Largest Portfolios by Value

Filing on Nov 17, 2025 Q3 2025

Meteora Capital, LLC

  • IVCB
  • MBB
  • FYBR
  • NRZ
  • MBB
  • CYBR
  • MRUS
Meteora Capital, LLC's Q3 2025 Portfolio
Portfolio Value 161 Million
Stocks 321
Filing on Oct 31, 2025 Q3 2025

Fidelis I M, LLC

  • BND
  • VO
  • VIG
  • SCHA
  • SCHX
  • VXUS
  • VCSH
Fidelis I M, LLC's Q3 2025 Portfolio
Portfolio Value 161 Million
Stocks 18
Filing on Oct 08, 2025 Q3 2025

Peak Financial Advisors LLC

  • GLDM
  • CTA
  • EMB
  • ANGL
  • INDA
  • COST
  • SPMO
Peak Financial Advisors LLC's Q3 2025 Portfolio
Portfolio Value 161 Million
Stocks 85
Filing on Nov 14, 2025 Q3 2025

Kerrisdale Advisers, LLC

  • V
  • SHC
  • MELI
  • AMZN
  • SYY
  • GOOGL
  • STX
Kerrisdale Advisers, LLC's Q3 2025 Portfolio
Portfolio Value 161 Million
Stocks 75
Filing on Nov 14, 2025 Q3 2025

Hall Kathryn A.

  • GPS
  • LEVI
  • T
  • CMCSA
  • LBRDK
  • WBD
  • EXPE
Hall Kathryn A.'s Q3 2025 Portfolio
Portfolio Value 161 Million
Stocks 21
Filing on Nov 14, 2025 Q3 2025

General Equity Holdings LP

  • CVNA
  • NU
  • ONEW
  • APP
  • SE
  • GOOG
  • FOUR
General Equity Holdings LP's Q3 2025 Portfolio
Portfolio Value 161 Million
Stocks 12
Filing on Nov 14, 2025 Q3 2025

Mgo Private Wealth, LLC

  • VOO
  • BND
  • AGG
  • VGK
  • VPL
  • SPY
  • IEF
Mgo Private Wealth, LLC's Q3 2025 Portfolio
Portfolio Value 161 Million
Stocks 67
Filing on Oct 31, 2025 Q3 2025

Avory & Company, LLC

  • FVRR
  • ZM
  • SQ
  • VOO
  • Z
  • YOU
  • PAYC
Avory & Company, LLC's Q3 2025 Portfolio
Portfolio Value 161 Million
Stocks 33
Filing on Nov 05, 2025 Q3 2025

Buttonwood Financial Group, LLC

  • SPLG
  • DYNF
  • IAU
  • AVUS
  • SPYG
  • SPTL
  • SPYV
Buttonwood Financial Group, LLC's Q3 2025 Portfolio
Portfolio Value 160 Million
Stocks 31
Filing on Oct 31, 2025 Q3 2025

Privium Fund Management (Uk) LTD

  • VOO
  • ACWI
  • EMB
  • HYG
  • TLT
  • GOVT
  • CPA
Privium Fund Management (Uk) LTD's Q3 2025 Portfolio
Portfolio Value 160 Million
Stocks 11
Filing on Apr 10, 2024 Q1 2024

Bromfield Sneider Wealth Advisors

  • VUG
  • SPY
  • VCSH
  • VBK
  • SUB
  • MUB
  • BIV
Bromfield Sneider Wealth Advisors's Q1 2024 Portfolio
Portfolio Value 160 Million
Stocks 104
Filing on Nov 14, 2025 Q3 2025

Hillman Capital Management, Inc.

  • ASML
  • WBD
  • EL
  • CVS
  • BA
  • MSFT
  • DD
Hillman Capital Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 160 Million
Stocks 53
Filing on Nov 14, 2025 Q3 2025

Lsp Investment Advisors, LLC

  • EQT
  • SPY
  • CHK
  • GPOR
  • CRK
  • EEM
  • AR
Lsp Investment Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 160 Million
Stocks 22
Filing on Nov 13, 2025 Q3 2025

Nvest Financial, LLC

  • IWF
  • AAPL
  • IVE
  • SPY
  • NVDA
  • MSFT
  • BRK-B
Nvest Financial, LLC's Q3 2025 Portfolio
Portfolio Value 160 Million
Stocks 122
Filing on Nov 14, 2025 Q3 2025

Mill Road Capital Management LLC

  • ALTG
  • BZH
  • MG
  • HSC
  • NGS
  • BXC
  • KRP
Mill Road Capital Management LLC's Q3 2025 Portfolio
Portfolio Value 160 Million
Stocks 26
Filing on Nov 14, 2025 Q3 2025

Royal Capital Wealth Management, LLC

  • SPY
  • MA
  • MSFT
  • NVDA
  • BRK-B
  • JPM
  • GOOGL
Royal Capital Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 160 Million
Stocks 90
Filing on Nov 12, 2025 Q3 2025

Athos Capital LTD

  • BEKE
  • GTLS
  • LBRDK
  • PNM
  • MRUS
  • NSC
  • PZZA
Athos Capital LTD's Q3 2025 Portfolio
Portfolio Value 160 Million
Stocks 32
Filing on Nov 14, 2025 Q3 2025

Alden Global Capital LLC

  • C
  • NVDA
  • ET
  • DELL
  • HCI
  • CHK
  • VNET
Alden Global Capital LLC's Q3 2025 Portfolio
Portfolio Value 159 Million
Stocks 13