Largest Portfolios by Value
Filing on Nov 05, 2025
Q3 2025
Ranger Investment Management, L.P.
- PEGA
- LGND
- EE
- AAON
- ADMA
- LMAT
- STVN
Filing on Nov 14, 2025
Q3 2025
Filing on Nov 10, 2025
Q3 2025
First American Trust, Fsb
- AAPL
- MSFT
- NVDA
- EFV
- AMZN
- VTV
- GOOGL
Filing on Nov 12, 2025
Q3 2025
Filing on Nov 13, 2025
Q3 2025
Ardmore Road Asset Management LP
- NVDA
- AMD
- GOOGL
- TSM
- NFLX
- SQ
- BABA
Filing on Nov 06, 2025
Q3 2025
Lyell Wealth Management, LP
- NVDA
- AAPL
- MSFT
- META
- AMZN
- GOOGL
- PANW
Filing on Nov 12, 2025
Q3 2025
Clean Energy Transition LLP
- FSLR
- XOM
- SWK
- NVT
- EMR
- ED
- OC
Filing on Jan 07, 2026
Q4 2025
Filing on Nov 14, 2025
Q3 2025
Integral Health Asset Management, LLC
- INSM
- CYTK
- THC
- VERA
- CYTK
- QURE
- BSX
Filing on May 12, 2025
Q1 2025
Filing on Jul 19, 2024
Q2 2024
Filing on Nov 10, 2025
Q3 2025
Journey Advisory Group, LLC
- RIO
- MSFT
- IJH
- AAPL
- BND
- VEA
- IJR
Filing on Oct 17, 2025
Q3 2025
Filing on Nov 07, 2024
Q3 2024
Gyl Financial Synergies, LLC
- QUAL
- MSFT
- RSP
- AAPL
- AMZN
- JPM
- GOOGL
Filing on Nov 13, 2025
Q3 2025
Filing on Oct 23, 2025
Q3 2025
Narwhal Capital Management
- IVV
- NVDA
- MSFT
- AAPL
- GOOG
- IAU
- AMZN
Filing on Nov 14, 2025
Q3 2025
Filing on Oct 11, 2023
Q3 2023
Polaris Wealth Advisory Group, LLC
- AAPL
- IGIB
- IWF
- IVE
- MSFT
- IEI
- ABBV