Largest Portfolios by Value

Filing on Apr 11, 2025 Q1 2025

Barton Investment Management

  • NFLX
  • SHOP
  • AMZN
  • OWL
  • GLBE
  • AL
  • EQIX
Barton Investment Management's Q1 2025 Portfolio
Portfolio Value 811 Million
Stocks 46
Filing on May 07, 2025 Q1 2025

Baldwin Investment Management, LLC

  • BRK-A
  • AAPL
  • NVDA
  • AVGO
  • MSFT
  • JPM
  • BRK-B
Baldwin Investment Management, LLC's Q1 2025 Portfolio
Portfolio Value 810 Million
Stocks 200
Filing on Apr 08, 2025 Q1 2025

Trust CO

  • SHV
  • AGG
  • VTV
  • VUG
  • BND
  • FNDF
  • EDIV
Trust CO's Q1 2025 Portfolio
Portfolio Value 810 Million
Stocks 446
Filing on May 15, 2025 Q1 2025

Alibaba Group Holding LTD

  • XPEV
  • WB
  • PERF
Alibaba Group Holding LTD's Q1 2025 Portfolio
Portfolio Value 810 Million
Stocks 3
Filing on May 20, 2025 Q1 2025

Bluefin Capital Management, LLC

  • X
  • SPY
  • X
  • SPY
  • CEF
  • JNPR
  • JNPR
Bluefin Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 809 Million
Stocks 106
Filing on Apr 09, 2025 Q1 2025

Graves Light Lenhart Wealth, Inc.

  • AGG
  • IEFA
  • BRK-B
  • IJR
  • IJH
  • DFCF
  • AAPL
Graves Light Lenhart Wealth, Inc.'s Q1 2025 Portfolio
Portfolio Value 809 Million
Stocks 187
Filing on Apr 25, 2025 Q1 2025

Naviter Wealth, LLC

  • AMLP
  • DBMF
  • AAPL
  • JPST
  • MSFT
  • XOM
  • NVDA
Naviter Wealth, LLC's Q1 2025 Portfolio
Portfolio Value 809 Million
Stocks 274
Filing on May 14, 2024 Q1 2024

Segantii Capital Management LTD

  • WRK
  • BABA
  • ANSS
  • KWEB
  • HES
  • CERE
  • AMED
Segantii Capital Management LTD's Q1 2024 Portfolio
Portfolio Value 807 Million
Stocks 100
Filing on May 15, 2025 Q1 2025

Chai Trust CO LLC

  • RSP
  • ELS
  • VTI
  • EQR
  • VEA
  • IEMG
  • VHT
Chai Trust CO LLC's Q1 2025 Portfolio
Portfolio Value 807 Million
Stocks 14
Filing on Apr 24, 2025 Q1 2025

Falcon Wealth Planning

  • AVLV
  • MGK
  • AAPL
  • FBND
  • DFIV
  • DFAE
  • VGSH
Falcon Wealth Planning's Q1 2025 Portfolio
Portfolio Value 806 Million
Stocks 163
Filing on May 06, 2025 Q1 2025

Sym Financial Corp

  • DFAI
  • NTSI
  • VOE
  • GOVT
  • VTI
  • SCHB
  • DOW
Sym Financial Corp's Q1 2025 Portfolio
Portfolio Value 806 Million
Stocks 352
Filing on May 14, 2025 Q1 2025

Southeast Asset Advisors Inc.

  • BRK-B
  • CNX
  • GOOG
  • FLO
  • AAPL
  • RSP
  • KO
Southeast Asset Advisors Inc.'s Q1 2025 Portfolio
Portfolio Value 806 Million
Stocks 184
Filing on May 15, 2025 Q1 2025

Nicholas Investment Partners, LP

  • ERJ
  • BWXT
  • REVG
  • RSI
  • INSM
  • SKT
  • CVX
Nicholas Investment Partners, LP's Q1 2025 Portfolio
Portfolio Value 804 Million
Stocks 192
Filing on Apr 16, 2025 Q1 2025

Ccm Investment Advisers LLC

  • AAPL
  • NVDA
  • AMZN
  • MSFT
  • GOOGL
  • META
  • AVGO
Ccm Investment Advisers LLC's Q1 2025 Portfolio
Portfolio Value 803 Million
Stocks 70
Filing on May 15, 2025 Q1 2025

Grandeur Peak Global Advisors, LLC

  • FROG
  • LULU
  • CYBR
  • MPWR
  • ICLR
  • GLOB
  • BRKR
Grandeur Peak Global Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 803 Million
Stocks 112
Filing on May 14, 2025 Q1 2025

Divisadero Street Capital Management, LP

  • EAT
  • RSI
  • EAT
  • GENI
  • VITL
  • CVNA
  • HIMS
Divisadero Street Capital Management, LP's Q1 2025 Portfolio
Portfolio Value 803 Million
Stocks 94
Filing on May 05, 2025 Q1 2025

Wny Asset Management, LLC

  • CGCP
  • CGDV
  • CGGR
  • DFAI
  • DFAC
  • FBND
  • JAVA
Wny Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 802 Million
Stocks 227
Filing on May 12, 2025 Q1 2025

Rossmore Private Capital

  • XOM
  • AAPL
  • IVV
  • CVX
  • MSFT
  • JPM
  • AMZN
Rossmore Private Capital's Q1 2025 Portfolio
Portfolio Value 802 Million
Stocks 247