Largest Portfolios by Value

Filing on Oct 31, 2025 Q3 2025

Angle Point Asset Management LTD

  • PDD
  • GOOGL
  • BABA
  • U
  • TSM
  • TSLA
  • TCOM
Angle Point Asset Management LTD's Q3 2025 Portfolio
Portfolio Value 87.3 Million
Stocks 11
Filing on Nov 14, 2025 Q3 2025

York Capital Management Global Advisors, LLC

  • XLE
  • NEXT
  • XOP
  • AMLP
  • ADES
York Capital Management Global Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 87.2 Million
Stocks 6
Filing on Oct 21, 2022 Q3 2022

Nu Wave Investment Management, LLC

  • PGR
  • INTC
  • WM
  • CMCSA
  • MCD
  • GD
  • VZ
Nu Wave Investment Management, LLC's Q3 2022 Portfolio
Portfolio Value 87.2 Million
Stocks 269
Filing on Nov 13, 2025 Q3 2025

Roberts Capital Advisors, LLC

  • SPY
  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • JPM
  • BRK-B
Roberts Capital Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 87.1 Million
Stocks 63
Filing on Oct 24, 2025 Q3 2025

Members Capital Advisors Inc

  • IGSB
  • JAAA
  • JPST
  • HYG
  • ESGU
  • HDV
Members Capital Advisors Inc's Q3 2025 Portfolio
Portfolio Value 87 Million
Stocks 6
Filing on Nov 14, 2025 Q3 2025

Boxwood Ventures, Inc.

  • SPY
  • MSFT
  • NVDA
  • AAPL
  • GOOGL
  • AMZN
  • AVGO
Boxwood Ventures, Inc.'s Q3 2025 Portfolio
Portfolio Value 87 Million
Stocks 31
Filing on Nov 04, 2025 Q3 2025

American Assets Capital Advisers, LLC

  • VGSH
  • AMT
  • PLD
  • FIP
  • EQIX
  • CZR
  • DLR
American Assets Capital Advisers, LLC's Q3 2025 Portfolio
Portfolio Value 86.9 Million
Stocks 36
Filing on Nov 14, 2025 Q3 2025

Linden Advisors LP

  • NVMI
  • BXP
  • JBT
  • TCOM
  • ALNY
  • LPSN
  • SBSW
Linden Advisors LP's Q3 2025 Portfolio
Portfolio Value 86.4 Million
Stocks 408
Filing on Nov 03, 2025 Q3 2025

One Ascent Investment Solutions LLC

  • VGIT
  • VGSH
  • VMBS
  • IBD
  • MSFT
  • NVDA
  • OACP
One Ascent Investment Solutions LLC's Q3 2025 Portfolio
Portfolio Value 86.3 Million
Stocks 119
Filing on Oct 20, 2025 Q3 2025

Lionsbridge Wealth Management LLC

  • JPIE
  • SPMO
  • PWR
  • JCPB
  • RSP
  • IJR
  • MDY
Lionsbridge Wealth Management LLC's Q3 2025 Portfolio
Portfolio Value 86 Million
Stocks 58
Filing on Dec 05, 2025 Q3 2025

Moneda S.A. Administradora General De Fondos

  • MELI
  • IVV
  • PBR
  • ACWI
  • AGG
  • SPY
  • VALE
Moneda S.A. Administradora General De Fondos's Q3 2025 Portfolio
Portfolio Value 86 Million
Stocks 26
Filing on Nov 09, 2023 Q3 2023

Wavelength Capital Management, LLC

  • BKLN
  • VTIP
  • VMBS
  • SJNK
  • TIP
  • MUB
  • USHY
Wavelength Capital Management, LLC's Q3 2023 Portfolio
Portfolio Value 85.9 Million
Stocks 15
Filing on Nov 05, 2024 Q3 2024

Greylock 15 Gp LLC

  • AUR
  • BLND
  • SOND
Greylock 15 Gp LLC's Q3 2024 Portfolio
Portfolio Value 85.5 Million
Stocks 3
Filing on Oct 14, 2025 Q3 2025

Green Alpha Advisors, LLC

  • IBM
  • QCOM
  • CRSP
  • HRZN
  • AMAT
  • SCS
  • NGVC
Green Alpha Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 85.5 Million
Stocks 102
Filing on Oct 30, 2025 Q3 2025

Lloyd Advisory Services, Llc.

  • SPLG
  • VOO
  • TYA
  • AAPL
  • NVDA
  • IWY
  • LTPZ
Lloyd Advisory Services, Llc.'s Q3 2025 Portfolio
Portfolio Value 85.5 Million
Stocks 99
Filing on Nov 14, 2025 Q3 2025

Raffles Associates LP

  • SMBC
  • LCTX
  • IE
  • EBC
  • PROV
  • OFG
  • AFBI
Raffles Associates LP's Q3 2025 Portfolio
Portfolio Value 85.5 Million
Stocks 49
Filing on Oct 18, 2024 Q3 2024

Blue Drive Global Investors LLP

  • TLT
  • AMZN
  • LW
  • SHY
  • MA
  • V
  • LBRDK
Blue Drive Global Investors LLP's Q3 2024 Portfolio
Portfolio Value 85.4 Million
Stocks 10
Filing on Oct 23, 2025 Q3 2025

Castellan Group

  • GLTR
  • XLE
  • ES
  • CTRE
  • ATO
  • WEC
  • DKL
Castellan Group's Q3 2025 Portfolio
Portfolio Value 85.4 Million
Stocks 40