Largest Portfolios by Value
Filing on Jan 21, 2025
Q4 2024
Manitou Investment Management Ltd.
- BRK-B
- GOOGL
- MSFT
- AMZN
- MA
- AAPL
- ROP
Filing on Jan 31, 2025
Q4 2024
Paradice Investment Management LLC
- KAR
- GMED
- GTES
- TNDM
- NVST
- DAVA
- LEA
Filing on Feb 14, 2025
Q4 2024
Orion Resource Partners LP
- EQX
- SAND
- SKE
- DC
- IE
- IAUX
- MEOH
Filing on Feb 14, 2025
Q4 2024
Tolleson Wealth Management, Inc.
- LRGF
- QUS
- INTF
- ITOT
- VEU
- SPY
- IQLT
Filing on Feb 11, 2025
Q4 2024
Filing on Jan 13, 2025
Q4 2024
Filing on Feb 14, 2025
Q4 2024
Cheviot Value Management, LLC
- BRK-B
- GOOGL
- AEM
- META
- JNJ
- MSFT
- V
Filing on Jan 31, 2025
Q4 2024
Retirement Income Solutions, Inc
- IVV
- IJH
- SPY
- SPLG
- IWF
- SPMD
- SPYX
Filing on Jan 13, 2025
Q4 2024
Quantum Financial Advisors, LLC
- AVUS
- OEF
- DFAU
- AVDE
- AAPL
- DFAI
- DFAT
Filing on Jan 14, 2025
Q4 2024
Accurate Wealth Management, LLC
- AAPL
- SPY
- TSLA
- BIL
- NVDA
- MSFT
- AMZN
Filing on Feb 13, 2025
Q4 2024
Filing on Jan 21, 2025
Q4 2024
Filing on Jan 30, 2025
Q4 2024
Opes Wealth Management LLC
- AAPL
- FNDF
- CMF
- IUSB
- GILD
- FNDB
- SCHB
Filing on Feb 14, 2025
Q4 2024
Sphera Funds Management Ltd.
- TEVA
- BBIO
- SNY
- SNDX
- AZN
- AMZN
- NVMI
Filing on Feb 12, 2025
Q4 2024
Huber Capital Management LLC
- KBR
- RCII
- GLNG
- BP
- NFE
- LLY
- C
Filing on Jan 27, 2025
Q4 2024
Spirit Of America Management Corp
- NVDA
- WMB
- AAPL
- ET
- TRGP
- OKE
- CVX
Filing on Feb 14, 2025
Q4 2024
Gallagher Fiduciary Advisors, LLC
- LQD
- SHYG
- IEMG
- IEFA
- IUSG
- VBR
- AVUV
Filing on Feb 11, 2025
Q4 2024