Largest Portfolios by Value
Filing on Jan 10, 2025
Q4 2024
Filing on Nov 13, 2024
Q3 2024
Evolutionary Tree Capital Management, LLC
- MSFT
- AMZN
- NOW
- AXON
- PRCT
- ASND
- MELI
Filing on Jan 27, 2025
Q4 2024
Yorktown Management & Research CO Inc
- LPLA
- FIX
- AXON
- MLI
- IESC
- PAM
- EXP
Filing on Aug 07, 2023
Q2 2023
Filing on Dec 05, 2022
Q3 2022
Filing on Jan 29, 2025
Q4 2024
Aegon Usa Investment Management, LLC
- VTI
- BND
- SRLN
- BKLN
- HFRO
- VGSH
- CBL
Filing on Feb 10, 2025
Q4 2024
Filing on Nov 14, 2024
Q3 2024
Acuta Capital Partners, LLC
- PCVX
- OCUL
- INSM
- CRNX
- MREO
- ACLX
- RVMD
Filing on Nov 13, 2024
Q3 2024
Millrace Asset Group, Inc.
- XBI
- KRE
- HURN
- RPAY
- FOUR
- AVPT
- SMTC
Filing on Feb 06, 2025
Q4 2024
Magnolia Wealth Management, LLC
- VTI
- IXUS
- VGT
- VNQ
- IJR
- MSFT
- AAPL
Filing on Jan 14, 2025
Q4 2024
Hamilton Lane Advisors LLC
- GRNT
- IONQ
- TOST
- SPOT
- CCEL
- S
- COUR
Filing on Nov 14, 2022
Q3 2022
Wilen Investment Management Corp.
- EGY
- UHAL
- HUN
- OLN
- URI
- IMKTA
- CCF
Filing on Jan 28, 2025
Q4 2024
Clientfirst Wealth Management, LLC
- DDS
- IWF
- SPY
- VOO
- AAPL
- IWD
- IWM
Filing on Nov 14, 2024
Q3 2024
Filing on Jan 27, 2025
Q4 2024
Filing on Feb 11, 2025
Q4 2024
Forefront Wealth Management Inc.
- MSFT
- AMZN
- AAPL
- JEPI
- TSM
- COST
- GOOGL
Filing on Jan 31, 2025
Q4 2024
Alpha Centric Advisors LLC
- LLY
- UNH
- JNJ
- SHY
- ABBV
- MRK
- TMO
Filing on Apr 15, 2024
Q1 2024