Largest Portfolios by Value

Filing on Nov 19, 2025 Q3 2025

Aldebaran Financial Inc.

  • BRK-B
  • SPTM
  • AAPL
  • FTNT
  • SPY
  • MSFT
  • NVDA
Aldebaran Financial Inc.'s Q3 2025 Portfolio
Portfolio Value 99.1 Million
Stocks 77
Filing on Nov 13, 2025 Q3 2025

Infini Capital Management LTD

  • VNET
  • BIDU
  • KC
  • BEKE
  • GDS
  • ZLAB
  • BILI
Infini Capital Management LTD's Q3 2025 Portfolio
Portfolio Value 99.1 Million
Stocks 11
Filing on Dec 05, 2022 Q3 2022

Lfs Asset Management

  • PFF
  • IYK
  • UNH
  • MCD
  • AOM
  • RWM
  • AAPL
Lfs Asset Management's Q3 2022 Portfolio
Portfolio Value 99.1 Million
Stocks 48
Filing on Nov 12, 2025 Q3 2025

Magma Venture Partners General Partner Ltd.

  • REAX
  • INVZ
  • VLN
Magma Venture Partners General Partner Ltd.'s Q3 2025 Portfolio
Portfolio Value 99 Million
Stocks 3
Filing on Oct 17, 2025 Q3 2025

Retireful, LLC

  • SPY
  • GBIL
  • BIL
  • JPST
  • USFR
  • VCR
  • VV
Retireful, LLC's Q3 2025 Portfolio
Portfolio Value 98.5 Million
Stocks 93
Filing on Nov 13, 2024 Q3 2024

Millrace Asset Group, Inc.

  • XBI
  • KRE
  • HURN
  • RPAY
  • FOUR
  • AVPT
  • SMTC
Millrace Asset Group, Inc.'s Q3 2024 Portfolio
Portfolio Value 98.4 Million
Stocks 70
Filing on Nov 06, 2025 Q3 2025

Qvidtvm Management LLC

  • RTO
  • BIO
  • COTY
  • XRAY
  • BRCC
  • WAB
  • ZGN
Qvidtvm Management LLC's Q3 2025 Portfolio
Portfolio Value 98.4 Million
Stocks 8
Filing on Nov 12, 2025 Q3 2025

Aozora Bank, Ltd.

  • VCIT
  • LQD
Aozora Bank, Ltd.'s Q3 2025 Portfolio
Portfolio Value 98.4 Million
Stocks 2
Filing on Nov 14, 2025 Q3 2025

Deer Management Co. LLC

  • LAW
  • KYMR
  • FVRR
  • SPIR
  • TCRX
Deer Management Co. LLC's Q3 2025 Portfolio
Portfolio Value 98.1 Million
Stocks 12
Filing on Nov 14, 2022 Q3 2022

Wilen Investment Management Corp.

  • EGY
  • UHAL
  • HUN
  • OLN
  • URI
  • IMKTA
  • CCF
Wilen Investment Management Corp.'s Q3 2022 Portfolio
Portfolio Value 98.1 Million
Stocks 87
Filing on Nov 13, 2025 Q3 2025

P Squared Asset Management Ag

  • K
  • TECK
  • TASK
  • SLSSF
  • HOLX
  • BHF
P Squared Asset Management Ag's Q3 2025 Portfolio
Portfolio Value 98.1 Million
Stocks 9
Filing on Nov 12, 2025 Q3 2025

Crestwood Capital Management, L.P.

  • IBN
  • NFLX
  • BROS
  • REAL
  • DV
  • SONO
  • AMD
Crestwood Capital Management, L.P.'s Q3 2025 Portfolio
Portfolio Value 97.7 Million
Stocks 13
Filing on Oct 31, 2025 Q3 2025

One Ascent Family Office, LLC

  • OACP
  • XLE
  • MSFT
  • DFAC
  • EMB
  • VSLU
  • DFAT
One Ascent Family Office, LLC's Q3 2025 Portfolio
Portfolio Value 97.4 Million
Stocks 158
Filing on Jan 31, 2025 Q4 2024

Alpha Centric Advisors LLC

  • LLY
  • UNH
  • JNJ
  • SHY
  • ABBV
  • MRK
  • TMO
Alpha Centric Advisors LLC's Q4 2024 Portfolio
Portfolio Value 97.4 Million
Stocks 212
Filing on Apr 15, 2024 Q1 2024

Richelieu Gestion PLC

  • MSFT
  • AMZN
  • DIS
  • GM
  • GOOGL
  • AAPL
  • NEE
Richelieu Gestion PLC's Q1 2024 Portfolio
Portfolio Value 97.3 Million
Stocks 63
Filing on Nov 05, 2025 Q3 2025

Virtus Family Office LLC

  • VCSH
  • PXH
  • FLOT
  • BABA
  • TSM
  • PDD
  • VWOB
Virtus Family Office LLC's Q3 2025 Portfolio
Portfolio Value 97.2 Million
Stocks 52
Filing on Oct 24, 2025 Q3 2025

Lattice Capital Management, LLC

  • NVDA
  • AAPL
  • GOOGL
  • MSFT
  • PLTR
  • ISRG
  • AMZN
Lattice Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 97 Million
Stocks 23
Filing on Nov 14, 2025 Q3 2025

Ally Bridge Group (Ny) LLC

  • REPL
  • MDGL
  • ATAI
  • ASND
  • CMPS
  • CMPS
  • TSHA
Ally Bridge Group (Ny) LLC's Q3 2025 Portfolio
Portfolio Value 97 Million
Stocks 25