Largest Portfolios by Value

Filing on May 14, 2025 Q1 2025

Edenbrook Capital, LLC

  • CGNT
  • MGNI
  • QQQ
  • SPY
  • FEIM
  • MCHX
  • XLK
Edenbrook Capital, LLC's Q1 2025 Portfolio
Portfolio Value 342 Million
Stocks 34
Filing on Feb 07, 2025 Q4 2024

Epiq Capital Group, LLC

  • IWB
  • VTI
  • ACWI
  • IAU
  • META
  • IJR
  • GLD
Epiq Capital Group, LLC's Q4 2024 Portfolio
Portfolio Value 342 Million
Stocks 79
Filing on Jul 31, 2023 Q2 2023

Ten Capital Wealth Advisors, LLC

  • JAAA
  • FIXD
  • GSLC
  • JEPI
  • DGRO
  • RDVY
  • FVD
Ten Capital Wealth Advisors, LLC's Q2 2023 Portfolio
Portfolio Value 341 Million
Stocks 200
Filing on May 14, 2025 Q1 2025

Atlas Venture Life Science Advisors, LLC

  • KYMR
  • DYN
  • DAWN
  • THRD
  • VIGL
  • IKNA
  • AVTE
Atlas Venture Life Science Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 341 Million
Stocks 13
Filing on Apr 16, 2025 Q1 2025

Sanchez Wealth Management Group

  • JHML
  • SPY
  • IWF
  • DGRW
  • IVV
  • MTUM
  • COWZ
Sanchez Wealth Management Group's Q1 2025 Portfolio
Portfolio Value 341 Million
Stocks 46
Filing on May 12, 2025 Q1 2025

Addison Advisors LLC

  • VGIT
  • VIG
  • VTIP
  • VUG
  • VLUE
  • DFUV
  • AGG
Addison Advisors LLC's Q1 2025 Portfolio
Portfolio Value 341 Million
Stocks 1070
Filing on May 13, 2025 Q1 2025

Montanaro Asset Management LTD

  • TYL
  • LRN
  • TREX
  • TECH
  • ROL
  • BRKR
  • AWK
Montanaro Asset Management LTD's Q1 2025 Portfolio
Portfolio Value 341 Million
Stocks 46
Filing on Nov 13, 2023 Q3 2023

Berry Street Capital Management LLP

  • TLT
  • SGEN
  • ATVI
  • VMW
  • CPRI
  • QQQ
  • ACI
Berry Street Capital Management LLP's Q3 2023 Portfolio
Portfolio Value 340 Million
Stocks 29
Filing on May 01, 2025 Q1 2025

Globe Life Inc.

  • VOO
  • VCLT
Globe Life Inc.'s Q1 2025 Portfolio
Portfolio Value 340 Million
Stocks 2
Filing on May 14, 2025 Q1 2025

Kettle Hill Capital Management, LLC

  • WYNN
  • PENN
  • BEN
  • ZM
  • KIM
  • RH
  • SPY
Kettle Hill Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 340 Million
Stocks 41
Filing on Apr 29, 2025 Q1 2025

Astoria Strategic Wealth, Inc.

  • VTI
  • IXUS
  • BND
  • VTEB
  • ITOT
  • IGSB
  • IVE
Astoria Strategic Wealth, Inc.'s Q1 2025 Portfolio
Portfolio Value 340 Million
Stocks 33
Filing on May 14, 2025 Q1 2025

Tfb Advisors LLC

  • VOO
  • MGK
  • MGV
  • NVDA
  • HYG
  • AAPL
  • IVV
Tfb Advisors LLC's Q1 2025 Portfolio
Portfolio Value 340 Million
Stocks 320
Filing on May 15, 2025 Q1 2025

Wexford Capital LP

  • TUSK
  • X
  • CENX
  • ET
  • KWEB
  • SRE
  • TMQ
Wexford Capital LP's Q1 2025 Portfolio
Portfolio Value 340 Million
Stocks 217
Filing on May 15, 2025 Q1 2025

Light Street Capital Management, LLC

  • TSM
  • TSM
  • NVDA
  • BILL
  • AMD
  • FROG
  • AVGO
Light Street Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 340 Million
Stocks 21
Filing on Apr 09, 2025 Q1 2025

High Net Worth Advisory Group LLC

  • VOO
  • AGG
  • VIG
  • AAPL
  • NVDA
  • VYM
  • JEPI
High Net Worth Advisory Group LLC's Q1 2025 Portfolio
Portfolio Value 340 Million
Stocks 215
Filing on Apr 17, 2025 Q1 2025

Keystone Wealth Services, LLC

  • IVV
  • AAPL
  • QQQ
  • MSFT
  • FJUN
  • COST
  • SPY
Keystone Wealth Services, LLC's Q1 2025 Portfolio
Portfolio Value 340 Million
Stocks 268
Filing on May 13, 2025 Q1 2025

Charles Lim Capital LTD

  • HDB
  • SE
  • IBN
  • MA
  • CRWD
  • EL
  • V
Charles Lim Capital LTD's Q1 2025 Portfolio
Portfolio Value 339 Million
Stocks 7
Filing on Apr 28, 2025 Q1 2025

Wilson Asset Management (International) Pty LTD

  • V
  • ICE
  • INTU
  • TW
  • TRU
  • BRO
  • MSCI
Wilson Asset Management (International) Pty LTD's Q1 2025 Portfolio
Portfolio Value 339 Million
Stocks 32