Largest Portfolios by Value

Filing on Nov 14, 2024 Q3 2024

Orcam Financial Group

  • DSCF
  • VT
  • SCHB
  • VTI
  • SCHF
  • VXUS
  • SCHM
Orcam Financial Group's Q3 2024 Portfolio
Portfolio Value 102 Million
Stocks 47
Filing on Nov 14, 2024 Q1 2024

W Capital Management, LLC

  • PAYO
  • S
  • WEAV
W Capital Management, LLC's Q1 2024 Portfolio
Portfolio Value 102 Million
Stocks 4
Filing on Oct 25, 2024 Q3 2024

Vanguard Capital Wealth Advisors

  • AAPL
  • RYLD
  • NVDA
  • AMZN
  • GOOG
  • URI
  • IAU
Vanguard Capital Wealth Advisors's Q3 2024 Portfolio
Portfolio Value 102 Million
Stocks 117
Filing on Jan 16, 2025 Q4 2024

Constellation Investimentos E Participacoes Ltda

  • MELI
  • NU
  • ITUB
  • PBRA
  • SUZ
  • META
  • NVDA
Constellation Investimentos E Participacoes Ltda's Q4 2024 Portfolio
Portfolio Value 102 Million
Stocks 10
Filing on Jan 30, 2025 Q4 2024

Bright Futures Wealth Management, Llc.

  • CALF
  • IEI
  • KRE
  • AVDV
  • FLTR
  • AAPL
  • MGK
Bright Futures Wealth Management, Llc.'s Q4 2024 Portfolio
Portfolio Value 101 Million
Stocks 125
Filing on Nov 13, 2024 Q3 2024

Hudson Portfolio Management LLC

  • GOOG
  • TSM
  • INFY
  • MCK
  • FLOT
  • ALL
  • ORCL
Hudson Portfolio Management LLC's Q3 2024 Portfolio
Portfolio Value 101 Million
Stocks 110
Filing on Nov 14, 2024 Q3 2024

Index Venture Growth Associates Iii LTD

  • HOOD
  • AUR
Index Venture Growth Associates Iii LTD's Q3 2024 Portfolio
Portfolio Value 101 Million
Stocks 2
Filing on Nov 14, 2024 Q3 2024

Hunting Hill Global Capital, LLC

  • FOX
  • BX
  • PLTR
  • SRG
  • X
  • X
  • TTD
Hunting Hill Global Capital, LLC's Q3 2024 Portfolio
Portfolio Value 101 Million
Stocks 75
Filing on Jan 15, 2025 Q4 2024

Bts Asset Management, Inc.

  • HYLB
  • JNK
  • USHY
  • DIA
  • SPHY
  • HYG
  • FLOT
Bts Asset Management, Inc.'s Q4 2024 Portfolio
Portfolio Value 100 Million
Stocks 37
Filing on Feb 03, 2025 Q4 2024

Schaeffer Financial LLC

  • SCHB
  • SCHD
  • IGSB
  • SPGM
  • SCHG
  • SCHM
  • SCHV
Schaeffer Financial LLC's Q4 2024 Portfolio
Portfolio Value 100 Million
Stocks 19
Filing on Feb 05, 2025 Q4 2024

Pathway Capital Management, LP

  • SPOT
  • WEAV
  • S
  • HOOD
  • LZ
  • HNST
  • CFLT
Pathway Capital Management, LP's Q4 2024 Portfolio
Portfolio Value 100 Million
Stocks 9
Filing on Feb 11, 2025 Q4 2024

Octahedron Capital Management L.P.

  • UBER
  • NU
  • GOOGL
  • CPNG
  • MDB
  • NVDA
  • YMM
Octahedron Capital Management L.P.'s Q4 2024 Portfolio
Portfolio Value 100 Million
Stocks 20
Filing on Feb 07, 2025 Q4 2024

My Wealth Management Inc.

  • IEF
  • TLT
  • IVV
  • SPTS
  • PTLC
  • QDPL
  • SHM
My Wealth Management Inc.'s Q4 2024 Portfolio
Portfolio Value 100 Million
Stocks 26
Filing on Feb 11, 2025 Q4 2024

Oppenheimer & Close, LLC

  • BBW
  • AEM
  • HURC
  • BRT
  • SENEA
  • GLD
  • AGI
Oppenheimer & Close, LLC's Q4 2024 Portfolio
Portfolio Value 99.9 Million
Stocks 51
Filing on Jan 10, 2025 Q4 2024

Agincourt Capital Management, LLC

  • VT
  • IAGG
  • AGG
Agincourt Capital Management, LLC's Q4 2024 Portfolio
Portfolio Value 99.9 Million
Stocks 3
Filing on Nov 13, 2024 Q3 2024

Evolutionary Tree Capital Management, LLC

  • MSFT
  • AMZN
  • NOW
  • AXON
  • PRCT
  • ASND
  • MELI
Evolutionary Tree Capital Management, LLC's Q3 2024 Portfolio
Portfolio Value 99.8 Million
Stocks 33
Filing on Jan 27, 2025 Q4 2024

Yorktown Management & Research CO Inc

  • LPLA
  • FIX
  • AXON
  • MLI
  • IESC
  • PAM
  • EXP
Yorktown Management & Research CO Inc's Q4 2024 Portfolio
Portfolio Value 99.4 Million
Stocks 204
Filing on Aug 07, 2023 Q2 2023

Bradley Mark J.

  • LLY
  • AAPL
  • PG
  • MSFT
  • MA
  • DXCM
  • SYK
Bradley Mark J.'s Q2 2023 Portfolio
Portfolio Value 99.3 Million
Stocks 51