Largest Portfolios by Value

Filing on Nov 14, 2025 Q3 2025

Gendell Jeffrey L

  • IESC
  • AMR
  • BXC
  • HUM
  • BTU
  • MU
  • FLEX
Gendell Jeffrey L's Q3 2025 Portfolio
Portfolio Value 5.22 Billion
Stocks 148
Filing on Nov 07, 2025 Q3 2025

Comgest Global Investors S.A.S.

  • TSM
  • MSFT
  • GOOGL
  • V
  • JNJ
  • AMZN
  • INTU
Comgest Global Investors S.A.S.'s Q3 2025 Portfolio
Portfolio Value 5.21 Billion
Stocks 60
Filing on Nov 14, 2025 Q3 2025

Weiss Asset Management LP

  • NVDA
  • MSTR
  • MSTR
  • TSLA
  • NVDA
  • COIN
  • TBPH
Weiss Asset Management LP's Q3 2025 Portfolio
Portfolio Value 5.2 Billion
Stocks 593
Filing on Nov 13, 2025 Q3 2025

Energy Income Partners, LLC

  • EPD
  • ET
  • MPLX
  • NFG
  • PAGP
  • KMI
  • OKE
Energy Income Partners, LLC's Q3 2025 Portfolio
Portfolio Value 5.18 Billion
Stocks 176
Filing on Nov 13, 2025 Q3 2025

Stockbridge Partners LLC

  • TDG
  • TSM
  • AMZN
  • MSFT
  • VMC
  • WCN
  • VEEV
Stockbridge Partners LLC's Q3 2025 Portfolio
Portfolio Value 5.17 Billion
Stocks 14
Filing on Nov 14, 2025 Q3 2025

Atalanta Sosnoff Capital, LLC

  • NVDA
  • MSFT
  • AAPL
  • GOOGL
  • AMZN
  • META
  • JPM
Atalanta Sosnoff Capital, LLC's Q3 2025 Portfolio
Portfolio Value 5.16 Billion
Stocks 155
Filing on Jul 08, 2022 Q2 2022

Next Capital Advisers, Inc.

  • IVV
  • AGG
  • IEFA
  • HYLB
  • IJR
  • IEMG
  • SCHP
Next Capital Advisers, Inc.'s Q2 2022 Portfolio
Portfolio Value 5.15 Billion
Stocks 14
Filing on Nov 14, 2025 Q3 2025

Investor Ab

  • NDAQ
  • MCHP
  • CHKP
  • TER
  • CLBT
  • CCL
  • ORCL
Investor Ab's Q3 2025 Portfolio
Portfolio Value 5.15 Billion
Stocks 12
Filing on Nov 13, 2025 Q3 2025

Capital Group Private Client Services, Inc.

  • CGGR
  • CGGO
  • CGDV
  • GOOG
  • GOOGL
  • CGUS
  • AVGO
Capital Group Private Client Services, Inc.'s Q3 2025 Portfolio
Portfolio Value 5.15 Billion
Stocks 280
Filing on Nov 12, 2025 Q3 2025

South Dakota Investment Council

  • VWO
  • AGG
  • MSFT
  • AAPL
  • NVDA
  • AMZN
  • VTOL
South Dakota Investment Council's Q3 2025 Portfolio
Portfolio Value 5.14 Billion
Stocks 606
Filing on Nov 14, 2025 Q3 2025

Steadfast Capital Management LP

  • GOOGL
  • AMZN
  • TJX
  • WING
  • TXRH
  • GPS
  • PLNT
Steadfast Capital Management LP's Q3 2025 Portfolio
Portfolio Value 5.12 Billion
Stocks 109
Filing on Nov 13, 2025 Q3 2025

Circle Wealth Management, LLC

  • AAPL
  • IWF
  • IVV
  • SPY
  • IJH
  • IJR
  • IWD
Circle Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 5.12 Billion
Stocks 226
Filing on Nov 04, 2025 Q3 2025

Atlantic Union Bankshares Corp

  • MSFT
  • NVDA
  • AAPL
  • IVV
  • IJH
  • IWY
  • IJR
Atlantic Union Bankshares Corp's Q3 2025 Portfolio
Portfolio Value 5.09 Billion
Stocks 3378
Filing on Nov 14, 2025 Q3 2025

Aquatic Capital Management LLC

  • PLTR
  • HOOD
  • MSFT
  • META
  • V
  • TSLA
  • COIN
Aquatic Capital Management LLC's Q3 2025 Portfolio
Portfolio Value 5.08 Billion
Stocks 1345
Filing on Dec 18, 2025 Q3 2025

Aia Group LTD

  • IVV
  • MSFT
  • SHY
  • NVDA
  • SPY
  • TLT
  • META
Aia Group LTD's Q3 2025 Portfolio
Portfolio Value 5.07 Billion
Stocks 429
Filing on Oct 16, 2025 Q3 2025

Carnegie Capital Asset Management, LLC

  • MSFT
  • AAPL
  • GOOGL
  • NVDA
  • AVGO
  • JPM
  • META
Carnegie Capital Asset Management, LLC's Q3 2025 Portfolio
Portfolio Value 5.06 Billion
Stocks 551
Filing on Nov 06, 2025 Q3 2025

Vista Capital Partners, Inc.

  • BRK-A
  • VTI
  • VTV
  • VNQ
  • VUG
  • VB
  • SCHB
Vista Capital Partners, Inc.'s Q3 2025 Portfolio
Portfolio Value 5.05 Billion
Stocks 145
Filing on Nov 14, 2025 Q3 2025

Apollo Management Holdings, L.P.

  • IWM
  • ADT
  • HGV
  • JPM
  • SATS
  • GBTG
  • RXT
Apollo Management Holdings, L.P.'s Q3 2025 Portfolio
Portfolio Value 5.05 Billion
Stocks 54