Largest Portfolios by Value

Filing on Nov 13, 2025 Q3 2025

Winton Group LTD

  • BRK-A
  • HYG
  • XLB
  • DVN
  • IBKR
  • META
  • UBER
Winton Group LTD's Q3 2025 Portfolio
Portfolio Value 2.35 Billion
Stocks 697
Filing on Nov 14, 2025 Q3 2025

Motley Fool Asset Management LLC

  • NVDA
  • MSFT
  • AAPL
  • GOOG
  • AMZN
  • META
  • BRK-B
Motley Fool Asset Management LLC's Q3 2025 Portfolio
Portfolio Value 2.34 Billion
Stocks 238
Filing on Oct 31, 2025 Q3 2025

Ghp Investment Advisors, Inc.

  • SCHG
  • AAPL
  • MSFT
  • VEA
  • JPM
  • SCHF
  • SCHV
Ghp Investment Advisors, Inc.'s Q3 2025 Portfolio
Portfolio Value 2.34 Billion
Stocks 1156
Filing on Nov 14, 2025 Q3 2025

Cooper Creek Partners Management LLC

  • OI
  • NWL
  • CXW
  • BBWI
  • AAP
  • GEO
  • SIG
Cooper Creek Partners Management LLC's Q3 2025 Portfolio
Portfolio Value 2.34 Billion
Stocks 96
Filing on Nov 12, 2025 Q3 2025

Xn LP

  • TSM
  • SHW
  • TOST
  • TRU
  • UNP
  • GE
  • PCOR
Xn LP's Q3 2025 Portfolio
Portfolio Value 2.34 Billion
Stocks 22
Filing on Nov 14, 2025 Q3 2025

Sachem Head Capital Management LP

  • TWLO
  • PFGC
  • GDS
  • CVS
  • DKS
  • ZI
  • SYF
Sachem Head Capital Management LP's Q3 2025 Portfolio
Portfolio Value 2.33 Billion
Stocks 19
Filing on May 12, 2025 Q1 2025

Sandy Spring Bank

  • IJH
  • IVV
  • AAPL
  • NVDA
  • MSFT
  • IJR
  • SPY
Sandy Spring Bank's Q1 2025 Portfolio
Portfolio Value 2.33 Billion
Stocks 1936
Filing on Nov 10, 2022 Q3 2022

Strategic Wealth Advisors Group, LLC

  • AAPL
  • SPY
  • QQQ
  • MSFT
  • SPLG
  • SPYV
  • AMZN
Strategic Wealth Advisors Group, LLC's Q3 2022 Portfolio
Portfolio Value 2.33 Billion
Stocks 555
Filing on Nov 14, 2025 Q3 2025

Yaupon Capital Management LP

  • SPY
  • EOG
  • BP
  • AWK
  • SHEL
  • AES
  • CVE
Yaupon Capital Management LP's Q3 2025 Portfolio
Portfolio Value 2.32 Billion
Stocks 113
Filing on Oct 23, 2025 Q3 2025

Birch Hill Investment Advisors LLC

  • MSFT
  • AMZN
  • BRK-B
  • AAPL
  • APH
  • GOOGL
  • MMC
Birch Hill Investment Advisors LLC's Q3 2025 Portfolio
Portfolio Value 2.32 Billion
Stocks 197
Filing on Nov 07, 2025 Q3 2025

Wharton Business Group, LLC

  • QUAL
  • VLUE
  • EFAV
  • EEMV
  • KBWB
  • VYM
  • AAPL
Wharton Business Group, LLC's Q3 2025 Portfolio
Portfolio Value 2.32 Billion
Stocks 140
Filing on Oct 31, 2025 Q3 2025

Belpointe Asset Management LLC

  • NOW
  • NVDA
  • QQQ
  • SPY
  • AAPL
  • SCHG
  • MSFT
Belpointe Asset Management LLC's Q3 2025 Portfolio
Portfolio Value 2.32 Billion
Stocks 982
Filing on Nov 12, 2025 Q3 2025

Pfg Advisors

  • VUG
  • MSFT
  • AAPL
  • QQQ
  • VTI
  • NVDA
  • VIG
Pfg Advisors's Q3 2025 Portfolio
Portfolio Value 2.32 Billion
Stocks 812
Filing on Nov 04, 2025 Q3 2025

Brown Capital Management LLC

  • CYBR
  • VEEV
  • CAMT
  • DDOG
  • GWRE
  • APPF
  • RGEN
Brown Capital Management LLC's Q3 2025 Portfolio
Portfolio Value 2.32 Billion
Stocks 54
Filing on Nov 06, 2025 Q3 2025

Cookson Peirce & CO Inc

  • TSM
  • APH
  • AMZN
  • GLW
  • FLEX
  • FFIV
  • META
Cookson Peirce & CO Inc's Q3 2025 Portfolio
Portfolio Value 2.31 Billion
Stocks 304
Filing on Jan 06, 2026 Q4 2025

Afg Fiduciary Services Limited Partnership

  • AAPL
  • AMZN
  • SPY
  • NVDA
  • GOOGL
  • PULS
  • MINT
Afg Fiduciary Services Limited Partnership's Q4 2025 Portfolio
Portfolio Value 2.31 Billion
Stocks 88
Filing on Jan 16, 2026 Q4 2025

Trust CO Of Vermont

  • AAPL
  • MSFT
  • GOOG
  • AMZN
  • NVDA
  • BRK-B
  • JPM
Trust CO Of Vermont's Q4 2025 Portfolio
Portfolio Value 2.31 Billion
Stocks 1399
Filing on Nov 14, 2023 Q3 2023

Tiedemann Advisors, LLC

  • EFA
  • IJH
  • SPMD
  • ITOT
  • STIP
  • XOM
  • EMLP
Tiedemann Advisors, LLC's Q3 2023 Portfolio
Portfolio Value 2.31 Billion
Stocks 272