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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
DLD ASSET MANAGEMENT, LP
$1.1B
Top holdings
1
ECHOSTAR CORP
$143M
2
ADVANCED ENERGY INDS
$84.3M
3
IONIS PHARMACEUTICALS INC
$83.1M
PINKERTON RETIREMENT SPECIALISTS, LLC
$1.1B
Top holdings
1
ISHARES TR
$336M
2
SCHWAB STRATEGIC TR
$92.4M
3
SPDR GOLD TR
$75.8M
LEGATO CAPITAL MANAGEMENT LLC
$1.1B
Top holdings
1
ARGAN INC
$18M
2
APPLE INC
$15M
3
BROADCOM INC
$15M
MARK ASSET MANAGEMENT LP
$1.1B
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$259M
2
NVIDIA CORPORATION
$130M
3
ALPHABET INC
$76M
PFM HEALTH SCIENCES, LP
$1.1B
Top holdings
1
TENET HEALTHCARE CORP
$75.2M
2
UNITED THERAPEUTICS CORP DEL
$69.6M
3
ELI LILLY & CO
$60.5M
DELTA ASSET MANAGEMENT LLC
$1.1B
Top holdings
1
MICROSOFT CORP
$154M
2
GOLDMAN SACHS GROUP INC
$64.6M
3
WALMART INC
$60M
CONSOLIDATED PORTFOLIO REVIEW CORP
$1.1B
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$430M
2
ISHARES TR
$199M
3
ISHARES BITCOIN TRUST ETF
$82.3M
ABACUS WEALTH PARTNERS, LLC
$1.1B
Top holdings
1
DIMENSIONAL ETF TRUST
$342M
2
MANAGER DIRECTED PORTFOLIOS
$131M
3
NUSHARES ETF TR
$126M
KHROM CAPITAL MANAGEMENT LLC
$1.09B
Top holdings
1
CAPITAL ONE FINL CORP
$150M
2
ACADIA HEALTHCARE COMPANY IN
$122M
3
GXO LOGISTICS INCORPORATED
$103M
PETERSEN HASTINGS WEALTH ADVISORS INC.
$1.09B
Top holdings
1
DIMENSIONAL ETF TRUST
$480M
2
AMERICAN CENTY ETF TR
$280M
3
ISHARES TR
$126M
COREBRIDGE FINANCIAL, INC.
$1.09B
Top holdings
1
ISHARES TR
$885M
2
PGIM ETF TR
$206M
MATRIX ASSET ADVISORS INC
$1.09B
Top holdings
1
MICROSOFT CORP
$63.4M
2
EA SERIES TRUST
$48.3M
3
ALPHABET INC
$42.4M
MMBG INVESTMENT ADVISORS CO.
$1.09B
Top holdings
1
ALPHABET INC
$124M
2
APPLE INC
$101M
3
AMAZON COM INC
$82.4M
PITCAIRN WEALTH ADVISORS LLC
$1.09B
Top holdings
1
ISHARES TR
$303M
2
STEPSTONE GROUP INC
$259M
3
VANECK MERK GOLD ETF
$55.5M
SORA INVESTORS LLC
$1.09B
Top holdings
1
ASML HLDG NV
$49.2M
2
AMAZON COM INC
$43.9M
3
MICROSOFT CORP
$42.3M
ATALAN CAPITAL PARTNERS, LP
$1.08B
Top holdings
1
SEAGATE TECHNOLOGY HLDNGS PL
$282M
2
AMPHENOL CORP
$122M
3
MASTERCARD INCORPORATED
$117M
HERON BAY CAPITAL MANAGEMENT
$1.08B
Top holdings
1
VONTIER CORPORATION
$77.3M
2
LPL FINL HLDGS INC
$75M
3
ALPHABET INC
$57.9M
CONNORS INVESTOR SERVICES INC
$1.08B
Top holdings
1
PALANTIR TECHNOLOGIES INC
$80.6M
2
APPLE INC
$49.7M
3
STATE STR SPDR S&P 500 ETF T
$41.1M
ELECTRUM GROUP LLC
$1.08B
Top holdings
1
NOVAGOLD RESOURCES INC
$834M
2
TRILOGY METALS INC NEW
$113M
3
INTERNATIONAL TOWER HILL MIN
$73.4M
TELEMARK ASSET MANAGEMENT, LLC
$1.08B
Top holdings
1
NVIDIA CORPORATION
$105M
2
CAMECO CORP
$97.7M
3
HEICO CORP NEW
$64.8M
