Largest Portfolios by Value

Filing on Jan 29, 2025 Q4 2024

Camden Capital, LLC

  • C
  • GE
  • AAPL
  • IVV
  • NVDA
  • OMF
  • MS
Camden Capital, LLC's Q4 2024 Portfolio
Portfolio Value 887 Million
Stocks 383
Filing on Jan 29, 2025 Q4 2024

Beacon Financial Group

  • DGRW
  • IVV
  • VYM
  • BIL
  • BRK-B
  • FDL
  • VUG
Beacon Financial Group's Q4 2024 Portfolio
Portfolio Value 886 Million
Stocks 327
Filing on Feb 14, 2025 Q4 2024

8 Knots Management, LLC

  • UNH
  • HUM
  • CNC
  • DVA
  • PNTG
  • CAH
  • MCK
8 Knots Management, LLC's Q4 2024 Portfolio
Portfolio Value 886 Million
Stocks 17
Filing on Feb 14, 2025 Q4 2024

Chescapmanager LLC

  • AMZN
  • NVDA
  • XLF
  • MSFT
  • VRT
  • USFD
  • VRT
Chescapmanager LLC's Q4 2024 Portfolio
Portfolio Value 885 Million
Stocks 34
Filing on Feb 14, 2025 Q4 2024

Avidity Partners Management LP

  • BSX
  • JANX
  • NTRA
  • EXAS
  • ISRG
  • UNH
  • NBIX
Avidity Partners Management LP's Q4 2024 Portfolio
Portfolio Value 885 Million
Stocks 63
Filing on Feb 14, 2025 Q4 2024

Hudson Way Capital Management LLC

  • KKR
  • CHDN
  • SSNC
  • TDG
  • HLT
  • KBR
  • GWRE
Hudson Way Capital Management LLC's Q4 2024 Portfolio
Portfolio Value 885 Million
Stocks 15
Filing on Jan 16, 2025 Q4 2024

Steigerwald, Gordon & Koch Inc.

  • AAPL
  • MSFT
  • DKS
  • JPM
  • CACI
  • WMT
  • V
Steigerwald, Gordon & Koch Inc.'s Q4 2024 Portfolio
Portfolio Value 884 Million
Stocks 126
Filing on Feb 13, 2025 Q4 2024

Mig Capital, LLC

  • CCOI
  • SHC
  • DXCM
  • CACC
  • META
  • LLY
  • FISV
Mig Capital, LLC's Q4 2024 Portfolio
Portfolio Value 884 Million
Stocks 72
Filing on Jan 31, 2025 Q4 2024

Icici Prudential Asset Management CO LTD

  • VOD
  • VTRS
  • BTI
  • ASHR
  • MSFT
  • CTSH
  • AMZN
Icici Prudential Asset Management CO LTD's Q4 2024 Portfolio
Portfolio Value 883 Million
Stocks 160
Filing on Jan 08, 2025 Q4 2024

Hudson Valley Investment Advisors Inc

  • SPIB
  • NVDA
  • MSFT
  • LLY
  • ISRG
  • OBT
  • AAPL
Hudson Valley Investment Advisors Inc 's Q4 2024 Portfolio
Portfolio Value 882 Million
Stocks 177
Filing on Jan 16, 2025 Q4 2024

Penn Davis Mcfarland Inc

  • GOOG
  • NVDA
  • PYPL
  • KMI
  • AAPL
  • SFM
  • EPD
Penn Davis Mcfarland Inc's Q4 2024 Portfolio
Portfolio Value 882 Million
Stocks 81
Filing on Jan 31, 2025 Q4 2024

Rational Advisors LLC

  • BND
  • AGG
  • SPAB
  • IVV
  • QQQM
  • AMLP
  • NTSX
Rational Advisors LLC's Q4 2024 Portfolio
Portfolio Value 882 Million
Stocks 116
Filing on Feb 13, 2025 Q4 2024

Parkwood LLC

  • VTI
  • XBI
  • TLT
  • NVO
  • GOOG
  • VT
  • ELV
Parkwood LLC's Q4 2024 Portfolio
Portfolio Value 880 Million
Stocks 91
Filing on Jan 10, 2025 Q4 2024

Heartwood Wealth Advisors LLC

  • VV
  • VB
  • VEA
  • SCHE
  • VO
  • RDIV
  • VONE
Heartwood Wealth Advisors LLC's Q4 2024 Portfolio
Portfolio Value 879 Million
Stocks 170
Filing on Nov 14, 2023 Q3 2023

Icon Wealth Partners, LLC

  • IVV
  • ACN
  • IUSB
  • EFV
  • EFG
  • MUB
  • QUAL
Icon Wealth Partners, LLC's Q3 2023 Portfolio
Portfolio Value 878 Million
Stocks 391
Filing on Jan 23, 2025 Q4 2024

Clear Creek Financial Management, LLC

  • SPLG
  • IVV
  • IVW
  • SPYG
  • SPAB
  • QQQ
  • IWM
Clear Creek Financial Management, LLC's Q4 2024 Portfolio
Portfolio Value 877 Million
Stocks 468
Filing on Feb 13, 2025 Q4 2024

Kopernik Global Investors, LLC

  • KT
  • RRC
  • CHK
  • GOLD
  • RGLD
  • WPM
  • NG
Kopernik Global Investors, LLC's Q4 2024 Portfolio
Portfolio Value 876 Million
Stocks 34
Filing on Jul 25, 2023 Q2 2023

Leo Brokerage, LLC

  • JNJ
  • AVUS
  • ESGV
  • AAPL
  • VSGX
  • AMZN
  • GSLC
Leo Brokerage, LLC's Q2 2023 Portfolio
Portfolio Value 875 Million
Stocks 313