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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
ARKFELD WEALTH STRATEGIES, L.L.C.
$316M
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$46.3M
2
AMAZON COM INC
$36.3M
3
ALPHABET INC
$21.3M
AMELIORA WEALTH MANAGEMENT LTD.
$314M
Top holdings
1
ISHARES TR
$108M
2
SPDR SERIES TRUST
$24.1M
3
ETFS GOLD TR
$21M
ATLE FUND MANAGEMENT AB
$310M
Top holdings
1
ELI LILLY & CO
$26.8M
2
MERCK & CO INC
$22.9M
3
THERMO FISHER SCIENTIFIC INC
$14.4M
ADVISOR RESOURCE COUNCIL
$309M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$102M
2
SPDR SERIES TRUST
$18.5M
3
SELECT SECTOR SPDR TR
$16.9M
ALTERI WEALTH LLC
$309M
Top holdings
1
APPLE INC
$19.1M
2
NVIDIA CORPORATION
$18.7M
3
ISHARES TR
$18.6M
ALFRETON CAPITAL LLP
$308M
Top holdings
1
VISA INC
$102M
2
CCC INTELLIGENT SOLUTIONS HL
$64.7M
3
VEEVA SYS INC
$52.7M
ALTA WEALTH ADVISORS LLC
$308M
Top holdings
1
SPDR SERIES TRUST
$92.5M
2
ISHARES TR
$44.9M
3
NVIDIA CORPORATION
$13M
ARGYLE CAPITAL MANAGEMENT, LLC
$308M
Top holdings
1
MICROSOFT CORP
$9.9M
2
ELI LILLY & CO
$9.9M
3
MCKESSON CORP
$9.06M
ASTER CAPITAL MANAGEMENT DIFC LTD
$306M
Top holdings
1
ISHARES TR
$27.7M
2
SELECT SECTOR SPDR TR
$19.7M
3
SPDR SERIES TRUST
$19.6M
ARROWROOT FAMILY OFFICE, LLC
$302M
Top holdings
1
ISHARES TR
$56.4M
2
VANGUARD SCOTTSDALE FDS
$48M
3
VANGUARD INDEX FDS
$16.1M
AMERICAN FINANCIAL GROUP INC 401K RETIREMENT & SAVINGS PLAN
$302M
Top holdings
1
AMERICAN FINANCIAL GROUP INC
$302M
ABSOLUTE CAPITAL MANAGEMENT, LLC
$301M
Top holdings
1
ISHARES TR
$89.8M
2
SPDR SERIES TRUST
$23.8M
3
VANGUARD INDEX FDS
$13.9M
AMTRUST FINANCIAL SERVICES, INC.
$300M
Top holdings
1
ISHARES TR
$138M
2
VANGUARD INDEX FDS
$131M
3
SPDR SERIES TRUST
$15.5M
AMERICAN ASSETS INC
$298M
Top holdings
1
AMERICAN ASSETS TR INC
$136M
2
WELLS FARGO & CO
$127M
3
EXXON MOBIL CORP
$5.94M
ACT WEALTH MANAGEMENT, LLC
$298M
Top holdings
1
ISHARES TR
$61.8M
2
VANGUARD INDEX FDS
$52.4M
3
VANGUARD WHITEHALL FDS
$39.8M
ARMOR ADVISORS, L.L.C.
$298M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$97.6M
2
ISHARES TR
$87.5M
3
CRH PLC
$27.1M
ADIRONDACK TRUST CO
$298M
Top holdings
1
ISHARES TR
$47.8M
2
STATE STR SPDR S&P 500 ETF T
$36.9M
3
APPLE INC
$16.4M
ARCH CAPITAL GROUP LTD.
$290M
Top holdings
1
JANUS DETROIT STR TR
$199M
2
ISHARES TR
$91.8M
ALTRAFIN AG
$290M
Top holdings
1
ALPHABET INC
$34.1M
2
MICROSOFT CORP
$27.7M
3
AMAZON COM INC
$24.4M
AVAII WEALTH MANAGEMENT, LLC
$287M
Top holdings
1
ISHARES TR
$34.7M
2
CAPITAL GROUP DIVIDEND VALUE
$27.6M
3
J P MORGAN EXCHANGE TRADED F
$23.7M
