Largest Portfolios by Value

Filing on Nov 14, 2024 Q3 2024

Merk Investments LLC

  • ORLA
  • AGI
  • AEM
  • GOLD
  • GFI
  • MTA
  • BTG
Merk Investments LLC's Q3 2024 Portfolio
Portfolio Value 92.9 Million
Stocks 11
Filing on Nov 14, 2024 Q3 2024

Family Wealth Group, LLC

  • VOO
  • IWY
  • IDEV
  • IEMG
  • SPLG
  • IWX
  • AMZN
Family Wealth Group, LLC's Q3 2024 Portfolio
Portfolio Value 92.9 Million
Stocks 114
Filing on Nov 08, 2024 Q3 2024

Rpo LLC

  • AAPL
  • COP
  • SPY
  • MS
  • COP
  • CMG
  • NUE
Rpo LLC's Q3 2024 Portfolio
Portfolio Value 92.7 Million
Stocks 40
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 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 13, 2024 Q3 2024

Brandywine Managers, LLC

  • ACWI
  • PATH
  • CRWD
  • NVDA
  • NTRA
  • UBER
  • CRM
Brandywine Managers, LLC's Q3 2024 Portfolio
Portfolio Value 92.5 Million
Stocks 35
Filing on Jan 17, 2025 Q4 2024

North Landing Financial Partners, LLC

  • IVV
  • IEFA
  • AGG
  • VTV
  • IEMG
  • VEA
  • IJH
North Landing Financial Partners, LLC's Q4 2024 Portfolio
Portfolio Value 92.4 Million
Stocks 35
Filing on Feb 03, 2025 Q4 2024

Keebeck Alpha, LP

  • HTLF
  • CHX
  • K
  • DFS
  • ALTR
  • ALE
  • HES
Keebeck Alpha, LP's Q4 2024 Portfolio
Portfolio Value 92.4 Million
Stocks 239
Filing on Feb 03, 2025 Q4 2024

Invera Wealth Advisors, LLC

  • USXF
  • JPM
  • SUSC
  • GOOGL
  • DMXF
  • NVDA
  • IEFA
Invera Wealth Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 92.3 Million
Stocks 47
Filing on Oct 16, 2024 Q3 2024

Private Harbour Investment Management & Counsel, LLC

  • IAU
  • NVDA
  • XOM
  • MSFT
  • PDBC
  • AAPL
  • CHKP
Private Harbour Investment Management & Counsel, LLC's Q3 2024 Portfolio
Portfolio Value 92.3 Million
Stocks 38
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 Feb 03, 2025 Q4 2024

Florin Court Capital LLP

  • IVW
  • VCSH
  • DVY
  • CIBR
  • IVE
  • CWB
  • BKLN
Florin Court Capital LLP's Q4 2024 Portfolio
Portfolio Value 92.1 Million
Stocks 26
Filing on Feb 09, 2023 Q4 2022

Bg Investment Services, Inc.

  • IVV
  • IEFA
  • AGG
  • IEMG
  • IGSB
  • IWR
  • IWM
Bg Investment Services, Inc.'s Q4 2022 Portfolio
Portfolio Value 91.7 Million
Stocks 11
Filing on Nov 14, 2024 Q3 2024

Kamunting Street Capital Management, L.P.

  • ET
  • EPD
  • GOOGL
  • DVN
  • MU
  • CPRI
  • PDD
Kamunting Street Capital Management, L.P.'s Q3 2024 Portfolio
Portfolio Value 91.6 Million
Stocks 13
Filing on Feb 10, 2025 Q4 2024

H Capital V Gp, L.P.

  • BEKE
H Capital V Gp, L.P.'s Q4 2024 Portfolio
Portfolio Value 91.5 Million
Stocks 1
Filing on Feb 04, 2025 Q4 2024

Amh Equity LTD

  • LPTH
  • UEIC
  • TWIN
  • PBF
  • PWFL
  • HBIO
  • ASTL
Amh Equity LTD's Q4 2024 Portfolio
Portfolio Value 91.4 Million
Stocks 56
Filing on Jan 13, 2025 Q4 2024

Columbia Advisory Partners LLC

  • DGRW
  • SCHD
  • USMF
  • VOE
  • JVAL
  • COWZ
  • LQDH
Columbia Advisory Partners LLC's Q4 2024 Portfolio
Portfolio Value 91.3 Million
Stocks 64
Filing on Jan 23, 2025 Q4 2024

Acute Investment Advisory, LLC

  • TFLO
  • ICSH
  • MGK
  • VGLT
  • QQQ
  • SPY
  • IWM
Acute Investment Advisory, LLC's Q4 2024 Portfolio
Portfolio Value 91.1 Million
Stocks 17