Managers

Every tracked 13F filer, largest disclosed portfolio first. Quarterly snapshots of US-listed positions, filed up to 45 days after quarter end.

AGINCOURT CAPITAL MANAGEMENT, LLC $99.9M

3 positions · as of December 31, 2024 · Vanguard Intl Equity Index F · Ishares Tr

Brookfield BHS Advisors LLC $99.8M

11 positions · as of March 31, 2020 · Virgin Galactic Holdings Inc · Caesars Entmt Corp · Reynolds Consumer Prods Inc

Alpha Quant Advisors, LLC $99.8M

350 positions · as of March 31, 2019 · Amgen Inc · Cisco Sys Inc · Procter And Gamble Co

Orbis Investment Management (U.S.), L.P. $99.7M

25 positions · as of December 31, 2018 · Abbvie Inc · Xpo Logistics Inc · Celgene Corp

Woodbine Capital Advisors LP $99.7M

24 positions · as of March 31, 2014 · Intel Corp · Select Sector SPDR Tr · Microsoft Corp

Absoluto Partners Gestao de Recursos Ltda $99.6M

3 positions · as of June 30, 2026 · Nu Hldgs Ltd · Mercadolibre Inc

Asset Value Investors Ltd $99.6M

2 positions · as of March 31, 2026 · News Corp New · Nelnet Inc

WOOD ASSET MANAGEMENT INC $99.6M

42 positions · as of March 31, 2015 · Applied Materials Inc · Apple Inc · General Electric Corp

Wintergreen Advisers, LLC $99.5M

4 positions · as of March 31, 2019 · Consolidated Tomoka Land Co · Union Pacific Corporation · Liberty Media Corp-liberty For

Chapwood Capital Investment Management, LLC $99.4M

70 positions · as of December 31, 2019 · Ishares Tr · Select Sector SPDR Tr · Blackrock Floating Rate Inco

Benson Wealth Management INC $99.4M

367 positions · as of June 30, 2026 · Invesco Qqq Tr · First Trust Rba Americanindustrial Renaissancetmetf · Simon Ppty Group Inc Newreit

CSP Financial Group, LLC $99.3M

23 positions · as of September 30, 2026 · Dimensional ETF Trust · Vanguard Index Fds · Nvidia Corporation

LFS ASSET MANAGEMENT $99.1M

48 positions · as of September 30, 2022 · Ishares Preferred Income Sec ETF · Ishares U S Consumer Staples ETF · Unitedhealth Grp Inc

MARKSTON INTERNATIONAL LLC $99.1M

139 positions · as of December 31, 2021 · Apple, Inc. · Microsoft Corporation · Alphabet, Inc. Class A

HFG Wealth Management, LLC $99M

41 positions · as of September 30, 2026 · Dimensional ETF Trust · Innovator Etfs Trust · Northern Lights Fd Tr

ACCOUNT MANAGEMENT LLC $99M

22 positions · as of June 30, 2026 · Berkshire Hathaway Inc Del · Asml Hldg Nv · Enterprise Prods Partners L

M&R Follow-On Fund Management, LP $98.9M

1 positions · as of September 30, 2017 · Mplx LP

Willow Financial LLC $98.7M

37 positions · as of March 31, 2026 · Tema ETF Trust · Federated Hermes ETF Trust · Tidal Trust I

Momentum Advisors, LLC $98.7M

83 positions · as of December 31, 2022 · Vanguard Index Fds · SPDR S&P 500 ETF Tr · Ishares Tr

Waterstone Capital Management, L.P. $98.6M

8 positions · as of December 31, 2019 · Ishares Tr · New York Cmnty Cap Tr V · SPDR S&P 500 ETF Tr

Robbie L. Kennerson P.A., Inc. $98.6M

31 positions · as of December 31, 2022 · Apple Inc · Vanguard World Fds · Vanguard Index Fds

Millrace Asset Group, Inc. $98.4M

70 positions · as of September 30, 2024 · SPDR Sp Biotech Etfetf · Huron Consulting Group Inc.cmn · SPDR Sp Regional Banking Etfetf

MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income $98.4M

14 positions · as of December 31, 2024 · Vanguard Index Fds · SPDR Ser Tr · Ishares Tr

Soditic Asset Management LLP $98.4M

12 positions · as of September 30, 2024 · Fiserv Inc · Microsoft Corp · Berkshire Hathaway Inc Del

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