Largest Portfolios by Value

Filing on Nov 13, 2025 Q3 2025

Ally Financial Inc.

  • RSP
  • TLT
  • IJR
  • AMZN
  • QQQ
  • BRK-B
  • PEP
Ally Financial Inc.'s Q3 2025 Portfolio
Portfolio Value 802 Million
Stocks 105
Filing on Oct 14, 2025 Q3 2025

Revolve Wealth Partners, LLC

  • VTI
  • IEFA
  • IVAL
  • ITAN
  • HYMB
  • QMOM
  • SYLD
Revolve Wealth Partners, LLC's Q3 2025 Portfolio
Portfolio Value 800 Million
Stocks 232
Filing on Nov 14, 2025 Q3 2025

Tensile Capital Management LP

  • VERX
  • DKS
  • VVV
  • LAD
  • USFD
  • QTWO
  • CCK
Tensile Capital Management LP's Q3 2025 Portfolio
Portfolio Value 800 Million
Stocks 22
Filing on Oct 23, 2025 Q3 2025

Vision Capital Management, Inc.

  • IVV
  • VEA
  • AAPL
  • IJR
  • VWO
  • MSFT
  • GOOGL
Vision Capital Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 800 Million
Stocks 162
Filing on Nov 03, 2025 Q3 2025

Private Wealth Asset Management, LLC

  • IVV
  • IEFA
  • IJH
  • IEMG
  • IJR
  • AAPL
  • MSFT
Private Wealth Asset Management, LLC's Q3 2025 Portfolio
Portfolio Value 800 Million
Stocks 1093
Filing on Nov 12, 2025 Q3 2025

Keystone Investors Pte LTD

  • SE
  • GOOG
  • NVDA
  • TME
  • TSLA
  • BABA
  • WDC
Keystone Investors Pte LTD's Q3 2025 Portfolio
Portfolio Value 800 Million
Stocks 68
Filing on Nov 14, 2025 Q3 2025

Ophir Asset Management Pty LTD

  • AIR
  • UNFI
  • SIMO
  • VVX
  • HURN
  • DCO
  • ZETA
Ophir Asset Management Pty LTD's Q3 2025 Portfolio
Portfolio Value 800 Million
Stocks 29
Filing on Nov 13, 2025 Q3 2025

Prime Capital Management CO LTD

  • TSLA
  • TSM
  • NVDA
  • ELF
  • KNSL
Prime Capital Management CO LTD's Q3 2025 Portfolio
Portfolio Value 800 Million
Stocks 6
Filing on Nov 17, 2025 Q3 2025

Greenline Partners, LLC

  • GLDM
  • VTI
  • VXUS
  • AVDV
  • BRK-B
  • AVUV
  • VWO
Greenline Partners, LLC's Q3 2025 Portfolio
Portfolio Value 800 Million
Stocks 167
Filing on Nov 14, 2025 Q3 2025

Parkman Healthcare Partners LLC

  • QQQ
  • BSX
  • ALNY
  • PODD
  • CVS
  • VRDN
  • ZBH
Parkman Healthcare Partners LLC's Q3 2025 Portfolio
Portfolio Value 799 Million
Stocks 91
Filing on Nov 06, 2025 Q3 2025

St. Louis Trust CO

  • VXUS
  • SPY
  • VTI
  • IJR
  • VEU
  • VOO
  • IWB
St. Louis Trust CO's Q3 2025 Portfolio
Portfolio Value 799 Million
Stocks 185
Filing on Nov 07, 2025 Q3 2025

King Wealth

  • IVV
  • QQQ
  • MSFT
  • SPY
  • NVDA
  • AAPL
  • IJH
King Wealth's Q3 2025 Portfolio
Portfolio Value 796 Million
Stocks 160
Filing on Nov 14, 2025 Q3 2025

Keebeck Wealth Management, LLC

  • IVV
  • VGT
  • GSUS
  • MSFT
  • QUAL
  • AAPL
  • NVDA
Keebeck Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 795 Million
Stocks 356
Filing on Oct 15, 2025 Q3 2025

Hanson & Doremus Investment Management

  • SCHB
  • VGIT
  • VEA
  • VCIT
  • ESGV
  • VWO
  • MSFT
Hanson & Doremus Investment Management's Q3 2025 Portfolio
Portfolio Value 794 Million
Stocks 500
Filing on Nov 14, 2025 Q3 2025

Fort Point Capital Partners LLC

  • SPY
  • VOO
  • AGG
  • VTEB
  • BIL
  • IEFA
  • MUB
Fort Point Capital Partners LLC's Q3 2025 Portfolio
Portfolio Value 794 Million
Stocks 212
Filing on Nov 14, 2025 Q3 2025

Wolf Hill Capital Management, LP

  • GLNG
  • WDC
  • FND
  • W
  • NN
  • RKT
  • TPX
Wolf Hill Capital Management, LP's Q3 2025 Portfolio
Portfolio Value 793 Million
Stocks 34
Filing on Jan 14, 2026 Q4 2025

Redhawk Wealth Advisors, Inc.

  • GLD
  • SPY
  • NVDA
  • XLK
  • OEF
  • SCHX
  • SCHG
Redhawk Wealth Advisors, Inc.'s Q4 2025 Portfolio
Portfolio Value 793 Million
Stocks 366
Filing on Nov 14, 2022 Q3 2022

Portfolio Solutions, LLC

  • VTI
  • VTEB
  • IJS
  • VPL
  • VGK
  • VNQ
  • BND
Portfolio Solutions, LLC's Q3 2022 Portfolio
Portfolio Value 792 Million
Stocks 55