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Fund Manager Reports
Learn about the top fund managers in the U.S. stock market through reports generated from Form 13F.
Form 13F is a quarterly report that institutional investment managers in the U.S. are required to file with the Securities and Exchange Commission (SEC) if they manage over $100 million in assets. These filings provide insights into institutional managers' investment holdings, revealing the composition of their portfolios, market positions, and strategic trends.
$70T
Total reported value
8,726
Fund managers
13,294
Securities held
Q1 2026
Latest report
All fund managers
AVIANCE CAPITAL PARTNERS, LLC
$854M
Top holdings
1
APPLE INC
$66.1M
2
ALPHABET INC
$48.2M
3
ABBVIE INC
$32M
ABSHER WEALTH MANAGEMENT, LLC
$853M
Top holdings
1
M & T BK CORP
$45.5M
2
EMERSON ELEC CO
$42.8M
3
AUTOMATIC DATA PROCESSING IN
$42.1M
ABSOLUTE INVESTMENT ADVISERS, LLC
$852M
Top holdings
1
GRANITE CONSTR INC
$24.7M
2
MKS INC.
$20.2M
3
PATRICK INDS INC
$18.9M
ARCHON PARTNERS LLC
$845M
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$84.7M
2
ALPHABET INC
$80.5M
3
APPLE INC
$64M
ALASKA WEALTH ADVISORS
$833M
Top holdings
1
ISHARES TR
$212M
2
STATE STR SPDR S&P 500 ETF T
$186M
3
VANGUARD BD INDEX FDS
$106M
ACCURATE WEALTH MANAGEMENT, LLC
$831M
Top holdings
1
ISHARES TR
$61.5M
2
NVIDIA CORPORATION
$44.7M
3
APPLE INC
$32.2M
ARISTA WEALTH MANAGEMENT, LLC
$822M
Top holdings
1
DIMENSIONAL ETF TRUST
$251M
2
VANGUARD SCOTTSDALE FDS
$111M
3
VANGUARD ADMIRAL FDS INC
$73.4M
ALLEY INVESTMENT MANAGEMENT COMPANY, LLC
$821M
Top holdings
1
ISHARES TR
$90.5M
2
ALPHABET INC
$35.5M
3
JPMORGAN CHASE & CO
$32.3M
AVENIR CORP
$820M
Top holdings
1
MICROSOFT CORP
$90.4M
2
MARKEL GROUP INC
$87.7M
3
AMAZON COM INC
$78.2M
ARVIN CAPITAL MANAGEMENT LP
$819M
Top holdings
1
MICROSOFT CORP
$80.1M
2
THERMO FISHER SCIENTIFIC INC
$79.5M
3
AMENTUM HOLDINGS INC
$73.5M
ADVISORY RESEARCH INC
$813M
Top holdings
1
TRIMAS CORP
$40.2M
2
OPENLANE INC
$37.4M
3
MYERS INDS INC
$32.3M
ASHFORD CAPITAL MANAGEMENT INC
$809M
Top holdings
1
GLOBALSTAR INC
$60.3M
2
LIGAND PHARMACEUTICALS INC
$41.4M
3
STONEX GROUP INC
$37.6M
ALLY FINANCIAL INC.
$804M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$95.6M
2
ISHARES TR
$85.6M
3
AMAZON COM INC
$37.1M
ACK ASSET MANAGEMENT LLC
$801M
Top holdings
1
MATERION CORP
$68.7M
2
ADVANCED DRAIN SYS INC DEL
$53.5M
3
ATS CORPORATION
$52.1M
ASHE CAPITAL MANAGEMENT, LP
$797M
Top holdings
1
LIBERTY MEDIA CORP DEL
$230M
2
SHOPIFY INC
$195M
3
APPFOLIO INC
$165M
ASHTON THOMAS SECURITIES, LLC
$797M
Top holdings
1
ISHARES TR
$162M
2
VANGUARD INDEX FDS
$60.5M
3
INVESCO EXCH TRD SLF IDX FD
$38.9M
ARKOS GLOBAL ADVISORS
$797M
Top holdings
1
ISHARES TR
$277M
2
VANGUARD INDEX FDS
$129M
3
VANGUARD SCOTTSDALE FDS
$57.9M
ATIKA CAPITAL MANAGEMENT LLC
$796M
Top holdings
1
VERTIV HOLDINGS CO
$167M
2
SPDR SERIES TRUST
$54M
3
VANECK ETF TRUST
$48.7M
APERTURE INVESTORS, LLC
$791M
Top holdings
1
CAVA GROUP INC
$35.7M
2
LINDE PLC
$33.3M
3
ORMAT TECHNOLOGIES INC
$31.4M
ALPHA WAVE GLOBAL, LP
$791M
Top holdings
1
QXO INC
$474M
2
ALTO NEUROSCIENCE INC
$83.4M
3
WOODWARD INC
$34.6M
