Largest Portfolios by Value

Filing on May 09, 2025 Q1 2025

Wealth Plan Investment Management, LLC

  • AAPL
  • VTI
  • BRK-B
  • SPAB
  • SCHF
  • DGRO
  • GOOG
Wealth Plan Investment Management, LLC's Q1 2025 Portfolio
Portfolio Value 944 Million
Stocks 498
Filing on May 13, 2025 Q1 2025

Bronte Capital Management Pty Ltd.

  • IJR
  • BRK-B
  • REGN
  • IBKR
  • PM
  • GOOGL
  • AMZN
Bronte Capital Management Pty Ltd.'s Q1 2025 Portfolio
Portfolio Value 944 Million
Stocks 26
Filing on May 15, 2025 Q1 2025

Pat Dorsey

Dorsey Asset Management, LLC
  • AZO
  • META
  • DHR
  • AER
  • GOOG
  • BKNG
  • PYPL
Pat Dorsey's Q1 2025 Portfolio
Portfolio Value 944 Million
Stocks 11
Filing on May 15, 2025 Q1 2025

Cormorant Asset Management, LP

  • MLTX
  • EWTX
  • BBIO
  • ACLX
  • JANX
  • EYPT
  • INSM
Cormorant Asset Management, LP's Q1 2025 Portfolio
Portfolio Value 943 Million
Stocks 44
Filing on May 13, 2025 Q1 2025

Taurus Asset Management, LLC

  • AAPL
  • MSFT
  • JPM
  • AMZN
  • V
  • GOOG
  • INTU
Taurus Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 942 Million
Stocks 87
Filing on Apr 23, 2025 Q1 2025

Strategic Investment Advisors

  • VOO
  • VEA
  • MGK
  • VUG
  • VTV
  • IEFA
  • MGV
Strategic Investment Advisors 's Q1 2025 Portfolio
Portfolio Value 941 Million
Stocks 236
Filing on May 14, 2025 Q1 2025

Arnhold LLC

  • GLD
  • IAU
  • T
  • GOOGL
  • SLM
  • VRT
  • KD
Arnhold LLC's Q1 2025 Portfolio
Portfolio Value 940 Million
Stocks 115
Filing on May 15, 2025 Q1 2025

Teewinot Capital Advisers, L.L.C.

  • BRK-B
  • META
  • GOOGL
  • NFLX
  • AMZN
  • LLY
  • UNM
Teewinot Capital Advisers, L.L.C.'s Q1 2025 Portfolio
Portfolio Value 940 Million
Stocks 41
Filing on May 15, 2025 Q1 2025

Sg Capital Management LLC

  • WLY
  • ATGE
  • FN
  • MSM
  • MTZ
  • HAE
  • MLI
Sg Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 939 Million
Stocks 56
Filing on May 12, 2025 Q1 2025

Vgi Partners LTD

  • NEM
  • TECK
  • WYNN
  • BAC
  • FCX
  • APO
  • WFC
Vgi Partners LTD's Q1 2025 Portfolio
Portfolio Value 939 Million
Stocks 81
Filing on Apr 28, 2025 Q1 2025

Private Trust CO Na

  • AAPL
  • MSFT
  • SPY
  • NVDA
  • AMZN
  • IVV
  • GOOGL
Private Trust CO Na's Q1 2025 Portfolio
Portfolio Value 938 Million
Stocks 2469
Filing on May 08, 2025 Q1 2025

Wealthquest Corp

  • VV
  • VONG
  • BALT
  • IEFA
  • SPTM
  • AFG
  • IJH
Wealthquest Corp's Q1 2025 Portfolio
Portfolio Value 938 Million
Stocks 134
Filing on May 08, 2025 Q1 2025

Moneco Advisors, LLC

  • SGOV
  • SPYV
  • AAPL
  • IWY
  • VUG
  • BSCP
  • BSCQ
Moneco Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 938 Million
Stocks 456
Filing on Apr 02, 2025 Q1 2025

Jacobs & CO

  • AAPL
  • NVDA
  • MSFT
  • V
  • META
  • AMZN
  • LLY
Jacobs & CO's Q1 2025 Portfolio
Portfolio Value 938 Million
Stocks 122
Filing on May 07, 2025 Q1 2025

Motco

  • SPY
  • AVGO
  • AAPL
  • JPM
  • MSFT
  • USTB
  • RUSHA
Motco's Q1 2025 Portfolio
Portfolio Value 938 Million
Stocks 797
Filing on Apr 24, 2025 Q1 2025

J. L. Bainbridge & Co., Inc.

  • MSFT
  • AAPL
  • GS
  • AMZN
  • ETN
  • GOOGL
  • META
J. L. Bainbridge & Co., Inc.'s Q1 2025 Portfolio
Portfolio Value 937 Million
Stocks 103
Filing on Apr 16, 2025 Q1 2025

Rmr Wealth Builders

  • VOO
  • VUG
  • VTV
  • IJH
  • IEFA
  • IWF
  • NVDA
Rmr Wealth Builders's Q1 2025 Portfolio
Portfolio Value 936 Million
Stocks 259
Filing on May 13, 2024 Q1 2024

Perella Weinberg Partners Capital Management LP

  • IEF
  • SPY
  • SCHP
  • SHY
  • BBJP
  • BWX
  • GLD
Perella Weinberg Partners Capital Management LP's Q1 2024 Portfolio
Portfolio Value 935 Million
Stocks 26