Largest Portfolios by Value

Filing on Jan 24, 2025 Q4 2024

Sky Oak Wealth, LLC

  • JPST
  • AAPL
  • SPYV
  • SCHG
  • IUSV
  • LLY
  • SPLG
Sky Oak Wealth, LLC's Q4 2024 Portfolio
Portfolio Value 465 Million
Stocks 255
Filing on Jan 21, 2025 Q4 2024

Osher Van De Voorde Investment Management

  • V
  • BLK
  • AMZN
  • GLW
  • GOOG
  • AAPL
  • EMR
Osher Van De Voorde Investment Management's Q4 2024 Portfolio
Portfolio Value 465 Million
Stocks 32
Filing on Feb 14, 2025 Q4 2024

Fortress Investment Group LLC

  • NN
  • NFE
  • FFWM
  • AJG
  • PLBY
  • ESTC
  • DDOG
Fortress Investment Group LLC's Q4 2024 Portfolio
Portfolio Value 465 Million
Stocks 27
Filing on Jan 16, 2025 Q4 2024

Overbrook Management Corp

  • MSFT
  • NVDA
  • AMZN
  • GOOG
  • ARES
  • AVGO
  • TMUS
Overbrook Management Corp's Q4 2024 Portfolio
Portfolio Value 464 Million
Stocks 51
Filing on Feb 11, 2025 Q4 2024

Cyrus J. Lawrence, LLC

  • MSFT
  • NVDA
  • AAPL
  • META
  • AMZN
  • GOOGL
  • LLY
Cyrus J. Lawrence, LLC's Q4 2024 Portfolio
Portfolio Value 464 Million
Stocks 193
Filing on Nov 02, 2022 Q3 2022

Mc Cutchen Group LLC

  • VTI
  • VEA
  • VEU
  • VNQ
  • USRT
  • IWV
  • VWO
Mc Cutchen Group LLC's Q3 2022 Portfolio
Portfolio Value 464 Million
Stocks 22
Filing on Jan 21, 2025 Q4 2024

Euro Pacific Asset Management, LLC

  • AEM
  • GOLD
  • PAAS
  • FNV
  • BTI
  • OR
  • WPM
Euro Pacific Asset Management, LLC's Q4 2024 Portfolio
Portfolio Value 464 Million
Stocks 71
Filing on Feb 11, 2025 Q4 2024

Atlas Venture Advisors, Inc.

  • IAS
  • DKNG
  • ROKU
  • SNAP
Atlas Venture Advisors, Inc.'s Q4 2024 Portfolio
Portfolio Value 463 Million
Stocks 4
Filing on Jan 23, 2025 Q4 2024

Gagnon Securities LLC

  • AL
  • ISRG
  • CDNA
  • ENSG
  • PSIX
  • EPD
  • CARG
Gagnon Securities LLC's Q4 2024 Portfolio
Portfolio Value 463 Million
Stocks 91
Filing on Feb 14, 2025 Q4 2024

Welch Capital Partners LLC

  • VOO
  • SPY
  • BX
  • GOOG
  • VGT
  • XLV
  • SPLG
Welch Capital Partners LLC's Q4 2024 Portfolio
Portfolio Value 463 Million
Stocks 21
Filing on Jan 22, 2025 Q4 2024

Curbstone Financial Management Corp

  • FLRN
  • AAPL
  • MDY
  • VCSH
  • VOO
  • SCHG
  • SCHM
Curbstone Financial Management Corp's Q4 2024 Portfolio
Portfolio Value 463 Million
Stocks 190
Filing on Jul 26, 2023 Q2 2023

Time Scale Financial, Inc.

  • IVV
  • SCHF
  • SCHD
  • IJH
  • SCHE
  • IJR
  • HYG
Time Scale Financial, Inc.'s Q2 2023 Portfolio
Portfolio Value 462 Million
Stocks 628
Filing on Jan 14, 2025 Q4 2024

Bright Rock Capital Management, LLC

  • MSFT
  • GOOGL
  • MA
  • AAPL
  • UNH
  • IYE
  • CB
Bright Rock Capital Management, LLC's Q4 2024 Portfolio
Portfolio Value 462 Million
Stocks 71
Filing on Feb 13, 2025 Q4 2024

Columbus Hill Capital Management, L.P.

  • META
  • AMZN
  • RCL
  • NCLH
  • PCG
  • MAR
  • GOOGL
Columbus Hill Capital Management, L.P.'s Q4 2024 Portfolio
Portfolio Value 462 Million
Stocks 24
Filing on Jan 23, 2025 Q4 2024

Hartford Financial Management Inc.

  • JCPB
  • MSFT
  • AAPL
  • JMUB
  • COST
  • JPM
  • LLY
Hartford Financial Management Inc.'s Q4 2024 Portfolio
Portfolio Value 462 Million
Stocks 377
Filing on Feb 14, 2025 Q4 2024

Atmos Capital Gestao De Recursos Ltda.

  • STNE
  • XP
  • MELI
  • GOOGL
  • META
  • NU
  • AMZN
Atmos Capital Gestao De Recursos Ltda.'s Q4 2024 Portfolio
Portfolio Value 461 Million
Stocks 12
Filing on Jan 16, 2025 Q4 2024

Lincoln Capital LLC

  • BRK-B
  • BRK-A
  • COST
  • MA
  • GOOGL
  • MKL
  • AMZN
Lincoln Capital LLC's Q4 2024 Portfolio
Portfolio Value 461 Million
Stocks 116
Filing on Jan 28, 2025 Q4 2024

Legacy Financial Strategies, LLC

  • SCHG
  • SCHB
  • AGG
  • DGRO
  • AVLV
  • IGM
  • IJR
Legacy Financial Strategies, LLC's Q4 2024 Portfolio
Portfolio Value 461 Million
Stocks 119