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

SPEAR HOLDINGS RSC LTD
$1B
Top holdings
1
MICROSOFT CORP
$105M
2
NVIDIA CORPORATION
$99.1M
3
AMAZON COM INC
$98.2M
CORNERSTONE CAPITAL, INC.
$1B
Top holdings
1
CORNING INC
$56.4M
2
ALPHABET INC
$50.4M
3
MICROSOFT CORP
$43.3M
SYM FINANCIAL CORP
$1B
Top holdings
1
DIMENSIONAL ETF TRUST
$262M
2
VANGUARD INDEX FDS
$195M
3
ISHARES TR
$108M
TETRAD CORP
$1B
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$922M
2
ENTERPRISE PRODS PARTNERS L
$41.6M
3
US BANCORP
$36.9M
WEALTHCARE CAPITAL MANAGEMENT LLC
$1B
Top holdings
1
VANGUARD INDEX FDS
$350M
2
ISHARES TR
$325M
3
EA SERIES TRUST
$92.6M
MAR VISTA INVESTMENT PARTNERS LLC
$1B
Top holdings
1
APPLE INC
$65.5M
2
NVIDIA CORPORATION
$62.8M
3
MICROSOFT CORP
$59.1M
WGI DM, LLC
$1B
Top holdings
1
SHELL PLC
$395M
2
AERCAP HOLDINGS NV
$338M
3
CHECK POINT SOFTWARE TECH LT
$180M
NUMERAI GP LLC
$997M
Top holdings
1
BANK OZK LITTLE ROCK ARK
$7.44M
2
RAYMOND JAMES FINL INC
$7.27M
3
COSTCO WHOLESALE CORPORATION
$6.88M
HERITAGE TRUST CO
$997M
Top holdings
1
APPLE INC
$57.2M
2
ALPHABET INC
$44.2M
3
JOHNSON & JOHNSON
$41.7M
GLADSTONE CAPITAL MANAGEMENT LLP
$996M
Top holdings
1
ALPHABET INC
$180M
2
QUANTA SVCS INC
$125M
3
RTX CORPORATION
$116M
PALISADE ASSET MANAGEMENT, LLC
$996M
Top holdings
1
APPLE INC
$50M
2
MICROSOFT CORP
$47.8M
3
ISHARES TR
$39.1M
CHEVIOT VALUE MANAGEMENT, LLC
$996M
Top holdings
1
ISHARES TR
$165M
2
BERKSHIRE HATHAWAY INC DEL
$128M
3
AGNICO EAGLE MINES LTD
$83.4M
STRATEGIES WEALTH ADVISORS, LLC
$995M
Top holdings
1
VANGUARD INDEX FDS
$356M
2
ISHARES TR
$271M
3
SPDR INDEX SHS FDS
$165M
RELYEA ZUCKERBERG HANSON LLC
$995M
Top holdings
1
VANGUARD INDEX FDS
$238M
2
ISHARES TR
$202M
3
SPDR SERIES TRUST
$57M
STADION MONEY MANAGEMENT, LLC
$994M
Top holdings
1
SPDR SERIES TRUST
$337M
2
SPDR INDEX SHS FDS
$226M
3
BNY MELLON ETF TRUST
$109M
VISTA CAPITAL PARTNERS, INC.
$994M
Top holdings
1
VANGUARD INDEX FDS
$798M
2
SCHWAB STRATEGIC TR
$31.6M
3
ISHARES TR
$22M
ARROW FINANCIAL CORP
$994M
Top holdings
1
ISHARES TR
$350M
2
VANGUARD INDEX FDS
$152M
3
INVESCO QQQ TR
$80.5M
KNOLLWOOD INVESTMENT ADVISORY, LLC
$992M
Top holdings
1
NVIDIA CORPORATION
$82.5M
2
ALPHABET INC
$52.4M
3
AMAZON COM INC
$43.1M
COOPER FINANCIAL GROUP
$989M
Top holdings
1
SCHWAB STRATEGIC TR
$78.9M
2
J P MORGAN EXCHANGE TRADED F
$62.5M
3
ISHARES TR
$46.2M
AZZAD ASSET MANAGEMENT INC
$989M
Top holdings
1
APPLE INC
$44.2M
2
NVIDIA CORPORATION
$43.9M
3
MICROSOFT CORP
$26.2M
1
โ€ฆ
115
116
117
โ€ฆ
433
Have questions, comments, or concerns?
Send us an e-mail: support@oec.world
Follow @OECtoday on
Created, Designed, and Developed by:
In collaboration with