Largest Portfolios by Value

Filing on Dec 29, 2025 Q3 2025

Cape Investment Advisory, Inc.

  • MSFT
  • GOOGL
  • AMZN
  • META
  • TSM
  • BKNG
  • SCHW
Cape Investment Advisory, Inc.'s Q3 2025 Portfolio
Portfolio Value 102 Billion
Stocks 1199
Filing on Nov 14, 2025 Q3 2025

Superstring Capital Management LP

  • ZLAB
  • TERN
  • ETNB
  • IMVT
  • JAZZ
  • COGT
  • SVRA
Superstring Capital Management LP's Q3 2025 Portfolio
Portfolio Value 102 Billion
Stocks 35
Filing on May 08, 2024 Q4 2023

M&G Investments (Usa) Inc.

  • MSFT
  • AAPL
  • META
  • NVDA
  • MSI
  • GOOGL
  • TSLA
M&G Investments (Usa) Inc.'s Q4 2023 Portfolio
Portfolio Value 101 Billion
Stocks 43
Filing on Nov 13, 2025 Q3 2025

Seven Six Capital Management, LLC

  • BYD
  • GPK
  • AMCR
  • PRGO
  • CCK
  • LEG
  • ABG
Seven Six Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 101 Billion
Stocks 26
Filing on Feb 14, 2023 Q4 2022

Rayliant Investment Research

  • AAPL
  • IMXI
  • HRB
  • JXN
  • YELP
  • COMM
  • DCGO
Rayliant Investment Research's Q4 2022 Portfolio
Portfolio Value 101 Billion
Stocks 11
Filing on Nov 10, 2025 Q3 2025

Clarion Wealth Managment Partners, LLC

  • VIGI
  • AAPL
  • IWF
  • VSLU
  • AVDE
  • VEA
  • IWD
Clarion Wealth Managment Partners, LLC's Q3 2025 Portfolio
Portfolio Value 101 Billion
Stocks 82
Filing on Oct 29, 2025 Q3 2025

Partners Wealth Management, LLC

  • AGOX
  • AAPL
  • AMAX
  • BRK-B
  • VNLA
  • MSFT
  • RHRX
Partners Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 101 Billion
Stocks 123
Filing on Nov 12, 2025 Q3 2025

Mann Financial Group, Inc.

  • IVV
  • IEFA
  • AGG
  • USMV
  • IEMG
  • IJR
  • CGGR
Mann Financial Group, Inc.'s Q3 2025 Portfolio
Portfolio Value 101 Billion
Stocks 32
Filing on May 10, 2024 Q1 2024

Credit Suisse Ag

  • MSFT
  • NVDA
  • AAPL
  • UBS
  • AMZN
  • GOOGL
  • GOOG
Credit Suisse Ag's Q1 2024 Portfolio
Portfolio Value 101 Billion
Stocks 8330
Filing on Oct 23, 2025 Q3 2025

Ramiah Investment Group

  • SPY
  • VTI
  • QQQ
  • VB
  • VOOV
  • VEU
  • BND
Ramiah Investment Group's Q3 2025 Portfolio
Portfolio Value 101 Billion
Stocks 34
Filing on Oct 30, 2025 Q3 2025

Traub Capital Management LLC

  • AAPL
  • VCSH
  • JAAA
  • MSFT
  • GOOGL
  • FNDA
  • META
Traub Capital Management LLC's Q3 2025 Portfolio
Portfolio Value 101 Billion
Stocks 139
Filing on Nov 04, 2025 Q3 2025

Blake Schutter Theil Wealth Advisors, LLC

  • SCHK
  • SCHR
  • IJH
  • DIVB
  • HDV
  • AAPL
  • VYM
Blake Schutter Theil Wealth Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 101 Billion
Stocks 108
Filing on Nov 12, 2025 Q3 2025

American Wealth Advisors, LLC

  • IVV
  • IVW
  • IVE
  • SHY
  • STIP
  • VTI
  • SHYG
American Wealth Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 101 Billion
Stocks 134
Filing on Nov 13, 2025 Q3 2025

Ofc Financial Planning, LLC

  • AAPL
  • VOO
  • IVV
  • PTLC
  • SPY
  • ICSH
  • IAU
Ofc Financial Planning, LLC's Q3 2025 Portfolio
Portfolio Value 101 Billion
Stocks 54
Filing on Aug 14, 2025 Q2 2025

Cobler Capital Management, LLC

  • AAPL
  • BMY
  • EVRG
  • OGS
  • WMT
  • LOW
  • AFL
Cobler Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 101 Billion
Stocks 46
Filing on Nov 07, 2025 Q3 2025

Putney Financial Group LLC

  • AAPL
  • GOOGL
  • AMZN
  • MSFT
  • NVDA
  • MA
  • SHOP
Putney Financial Group LLC's Q3 2025 Portfolio
Portfolio Value 101 Billion
Stocks 77
Filing on Jun 04, 2025 Q4 2024

Legacy Capital Wealth Management, LLC

  • SPY
  • QQQM
  • JAAA
  • COWZ
  • CGGO
  • AAPL
  • RCL
Legacy Capital Wealth Management, LLC's Q4 2024 Portfolio
Portfolio Value 101 Billion
Stocks 51
Filing on Nov 20, 2025 Q3 2025

Portus Wealth Advisors, LLC

  • ACWI
  • SCHG
  • CWI
  • SCHD
  • VTV
  • AAPL
  • XLG
Portus Wealth Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 100 Billion
Stocks 52