Largest Portfolios by Value

Filing on Apr 30, 2025 Q1 2025

Cornerstone Investment Partners, LLC

  • META
  • V
  • GOOGL
  • CB
  • AVGO
  • ELV
  • HCA
Cornerstone Investment Partners, LLC's Q1 2025 Portfolio
Portfolio Value 1.93 Billion
Stocks 188
Filing on Apr 28, 2025 Q1 2025

Calamos Wealth Management LLC

  • IVV
  • AAPL
  • IVE
  • IVW
  • MSFT
  • NVDA
  • IWV
Calamos Wealth Management LLC's Q1 2025 Portfolio
Portfolio Value 1.92 Billion
Stocks 331
Filing on Nov 03, 2023 Q3 2023

Column Capital Advisors, LLC

  • LLY
  • VOO
  • BRK-B
  • VTI
  • VXUS
  • IGF
  • VCSH
Column Capital Advisors, LLC's Q3 2023 Portfolio
Portfolio Value 1.92 Billion
Stocks 806
Filing on May 15, 2025 Q1 2025

Spruce House Investment Management LLC

  • CVNA
  • APP
  • GXO
  • CIGI
  • CNM
  • CMPR
  • W
Spruce House Investment Management LLC's Q1 2025 Portfolio
Portfolio Value 1.92 Billion
Stocks 9
Filing on May 08, 2025 Q1 2025

Heritage Wealth Advisors

  • IVV
  • IEFA
  • BRK-B
  • IWS
  • ITOT
  • RTX
  • MSFT
Heritage Wealth Advisors's Q1 2025 Portfolio
Portfolio Value 1.91 Billion
Stocks 593
Filing on Apr 28, 2025 Q1 2025

New South Capital Management Inc

  • VRT
  • AZO
  • ZBRA
  • WCC
  • RPRX
  • TMO
  • EEFT
New South Capital Management Inc's Q1 2025 Portfolio
Portfolio Value 1.91 Billion
Stocks 91
Filing on May 15, 2025 Q1 2025

Connecticut Wealth Management, LLC

  • QUAL
  • SPYV
  • IEFA
  • IJH
  • SPYG
  • IJR
  • VEA
Connecticut Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 1.9 Billion
Stocks 304
Filing on May 08, 2025 Q1 2025

Moors & Cabot, Inc.

  • AAPL
  • MSFT
  • TPL
  • NVDA
  • AMZN
  • JPM
  • V
Moors & Cabot, Inc.'s Q1 2025 Portfolio
Portfolio Value 1.9 Billion
Stocks 874
Filing on May 15, 2025 Q1 2025

Cevian Capital Ii Gp LTD

  • UBS
  • ALV
  • CRH.L
Cevian Capital Ii Gp LTD's Q1 2025 Portfolio
Portfolio Value 1.9 Billion
Stocks 3
Filing on Feb 04, 2025 Q4 2024

Edge Capital Group, LLC

  • VYM
  • VOO
  • XPEL
  • IEFA
  • FFIV
  • VEA
  • VONG
Edge Capital Group, LLC's Q4 2024 Portfolio
Portfolio Value 1.9 Billion
Stocks 332
Filing on Apr 09, 2025 Q1 2025

Addenda Capital Inc.

  • TD
  • RY
  • AEM
  • SHOP
  • WPM
  • BMO
  • CNQ
Addenda Capital Inc.'s Q1 2025 Portfolio
Portfolio Value 1.9 Billion
Stocks 123
Filing on May 15, 2025 Q1 2025

Aristeia Capital LLC

  • SPY
  • LBRDK
  • CUK
  • LBRDA
  • XOP
  • FYBR
  • CIVI
Aristeia Capital LLC's Q1 2025 Portfolio
Portfolio Value 1.89 Billion
Stocks 433
Filing on May 12, 2025 Q1 2025

Saratoga Research & Investment Management

  • BRK-B
  • UL
  • DIS
  • GOOGL
  • MSFT
  • MDT
  • NVO
Saratoga Research & Investment Management's Q1 2025 Portfolio
Portfolio Value 1.89 Billion
Stocks 44
Filing on May 15, 2025 Q1 2025

Oberweis Asset Management Inc

  • ADMA
  • CRDO
  • EHC
  • DOCS
  • AMBA
  • ITRI
  • SKYW
Oberweis Asset Management Inc's Q1 2025 Portfolio
Portfolio Value 1.89 Billion
Stocks 192
Filing on Apr 23, 2025 Q1 2025

Bank Of Italy

  • RACE
  • STLA
  • SUSL
  • USSG
  • IQSU
  • EFIV
Bank Of Italy's Q1 2025 Portfolio
Portfolio Value 1.89 Billion
Stocks 8
Filing on May 13, 2025 Q1 2025

Swan Global Investments, LLC

  • SPY
  • IVV
  • XLK
  • PSMD
  • PSMJ
  • HEGD
  • XLF
Swan Global Investments, LLC's Q1 2025 Portfolio
Portfolio Value 1.89 Billion
Stocks 69
Filing on May 09, 2025 Q1 2025

Milestone Resources Group LTD

  • AMZN
  • MSFT
  • IBN
  • SHW
  • SPGI
  • ABT
  • AVGO
Milestone Resources Group LTD's Q1 2025 Portfolio
Portfolio Value 1.89 Billion
Stocks 21
Filing on Apr 28, 2025 Q1 2025

Checchi Capital Advisers, LLC

  • QQQ
  • SPY
  • AAPL
  • BWX
  • IBND
  • MSFT
  • MBB
Checchi Capital Advisers, LLC's Q1 2025 Portfolio
Portfolio Value 1.89 Billion
Stocks 582