Largest Portfolios by Value

Filing on Nov 14, 2025 Q3 2025

Knightsbridge Asset Management, LLC

  • USFR
  • SPDW
  • SPLG
  • AAPL
  • SPEM
  • MSFT
  • UAL
Knightsbridge Asset Management, LLC's Q3 2025 Portfolio
Portfolio Value 522 Million
Stocks 175
Filing on Jan 08, 2026 Q4 2025

Lincoln Capital LLC

  • BRK-B
  • GOOGL
  • BRK-A
  • MKL
  • MA
  • COST
  • MSFT
Lincoln Capital LLC's Q4 2025 Portfolio
Portfolio Value 522 Million
Stocks 131
Filing on Nov 06, 2025 Q3 2025

Westover Capital Advisors, LLC

  • AAPL
  • NVDA
  • GOOGL
  • MSFT
  • AVGO
  • GLD
  • AMZN
Westover Capital Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 522 Million
Stocks 217
Filing on Nov 13, 2025 Q3 2025

Jb Capital Partners LP

  • RDNT
  • RYI
  • TPC
  • OPY
  • DAN
  • BLDR
  • BXC
Jb Capital Partners LP's Q3 2025 Portfolio
Portfolio Value 521 Million
Stocks 86
Filing on Nov 07, 2025 Q3 2025

Martin & CO Inc

  • TIP
  • STIP
  • XLK
  • XLY
  • VWO
  • EFA
  • XLI
Martin & CO Inc 's Q3 2025 Portfolio
Portfolio Value 521 Million
Stocks 101
Filing on Oct 23, 2025 Q3 2025

Harfst & Associates, Inc.

  • RJF
  • IVV
  • QQQ
  • VIS
  • PG
  • VTI
  • AAPL
Harfst & Associates, Inc.'s Q3 2025 Portfolio
Portfolio Value 520 Million
Stocks 112
Filing on Nov 14, 2025 Q3 2025

Truvestments Capital LLC

  • NVDA
  • BRK-B
  • QQQ
  • AVGO
  • AAPL
  • MSFT
  • GLW
Truvestments Capital LLC's Q3 2025 Portfolio
Portfolio Value 519 Million
Stocks 1057
Filing on Nov 18, 2025 Q3 2025

Global Frontier Investments LLC

  • JPM
  • AXP
  • PGR
  • MA
  • KKR
  • BRK-A
  • ACN
Global Frontier Investments LLC's Q3 2025 Portfolio
Portfolio Value 519 Million
Stocks 18
Filing on Oct 30, 2025 Q3 2025

Quadrant Private Wealth Management, LLC

  • NVDA
  • META
  • SNOW
  • SPLG
  • GOOG
  • TLT
  • MSFT
Quadrant Private Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 519 Million
Stocks 252
Filing on Nov 13, 2025 Q3 2025

Nine Masts Capital LTD

  • SPY
  • CCL
  • GOOG
  • FOX
  • HDB
  • CUK
  • SPY
Nine Masts Capital LTD's Q3 2025 Portfolio
Portfolio Value 519 Million
Stocks 76
Filing on Feb 13, 2024 Q4 2023

Bridgecreek Investment Management, LLC

  • NVDA
  • AAPL
  • AMZN
  • IDXX
  • ISRG
  • ADBE
  • CRM
Bridgecreek Investment Management, LLC's Q4 2023 Portfolio
Portfolio Value 518 Million
Stocks 95
Filing on Oct 20, 2025 Q3 2025

Lawson Kroeker Investment Management Inc

  • BRK-B
  • TPL
  • AZO
  • HCA
  • MSFT
  • PSX
  • AJG
Lawson Kroeker Investment Management Inc's Q3 2025 Portfolio
Portfolio Value 518 Million
Stocks 99
Filing on Nov 12, 2025 Q3 2025

Mach 1 Financial Group, LLC

  • DFAC
  • DUHP
  • SPMD
  • DFIC
  • DFSV
  • VCSH
  • CGGR
Mach 1 Financial Group, LLC's Q3 2025 Portfolio
Portfolio Value 516 Million
Stocks 246
Filing on Nov 13, 2025 Q3 2025

Elgethun Capital Management

  • BRK-B
  • FRFHF
  • EFV
  • IEMG
  • LLY
  • BOC
  • FNDE
Elgethun Capital Management's Q3 2025 Portfolio
Portfolio Value 516 Million
Stocks 156
Filing on Jan 08, 2026 Q4 2025

Financial Management Network Inc

  • IVV
  • MOAT
  • AVUV
  • IJH
  • IJR
  • AVDV
  • VCIT
Financial Management Network Inc's Q4 2025 Portfolio
Portfolio Value 516 Million
Stocks 186
Filing on Nov 12, 2025 Q3 2025

Hutchinson Capital Management

  • BRK-B
  • MSFT
  • GOOGL
  • AAPL
  • BAC
  • PGR
  • WRB
Hutchinson Capital Management's Q3 2025 Portfolio
Portfolio Value 516 Million
Stocks 97
Filing on May 13, 2024 Q1 2024

Ratio Wealth Group

  • VCIT
  • VOO
  • EFV
  • PFFD
  • VIG
  • IEFA
  • VYM
Ratio Wealth Group's Q1 2024 Portfolio
Portfolio Value 516 Million
Stocks 80
Filing on Nov 14, 2025 Q3 2025

Clifford Capital Partners LLC

  • HSIC
  • JNJ
  • BDX
  • HNI
  • GBCI
  • DLB
  • CHE
Clifford Capital Partners LLC's Q3 2025 Portfolio
Portfolio Value 516 Million
Stocks 43