Which account should I use to buy my first home?

Hey Guys, Wanted to ask for some financial advice from the people on here for what money I should use for a down payment on a house. I am currently a 27 year old Male, father of 2 and happily married. Me and my wife want to have more children, but we wanted to wait for try for our third until we buy a home. My current financial situation is: Six Figure Salary 401k Balance of $90k, I also continue to contribute 10%. Stock portfolio Balance of $180k, I also contribute Bi-Weekly to this. I am wanting to buy a home within a budget of $500k-$600k, so 20% down would be $100-120k. But I am debating on which account I should pull these funds out of the next year. Average return on the 401k sits around 9-11%, but my Stock Portfolio is doing 35-40%. With that information what would you guys do in this situation?