Largest Portfolios by Value

Filing on Oct 22, 2025 Q3 2025

Northstar Group, Inc.

  • BRK-B
  • VTI
  • BIL
  • AAPL
  • GOOG
  • VOO
  • COST
Northstar Group, Inc.'s Q3 2025 Portfolio
Portfolio Value 680 Million
Stocks 161
Filing on Oct 07, 2025 Q3 2025

Polunin Capital Partners LTD

  • BABA
  • JD
  • STNE
  • BIDU
  • YMM
  • PAGS
  • DQ
Polunin Capital Partners LTD's Q3 2025 Portfolio
Portfolio Value 680 Million
Stocks 24
Filing on Oct 22, 2025 Q3 2025

Ls Investment Advisors, LLC

  • AAPL
  • MSFT
  • GOOG
  • VYMI
  • NVDA
  • HD
  • V
Ls Investment Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 680 Million
Stocks 138
Filing on Apr 14, 2025 Q1 2025

Beach Investment Counsel Inc/Pa

  • EPD
  • ET
  • MPLX
  • VST
  • AMZN
  • LNG
  • NEE
Beach Investment Counsel Inc/Pa's Q1 2025 Portfolio
Portfolio Value 679 Million
Stocks 118
Filing on Jan 14, 2026 Q4 2025

Eagle Rock Investment Company, LLC

  • BND
  • AVGO
  • GOOGL
  • MSFT
  • AAPL
  • META
  • JPM
Eagle Rock Investment Company, LLC's Q4 2025 Portfolio
Portfolio Value 678 Million
Stocks 162
Filing on Oct 20, 2025 Q3 2025

Financial Consulate, Inc

  • SCHX
  • DUHP
  • MFDX
  • SCHF
  • DIHP
  • FNDB
  • DFAS
Financial Consulate, Inc's Q3 2025 Portfolio
Portfolio Value 678 Million
Stocks 1153
Filing on Oct 31, 2025 Q3 2025

Biltmore Family Office, LLC

  • AAPL
  • IAU
  • AVDX
  • RSP
  • MSFT
  • SPY
  • VV
Biltmore Family Office, LLC's Q3 2025 Portfolio
Portfolio Value 678 Million
Stocks 288
Filing on Nov 10, 2025 Q3 2025

Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)

  • SPY
  • XLK
  • TSEM
  • VOO
  • NVMI
  • FXI
  • XLF
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)'s Q3 2025 Portfolio
Portfolio Value 678 Million
Stocks 55
Filing on Nov 14, 2025 Q3 2025

Ellevest, Inc.

  • VTI
  • FRDM
  • VEA
  • BND
  • ESGD
  • VWO
  • AAPL
Ellevest, Inc.'s Q3 2025 Portfolio
Portfolio Value 677 Million
Stocks 426
Filing on Nov 13, 2025 Q3 2025

Family Management Corp

  • MINT
  • SHV
  • NVDA
  • QUAL
  • SPY
  • AAPL
  • MSFT
Family Management Corp's Q3 2025 Portfolio
Portfolio Value 677 Million
Stocks 264
Filing on Oct 24, 2025 Q3 2025

Summit Creek Advisors LLC

  • ADUS
  • ROAD
  • CWST
  • FSV
  • HQY
  • FIVE
  • WLDN
Summit Creek Advisors LLC's Q3 2025 Portfolio
Portfolio Value 677 Million
Stocks 69
Filing on Nov 21, 2022 Q3 2022

Four Thought Financial, LLC

  • AAPL
  • MSFT
  • NEE
  • LMT
  • AMT
  • PEP
  • ABT
Four Thought Financial, LLC's Q3 2022 Portfolio
Portfolio Value 677 Million
Stocks 1553
Filing on Nov 07, 2025 Q3 2025

Mjp Associates Inc

  • VOO
  • MINT
  • JAAA
  • VIG
  • AAPL
  • IWD
  • VEA
Mjp Associates Inc 's Q3 2025 Portfolio
Portfolio Value 677 Million
Stocks 255
Filing on Nov 03, 2025 Q3 2025

Clayton, Dubilier & Rice, LLC

  • REZI
  • AGL
Clayton, Dubilier & Rice, LLC's Q3 2025 Portfolio
Portfolio Value 677 Million
Stocks 2
Filing on Oct 31, 2025 Q3 2025

Liberty Wealth Management LLC

  • DFAU
  • DFAC
  • IVW
  • QUAL
  • AAPL
  • DYNF
  • DUHP
Liberty Wealth Management LLC's Q3 2025 Portfolio
Portfolio Value 677 Million
Stocks 251
Filing on Nov 14, 2025 Q3 2025

Biglari Capital Corp.

  • BH
  • RACE
  • LOCO
  • JACK
  • CBRL
  • WYNN
  • KMX
Biglari Capital Corp.'s Q3 2025 Portfolio
Portfolio Value 676 Million
Stocks 20
Filing on Oct 23, 2025 Q3 2025

Tarbox Family Office, Inc.

  • IVV
  • IJH
  • AVEM
  • IEFA
  • JCPB
  • IWM
  • AVDE
Tarbox Family Office, Inc.'s Q3 2025 Portfolio
Portfolio Value 675 Million
Stocks 114
Filing on Oct 14, 2025 Q3 2025

Foundation Resource Management Inc

  • BRK-B
  • NEM
  • XOM
  • TECK
  • CVX
  • AEM
  • DG
Foundation Resource Management Inc's Q3 2025 Portfolio
Portfolio Value 675 Million
Stocks 51