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

RW INVESTMENT MANAGEMENT LLC
$1.03B
Top holdings
1
DIMENSIONAL ETF TRUST
$462M
2
VANGUARD INDEX FDS
$169M
3
VANGUARD BD INDEX FDS
$108M
J. STERN & CO. LLP
$1.03B
Top holdings
1
NVIDIA CORPORATION
$108M
2
ALPHABET INC
$92M
3
AMAZON COM INC
$72.6M
WOLF HILL CAPITAL MANAGEMENT, LP
$1.03B
Top holdings
1
ISHARES TR
$223M
2
LIBERTY GLOBAL LTD
$141M
3
NEXTNAV INC
$130M
TRIBUTARY CAPITAL MANAGEMENT, LLC
$1.03B
Top holdings
1
ESCO TECHNOLOGIES INC
$39.6M
2
ENPRO INC
$31.3M
3
VIAVI SOLUTIONS INC
$27.3M
OAK THISTLE LLC
$1.03B
Top holdings
1
MICRON TECHNOLOGY INC
$12.7M
2
CHEVRON CORPORATION
$10.4M
3
APPLIED MATLS INC
$9.61M
SAMSARA BIOCAPITAL, LLC
$1.03B
Top holdings
1
SCHOLAR ROCK HLDG CORP
$339M
2
MINERALYS THERAPEUTICS INC
$159M
3
ALUMIS INC
$140M
MADRONE ADVISORS, LLC
$1.03B
Top holdings
1
STUBHUB HLDGS INC
$473M
2
STONECO LTD
$358M
3
VANGUARD INTL EQUITY INDEX F
$104M
KOHMANN BOSSHARD FINANCIAL SERVICES, LLC
$1.03B
Top holdings
1
SCHWAB STRATEGIC TR
$402M
2
VANGUARD INDEX FDS
$116M
3
VANGUARD TAX-MANAGED FDS
$96.3M
GLOBAL STRATEGIC INVESTMENT SOLUTIONS, LLC
$1.03B
Top holdings
1
ISHARES TR
$294M
2
VANGUARD SCOTTSDALE FDS
$164M
3
AMERICAN CENTY ETF TR
$143M
IMA ADVISORY SERVICES, INC.
$1.02B
Top holdings
1
ISHARES TR
$244M
2
SCHWAB STRATEGIC TR
$131M
3
VANGUARD INDEX FDS
$89M
MASON STREET ADVISORS, LLC
$1.02B
Top holdings
1
ISHARES TR
$582M
2
SPDR SERIES TRUST
$297M
3
INVESCO EXCHANGE TRADED FD T
$51.4M
PENN DAVIS MCFARLAND INC
$1.02B
Top holdings
1
ALPHABET INC
$155M
2
NVIDIA CORPORATION
$86.9M
3
KINDER MORGAN INC DEL
$57.3M
CROSSLINK CAPITAL INC
$1.02B
Top holdings
1
CHIME FINL INC
$490M
2
LAM RESEARCH CORP
$104M
3
ALPHABET INC
$60.2M
CARRET ASSET MANAGEMENT, LLC
$1.02B
Top holdings
1
APPLE INC
$80.8M
2
ALPHABET INC
$78.6M
3
ISHARES TR
$61.1M
EQT FUND MANAGEMENT S.A R.L.
$1.02B
Top holdings
1
WAYSTAR HLDG CORP
$600M
2
OCULIS HOLDING AG
$157M
3
EVOMMUNE INC
$113M
SILICON VALLEY CAPITAL PARTNERS
$1.02B
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$138M
2
ISHARES TR
$129M
3
INVESCO QQQ TR
$74.8M
GALILEO PTC LTD
$1.02B
Top holdings
1
CHIME FINL INC
$979M
2
DINGDONG CAYMAN LTD
$30.1M
3
ROOT INC
$11.2M
MV CAPITAL MANAGEMENT, INC.
$1.02B
Top holdings
1
ISHARES TR
$627M
2
ABBVIE INC
$58.8M
3
ABBOTT LABORATORIES
$29M
CONNABLE OFFICE INC
$1.02B
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$251M
2
ISHARES TR
$143M
3
ISHARES INC
$85.5M
VERSANT CAPITAL MANAGEMENT, INC
$1.01B
Top holdings
1
DIMENSIONAL ETF TRUST
$102M
2
AMERICAN CENTY ETF TR
$98.7M
3
ISHARES TR
$69.5M
1
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