Largest Portfolios by Value

Filing on Nov 04, 2025 Q3 2025

Convergence Investment Partners, LLC

  • NVDA
  • AAPL
  • AVGO
  • GOOGL
  • MSFT
  • IBM
  • META
Convergence Investment Partners, LLC's Q3 2025 Portfolio
Portfolio Value 432 Million
Stocks 250
Filing on Nov 13, 2025 Q3 2025

Goldstream Capital Management LTD

  • QQQ
  • NVDA
  • MSFT
  • META
  • AMZN
  • AVGO
  • TSLA
Goldstream Capital Management LTD's Q3 2025 Portfolio
Portfolio Value 432 Million
Stocks 52
Filing on Nov 14, 2025 Q3 2025

2 Xideas Ag

  • ICE
  • PTC
  • FTNT
  • EW
  • RMD
  • HALO
  • ADSK
2 Xideas Ag's Q3 2025 Portfolio
Portfolio Value 432 Million
Stocks 56
Filing on Nov 12, 2025 Q3 2025

Rs Crum Inc.

  • BSV
  • DFUS
  • DFAC
  • DFIC
  • DFEM
  • DFUV
  • GLD
Rs Crum Inc.'s Q3 2025 Portfolio
Portfolio Value 432 Million
Stocks 99
Filing on Oct 06, 2025 Q3 2025

Wiser Wealth Management, Inc

  • VOO
  • JCPB
  • VEA
  • VGT
  • SLQD
  • BNDX
  • COWZ
Wiser Wealth Management, Inc's Q3 2025 Portfolio
Portfolio Value 432 Million
Stocks 54
Filing on Oct 02, 2025 Q3 2025

Bank Of New Hampshire

  • AAPL
  • GLD
  • IVV
  • MSFT
  • VO
  • VOO
  • GOOGL
Bank Of New Hampshire's Q3 2025 Portfolio
Portfolio Value 431 Million
Stocks 20552
Filing on Aug 08, 2025 Q2 2025

Family Firm, Inc.

  • IWV
  • VEA
  • BND
  • BRK-B
  • STIP
  • IVV
  • IGE
Family Firm, Inc.'s Q2 2025 Portfolio
Portfolio Value 431 Million
Stocks 87
Filing on Apr 18, 2023 Q1 2023

Domani Wealth, LLC

  • VOO
  • VEU
  • EFA
  • AAPL
  • JPST
  • IJH
  • IWF
Domani Wealth, LLC's Q1 2023 Portfolio
Portfolio Value 431 Million
Stocks 117
Filing on Oct 22, 2025 Q3 2025

Old Second National Bank Of Aurora

  • IJH
  • NVDA
  • MSFT
  • AVGO
  • AAPL
  • GOOGL
  • VGK
Old Second National Bank Of Aurora's Q3 2025 Portfolio
Portfolio Value 431 Million
Stocks 401
Filing on Nov 12, 2025 Q3 2025

Mycio Wealth Partners, LLC

  • CB
  • IVV
  • IEFA
  • SPY
  • AAPL
  • EFA
  • NOBL
Mycio Wealth Partners, LLC's Q3 2025 Portfolio
Portfolio Value 430 Million
Stocks 47
Filing on Aug 05, 2025 Q2 2025

J. W. Coons Advisors, LLC

  • AAPL
  • ZWS
  • MSFT
  • SPY
  • KLAC
  • GOOGL
  • JPM
J. W. Coons Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 430 Million
Stocks 240
Filing on Nov 13, 2024 Q3 2024

Panview Asian Equity Master Fund

  • APP
  • DECK
  • EDU
  • GOOG
  • PDD
  • GDXJ
  • GDX
Panview Asian Equity Master Fund's Q3 2024 Portfolio
Portfolio Value 430 Million
Stocks 12
Filing on Nov 07, 2025 Q3 2025

Crow'S Nest Holdings LP

  • AMZN
  • ENSG
  • LPX
  • TSM
  • TDG
  • META
  • TRU
Crow'S Nest Holdings LP's Q3 2025 Portfolio
Portfolio Value 430 Million
Stocks 9
Filing on Oct 28, 2025 Q3 2025

Montis Financial, LLC

  • VEA
  • FPEI
  • IEFA
  • VCSH
  • VYM
  • RSP
  • AAPL
Montis Financial, LLC's Q3 2025 Portfolio
Portfolio Value 430 Million
Stocks 153
Filing on Oct 27, 2025 Q3 2025

Farmers & Merchants Trust CO Of Long Beach

  • MSFT
  • AAPL
  • BRK-B
  • GOOGL
  • AMZN
  • JPM
  • COST
Farmers & Merchants Trust CO Of Long Beach's Q3 2025 Portfolio
Portfolio Value 429 Million
Stocks 326
Filing on Nov 10, 2025 Q3 2025

Cypress Asset Management Inc

  • NVDA
  • AAPL
  • MSFT
  • AVGO
  • JPM
  • LLY
  • AMZN
Cypress Asset Management Inc's Q3 2025 Portfolio
Portfolio Value 429 Million
Stocks 105
Filing on Oct 09, 2025 Q3 2025

Baker Tilly Wealth Management, LLC

  • VOO
  • DFAT
  • PVAL
  • DFIV
  • DFAC
  • DFUV
  • NVDA
Baker Tilly Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 429 Million
Stocks 306
Filing on Nov 03, 2025 Q3 2025

Hussman Strategic Advisors, Inc.

  • UNFI
  • CPB
  • CHTR
  • TGTX
  • EXEL
  • NEM
  • AEM
Hussman Strategic Advisors, Inc.'s Q3 2025 Portfolio
Portfolio Value 428 Million
Stocks 270