Largest Portfolios by Value

Filing on Oct 08, 2024 Q3 2024

Sinecera Capital, LLC

  • VTI
  • TLT
  • IEF
  • IAU
  • VGLT
  • MXI
  • AAPL
Sinecera Capital, LLC's Q3 2024 Portfolio
Portfolio Value 81.8 Million
Stocks 30
Filing on May 01, 2023 Q1 2023

Hickory Lane Capital Management LP

  • FWONK
  • WSC
  • TMUS
  • MSFT
  • MA
  • APG
  • LMT
Hickory Lane Capital Management LP's Q1 2023 Portfolio
Portfolio Value 81.7 Million
Stocks 24
Filing on May 15, 2025 Q1 2025

Morgens Waterfall Vintiadis & CO Inc

  • NFLX
  • META
  • NVDA
  • LLY
  • SPOT
  • AXON
  • AMZN
Morgens Waterfall Vintiadis & CO Inc's Q1 2025 Portfolio
Portfolio Value 81.6 Million
Stocks 17
Filing on Aug 15, 2022 Q2 2022

Vericrest Private Wealth

  • AGG
  • IVV
  • SPY
  • AAPL
  • MUB
  • FLOT
  • IJR
Vericrest Private Wealth's Q2 2022 Portfolio
Portfolio Value 81.5 Million
Stocks 39
Filing on May 15, 2025 Q1 2025

Dcvc Opportunity Fund Ii Gp, LLC

  • RKLB
  • RXRX
Dcvc Opportunity Fund Ii Gp, LLC's Q1 2025 Portfolio
Portfolio Value 81.5 Million
Stocks 2
Filing on May 08, 2025 Q1 2025

Aldebaran Financial Inc.

  • BRK-B
  • FTNT
  • AAPL
  • SPTM
  • SPY
  • MSFT
  • SPLG
Aldebaran Financial Inc.'s Q1 2025 Portfolio
Portfolio Value 81.3 Million
Stocks 70
Filing on Oct 22, 2024 Q3 2024

Aquila Investment Management LLC

  • MU
  • ZI
  • ANET
  • ILMN
  • RBLX
  • ESTC
  • DXCM
Aquila Investment Management LLC's Q3 2024 Portfolio
Portfolio Value 81.2 Million
Stocks 63
Filing on May 05, 2025 Q1 2025

Atlas Wealth Partners, LLC

  • TPL
  • GBTC
  • INFL
  • FNV
  • SCHD
  • MSFT
  • COWZ
Atlas Wealth Partners, LLC's Q1 2025 Portfolio
Portfolio Value 81.1 Million
Stocks 52
Filing on May 13, 2025 Q1 2025

Keebeck Alpha, LP

  • EVRI
  • ALE
  • ENFN
  • IPG
  • ANSS
  • HES
  • SPR
Keebeck Alpha, LP's Q1 2025 Portfolio
Portfolio Value 81 Million
Stocks 229
Filing on Nov 13, 2023 Q3 2023

Tegean Capital Management, LLC

  • C
  • WBD
  • AGO
  • META
  • QCOM
  • NEM
  • PYPL
Tegean Capital Management, LLC's Q3 2023 Portfolio
Portfolio Value 81 Million
Stocks 26
Filing on Nov 14, 2022 Q3 2022

Lloyd Park, LLC

  • AAPL
  • CME
  • SPY
  • COST
  • IWN
  • DHR
  • LLY
Lloyd Park, LLC's Q3 2022 Portfolio
Portfolio Value 81 Million
Stocks 81
Filing on Oct 28, 2022 Q3 2022

Bell Rock Capital LLC

  • AAPL
  • AMZN
  • MSFT
  • F
  • CHD
  • PG
  • KEY
Bell Rock Capital LLC's Q3 2022 Portfolio
Portfolio Value 81 Million
Stocks 94
Filing on May 22, 2025 Q1 2025

Diker Management LLC

  • STE
  • AAPL
  • COMP
  • FRSH
  • SHOP
  • MSFT
  • HUBS
Diker Management LLC's Q1 2025 Portfolio
Portfolio Value 80.8 Million
Stocks 30
Filing on May 09, 2025 Q1 2025

Carlyle Group Inc.

  • PHAT
  • INVH
  • GETY
  • CUBE
  • SMHI
  • EM
  • HLVX
Carlyle Group Inc.'s Q1 2025 Portfolio
Portfolio Value 80.8 Million
Stocks 23
Filing on Apr 30, 2025 Q1 2025

Yunqi Capital LTD

  • STAA
  • QFIN
  • YMM
Yunqi Capital LTD's Q1 2025 Portfolio
Portfolio Value 80.6 Million
Stocks 4
Filing on May 02, 2025 Q1 2025

Invera Wealth Advisors, LLC

  • USXF
  • SUSC
  • DMXF
  • IEFA
  • JPM
  • EMXF
  • IEMG
Invera Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 80.5 Million
Stocks 43
Filing on Feb 13, 2024 Q4 2023

Broadmark Asset Management LLC

  • RSP
Broadmark Asset Management LLC's Q4 2023 Portfolio
Portfolio Value 80.4 Million
Stocks 1
Filing on May 15, 2025 Q1 2025

Lonestar Capital Management LLC

  • ET
  • DHC
  • GTX
  • NRG
  • ADT
  • CHK
  • EQT
Lonestar Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 80.2 Million
Stocks 18