Largest Portfolios by Value

Filing on May 15, 2025 Q1 2025

Karani Asset Management LLC

  • RLI
  • DE
  • AAPL
  • MA
  • GOOGL
  • NVDA
  • AXP
Karani Asset Management LLC's Q1 2025 Portfolio
Portfolio Value 93.7 Million
Stocks 41
Filing on May 15, 2025 Q1 2025

Ven Bio Partners LLC

  • PHVS
  • HRMY
  • ALXO
  • LYEL
Ven Bio Partners LLC's Q1 2025 Portfolio
Portfolio Value 93.4 Million
Stocks 7
Filing on May 15, 2025 Q1 2025

York Capital Management Global Advisors, LLC

  • NEXT
  • XLE
  • XOP
  • AMLP
  • ADES
York Capital Management Global Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 93.4 Million
Stocks 5
Filing on May 09, 2025 Q1 2025

Ball & CO Wealth Management Inc.

  • USMV
  • IWF
  • AMLP
  • GLD
  • CGDV
  • TLT
  • LQD
Ball & CO Wealth Management Inc.'s Q1 2025 Portfolio
Portfolio Value 93.3 Million
Stocks 71
Filing on May 06, 2025 Q1 2025

Moneda S.A. Administradora General De Fondos

  • MELI
  • PBR
  • AGG
  • VALE
  • ACWI
  • IVV
  • SPY
Moneda S.A. Administradora General De Fondos's Q1 2025 Portfolio
Portfolio Value 93.2 Million
Stocks 26
Filing on Aug 11, 2022 Q2 2022

Bivin & Associates, Inc.

  • IUSB
  • SRLN
  • VEU
  • PTBD
  • BSV
  • EPRF
  • FLOT
Bivin & Associates, Inc.'s Q2 2022 Portfolio
Portfolio Value 93.1 Million
Stocks 328
Filing on May 01, 2025 Q1 2025

Aegon Usa Investment Management, LLC

  • VTI
  • BND
  • SRLN
  • BKLN
  • VGSH
  • HFRO
  • HYG
Aegon Usa Investment Management, LLC's Q1 2025 Portfolio
Portfolio Value 93.1 Million
Stocks 38
Filing on May 14, 2025 Q1 2025

Thunderbird Partners LLP

  • UNH
  • ILMN
  • CI
  • WDC
  • HUM
  • NTES
Thunderbird Partners LLP's Q1 2025 Portfolio
Portfolio Value 93 Million
Stocks 8
Filing on May 14, 2025 Q1 2025

Fosun International LTD

  • BFLY
  • MCHI
  • ASHR
  • KWEB
  • IJH
  • GOOGL
  • UNH
Fosun International LTD's Q1 2025 Portfolio
Portfolio Value 93 Million
Stocks 49
Filing on Feb 06, 2024 Q4 2023

Charles Carroll Financial Partners, LLC

  • AAPL
  • URI
  • GOOG
  • MSFT
  • BLK
  • JPM
  • INTU
Charles Carroll Financial Partners, LLC's Q4 2023 Portfolio
Portfolio Value 92.9 Million
Stocks 38
Filing on Apr 30, 2025 Q1 2025

Alan B. Lancz & Associates, Inc.

  • AAPL
  • COST
  • MSFT
  • GOOGL
  • AMGN
  • BRK-B
  • GOOG
Alan B. Lancz & Associates, Inc.'s Q1 2025 Portfolio
Portfolio Value 92.8 Million
Stocks 123
Filing on Apr 16, 2025 Q1 2025

Vista Finance, LLC

  • GLD
  • ARCC
  • AMLP
  • EEM
  • XLU
  • FSK
  • XLP
Vista Finance, LLC's Q1 2025 Portfolio
Portfolio Value 92.8 Million
Stocks 54
Filing on Nov 06, 2024 Q3 2024

Soditic Asset Management LLP

  • MSFT
  • BRK-A
  • FISV
  • BIO
  • HII
  • GOOGL
  • LEN
Soditic Asset Management LLP's Q3 2024 Portfolio
Portfolio Value 92.6 Million
Stocks 12
Filing on May 14, 2025 Q1 2025

Crabel Capital Management, LLC

  • AGG
  • TIP
  • GOVT
  • VCIT
  • HYG
  • BND
  • EMB
Crabel Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 92.6 Million
Stocks 44
Filing on May 15, 2024 Q1 2024

Elm Ridge Management, LLC

  • AER
  • SLVM
  • C
  • OMF
  • LYB
  • MT
  • MGY
Elm Ridge Management, LLC's Q1 2024 Portfolio
Portfolio Value 92.5 Million
Stocks 27
Filing on Nov 08, 2022 Q3 2022

Spearhead Capital Advisors, LLC

  • IAU
  • MSFT
  • IEMG
  • AAPL
  • KNSA
  • AMZN
  • GOOG
Spearhead Capital Advisors, LLC's Q3 2022 Portfolio
Portfolio Value 92.3 Million
Stocks 100
Filing on Apr 14, 2025 Q1 2025

Kraematon Investment Advisors, Inc

  • RTX
  • CWST
  • AAPL
  • GLDM
  • FALN
  • FVD
  • NVDA
Kraematon Investment Advisors, Inc's Q1 2025 Portfolio
Portfolio Value 91.7 Million
Stocks 91
Filing on May 09, 2025 Q1 2025

Cm Management, LLC

  • ALCO
  • TGB
  • RLGT
  • ARKO
  • PLPC
  • FOLD
  • TALO
Cm Management, LLC's Q1 2025 Portfolio
Portfolio Value 91.4 Million
Stocks 55