Largest Portfolios by Value

Filing on Oct 28, 2025 Q3 2025

Syquant Capital Sas

  • VRNA
  • K
  • ETNB
  • IPG
  • INFA
  • CRH.L
  • MRUS
Syquant Capital Sas's Q3 2025 Portfolio
Portfolio Value 348 Million
Stocks 17
Filing on Oct 20, 2025 Q3 2025

Morton Brown Family Wealth, LLC

  • SCHB
  • AVEM
  • VEA
  • AVDV
  • AVUV
  • MUB
  • SCHR
Morton Brown Family Wealth, LLC's Q3 2025 Portfolio
Portfolio Value 348 Million
Stocks 264
Filing on Oct 14, 2025 Q3 2025

O'Keefe Stevens Advisory, Inc.

  • NVDA
  • GLW
  • QCOM
  • HCC
  • AER
  • L
  • BABA
O'Keefe Stevens Advisory, Inc.'s Q3 2025 Portfolio
Portfolio Value 348 Million
Stocks 67
Filing on Nov 14, 2025 Q3 2025

Soros Capital Management LLC

  • GOOGL
  • PACK
  • EWY
  • TSM
  • AMAT
  • VRSN
  • NVDA
Soros Capital Management LLC's Q3 2025 Portfolio
Portfolio Value 348 Million
Stocks 60
Filing on Oct 22, 2025 Q3 2025

Tsp Capital Management Group, LLC

  • NGD
  • BVN
  • SBSW
  • CIG
  • SLV
  • CWCO
  • ADEA
Tsp Capital Management Group, LLC's Q3 2025 Portfolio
Portfolio Value 348 Million
Stocks 44
Filing on Oct 09, 2025 Q3 2025

Gainplan LLC

  • SPY
  • SPY
  • MINT
  • IWM
  • VOO
  • VV
  • KWEB
Gainplan LLC's Q3 2025 Portfolio
Portfolio Value 348 Million
Stocks 61
Filing on Oct 22, 2025 Q3 2025

Stone Point Wealth LLC

  • MSFT
  • VTV
  • VCSH
  • BSV
  • VEA
  • JPM
  • GOOG
Stone Point Wealth LLC's Q3 2025 Portfolio
Portfolio Value 347 Million
Stocks 143
Filing on Nov 12, 2025 Q3 2025

Bcgm Wealth Management, LLC

  • IVV
  • QUAL
  • ITOT
  • QQQ
  • DYNF
  • IWF
  • JAVA
Bcgm Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 347 Million
Stocks 177
Filing on Nov 14, 2025 Q3 2025

Tiger Pacific Capital LP

  • TAL
  • SE
  • EDU
  • NTES
  • PDD
  • NOAH
  • GRAB
Tiger Pacific Capital LP's Q3 2025 Portfolio
Portfolio Value 347 Million
Stocks 14
Filing on Oct 09, 2025 Q3 2025

Bay Harbor Wealth Management, LLC

  • DFAU
  • VUG
  • VEA
  • IUSB
  • VTV
  • DYNF
  • IVV
Bay Harbor Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 347 Million
Stocks 1289
Filing on Oct 27, 2025 Q3 2025

Hartford Financial Management Inc.

  • JCPB
  • AAPL
  • VGT
  • JPSE
  • MSFT
  • NVDA
  • JMUB
Hartford Financial Management Inc.'s Q3 2025 Portfolio
Portfolio Value 347 Million
Stocks 340
Filing on Nov 07, 2025 Q3 2025

Kidder Stephen W

  • AAPL
  • GOOGL
  • MSFT
  • NVDA
  • ADP
  • MA
  • AMZN
Kidder Stephen W's Q3 2025 Portfolio
Portfolio Value 347 Million
Stocks 331
Filing on Nov 05, 2025 Q3 2025

Roman Butler Fullerton & CO

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • SPY
  • MA
  • GOOG
Roman Butler Fullerton & CO's Q3 2025 Portfolio
Portfolio Value 347 Million
Stocks 256
Filing on Nov 04, 2025 Q3 2025

Cws Financial Advisors, LLC

  • SYK
  • VOO
  • IJR
  • AAPL
  • VXUS
  • VUG
  • VTI
Cws Financial Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 347 Million
Stocks 140
Filing on Oct 24, 2025 Q3 2025

Opal Wealth Advisors, LLC

  • PVAL
  • LRGE
  • VBR
  • ISTB
  • AAPL
  • JMST
  • XLI
Opal Wealth Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 347 Million
Stocks 195
Filing on Oct 03, 2025 Q3 2025

Kfa Private Wealth Group, LLC

  • IVV
  • FBCG
  • FBND
  • IJH
  • SHV
  • IJR
  • ITOT
Kfa Private Wealth Group, LLC's Q3 2025 Portfolio
Portfolio Value 347 Million
Stocks 137
Filing on Nov 12, 2025 Q3 2025

Goodman Advisory Group, LLC

  • CWB
  • SPLG
  • SPYG
  • NVDA
  • MSFT
  • RPRX
  • GOOGL
Goodman Advisory Group, LLC's Q3 2025 Portfolio
Portfolio Value 346 Million
Stocks 196
Filing on Nov 12, 2025 Q3 2025

Continental Grain CO

  • IFF
  • LW
  • EL
  • QSR
Continental Grain CO's Q3 2025 Portfolio
Portfolio Value 346 Million
Stocks 4