Largest Portfolios by Value
Filing on Jan 13, 2026
Q4 2025
Dakota Wealth Management
- KLAC
- IVV
- AAPL
- MSFT
- BIL
- AMZN
- NVDA
Filing on Jan 15, 2026
Q4 2025
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
- QUAL
- NVDA
- IQLT
- MTUM
- VTIP
- VCSH
- AAPL
Filing on Nov 14, 2025
Q3 2025
Deerfield Management Company, L.P. (Series C)
- NUVL
- CNC
- MRUS
- VTRS
- UTHR
- RVMD
- NBIX
Filing on Nov 13, 2025
Q3 2025
Filing on Nov 17, 2025
Q3 2025
Filing on Nov 14, 2025
Q3 2025
Laurion Capital Management LP
- HYG
- IWM
- ABBV
- IWM
- AAPL
- IBM
- MSTR
Filing on Nov 14, 2025
Q3 2025
Filing on Jan 13, 2026
Q4 2025
Riverbridge Partners LLC
- NOW
- NVDA
- MSFT
- HEI
- MEDP
- LOPE
- AMZN
Filing on Aug 01, 2023
Q2 2023
Filing on Nov 10, 2025
Q3 2025
Ross\Johnson & Associates LLC
- GGG
- SPY
- TSLA
- MUB
- IVV
- BHE
- WFC
Filing on Nov 13, 2025
Q3 2025
Ruane, Cunniff & Goldfarb L.P.
- SCHW
- GOOGL
- TSM
- ELV
- ICE
- COF
- GOOG
Filing on Nov 12, 2025
Q3 2025
Harvest Portfolios Group Inc.
- MSTR
- TLT
- NVDA
- TSLA
- LLY
- MSFT
- IEF
Filing on Oct 16, 2025
Q3 2025
Apollon Wealth Management, LLC
- NVDA
- AAPL
- IVV
- MSFT
- VOO
- VONG
- AMZN
Filing on Nov 13, 2025
Q3 2025
Rmb Capital Management, LLC
- MSFT
- AAPL
- NVDA
- JPM
- AMZN
- GOOGL
- SCHX
Filing on Nov 12, 2025
Q3 2025
Filing on Jan 16, 2026
Q4 2025
Perigon Wealth Management, LLC
- NVDA
- AAPL
- VOO
- IVV
- QQQ
- AMZN
- MSFT
Filing on Oct 21, 2025
Q3 2025
Lazard Freres Gestion S.A.S.
- MSFT
- GOOGL
- AMZN
- AAPL
- NVDA
- V
- RTX
Filing on Nov 10, 2025
Q3 2025
Mesirow Financial Investment Management, Inc.
- BRK-B
- AAPL
- MOAT
- IJR
- MSFT
- IVV
- ITOT