Largest Portfolios by Value

Filing on Nov 04, 2025 Q3 2025

Unison Advisors LLC

  • AVUV
  • VTV
  • QUAL
  • AVDV
  • IQLT
  • FNDE
  • FNDF
Unison Advisors LLC's Q3 2025 Portfolio
Portfolio Value 867 Million
Stocks 175
Filing on Nov 04, 2025 Q3 2025

Evermay Wealth Management LLC

  • SPTI
  • SCHX
  • SPTS
  • VOO
  • IJH
  • SPY
  • IVV
Evermay Wealth Management LLC's Q3 2025 Portfolio
Portfolio Value 866 Million
Stocks 561
Filing on Nov 14, 2025 Q3 2025

Logos Global Management LP

  • RVMD
  • IDYA
  • AKRO
  • ARVN
  • RVMD
  • OCUL
  • ERAS
Logos Global Management LP's Q3 2025 Portfolio
Portfolio Value 864 Million
Stocks 59
Filing on Feb 14, 2023 Q4 2022

Sb Global Advisers LTD

  • WE
  • SYM
  • BGRY
  • EXAI
  • SEER
  • IONQ
  • PEAR
Sb Global Advisers LTD's Q4 2022 Portfolio
Portfolio Value 864 Million
Stocks 10
Filing on Nov 14, 2025 Q3 2025

Grs Advisors, LLC

  • CCI
  • MTN
  • FRT
  • HIW
  • EQIX
  • H
  • CTRE
Grs Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 864 Million
Stocks 31
Filing on Jan 08, 2026 Q4 2025

Teamwork Financial Advisors, LLC

  • AAPL
  • AMZN
  • NVDA
  • MSFT
  • BIL
  • CGDV
  • META
Teamwork Financial Advisors, LLC's Q4 2025 Portfolio
Portfolio Value 863 Million
Stocks 205
Filing on Jan 23, 2024 Q4 2023

Strateg Iq Financial Group, LLC

  • VTI
  • SPY
  • VIG
  • IWV
  • IJH
  • ECL
  • VCSH
Strateg Iq Financial Group, LLC's Q4 2023 Portfolio
Portfolio Value 863 Million
Stocks 317
Filing on Oct 16, 2025 Q3 2025

Griffin Asset Management, Inc.

  • AAPL
  • MSFT
  • OLED
  • TJX
  • JPM
  • ASML
  • ABBV
Griffin Asset Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 862 Million
Stocks 224
Filing on Nov 12, 2025 Q3 2025

Taikang Asset Management (Hong Kong) CO LTD

  • VOO
  • TSLA
  • AAPL
  • NVDA
  • BABA
  • GOOGL
  • MSFT
Taikang Asset Management (Hong Kong) CO LTD's Q3 2025 Portfolio
Portfolio Value 862 Million
Stocks 100
Filing on Nov 13, 2025 Q3 2025

Affinity Asset Advisors, LLC

  • VRNA
  • INSM
  • SPY
  • XENE
  • MDGL
  • ACLX
  • ALKS
Affinity Asset Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 862 Million
Stocks 96
Filing on Jul 15, 2025 Q2 2025

Forte Capital LLC

  • AAPL
  • SCHG
  • NVDA
  • QUAL
  • VTV
  • AMZN
  • DGRW
Forte Capital LLC 's Q2 2025 Portfolio
Portfolio Value 861 Million
Stocks 239
Filing on Nov 12, 2025 Q3 2025

Legato Capital Management LLC

  • AGX
  • IESC
  • SNEX
  • NVDA
  • GOOGL
  • VSEC
  • KTOS
Legato Capital Management LLC's Q3 2025 Portfolio
Portfolio Value 861 Million
Stocks 558
Filing on Nov 13, 2024 Q3 2024

Diversified, LLC

  • SCHX
  • SCHD
  • IWM
  • IVV
  • XLC
  • SMH
  • JPIE
Diversified, LLC's Q3 2024 Portfolio
Portfolio Value 861 Million
Stocks 229
Filing on Nov 14, 2025 Q3 2025

Kora Management LP

  • SE
  • NU
  • PDD
  • RBLX
  • MELI
  • U
Kora Management LP's Q3 2025 Portfolio
Portfolio Value 859 Million
Stocks 7
Filing on Nov 13, 2025 Q3 2025

Atlas Frm LLC

  • SLVM
  • SUZ
  • PKG
  • IP
  • SEE
  • MHK
  • ODP
Atlas Frm LLC's Q3 2025 Portfolio
Portfolio Value 859 Million
Stocks 14
Filing on Jan 14, 2026 Q4 2025

Columbus Macro, LLC

  • HYDW
  • IDEV
  • IVV
  • JEPI
  • ENB
  • PFFD
  • SCHZ
Columbus Macro, LLC's Q4 2025 Portfolio
Portfolio Value 858 Million
Stocks 204
Filing on Jan 13, 2026 Q4 2025

Romano Brothers And Company

  • ABBV
  • VOO
  • AAPL
  • AVGO
  • SPY
  • MSFT
  • VUG
Romano Brothers And Company's Q4 2025 Portfolio
Portfolio Value 858 Million
Stocks 314
Filing on Jan 12, 2026 Q4 2025

Amplius Wealth Advisors, LLC

  • PVAL
  • RECS
  • TMFC
  • STIP
  • JHMM
  • IOO
  • GSST
Amplius Wealth Advisors, LLC's Q4 2025 Portfolio
Portfolio Value 858 Million
Stocks 177