Largest Portfolios by Value
Filing on Jul 30, 2025
Q2 2025
Strategic Value Bank Partners LLC
- FFWM
- SSBK
- GBCI
- BHLB
- CFG
- PGC
- WNEB
Filing on Aug 05, 2025
Q2 2025
River Glades Family Offices LLC
- IVV
- VEA
- IJH
- VWO
- FLRN
- XLK
- IAU
Filing on Apr 25, 2025
Q1 2025
Smallwood Wealth Investment Management, LLC
- ITOT
- AAPL
- VOE
- VTI
- ICE
- PULS
- CGDV
Filing on Jul 18, 2025
Q2 2025
Wildcat Capital Management, LLC
- ULCC
- RLX
- URGN
- ALLO
Filing on Aug 08, 2025
Q2 2025
Filing on Aug 08, 2025
Q2 2025
W.H. Cornerstone Investments Inc.
- VTI
- MSFT
- VCIT
- VCSH
- AAPL
- VEA
- BNDX
Filing on Aug 06, 2025
Q2 2025
Heronetta Management, L.P.
- MPLX
- WMB
- EPD
- ET
- OKE
- WES
- ENB
Filing on Aug 27, 2025
Q2 2025
Impala Asset Management LLC
- ERO
- ASO
- BKE
- CENX
- NEU
- HUN
- TECK
Filing on Jul 23, 2025
Q2 2025
Filing on Jul 22, 2025
Q2 2025
Filing on Aug 05, 2025
Q2 2025
Accuvest Global Advisors
- MSTR
- AMZN
- MSFT
- COST
- META
- WMT
- SPOT
Filing on Aug 11, 2022
Q2 2022
Gold Dragon Worldwide Asset Management LTD
- QFIN
- FINV
Filing on Aug 14, 2025
Q2 2025
Starwood Capital Group Management, L.L.C.
- CPT
- MAA
- FR
- EQR
- NXRT
- VRE
- SMRT
Filing on Jul 14, 2025
Q2 2025
Lederer & Associates Investment Counsel
- MSFT
- AAPL
- NVDA
- AMZN
- META
- GOOGL
- V
Filing on Jul 07, 2025
Q2 2025
Peak Financial Advisors LLC
- GLDM
- CTA
- ANGL
- EMB
- INDA
- COST
- NFLX
Filing on Aug 06, 2025
Q2 2025
Brooktree Capital Management
- IBKR
- PAR
- RMNI
- BRK-B
- IAC
- BFH
- THRY
Filing on Aug 08, 2025
Q2 2025
Horizon Family Wealth, Inc.
- GSLC
- VUG
- GSIE
- BILS
- IVW
- VO
- SPYV
Filing on Aug 14, 2025
Q2 2025
Soapstone Management L.P.
- CFG
- CSTM
- AMZN
- PSA
- AWK
- MTN
- SAIA