Largest Portfolios by Value

Filing on Apr 24, 2025 Q1 2025

Overbrook Management Corp

  • NVDA
  • MSFT
  • AMZN
  • META
  • TMUS
  • GOOG
  • V
Overbrook Management Corp's Q1 2025 Portfolio
Portfolio Value 418 Million
Stocks 47
Filing on May 09, 2025 Q1 2025

Elgethun Capital Management

  • BRK-B
  • FRFHF
  • EFV
  • LLY
  • IEMG
  • SCHB
  • BOC
Elgethun Capital Management's Q1 2025 Portfolio
Portfolio Value 418 Million
Stocks 151
Filing on May 13, 2025 Q1 2025

Shorepoint Capital Partners LLC

  • FBND
  • AVGO
  • SCHD
  • JPM
  • MSFT
  • AEM
  • TRV
Shorepoint Capital Partners LLC's Q1 2025 Portfolio
Portfolio Value 418 Million
Stocks 190
Filing on May 15, 2025 Q1 2025

Rather & Kittrell, Inc.

  • DFIC
  • DFCF
  • DFSD
  • DFAC
  • DFNM
  • DFEM
  • DFAR
Rather & Kittrell, Inc.'s Q1 2025 Portfolio
Portfolio Value 418 Million
Stocks 85
Filing on May 15, 2025 Q1 2025

Schf (Gpe), LLC

  • CPNG
  • NU
Schf (Gpe), LLC's Q1 2025 Portfolio
Portfolio Value 418 Million
Stocks 3
Filing on Apr 14, 2025 Q1 2025

Tb Alternative Assets Ltd.

  • CEG
  • Z
  • META
  • GOOG
  • BA
  • ASML
  • TQQQ
Tb Alternative Assets Ltd.'s Q1 2025 Portfolio
Portfolio Value 417 Million
Stocks 44
Filing on Apr 24, 2024 Q1 2024

Cubic Asset Management, LLC

  • MSFT
  • META
  • GOOG
  • PNC
  • BRK-B
  • ALL
  • AXP
Cubic Asset Management, LLC's Q1 2024 Portfolio
Portfolio Value 417 Million
Stocks 202
Filing on May 15, 2025 Q1 2025

Engine Capital Management, LP

  • OFIX
  • LKQ
  • EYE
  • LYFT
  • NXST
  • CVEO
  • CZR
Engine Capital Management, LP's Q1 2025 Portfolio
Portfolio Value 416 Million
Stocks 33
Filing on Apr 25, 2024 Q1 2024

Eudaimonia Partners, LLC

  • VOO
  • VGT
  • AAPL
  • GLDM
  • NVDA
  • MSFT
  • AMZN
Eudaimonia Partners, LLC's Q1 2024 Portfolio
Portfolio Value 416 Million
Stocks 256
Filing on Jul 21, 2023 Q2 2023

Intercontinental Wealth Advisors, LLC

  • SPY
  • QQQ
  • AAPL
  • BRK-B
  • DIA
  • ACWI
  • AMZN
Intercontinental Wealth Advisors, LLC's Q2 2023 Portfolio
Portfolio Value 416 Million
Stocks 304
Filing on Apr 08, 2025 Q1 2025

Quantum Financial Advisors, LLC

  • AVUS
  • AVDE
  • DFAU
  • AVEM
  • DFAI
  • VMBS
  • DISV
Quantum Financial Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 416 Million
Stocks 175
Filing on Apr 17, 2025 Q1 2025

Kc Investment Advisors, LLC

  • VOO
  • VUG
  • IVV
  • SPIB
  • BRK-B
  • IEFA
  • VB
Kc Investment Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 416 Million
Stocks 210
Filing on May 13, 2025 Q1 2025

Arvin Capital Management LP

  • CRS
  • TAC
  • TSEM
  • META
  • OPCH
  • VST
  • GXO
Arvin Capital Management LP's Q1 2025 Portfolio
Portfolio Value 416 Million
Stocks 46
Filing on Apr 10, 2025 Q1 2025

Wealth Alliance Advisory Group, LLC

  • IVV
  • VTV
  • FBND
  • VUG
  • CWI
  • MDY
  • AAPL
Wealth Alliance Advisory Group, LLC's Q1 2025 Portfolio
Portfolio Value 416 Million
Stocks 196
Filing on May 15, 2025 Q1 2025

United American Securities Inc. (D

  • BRK-B
  • AMZN
  • MSFT
  • COST
  • META
  • UBER
  • TSM
United American Securities Inc. (D's Q1 2025 Portfolio
Portfolio Value 416 Million
Stocks 11
Filing on Apr 22, 2025 Q1 2025

Keudell

  • FLBL
  • FLTR
  • HEQT
  • SCHD
  • FNDF
  • VYM
  • GLDM
Keudell's Q1 2025 Portfolio
Portfolio Value 415 Million
Stocks 218
Filing on May 14, 2025 Q1 2025

Tcg Crossover Management, LLC

  • COGT
  • CNTA
  • OCUL
  • SVRA
  • CMPS
  • DYN
  • TYRA
Tcg Crossover Management, LLC's Q1 2025 Portfolio
Portfolio Value 415 Million
Stocks 38
Filing on May 15, 2025 Q1 2025

Dynamo Internacional Gestao De Recursos Ltda.

  • MELI
  • NU
  • MELI
  • RIO
  • VALE
  • NU
  • VTEX
Dynamo Internacional Gestao De Recursos Ltda.'s Q1 2025 Portfolio
Portfolio Value 415 Million
Stocks 9