Largest Portfolios by Value
Filing on Nov 14, 2025
Q3 2025
Filing on Oct 24, 2025
Q3 2025
Citizens Financial Group Inc
- VOO
- AAPL
- NVDA
- MSFT
- IVV
- IJH
- IEFA
Filing on Nov 03, 2025
Q3 2025
Ballentine Partners, LLC
- VTI
- IEFA
- ITOT
- VEA
- IVV
- IEMG
- VWO
Filing on Nov 12, 2025
Q3 2025
Segall Bryant & Hamill, LLC
- MSFT
- NVDA
- AAPL
- VMI
- AMZN
- LFUS
- NGVT
Filing on Nov 12, 2025
Q3 2025
Filing on Nov 12, 2025
Q3 2025
Waverton Investment Management LTD
- MSFT
- GOOGL
- AMZN
- V
- GE
- IBKR
- TMO
Filing on Oct 28, 2025
Q3 2025
Stephens Investment Management Group LLC
- AVAV
- FCFS
- GWRE
- KTOS
- EA
- WING
- EXEL
Filing on Nov 14, 2025
Q3 2025
Summit Trail Advisors, LLC
- USFR
- VOO
- AVGO
- ISHG
- RSP
- VEA
- AAPL
Filing on Nov 13, 2025
Q3 2025
Filing on Nov 12, 2025
Q3 2025
Thornburg Investment Management Inc
- C
- T
- AVGO
- CME
- MRK
- EQH
- TRP
Filing on Feb 13, 2023
Q4 2022
Foresight Wealth Management, LLC
- SPYV
- SPYG
- AAPL
- SPDW
- PXH
- MDYV
- MDYG
Filing on Nov 06, 2025
Q3 2025
Spurstone Advisory Services, LLC
- AAPL
- RTX
- HCA
- SPY
- XOM
- CVX
- UPS
Filing on Nov 14, 2025
Q3 2025
Horizon Kinetics Asset Management LLC
- TPL
- GBTC
- WPM
- FNV
- HE
- ICE
- PBT
Filing on Oct 29, 2025
Q3 2025
Meitav Dash Investments LTD
- SPY
- QQQM
- XLF
- QQQ
- XLC
- NVDA
- ESLT
Filing on Oct 10, 2025
Q3 2025
Douglas Lane & Associates, LLC
- NVDA
- GOOG
- JPM
- MSFT
- QCOM
- GE
- MS
Filing on Nov 13, 2025
Q3 2025
Cbre Investment Management Listed Real Assets LLC
- WELL
- EQIX
- SPG
- PLD
- VICI
- EXR
- UNP
Filing on Nov 07, 2025
Q3 2025
Northwestern Mutual Investment Management Company, LLC
- EFA
- IVV
- IJH
- VOO
- IJR
- LQD
- NVDA
Filing on Oct 30, 2024
Q3 2024
River Vest Venture Management LLC
- RPHM
- SPRB
- XLO