Largest Portfolios by Value
Filing on Aug 08, 2025
Q2 2025
Burling Wealth Partners, LLC
- MSFT
- AMZN
- AAPL
- NVDA
- VO
- JPM
- BX
Filing on Aug 08, 2025
Q2 2025
Rovida Investment Management LTD
- BA
- KTOS
- NTB
- IWM
- IBKR
- BKNG
- BEKE
Filing on Aug 14, 2025
Q2 2025
Orion Resource Partners LP
- SAND
- SKE
- EQX
- DC
- SLSSF
- IAUX
- MOS
Filing on Aug 05, 2025
Q2 2025
Westside Investment Management, Inc.
- VYM
- VTI
- AAPL
- QQQ
- MSFT
- AMZN
- UBER
Filing on Aug 01, 2025
Q2 2025
Filing on Aug 14, 2025
Q2 2025
Crawford Fund Management, LLC
- BA
- IONQ
- AFRM
- UBER
- ROKU
- LNG
- UTHR
Filing on Aug 14, 2025
Q2 2025
First Turn Management, LLC
- INSM
- VRNA
- MIRM
- NUVL
- ARGX
- BBIO
- ASND
Filing on Oct 17, 2025
Q3 2025
Permanent Capital Management, LP
- VOO
- VGIT
- RSP
- VEA
- MSFT
- USFR
- VB
Filing on Jul 28, 2025
Q2 2025
Filing on Jul 29, 2025
Q2 2025
Beverly Hills Private Wealth, LLC
- MSFT
- AAPL
- JPM
- NVDA
- AMZN
- BRK-B
- META
Filing on Jul 31, 2025
Q2 2025
Filing on Jul 29, 2025
Q2 2025
Silver Oak Wealth Management LLC
- VOO
- IVW
- VO
- SPYG
- IJR
- VEA
- SPYV
Filing on Jul 28, 2025
Q2 2025
Werba Rubin Papier Wealth Management
- AVUS
- AVDE
- AVUV
- AVDV
- AAPL
- SCHQ
- VUG
Filing on Aug 14, 2025
Q2 2025
Arosa Capital Management LP
- XLI
- CCJ
- VST
- ETN
- FSLR
- TAN
- CCJ
Filing on May 15, 2024
Q1 2024
Coppell Advisory Solutions Corp.
- FIXD
- FTSM
- KNG
- JPM
- NVDA
- META
- BUFR
Filing on Aug 14, 2025
Q2 2025
Wellington Management Group LLP
- MSFT
- NVDA
- AVGO
- AAPL
- AMZN
- GOOGL
- LLY
Filing on Oct 15, 2025
Q3 2025
Milestone Asset Management, LLC
- FLRN
- BUFR
- PULS
- TFLO
- MSTB
- VOO
- QQQ
Filing on Aug 14, 2025
Q2 2025