Largest Portfolios by Value

Filing on Nov 03, 2025 Q3 2025

Gagnon Securities LLC

  • AL
  • ENSG
  • AMRC
  • CDNA
  • FRSH
  • ISRG
  • EPD
Gagnon Securities LLC's Q3 2025 Portfolio
Portfolio Value 467 Million
Stocks 86
Filing on Oct 17, 2025 Q3 2025

Valicenti Advisory Services Inc

  • SCHX
  • AAPL
  • MSFT
  • AMZN
  • GOOGL
  • JPM
  • AVGO
Valicenti Advisory Services Inc's Q3 2025 Portfolio
Portfolio Value 466 Million
Stocks 77
Filing on Oct 24, 2025 Q3 2025

Avion Wealth

  • VUSB
  • VEA
  • VOO
  • BNDX
  • VOE
  • VEU
  • VYM
Avion Wealth's Q3 2025 Portfolio
Portfolio Value 466 Million
Stocks 1526
Filing on Oct 15, 2025 Q3 2025

Strong Tower Advisory Services

  • MSTR
  • HYG
  • NVDA
  • LQD
  • MSFT
  • BLV
  • TSLA
Strong Tower Advisory Services's Q3 2025 Portfolio
Portfolio Value 466 Million
Stocks 97
Filing on Nov 12, 2025 Q3 2025

Bedell Frazier Investment Counseling, LLC

  • AAPL
  • GLD
  • AMZN
  • GOOGL
  • MSFT
  • UBER
  • IWM
Bedell Frazier Investment Counseling, LLC's Q3 2025 Portfolio
Portfolio Value 466 Million
Stocks 129
Filing on Nov 07, 2025 Q3 2025

Westchester Capital Management, Inc.

  • AAPL
  • MSFT
  • CAT
  • BRK-B
  • WMT
  • JPM
  • GOOGL
Westchester Capital Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 465 Million
Stocks 43
Filing on Jan 15, 2026 Q4 2025

Spirit Of America Management Corp

  • NVDA
  • GOOGL
  • MSFT
  • AAPL
  • WMB
  • VLO
  • AMZN
Spirit Of America Management Corp's Q4 2025 Portfolio
Portfolio Value 465 Million
Stocks 383
Filing on Nov 24, 2025 Q3 2025

Manhattan West Asset Management, LLC

  • NVDA
  • MSFT
  • GOOGL
  • CMF
  • AMZN
  • AAPL
  • MBB
Manhattan West Asset Management, LLC's Q3 2025 Portfolio
Portfolio Value 464 Million
Stocks 140
Filing on Nov 02, 2022 Q3 2022

Mc Cutchen Group LLC

  • VTI
  • VEA
  • VEU
  • VNQ
  • USRT
  • IWV
  • VWO
Mc Cutchen Group LLC's Q3 2022 Portfolio
Portfolio Value 464 Million
Stocks 22
Filing on Oct 31, 2025 Q3 2025

Harvey Capital Management Inc

  • NVDA
  • AMZN
  • GOOG
  • AAPL
  • MSFT
  • NEM
  • URI
Harvey Capital Management Inc's Q3 2025 Portfolio
Portfolio Value 464 Million
Stocks 85
Filing on Oct 24, 2025 Q3 2025

Solidarilty Wealth, LLC

  • AAPL
  • AMZN
  • MSFT
  • GOOGL
  • ALSN
  • BRK-B
  • NRP
Solidarilty Wealth, LLC's Q3 2025 Portfolio
Portfolio Value 464 Million
Stocks 81
Filing on Nov 06, 2025 Q3 2025

Wescap Management Group, Inc.

  • RSP
  • IAU
  • VCIT
  • FNDF
  • DBEF
  • FLRN
  • IHDG
Wescap Management Group, Inc.'s Q3 2025 Portfolio
Portfolio Value 464 Million
Stocks 103
Filing on Nov 14, 2025 Q3 2025

Bayesian Capital Management, LP

  • MSFT
  • META
  • BSX
  • ACN
  • HOOD
  • EXPE
  • UNH
Bayesian Capital Management, LP's Q3 2025 Portfolio
Portfolio Value 463 Million
Stocks 503
Filing on Jan 08, 2026 Q4 2025

Brave Asset Management Inc

  • XLK
  • EFV
  • AGG
  • AAPL
  • MSFT
  • VOO
  • SPY
Brave Asset Management Inc's Q4 2025 Portfolio
Portfolio Value 463 Million
Stocks 168
Filing on Nov 13, 2025 Q3 2025

Legacy Capital Wealth Partners, LLC

  • WMT
  • SPY
  • JBHT
  • TSLA
  • RDVY
  • IVV
  • PKW
Legacy Capital Wealth Partners, LLC's Q3 2025 Portfolio
Portfolio Value 463 Million
Stocks 378
Filing on Jan 05, 2026 Q4 2025

Helen Stephens Group, LLC

  • DFUS
  • DFIC
  • QUAL
  • JCPB
  • IUSG
  • DFAT
  • DFAC
Helen Stephens Group, LLC's Q4 2025 Portfolio
Portfolio Value 463 Million
Stocks 118
Filing on Oct 15, 2025 Q3 2025

Alpine Woods Capital Investors, LLC

  • QQQ
  • AVGO
  • JPM
  • AAPL
  • WFC
  • GOOG
  • MSFT
Alpine Woods Capital Investors, LLC's Q3 2025 Portfolio
Portfolio Value 463 Million
Stocks 153
Filing on Nov 17, 2025 Q3 2025

Harvest Investment Services, LLC

  • LMBS
  • GLD
  • PLTR
  • KTOS
  • FTSM
  • APP
  • FVD
Harvest Investment Services, LLC's Q3 2025 Portfolio
Portfolio Value 463 Million
Stocks 319