Largest Portfolios by Value

Filing on May 15, 2025 Q1 2025

Benchstone Capital Management LP

  • NFLX
  • AMT
  • SBAC
  • LBRDK
  • TSM
  • META
  • HLT
Benchstone Capital Management LP's Q1 2025 Portfolio
Portfolio Value 941 Billion
Stocks 35
Filing on Apr 30, 2025 Q1 2025

Fidelis Capital Partners, LLC

  • SPY
  • AAPL
  • IVV
  • MSFT
  • NVDA
  • VOO
  • AMZN
Fidelis Capital Partners, LLC's Q1 2025 Portfolio
Portfolio Value 941 Billion
Stocks 430
Filing on Apr 25, 2025 Q1 2025

Stonebridge Financial Group, LLC

  • DGRO
  • USFR
  • MUNI
  • GLD
  • SMMU
  • AAPL
  • XLV
Stonebridge Financial Group, LLC's Q1 2025 Portfolio
Portfolio Value 940 Billion
Stocks 1005
Filing on Feb 12, 2025 Q4 2024

Tucker Asset Management LLC

  • SPY
  • FTSM
  • QQQ
  • RSP
  • NVDA
  • BIL
  • GVI
Tucker Asset Management LLC's Q4 2024 Portfolio
Portfolio Value 939 Billion
Stocks 1601
Filing on Apr 24, 2025 Q1 2025

Root Financial Partners, LLC

  • DFUS
  • DFAI
  • DFUV
  • DFAE
  • DFCF
  • DFSD
  • DFSV
Root Financial Partners, LLC's Q1 2025 Portfolio
Portfolio Value 938 Billion
Stocks 210
Filing on May 14, 2025 Q1 2025

Hap Trading, LLC

  • APP
  • META
  • RCL
  • META
  • ABC
  • WDC
  • COIN
Hap Trading, LLC's Q1 2025 Portfolio
Portfolio Value 935 Billion
Stocks 688
Filing on May 15, 2025 Q1 2025

Btg Pactual Asset Management Us LLC

  • SPY
  • IWF
  • GOOG
  • BRK-B
  • MGV
  • CPRI
  • MGK
Btg Pactual Asset Management Us LLC's Q1 2025 Portfolio
Portfolio Value 934 Billion
Stocks 268
Filing on Jul 18, 2025 Q2 2025

Clarity Financial LLC

  • IEF
  • IEI
  • SHY
  • ABBV
  • MSFT
  • COST
  • BRK-B
Clarity Financial LLC's Q2 2025 Portfolio
Portfolio Value 929 Billion
Stocks 111
Filing on Jul 15, 2025 Q2 2025

Norden Group LLC

  • MSFT
  • NVDA
  • AAPL
  • AMZN
  • BIL
  • SPY
  • CGSD
Norden Group LLC's Q2 2025 Portfolio
Portfolio Value 921 Billion
Stocks 555
Filing on May 14, 2025 Q1 2025

Quest Partners LLC

  • PNC
  • ORI
  • BCPC
  • MTG
  • MTB
  • NFG
  • SNV
Quest Partners LLC's Q1 2025 Portfolio
Portfolio Value 920 Billion
Stocks 2018
Filing on Apr 22, 2025 Q1 2025

Nilsine Partners, LLC

  • ATO
  • AAPL
  • FDN
  • AVGO
  • FXR
  • QTEC
  • AMZN
Nilsine Partners, LLC's Q1 2025 Portfolio
Portfolio Value 912 Billion
Stocks 359
Filing on May 14, 2025 Q1 2025

Knollwood Investment Advisory, LLC

  • NVDA
  • AMZN
  • MSFT
  • AAPL
  • META
  • V
  • GOOG
Knollwood Investment Advisory, LLC's Q1 2025 Portfolio
Portfolio Value 905 Billion
Stocks 356
Filing on May 15, 2025 Q1 2025

Common Fund For Nonprofit Organizations

  • SPY
  • VOO
  • ACWI
  • IVV
  • AGG
  • VEA
  • IJH
Common Fund For Nonprofit Organizations's Q1 2025 Portfolio
Portfolio Value 899 Billion
Stocks 22
Filing on May 15, 2025 Q1 2025

Wellspring Financial Advisors, LLC

  • IVV
  • VYM
  • IEFA
  • VTI
  • AAAU
  • SGOV
  • SHY
Wellspring Financial Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 899 Billion
Stocks 139
Filing on Apr 28, 2025 Q1 2025

North Of South Capital LLP

  • BABA
  • JD
  • YMM
  • TSM
  • KT
  • VIPS
  • ATHM
North Of South Capital LLP's Q1 2025 Portfolio
Portfolio Value 895 Billion
Stocks 20
Filing on Jul 11, 2025 Q2 2025

Bdf Gestion

  • NVDA
  • MSFT
  • AAPL
  • META
  • AVGO
  • GOOG
  • JPM
Bdf Gestion's Q2 2025 Portfolio
Portfolio Value 894 Billion
Stocks 137
Filing on Feb 05, 2024 Q4 2023

First Ascent Asset Management, LLC

  • VOO
  • VTI
  • VTEB
  • DFAC
  • IUSB
  • SPDW
  • VXUS
First Ascent Asset Management, LLC's Q4 2023 Portfolio
Portfolio Value 892 Billion
Stocks 53
Filing on May 14, 2025 Q1 2025

Gtcr LLC

  • SHC
  • GOGO
  • MRVI
Gtcr LLC's Q1 2025 Portfolio
Portfolio Value 892 Billion
Stocks 3