Largest Portfolios by Value

Filing on Oct 23, 2025 Q3 2025

Cortland Associates Inc

  • WTW
  • KD
  • V
  • BKNG
  • AMZN
  • FCNCA
  • RYAAY
Cortland Associates Inc's Q3 2025 Portfolio
Portfolio Value 822 Million
Stocks 64
Filing on Nov 12, 2025 Q3 2025

River Wealth Advisors LLC

  • AAPL
  • MSFT
  • NVDA
  • IWR
  • IVV
  • GOOGL
  • SMLF
River Wealth Advisors LLC's Q3 2025 Portfolio
Portfolio Value 821 Million
Stocks 203
Filing on Oct 23, 2025 Q3 2025

Rpg Investment Advisory, LLC

  • NVDA
  • GOOG
  • AAPL
  • MSFT
  • PLTR
  • AMZN
  • BWXT
Rpg Investment Advisory, LLC's Q3 2025 Portfolio
Portfolio Value 821 Million
Stocks 84
Filing on Nov 14, 2025 Q3 2025

Kadensa Capital LTD

  • BABA
  • GE
  • NVDA
  • TSLA
  • TSM
  • AVGO
  • HII
Kadensa Capital LTD's Q3 2025 Portfolio
Portfolio Value 820 Million
Stocks 49
Filing on Jan 12, 2026 Q4 2025

Curated Wealth Partners LLC

  • APO
  • ARES
  • VOO
  • SPY
  • DFAI
  • TEX
  • AAPL
Curated Wealth Partners LLC's Q4 2025 Portfolio
Portfolio Value 820 Million
Stocks 374
Filing on Oct 29, 2025 Q3 2025

Slow Capital, Inc.

  • AVGO
  • NVDA
  • NFLX
  • TSLA
  • MELI
  • AMZN
  • GOOGL
Slow Capital, Inc.'s Q3 2025 Portfolio
Portfolio Value 818 Million
Stocks 118
Filing on Jan 07, 2026 Q4 2025

Occidental Asset Management, LLC

  • NVDA
  • AAPL
  • MSFT
  • FLOT
  • SPIB
  • SPSB
  • IWF
Occidental Asset Management, LLC's Q4 2025 Portfolio
Portfolio Value 818 Million
Stocks 295
Filing on Nov 13, 2025 Q3 2025

Pinnbrook Capital Management LP

  • MSFT
  • CHRW
  • ORCL
  • TSLA
  • EAT
  • CHRW
  • MSFT
Pinnbrook Capital Management LP's Q3 2025 Portfolio
Portfolio Value 818 Million
Stocks 139
Filing on Jan 13, 2026 Q4 2025

Syquant Capital Sas

  • CDAY
  • BABA
  • LLY
  • GTLS
  • INTU
  • ORCL
  • SE
Syquant Capital Sas's Q4 2025 Portfolio
Portfolio Value 817 Million
Stocks 37
Filing on Oct 31, 2025 Q3 2025

Symphony Financial, Ltd. Co.

  • SPTM
  • NVDA
  • SPYG
  • MSFT
  • AAPL
  • IWM
  • AVUV
Symphony Financial, Ltd. Co.'s Q3 2025 Portfolio
Portfolio Value 816 Million
Stocks 270
Filing on Nov 13, 2025 Q3 2025

Passaic Partners LLC

  • SPY
  • IEFA
  • IVV
  • IEMG
  • VOO
  • XLV
  • IYR
Passaic Partners LLC's Q3 2025 Portfolio
Portfolio Value 816 Million
Stocks 11
Filing on Oct 21, 2025 Q3 2025

Mc Guire Investment Group, LLC

  • NVDA
  • PLTR
  • AMD
  • BIL
  • USFR
  • AAPL
  • AMAT
Mc Guire Investment Group, LLC's Q3 2025 Portfolio
Portfolio Value 816 Million
Stocks 120
Filing on Nov 06, 2025 Q3 2025

Onyx Bridge Wealth Group LLC

  • IVV
  • QQQ
  • AAPL
  • WTV
  • VUG
  • CGDV
  • NVDA
Onyx Bridge Wealth Group LLC's Q3 2025 Portfolio
Portfolio Value 816 Million
Stocks 447
Filing on Nov 17, 2025 Q3 2025

Schneider Downs Wealth Management Advisors, LP

  • FHI
  • SPDW
  • VO
  • MMIT
  • SCHG
  • SCHX
  • MUB
Schneider Downs Wealth Management Advisors, LP's Q3 2025 Portfolio
Portfolio Value 815 Million
Stocks 148
Filing on Nov 08, 2022 Q3 2022

Brr Op Co, LLC

  • BRKB
  • FNDF
  • BRK-A
  • IQLT
  • VIG
  • INTF
  • SCHX
Brr Op Co, LLC's Q3 2022 Portfolio
Portfolio Value 815 Million
Stocks 219
Filing on Nov 03, 2025 Q3 2025

Patton Albertson Miller Group, LLC

  • NVDA
  • AAPL
  • IVV
  • ITOT
  • MSFT
  • IYW
  • IVW
Patton Albertson Miller Group, LLC's Q3 2025 Portfolio
Portfolio Value 814 Million
Stocks 207
Filing on Nov 14, 2025 Q3 2025

Omni Event Management LTD

  • VRNA
  • MRUS
  • NSC
  • CYBR
  • COOP
  • FYBR
  • GTLS
Omni Event Management LTD's Q3 2025 Portfolio
Portfolio Value 814 Million
Stocks 32
Filing on Nov 13, 2025 Q3 2025

De Burlo Group Inc

  • MSFT
  • META
  • ORLY
  • MCK
  • AMZN
  • NVDA
  • AAPL
De Burlo Group Inc's Q3 2025 Portfolio
Portfolio Value 813 Million
Stocks 78