Largest Portfolios by Value

Filing on Nov 13, 2025 Q3 2025

Primavera Capital Management LTD

  • YUMC
  • XPEV
  • CANG
Primavera Capital Management LTD's Q3 2025 Portfolio
Portfolio Value 616 Million
Stocks 3
Filing on Nov 12, 2025 Q3 2025

Harbor Advisors LLC

  • EQIX
  • AAPL
  • GOOGL
  • AMZN
  • NVDA
  • CNQ
  • MA
Harbor Advisors LLC's Q3 2025 Portfolio
Portfolio Value 615 Million
Stocks 190
Filing on Aug 01, 2023 Q2 2023

Kistler Tiffany Companies, LLC

  • VV
  • VOO
  • AAPL
  • VYM
  • SPIB
  • WST
  • VTI
Kistler Tiffany Companies, LLC's Q2 2023 Portfolio
Portfolio Value 615 Million
Stocks 898
Filing on Jan 14, 2026 Q4 2025

Northwest Wealth Management, LLC

  • VGIT
  • ITOT
  • DFAC
  • VTI
  • VTIP
  • DFSD
  • AVDV
Northwest Wealth Management, LLC's Q4 2025 Portfolio
Portfolio Value 614 Million
Stocks 250
Filing on Oct 30, 2025 Q3 2025

Hgk Asset Management Inc

  • TSM
  • RYAAY
  • HDB
  • INFY
  • ICLR
  • C
  • JPM
Hgk Asset Management Inc's Q3 2025 Portfolio
Portfolio Value 614 Million
Stocks 88
Filing on Oct 21, 2025 Q3 2025

Adventist Health System

  • VOO
  • VEA
  • ITOT
  • VONV
  • VTIP
  • IXUS
  • VOT
Adventist Health System's Q3 2025 Portfolio
Portfolio Value 614 Million
Stocks 8
Filing on Jan 06, 2026 Q3 2025

Legacy Financial Group LLC

  • IUSG
  • BUFD
  • SDY
  • VB
  • IUSB
  • EMXC
  • DYNF
Legacy Financial Group LLC's Q3 2025 Portfolio
Portfolio Value 614 Million
Stocks 117
Filing on Nov 14, 2025 Q3 2025

Mhr Fund Management LLC

  • TSAT
  • IOVA
  • APO
  • PAX
  • GFF
  • ATUS
  • DVAX
Mhr Fund Management LLC's Q3 2025 Portfolio
Portfolio Value 613 Million
Stocks 10
Filing on Oct 17, 2025 Q3 2025

Tb Alternative Assets Ltd.

  • META
  • GOOG
  • INTC
  • PDD
  • MSTR
  • COIN
  • HOOD
Tb Alternative Assets Ltd.'s Q3 2025 Portfolio
Portfolio Value 613 Million
Stocks 48
Filing on Oct 28, 2025 Q3 2025

Walkner Condon Financial Advisors LLC

  • SPDW
  • SPLG
  • IVV
  • JCPB
  • LMBS
  • VOO
  • AAPL
Walkner Condon Financial Advisors LLC's Q3 2025 Portfolio
Portfolio Value 612 Million
Stocks 299
Filing on Oct 31, 2025 Q3 2025

Heritage Investment Group, Inc.

  • DFAC
  • IVV
  • SUB
  • REET
  • DFUV
  • VTEB
  • DFUS
Heritage Investment Group, Inc.'s Q3 2025 Portfolio
Portfolio Value 612 Million
Stocks 113
Filing on Nov 13, 2025 Q3 2025

Shannon River Fund Management LLC

  • PEGA
  • TSEM
  • IDCC
  • WIX
  • FLEX
  • NCNO
  • FROG
Shannon River Fund Management LLC's Q3 2025 Portfolio
Portfolio Value 612 Million
Stocks 20
Filing on Nov 14, 2025 Q3 2025

Tolleson Wealth Management, Inc.

  • LRGF
  • INTF
  • QUS
  • ITOT
  • VONG
  • VEU
  • SPY
Tolleson Wealth Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 611 Million
Stocks 90
Filing on Nov 12, 2025 Q3 2025

Blueprint Investment Partners LLC

  • SPTM
  • HEGD
  • SPDW
  • NVDA
  • IEI
  • VV
  • IVV
Blueprint Investment Partners LLC's Q3 2025 Portfolio
Portfolio Value 611 Million
Stocks 121
Filing on Nov 14, 2025 Q3 2025

Principal Street Partners, LLC

  • IVW
  • SPY
  • AAPL
  • EUSA
  • AMZN
  • MSFT
  • META
Principal Street Partners, LLC's Q3 2025 Portfolio
Portfolio Value 611 Million
Stocks 272
Filing on Nov 13, 2025 Q3 2025

Nicolet Bankshares Inc

  • NIC
  • SPYV
  • SPYG
  • VOO
  • AAPL
  • MSFT
  • AVEM
Nicolet Bankshares Inc's Q3 2025 Portfolio
Portfolio Value 610 Million
Stocks 223
Filing on Oct 27, 2025 Q3 2025

Rwc Asset Advisors (Us) LLC

  • BABA
  • NIO
  • VALE
  • GFI
  • BZ
  • SQM
  • ERJ
Rwc Asset Advisors (Us) LLC's Q3 2025 Portfolio
Portfolio Value 610 Million
Stocks 17
Filing on Oct 23, 2025 Q3 2025

Chandler Asset Management, Inc.

  • BND
  • IVV
  • IJH
  • VB
  • VEA
  • VNQ
  • VTI
Chandler Asset Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 609 Million
Stocks 22