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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
RIVER WEALTH ADVISORS LLC
$871M
Top holdings
1
ISHARES TR
$143M
2
APPLE INC
$46.8M
3
NVIDIA CORPORATION
$38M
PACIFIC LIFE FUND ADVISORS LLC
$871M
Top holdings
1
ISHARES TR
$586M
2
AMERICAN CENTY ETF TR
$181M
3
ISHARES INC
$49.6M
PHILIP JAMES WEALTH MANGEMENT, LLC
$870M
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$211M
2
OCCIDENTAL PETE CORP
$77.5M
3
EXXON MOBIL CORP
$74.7M
CABOT WEALTH MANAGEMENT INC
$869M
Top holdings
1
ISHARES TR
$137M
2
SCHWAB STRATEGIC TR
$81.7M
3
APPLE INC
$37.5M
HANSON & DOREMUS INVESTMENT MANAGEMENT
$869M
Top holdings
1
SCHWAB STRATEGIC TR
$192M
2
VANGUARD SCOTTSDALE FDS
$122M
3
VANGUARD WORLD FD
$57.1M
HHM WEALTH ADVISORS, LLC
$869M
Top holdings
1
SCHWAB STRATEGIC TR
$492M
2
SPDR SERIES TRUST
$91.4M
3
VANGUARD INDEX FDS
$35M
IDG CHINA CAPITAL FUND III ASSOCIATES L.P.
$868M
Top holdings
1
CIRCLE INTERNET GROUP INC
$859M
2
WATERDROP INC
$9.28M
BLUE GROTTO CAPITAL, LLC
$868M
Top holdings
1
MKS INC.
$86.2M
2
CACI INTL INC
$79.5M
3
SHARKNINJA INC
$71M
L. ROY PAPP & ASSOCIATES, LLP
$867M
Top holdings
1
ALPHABET INC
$73M
2
APPLE INC
$57.6M
3
MICROSOFT CORP
$43.4M
NORTHCAPE CAPITAL PTY LTD
$867M
Top holdings
1
AMERICA MOVIL SAB DE CV
$305M
2
MERCADOLIBRE INC
$212M
3
HDFC BANK LTD
$117M
HAVEMEYER PLACE LP
$867M
Top holdings
1
ARM HOLDINGS PLC
$9.7M
2
CUMMINS INC
$9.56M
3
AUTODESK INC
$9.09M
RMG WEALTH MANAGEMENT LLC
$866M
Top holdings
1
SCHWAB STRATEGIC TR
$244M
2
ISHARES TR
$210M
3
VANGUARD INDEX FDS
$180M
INFORMED MOMENTUM CO LLC
$866M
Top holdings
1
ADVANCED ENERGY INDS
$14.4M
2
NLIGHT INC
$14.1M
3
TTM TECHNOLOGIES INC
$9.28M
NEW ENGLAND PRIVATE WEALTH ADVISORS LLC
$866M
Top holdings
1
ISHARES TR
$120M
2
VANGUARD INDEX FDS
$87.2M
3
FIRST TR EXCHANGE-TRADED FD
$63.7M
MAKENA CAPITAL MANAGEMENT LLC
$866M
Top holdings
1
VANGUARD INDEX FDS
$265M
2
ISHARES TR
$97.6M
3
ISHARES INC
$48.3M
ONE MADISON GROUP LLC
$866M
Top holdings
1
XPO INC
$65.5M
2
CRANE COMPANY
$61.5M
3
AMAZON COM INC
$56.2M
CACHE ADVISORS, LLC
$866M
Top holdings
1
EA SERIES TRUST
$401M
2
NVIDIA CORPORATION
$67.9M
3
APPLE INC
$59.3M
RODGERS BROTHERS INC.
$866M
Top holdings
1
COHERENT CORP
$89.2M
2
ELI LILLY & CO
$51.6M
3
ABBVIE INC
$27.7M
ADAMS NATURAL RESOURCES FUND, INC.
$863M
Top holdings
1
EXXON MOBIL CORP
$226M
2
CHEVRON CORPORATION
$127M
3
CONOCOPHILLIPS
$49.8M
TWO SIGMA SECURITIES, LLC
$861M
Top holdings
1
ISHARES TR
$90.6M
2
DIREXION SHARES ETF TRUST
$23.8M
3
SELECT SECTOR SPDR TR
$17.4M
