 2024

Thoroughbred Financial Services, LLC

  • NVDA
  • AAPL
  • MSFT
  • AMZN
  • QQQ
  • COWZ
  • AVGO
Thoroughbred Financial Services, LLC's Q4 2024 Portfolio
Portfolio Value 1.64 Billion
Stocks 687
Filing on Feb 04, 2025 Q4 2024

Roffman Miller Associates Inc

  • AAPL
  • MSFT
  • GOOGL
  • JPM
  • AMZN
  • HD
  • AXP
Roffman Miller Associates Inc 's Q4 2024 Portfolio
Portfolio Value 1.63 Billion
Stocks 75
Filing on Feb 04, 2025 Q4 2024

Rwc Asset Management LLP

  • HPQ
  • EXC
  • CSCO
  • GOLD
  • KDP
  • CEG
  • SYY
Rwc Asset Management LLP's Q4 2024 Portfolio
Portfolio Value 1.63 Billion
Stocks 152
Filing on Feb 14, 2025 Q4 2024

Point72 Europe (London) LLP

  • KO
  • T
  • GOOGL
  • AMZN
  • QQQ
  • VMC
  • DFS
Point72 Europe (London) LLP's Q4 2024 Portfolio
Portfolio Value 1.62 Billion
Stocks 126
Filing on Jan 31, 2025 Q4 2024

Klingman & Associates, LLC

  • IVV
  • IJH
  • SPY
  • VTIP
  • AAPL
  • IJR
  • SPYG
Klingman & Associates, LLC's Q4 2024 Portfolio
Portfolio Value 1.62 Billion
Stocks 256
Filing on Feb 14, 2025 Q4 2024

Abdiel Capital Advisors, LP

  • BILL
  • APPN
  • GLBE
  • HUBS
  • FND
  • TOST
  • AFRM
Abdiel Capital Advisors, LP's Q4 2024 Portfolio
Portfolio Value 1.62 Billion
Stocks 7
Filing on Feb 13, 2025 Q4 2024

Visionary Wealth Advisors

  • AAPL
  • SCHG
  • IVV
  • PWR
  • MSFT
  • SCHF
  • AVLV
Visionary Wealth Advisors's Q4 2024 Portfolio
Portfolio Value 1.62 Billion
Stocks 534
Filing on Jan 28, 2025 Q4 2024

Coronation Fund Managers Ltd.

  • CPNG
  • GRAB
  • MELI
  • SE
  • NU
  • MLCO
  • TME
Coronation Fund Managers Ltd.'s Q4 2024 Portfolio
Portfolio Value 1.62 Billion
Stocks 81
Filing on Feb 14, 2025 Q4 2024

Capstone Financial Advisors, Inc.

  • VTI
  • IWB
  • DFAC
  • BND
  • NFRA
  • VXUS
  • MCD
Capstone Financial Advisors, Inc.'s Q4 2024 Portfolio
Portfolio Value 1.62 Billion
Stocks 157
Filing on Feb 07, 2025 Q4 2024

Alpine Associates Management Inc.

  • HES
  • ANSS
  • DFS
  • SPR
  • JNPR
  • HCP
  • AMED
Alpine Associates Management Inc.'s Q4 2024 Portfolio
Portfolio Value 1.61 Billion
Stocks 43
Filing on Feb 07, 2025 Q4 2024

Atlantic Union Bankshares Corp

  • IWY
  • AAPL
  • IWR
  • MSFT
  • NVDA
  • ERIE
  • JPM
Atlantic Union Bankshares Corp's Q4 2024 Portfolio
Portfolio Value 1.61 Billion
Stocks 654
Filing on Jan 10, 2025 Q4 2024

Graypoint LLC

  • IVV
  • IWF
  • SPY
  • NVDA
  • AAPL
  • XLK
  • IJR
Graypoint LLC's Q4 2024 Portfolio
Portfolio Value 1.61 Billion
Stocks 514