Largest Portfolios by Value

Filing on Oct 09, 2025 Q3 2025

U.S. Capital Wealth Advisors, LLC

  • NVDA
  • AAPL
  • HPK
  • SPY
  • EPD
  • MSFT
  • PLTR
U.S. Capital Wealth Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 3.44 Billion
Stocks 953
Filing on Nov 14, 2025 Q3 2025

Capital Analysts, LLC

  • SPLG
  • IVV
  • FBND
  • IEFA
  • IEMG
  • JCPB
  • TDTF
Capital Analysts, LLC's Q3 2025 Portfolio
Portfolio Value 3.43 Billion
Stocks 2122
Filing on Nov 13, 2025 Q3 2025

Nat Simons

Meritage Group LP
  • MSFT
  • AMZN
  • COF
  • TRU
  • WDAY
  • MSCI
  • QSR
Nat Simons's Q3 2025 Portfolio
Portfolio Value 3.42 Billion
Stocks 11
Filing on Nov 14, 2025 Q3 2025

Aristotle Atlantic Partners, LLC

  • NVDA
  • MSFT
  • AAPL
  • AVGO
  • GOOGL
  • META
  • V
Aristotle Atlantic Partners, LLC's Q3 2025 Portfolio
Portfolio Value 3.42 Billion
Stocks 126
Filing on Nov 12, 2025 Q3 2025

Journey Strategic Wealth LLC

  • JNJ
  • SPY
  • IVV
  • AAPL
  • MSFT
  • AVDE
  • NVDA
Journey Strategic Wealth LLC's Q3 2025 Portfolio
Portfolio Value 3.41 Billion
Stocks 3558
Filing on Nov 12, 2024 Q3 2024

Scout Investments, Inc.

  • ADC
  • CBOE
  • DAL
  • PPL
  • FHN
  • MAA
  • CNP
Scout Investments, Inc.'s Q3 2024 Portfolio
Portfolio Value 3.4 Billion
Stocks 192
Filing on Nov 14, 2025 Q3 2025

Par Capital Management Inc

  • SYF
  • UAL
  • EXPE
  • WEX
  • DAL
  • BKNG
  • LUV
Par Capital Management Inc's Q3 2025 Portfolio
Portfolio Value 3.39 Billion
Stocks 65
Filing on Nov 14, 2025 Q3 2025

Dorsal Capital Management, LLC

  • SE
  • WIX
  • TSM
  • PLNT
  • MSFT
  • CPNG
  • Z
Dorsal Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 3.39 Billion
Stocks 24
Filing on Oct 30, 2025 Q3 2025

Locust Wood Capital Advisers, LLC

  • SPY
  • TSM
  • AMZN
  • MSFT
  • CMPO
  • GOOGL
  • AAPL
Locust Wood Capital Advisers, LLC's Q3 2025 Portfolio
Portfolio Value 3.39 Billion
Stocks 54
Filing on Nov 14, 2025 Q3 2025

Tower Research Capital LLC (Trc)

  • SPY
  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • SHY
  • META
Tower Research Capital LLC (Trc)'s Q3 2025 Portfolio
Portfolio Value 3.39 Billion
Stocks 7635
Filing on Oct 21, 2024 Q3 2024

Prio Wealth Limited Partnership

  • AAPL
  • MSFT
  • NVDA
  • AVGO
  • GOOG
  • AMZN
  • WMT
Prio Wealth Limited Partnership's Q3 2024 Portfolio
Portfolio Value 3.38 Billion
Stocks 266
Filing on Nov 12, 2025 Q3 2025

Jmg Financial Group, Ltd.

  • VOO
  • VO
  • VEA
  • SCHX
  • DFSV
  • SPY
  • VWO
Jmg Financial Group, Ltd.'s Q3 2025 Portfolio
Portfolio Value 3.36 Billion
Stocks 122
Filing on Jan 09, 2026 Q4 2025

Salem Investment Counselors Inc

  • LOW
  • NVDA
  • AAPL
  • MSFT
  • GOOG
  • AMZN
  • PLTR
Salem Investment Counselors Inc's Q4 2025 Portfolio
Portfolio Value 3.36 Billion
Stocks 391
Filing on Nov 12, 2025 Q3 2025

Lindsell Train LTD

  • GOOGL
  • DIS
  • INTU
  • TMO
  • FICO
  • MDLZ
  • PEP
Lindsell Train LTD's Q3 2025 Portfolio
Portfolio Value 3.36 Billion
Stocks 28
Filing on Nov 14, 2025 Q3 2025

Hyperion Asset Management LTD

  • TSLA
  • MSFT
  • NVDA
  • AMZN
  • PLTR
  • NOW
  • SPOT
Hyperion Asset Management LTD's Q3 2025 Portfolio
Portfolio Value 3.35 Billion
Stocks 18
Filing on Nov 13, 2025 Q3 2025

Vestcor Inc

  • MSFT
  • NVDA
  • AAPL
  • AMZN
  • META
  • AVGO
  • GOOG
Vestcor Inc's Q3 2025 Portfolio
Portfolio Value 3.35 Billion
Stocks 1176
Filing on Nov 14, 2025 Q3 2025

J. Goldman & CO LP

  • IWM
  • MSFT
  • META
  • SPY
  • SBAC
  • GM
  • GMED
J. Goldman & CO LP's Q3 2025 Portfolio
Portfolio Value 3.35 Billion
Stocks 439
Filing on Nov 04, 2025 Q3 2025

Heritage Investors Management Corp

  • AAPL
  • AVGO
  • MSFT
  • PANW
  • GOOGL
  • NVDA
  • GOOG
Heritage Investors Management Corp's Q3 2025 Portfolio
Portfolio Value 3.35 Billion
Stocks 251