Largest Portfolios by Value

Filing on Nov 14, 2025 Q3 2025

Bulldog Investors, LLP

  • GAM
  • STEW
  • CET
  • NBXG
  • DSM
  • CION
  • TRC
Bulldog Investors, LLP's Q3 2025 Portfolio
Portfolio Value 278 Million
Stocks 198
Filing on Nov 12, 2025 Q3 2025

Powell Investment Advisors, LLC

  • IVW
  • IVE
  • IWN
  • IWO
  • QQQ
  • DVY
  • AMZN
Powell Investment Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 277 Million
Stocks 167
Filing on Oct 30, 2025 Q3 2025

Seven Post Investment Office LP

  • VNQ
  • SPY
  • EQR
  • VTI
  • PLD
  • VEA
  • ELS
Seven Post Investment Office LP's Q3 2025 Portfolio
Portfolio Value 277 Million
Stocks 33
Filing on Nov 06, 2025 Q3 2025

Investment Partners, Ltd.

  • IWF
  • VEA
  • IWD
  • MSFT
  • AAPL
  • NVDA
  • VWO
Investment Partners, Ltd.'s Q3 2025 Portfolio
Portfolio Value 277 Million
Stocks 154
Filing on Aug 12, 2025 Q2 2025

Patriot Financial Partners Gp, LP

  • USCB
  • MCB
  • EQBK
  • AMTB
  • FRBA
  • FRST
  • INBK
Patriot Financial Partners Gp, LP's Q2 2025 Portfolio
Portfolio Value 276 Million
Stocks 9
Filing on Nov 13, 2025 Q3 2025

Aristides Capital LLC

  • SPY
  • GOOGL
  • CRC
  • ITRN
  • FLR
  • QQQ
  • TPB
Aristides Capital LLC's Q3 2025 Portfolio
Portfolio Value 276 Million
Stocks 237
Filing on Nov 07, 2025 Q3 2025

Tobam

  • MSTR
  • ED
  • HSY
  • CBOE
  • KR
  • CHD
  • VZ
Tobam's Q3 2025 Portfolio
Portfolio Value 276 Million
Stocks 247
Filing on Nov 06, 2025 Q3 2025

Palisades Hudson Asset Management, L.P.

  • IJS
  • SPY
  • IVV
  • VTI
  • IJT
  • IEUR
  • IJR
Palisades Hudson Asset Management, L.P.'s Q3 2025 Portfolio
Portfolio Value 276 Million
Stocks 154
Filing on Nov 03, 2025 Q3 2025

Alta Wealth Advisors LLC

  • SPYG
  • SPYV
  • SPMD
  • NVDA
  • AAPL
  • SPY
  • SOPH
Alta Wealth Advisors LLC's Q3 2025 Portfolio
Portfolio Value 276 Million
Stocks 157
Filing on Nov 12, 2025 Q3 2025

Future Fund LLC

  • IWP
  • IJT
  • IWO
  • NVDA
  • HALO
  • META
  • AMZN
Future Fund LLC's Q3 2025 Portfolio
Portfolio Value 275 Million
Stocks 170
Filing on Apr 22, 2024 Q1 2024

First Purpose Wealth LLC

  • DFAU
  • DFAC
  • DFAI
  • DFCF
  • BND
  • DFAE
  • DFAR
First Purpose Wealth LLC's Q1 2024 Portfolio
Portfolio Value 275 Million
Stocks 209
Filing on Dec 17, 2025 Q3 2025

New Gen Asset Management LTD

  • SPY
  • QQQ
  • HYG
  • SLV
  • BB
  • CCJ
  • IAG
New Gen Asset Management LTD's Q3 2025 Portfolio
Portfolio Value 275 Million
Stocks 29
Filing on Oct 21, 2025 Q3 2025

Wealth Management Partners, LLC

  • NVDA
  • QQQ
  • IAU
  • AAPL
  • IVV
  • MSFT
  • FDN
Wealth Management Partners, LLC's Q3 2025 Portfolio
Portfolio Value 274 Million
Stocks 138
Filing on Nov 14, 2025 Q3 2025

Crestview Partners Iv Gp, L.P.

  • VVI
Crestview Partners Iv Gp, L.P.'s Q3 2025 Portfolio
Portfolio Value 274 Million
Stocks 2
Filing on Oct 30, 2025 Q3 2025

Samalin Investment Counsel, LLC

  • AAPL
  • OUNZ
  • NVDA
  • SPY
  • MSFT
  • IWY
  • ITOT
Samalin Investment Counsel, LLC's Q3 2025 Portfolio
Portfolio Value 274 Million
Stocks 328
Filing on Nov 14, 2025 Q3 2025

Metavasi Capital LP

  • APP
  • BLND
  • WIX
  • TLT
  • CPNG
  • HOOD
  • COMP
Metavasi Capital LP's Q3 2025 Portfolio
Portfolio Value 274 Million
Stocks 35
Filing on Jan 03, 2024 Q4 2023

Eisner Amper Wealth Management Corporate Benefits, LLC

  • AGG
  • VIG
  • IVV
  • IVW
  • VIGI
  • SDY
  • DGS
Eisner Amper Wealth Management Corporate Benefits, LLC's Q4 2023 Portfolio
Portfolio Value 274 Million
Stocks 67
Filing on Oct 23, 2025 Q3 2025

Wmg Financial Advisors, LLC

  • AVUS
  • AVUV
  • AVDE
  • AVDV
  • AVEM
  • AAPL
  • NVDA
Wmg Financial Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 273 Million
Stocks 336