Largest Portfolios by Value

Filing on Nov 06, 2025 Q3 2025

Stratos Wealth Advisors, LLC

  • SPY
  • NVDA
  • AAPL
  • VOO
  • IBTG
  • SGOV
  • AMZN
Stratos Wealth Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 1.98 Billion
Stocks 677
Filing on Nov 13, 2025 Q3 2025

Bank Of Hawaii

  • VEA
  • VUG
  • IVV
  • SPY
  • VTI
  • VTV
  • IXUS
Bank Of Hawaii's Q3 2025 Portfolio
Portfolio Value 1.98 Billion
Stocks 286
Filing on Nov 13, 2024 Q3 2024

Swiss Re LTD

  • SHCR
Swiss Re LTD's Q3 2024 Portfolio
Portfolio Value 1.98 Billion
Stocks 1
Filing on Jan 14, 2026 Q4 2025

Wright Fund Management, LLC

  • USHY
  • HYG
  • JNK
  • SPLG
  • BND
  • SPHY
  • BKLN
Wright Fund Management, LLC's Q4 2025 Portfolio
Portfolio Value 1.98 Billion
Stocks 85
Filing on Nov 13, 2025 Q3 2025

Camden Capital, LLC

  • AAPL
  • GOOG
  • NVDA
  • OMF
  • C
  • VOO
  • GE
Camden Capital, LLC's Q3 2025 Portfolio
Portfolio Value 1.97 Billion
Stocks 559
Filing on Nov 03, 2025 Q3 2025

Cambiar Investors LLC

  • UBER
  • MDT
  • UNP
  • GOOGL
  • JPM
  • DAL
  • ELV
Cambiar Investors LLC's Q3 2025 Portfolio
Portfolio Value 1.97 Billion
Stocks 140
Filing on Nov 14, 2025 Q3 2025

Strategic Financial Services, Inc,

  • INTF
  • SMLF
  • LRGF
  • VGIT
  • GLDM
  • EMGF
  • VCSH
Strategic Financial Services, Inc,'s Q3 2025 Portfolio
Portfolio Value 1.97 Billion
Stocks 142
Filing on Nov 14, 2025 Q3 2025

Point72 Europe (London) LLP

  • MSTR
  • GOOGL
  • AMZN
  • META
  • COF
  • MSTR
  • QQQ
Point72 Europe (London) LLP's Q3 2025 Portfolio
Portfolio Value 1.97 Billion
Stocks 727
Filing on Nov 14, 2025 Q3 2025

Mane Global Capital Management LP

  • MSFT
  • AVGO
  • APP
  • CVNA
  • CELH
  • NVDA
  • RBLX
Mane Global Capital Management LP's Q3 2025 Portfolio
Portfolio Value 1.97 Billion
Stocks 66
Filing on Feb 14, 2024 Q4 2023

David Einhorn

Greenlight Capital Inc
  • GRBK
  • CEIX
  • BHF
  • KD
  • THC
  • ODP
  • ALIT
David Einhorn's Q4 2023 Portfolio
Portfolio Value 1.97 Billion
Stocks 116
Filing on Oct 28, 2025 Q3 2025

Waters Parkerson & Co., LLC

  • META
  • MSFT
  • JPM
  • V
  • HD
  • TMO
  • XOM
Waters Parkerson & Co., LLC's Q3 2025 Portfolio
Portfolio Value 1.97 Billion
Stocks 184
Filing on Oct 27, 2025 Q3 2025

Klingman & Associates, LLC

  • IVV
  • IJH
  • VTIP
  • SPY
  • IEFA
  • SPYG
  • AAPL
Klingman & Associates, LLC's Q3 2025 Portfolio
Portfolio Value 1.97 Billion
Stocks 319
Filing on Nov 03, 2025 Q3 2025

Wsfs Capital Management, LLC

  • IVV
  • AAPL
  • BND
  • MSFT
  • IWY
  • VEA
  • GOOGL
Wsfs Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 1.97 Billion
Stocks 438
Filing on Oct 16, 2025 Q3 2025

Highland Capital Management, LLC

  • MSFT
  • AAPL
  • AVGO
  • NVDA
  • IVV
  • JPM
  • AMZN
Highland Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 1.96 Billion
Stocks 414
Filing on Nov 10, 2025 Q3 2025

Sun Life Financial Inc

  • SPY
  • IVV
  • VOO
  • SNPE
  • EWY
  • EWT
  • QQQ
Sun Life Financial Inc's Q3 2025 Portfolio
Portfolio Value 1.96 Billion
Stocks 39
Filing on Nov 13, 2025 Q3 2025

Visionary Wealth Advisors

  • AAPL
  • IVV
  • MSFT
  • SCHX
  • PWR
  • SCHG
  • SCHF
Visionary Wealth Advisors's Q3 2025 Portfolio
Portfolio Value 1.96 Billion
Stocks 591
Filing on Oct 23, 2025 Q3 2025

Venturi Wealth Management, LLC

  • VOO
  • VUG
  • IEMG
  • IEFA
  • MSFT
  • AAPL
  • NVDA
Venturi Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 1.96 Billion
Stocks 950
Filing on Oct 30, 2025 Q3 2025

Osborne Partners Capital Management, LLC

  • VEU
  • AAPL
  • MSFT
  • VWO
  • EWJ
  • VNQ
  • VGK
Osborne Partners Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 1.95 Billion
Stocks 206