Largest Portfolios by Value

Filing on Nov 14, 2025 Q3 2025

Kontiki Capital Management (Hk) Ltd.

  • NU
  • SE
  • HDB
  • CPNG
  • YMM
  • HTHT
Kontiki Capital Management (Hk) Ltd.'s Q3 2025 Portfolio
Portfolio Value 1.72 Billion
Stocks 7
Filing on Nov 13, 2025 Q3 2025

Evensky & Katz LLC

  • SCHB
  • ITOT
  • DFIC
  • IWV
  • AVUV
  • DFEM
  • VTI
Evensky & Katz LLC's Q3 2025 Portfolio
Portfolio Value 1.72 Billion
Stocks 73
Filing on Nov 14, 2023 Q3 2023

Arboretum Ventures, LLC

  • INGN
Arboretum Ventures, LLC's Q3 2023 Portfolio
Portfolio Value 1.72 Billion
Stocks 1
Filing on Nov 14, 2025 Q3 2025

Xtx Topco LTD

  • NVDA
  • QQQ
  • JNJ
  • CME
  • TMO
  • BMY
  • CSCO
Xtx Topco LTD's Q3 2025 Portfolio
Portfolio Value 1.72 Billion
Stocks 2490
Filing on Oct 29, 2025 Q3 2025

Courier Capital LLC

  • IVW
  • IVV
  • AAPL
  • IVE
  • SPYG
  • MSFT
  • SPYV
Courier Capital LLC's Q3 2025 Portfolio
Portfolio Value 1.72 Billion
Stocks 390
Filing on Oct 16, 2025 Q3 2025

Rice Hall James & Associates, LLC

  • ARLO
  • ACIW
  • LGND
  • MEDP
  • LRN
  • FOUR
  • FN
Rice Hall James & Associates, LLC's Q3 2025 Portfolio
Portfolio Value 1.72 Billion
Stocks 248
Filing on Oct 16, 2025 Q3 2025

Ami Asset Management Corp

  • MSFT
  • AAPL
  • GOOGL
  • NFLX
  • PWR
  • AMZN
  • AVGO
Ami Asset Management Corp's Q3 2025 Portfolio
Portfolio Value 1.72 Billion
Stocks 89
Filing on Nov 03, 2025 Q3 2025

Summit Global Investments

  • AGG
  • SPDW
  • MSFT
  • AAPL
  • PEP
  • CL
  • TSLA
Summit Global Investments's Q3 2025 Portfolio
Portfolio Value 1.71 Billion
Stocks 462
Filing on Oct 15, 2025 Q3 2025

Newport Asia LLC

  • YMM
Newport Asia LLC's Q3 2025 Portfolio
Portfolio Value 1.71 Billion
Stocks 1
Filing on Jul 15, 2025 Q2 2025

Graypoint LLC

  • IVV
  • IWF
  • NVDA
  • SPY
  • XLK
  • IWD
  • MSFT
Graypoint LLC's Q2 2025 Portfolio
Portfolio Value 1.71 Billion
Stocks 526
Filing on Nov 13, 2025 Q3 2025

Bain Capital Public Equity Management Ii, LLC

  • MSFT
  • PFGC
  • CPNG
  • CDNS
  • AZO
  • LYV
  • EVR
Bain Capital Public Equity Management Ii, LLC's Q3 2025 Portfolio
Portfolio Value 1.71 Billion
Stocks 21
Filing on Nov 10, 2025 Q3 2025

Greenwood Gearhart Inc

  • VOO
  • SCHX
  • IGIB
  • JPST
  • VXUS
  • IEF
  • XLV
Greenwood Gearhart Inc's Q3 2025 Portfolio
Portfolio Value 1.7 Billion
Stocks 104
Filing on Oct 29, 2025 Q3 2025

Sage Mountain Advisors LLC

  • JAAA
  • JQUA
  • VTI
  • QUAL
  • IQLT
  • VOO
  • GBDC
Sage Mountain Advisors LLC's Q3 2025 Portfolio
Portfolio Value 1.7 Billion
Stocks 547
Filing on Nov 14, 2025 Q3 2025

Hawk Ridge Capital Management LP

  • FIS
  • MLM
  • FN
  • SEAS
  • ENTG
  • WWD
  • ALLE
Hawk Ridge Capital Management LP's Q3 2025 Portfolio
Portfolio Value 1.7 Billion
Stocks 44
Filing on Feb 14, 2025 Q4 2024

Kgh LTD

  • TSLA
  • RRC
  • CRK
  • CHK
  • X
  • HCC
  • MT
Kgh LTD's Q4 2024 Portfolio
Portfolio Value 1.7 Billion
Stocks 26
Filing on Nov 10, 2025 Q3 2025

Weitz Investment Management, Inc.

  • BRK-B
  • GOOG
  • DHR
  • V
  • MA
  • META
  • MSFT
Weitz Investment Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 1.7 Billion
Stocks 48
Filing on Oct 10, 2025 Q3 2025

Legacy Wealth Management, Inc

  • IVV
  • IWB
  • SCHK
  • JCPB
  • FBND
  • SCHM
  • IJH
Legacy Wealth Management, Inc's Q3 2025 Portfolio
Portfolio Value 1.7 Billion
Stocks 29
Filing on Jan 08, 2026 Q4 2025

Efficient Advisors, LLC

  • VTI
  • VBR
  • BND
  • VOO
  • VTV
  • BIV
  • VB
Efficient Advisors, LLC's Q4 2025 Portfolio
Portfolio Value 1.69 Billion
Stocks 58