Largest Portfolios by Value
Filing on Jan 08, 2026
Q4 2025
Versant Capital Management, Inc
- AVDE
- GUNR
- DFAC
- AVEM
- MSFT
- GDX
- IXC
Filing on Nov 14, 2025
Q3 2025
Ashford Capital Management Inc
- LGND
- SNEX
- CLBT
- VTI
- RDVT
- FNV
- CVCO
Filing on Jan 15, 2026
Q4 2025
Strategic Point Investment Advisors, LLC
- SPY
- IEI
- IVV
- XLK
- ITOT
- IVE
- IWF
Filing on Nov 14, 2025
Q3 2025
Filing on Jan 14, 2026
Q4 2025
Mechanics Bank Trust Department
- HMST
- SPY
- MSFT
- AAPL
- GOOGL
- IWP
- QQQ
Filing on Nov 14, 2025
Q3 2025
Filing on Oct 23, 2025
Q3 2025
Hs Management Partners, LLC
- GOOG
- DIS
- PYPL
- AMZN
- MSFT
- UBER
- DKS
Filing on Jan 13, 2026
Q4 2025
Sendero Wealth Management, LLC
- VTI
- NVDA
- ITOT
- MSFT
- GOOGL
- AMZN
- AVGO
Filing on Oct 28, 2025
Q3 2025
Filing on Nov 14, 2025
Q3 2025
Oaktop Capital Management Ii, L.P.
- KLAC
- AVGO
- ADI
- ASPN
- EGAN
- PRGS
- BMY
Filing on Nov 14, 2025
Q3 2025
Atmos Capital Gestao De Recursos Ltda.
- NU
- STNE
- XP
- XP
- MELI
- TSM
- AAPL
Filing on Nov 13, 2025
Q3 2025
Fort Sheridan Advisors LLC
- MSFT
- AAPL
- EPD
- JPM
- CME
- NVDA
- GOOG
Filing on Oct 31, 2025
Q3 2025
Filing on Jan 14, 2026
Q4 2025
Filing on Nov 14, 2022
Q3 2022
Ah Equity Partners Iii, L.L.C.
- COIN
- HOOD
- SPLK
- DASH
- CYN
- AMPL
- SHPW
Filing on Nov 12, 2025
Q3 2025
Iag Wealth Partners, LLC
- SPLG
- GSLC
- MMIT
- AVIV
- DLN
- IVV
- DIVB
Filing on Oct 27, 2025
Q3 2025
American Financial Advisors, LLC
- QQQ
- BRK-B
- IWB
- VIGI
- SCHD
- VBK
- FTCS
Filing on Oct 27, 2025
Q3 2025