Largest Portfolios by Value

Filing on Nov 12, 2025 Q3 2025

Hengistbury Investment Partners LLP

  • IBKR
  • V
  • BKNG
Hengistbury Investment Partners LLP's Q3 2025 Portfolio
Portfolio Value 158 Million
Stocks 3
Filing on Oct 29, 2025 Q3 2025

Northland Capital Management LLC

  • GNMA
  • VTI
  • AVLV
  • FNDX
  • STIP
  • JAAA
  • VEA
Northland Capital Management LLC's Q3 2025 Portfolio
Portfolio Value 158 Million
Stocks 30
Filing on Jan 09, 2024 Q4 2023

Resource Planning Group

  • AGG
  • BSV
  • VEA
  • VV
  • VB
  • VOO
  • EMXC
Resource Planning Group's Q4 2023 Portfolio
Portfolio Value 158 Million
Stocks 72
Filing on Nov 14, 2025 Q3 2025

Gould Capital, LLC

  • VEA
  • IEI
  • BND
  • BNDX
  • VWO
  • GLD
  • MSFT
Gould Capital, LLC's Q3 2025 Portfolio
Portfolio Value 158 Million
Stocks 213
Filing on Nov 12, 2025 Q3 2025

Islay Capital Management, LLC

  • SCHD
  • AVUV
  • SCHB
  • BIL
  • SCHO
  • AAPL
  • BRK-B
Islay Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 158 Million
Stocks 217
Filing on Feb 06, 2023 Q4 2022

Red Cedar Capital, LLC

  • AZO
  • BOC
  • CPRT
  • BRK-B
  • ROST
  • KO
  • WAT
Red Cedar Capital, LLC's Q4 2022 Portfolio
Portfolio Value 158 Million
Stocks 191
Filing on Nov 12, 2025 Q3 2025

Doheny Asset Management /Ca

  • NVDA
  • AAPL
  • AVGO
  • GOOG
  • VST
  • XOM
  • AMZN
Doheny Asset Management /Ca's Q3 2025 Portfolio
Portfolio Value 158 Million
Stocks 64
Filing on Nov 14, 2025 Q3 2025

Arthedge Capital Management, LLC

  • GLBE
  • SHOP
  • AMZN
  • CRWD
  • SNOW
  • DUOL
  • TTD
Arthedge Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 158 Million
Stocks 11
Filing on Nov 05, 2025 Q3 2025

Aflac Inc

  • TRUP
  • PGYWW
Aflac Inc's Q3 2025 Portfolio
Portfolio Value 158 Million
Stocks 3
Filing on Oct 30, 2025 Q3 2025

Westbridge Capital Management, LLC

  • FRSH
Westbridge Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 157 Million
Stocks 1
Filing on Nov 03, 2025 Q3 2025

American Institute For Advanced Investment Management, LLP

  • IWF
  • HD
  • IWD
  • SPY
  • AAPL
  • MSFT
  • VTI
American Institute For Advanced Investment Management, LLP's Q3 2025 Portfolio
Portfolio Value 157 Million
Stocks 147
Filing on Nov 07, 2025 Q3 2025

Brooktree Capital Management

  • IBKR
  • RMNI
  • PAR
  • BRK-B
  • THRY
  • IAC
  • BFH
Brooktree Capital Management's Q3 2025 Portfolio
Portfolio Value 157 Million
Stocks 42
Filing on Oct 21, 2025 Q3 2025

Granite Shares Advisors LLC

  • MSFT
  • GOOGL
  • AVGO
  • META
  • EDD
  • GNL
  • DKL
Granite Shares Advisors LLC's Q3 2025 Portfolio
Portfolio Value 157 Million
Stocks 91
Filing on Nov 07, 2025 Q3 2025

Horizon Family Wealth, Inc.

  • GSLC
  • VUG
  • BILS
  • IVW
  • GSIE
  • VO
  • SPYV
Horizon Family Wealth, Inc.'s Q3 2025 Portfolio
Portfolio Value 157 Million
Stocks 109
Filing on Jul 09, 2025 Q2 2025

Efficient Frontier Advisors LLC

  • SGOV
  • DFUV
  • DFAT
  • DFIV
  • VTI
  • GDX
  • DFSV
Efficient Frontier Advisors LLC's Q2 2025 Portfolio
Portfolio Value 157 Million
Stocks 22
Filing on Nov 05, 2025 Q3 2025

Beckerman Institutional, LLC

  • BRK-B
  • DBND
  • DFAI
  • IDEV
  • LDUR
  • GOOGL
  • GLDM
Beckerman Institutional, LLC's Q3 2025 Portfolio
Portfolio Value 157 Million
Stocks 115
Filing on Aug 09, 2022 Q2 2022

Hancock Whitney Investment Services Inc.

  • AGG
  • IVW
  • IVE
  • EFA
  • IVV
  • IGSB
  • BKLN
Hancock Whitney Investment Services Inc.'s Q2 2022 Portfolio
Portfolio Value 157 Million
Stocks 55
Filing on Nov 12, 2025 Q3 2025

Blackston Financial Advisory Group, LLC

  • MGK
  • VOO
  • VTI
  • VV
  • MGC
  • VDC
  • VIG
Blackston Financial Advisory Group, LLC's Q3 2025 Portfolio
Portfolio Value 157 Million
Stocks 110