Largest Portfolios by Value

Filing on May 14, 2025 Q1 2025

Elizabeth Park Capital Advisors, Ltd.

  • QCRH
  • BMRC
  • ONB
  • CCB
  • VLY
  • BRBS
  • CBNK
Elizabeth Park Capital Advisors, Ltd.'s Q1 2025 Portfolio
Portfolio Value 106 Million
Stocks 43
Filing on May 14, 2025 Q1 2025

Synergy Financial Group, LTD

  • AMZN
  • NVDA
  • MSFT
  • SHOP
  • AAPL
  • NFLX
  • META
Synergy Financial Group, LTD's Q1 2025 Portfolio
Portfolio Value 106 Million
Stocks 108
Filing on Apr 17, 2025 Q1 2025

Western Pacific Wealth Management, LP

  • NKE
  • AAPL
  • AMZN
  • VIG
  • VYM
  • MSFT
  • BRK-B
Western Pacific Wealth Management, LP's Q1 2025 Portfolio
Portfolio Value 105 Million
Stocks 199
Filing on Nov 14, 2023 Q3 2023

Quantamental Technologies LLC

  • CRWD
  • BX
  • LVS
  • NTNX
  • NVDA
  • BBY
  • LOW
Quantamental Technologies LLC's Q3 2023 Portfolio
Portfolio Value 105 Million
Stocks 285
Filing on May 14, 2025 Q1 2025

Sapphire Ventures, L.L.C.

  • BRZE
  • AVDX
  • KLTR
  • PATH
  • ONTF
Sapphire Ventures, L.L.C.'s Q1 2025 Portfolio
Portfolio Value 105 Million
Stocks 6
Filing on May 08, 2025 Q1 2025

Vitruvian Partners LLP

  • MQ
  • CARG
  • MXCT
  • XMTR
  • RXST
  • GLBE
Vitruvian Partners LLP's Q1 2025 Portfolio
Portfolio Value 105 Million
Stocks 6
Filing on May 14, 2025 Q1 2025

Indus Capital Partners, LLC

  • HDB
  • GDS
  • HTHT
  • PDD
Indus Capital Partners, LLC's Q1 2025 Portfolio
Portfolio Value 105 Million
Stocks 5
Filing on Apr 21, 2025 Q1 2025

Kraft Asset Management, LLC

  • DFAT
  • DFAC
  • DFUV
  • DFIV
  • DFUS
  • VGIT
  • ITOT
Kraft Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 105 Million
Stocks 46
Filing on May 13, 2025 Q1 2025

Tsai Capital Corp

  • TSLA
  • AAPL
  • MKL
  • CSGP
  • AMZN
  • COST
  • GOOG
Tsai Capital Corp's Q1 2025 Portfolio
Portfolio Value 105 Million
Stocks 26
Filing on Jan 02, 2024 Q4 2023

Wyrmwood Management LLC

  • AAPL
  • PG
  • TSLA
  • BRK-B
Wyrmwood Management LLC's Q4 2023 Portfolio
Portfolio Value 104 Million
Stocks 4
Filing on May 05, 2025 Q1 2025

Willner & Heller, LLC

  • NVDA
  • AAPL
  • IWF
  • RDVY
  • MSFT
  • AMZN
  • BRK-B
Willner & Heller, LLC's Q1 2025 Portfolio
Portfolio Value 104 Million
Stocks 146
Filing on Apr 22, 2025 Q1 2025

Spectrum Planning & Advisory Services Inc.

  • SPLG
  • IVW
  • QUAL
  • DYNF
  • SCHZ
  • EFV
  • EFG
Spectrum Planning & Advisory Services Inc.'s Q1 2025 Portfolio
Portfolio Value 104 Million
Stocks 64
Filing on May 14, 2025 Q1 2025

Lionsbridge Wealth Management LLC

  • BIL
  • AGG
  • JPIE
  • JCPB
  • JEPI
  • HEQT
  • EFA
Lionsbridge Wealth Management LLC's Q1 2025 Portfolio
Portfolio Value 104 Million
Stocks 60
Filing on May 14, 2025 Q1 2025

Nan Fung Group Holdings LTD

  • HRMY
  • ILMN
  • VRNA
  • ZLAB
  • MIRM
  • PTGX
  • XENE
Nan Fung Group Holdings LTD's Q1 2025 Portfolio
Portfolio Value 104 Million
Stocks 35
Filing on Jul 18, 2023 Q2 2023

Wealth Enhancement & Preservation Of Ga, LLC

  • SPY
  • SPLG
  • QQQM
  • SPGP
  • FTCS
  • DIA
  • AGG
Wealth Enhancement & Preservation Of Ga, LLC's Q2 2023 Portfolio
Portfolio Value 104 Million
Stocks 48
Filing on Apr 21, 2025 Q1 2025

Db Fitzpatrick & Co, Inc

  • AGG
  • VTHR
  • VOO
  • RSG
  • MBB
  • ELV
  • DHR
Db Fitzpatrick & Co, Inc's Q1 2025 Portfolio
Portfolio Value 103 Million
Stocks 98
Filing on Apr 29, 2025 Q1 2025

Macroview Investment Management LLC

  • BMAR
  • SCHG
  • VONV
  • PHYS
  • EFA
  • HD
  • GLD
Macroview Investment Management LLC's Q1 2025 Portfolio
Portfolio Value 103 Million
Stocks 84
Filing on May 06, 2025 Q1 2025

My Wealth Management Inc.

  • TLT
  • IEF
  • IVV
  • PTLC
  • SPTS
  • SHM
  • QDPL
My Wealth Management Inc.'s Q1 2025 Portfolio
Portfolio Value 103 Million
Stocks 26