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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
KING WEALTH MANAGEMENT GROUP
$800M
Top holdings
1
ISHARES TR
$203M
2
INVESCO QQQ TR
$69.4M
3
STATE STR SPDR S&P 500 ETF T
$52.8M
HOUND PARTNERS, LLC
$799M
Top holdings
1
CARNIVAL CORP
$117M
2
NORWEGIAN CRUISE LINE HLDGS
$107M
3
NVIDIA CORPORATION
$86.2M
GEOMETRIC WEALTH ADVISORS
$799M
Top holdings
1
DIMENSIONAL ETF TRUST
$631M
2
AMERICAN CENTY ETF TR
$103M
3
VANGUARD INDEX FDS
$12.8M
KAVAR CAPITAL PARTNERS GROUP, LLC
$798M
Top holdings
1
SCHWAB STRATEGIC TR
$153M
2
AMERICAN CENTY ETF TR
$56.4M
3
APPLE INC
$38.5M
CENTERSTAR ASSET MANAGEMENT, LLC
$797M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$152M
2
INVESCO QQQ TR
$45.3M
3
UNITED STS OIL FD LP
$21.1M
ASHE CAPITAL MANAGEMENT, LP
$797M
Top holdings
1
LIBERTY MEDIA CORP DEL
$230M
2
SHOPIFY INC
$195M
3
APPFOLIO INC
$165M
ROVIDA INVESTMENT MANAGEMENT LTD
$797M
Top holdings
1
NEBIUS GROUP N.V.
$196M
2
KRATOS DEFENSE & SEC SOLUTIO
$125M
3
BOEING CO
$123M
BARTON INVESTMENT MANAGEMENT
$797M
Top holdings
1
NETFLIX INC.
$225M
2
SHOPIFY INC
$190M
3
AMAZON COM INC
$104M
ASHTON THOMAS SECURITIES, LLC
$797M
Top holdings
1
ISHARES TR
$162M
2
VANGUARD INDEX FDS
$60.5M
3
INVESCO EXCH TRD SLF IDX FD
$38.9M
ARKOS GLOBAL ADVISORS
$797M
Top holdings
1
ISHARES TR
$277M
2
VANGUARD INDEX FDS
$129M
3
VANGUARD SCOTTSDALE FDS
$57.9M
ATIKA CAPITAL MANAGEMENT LLC
$796M
Top holdings
1
VERTIV HOLDINGS CO
$167M
2
SPDR SERIES TRUST
$54M
3
VANECK ETF TRUST
$48.7M
LEGACY FINANCIAL GROUP LLC
$795M
Top holdings
1
ISHARES TR
$268M
2
INVESCO EXCH TRD SLF IDX FD
$86.4M
3
J P MORGAN EXCHANGE TRADED F
$61.8M
L & S ADVISORS INC
$795M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$42.7M
2
APPLE INC
$27M
3
NVIDIA CORPORATION
$23M
CURATED WEALTH PARTNERS LLC
$794M
Top holdings
1
APOLLO GLOBAL MGMT INC
$247M
2
ARES MANAGEMENT CORPORATION
$160M
3
VANGUARD INDEX FDS
$52.1M
SOUNDWATCH CAPITAL LLC
$793M
Top holdings
1
ISHARES TR
$360M
2
STATE STR SPDR S&P 500 ETF T
$354M
3
VANGUARD INDEX FDS
$21.2M
VISION CAPITAL MANAGEMENT, INC.
$792M
Top holdings
1
ISHARES TR
$197M
2
VANGUARD TAX-MANAGED FDS
$74.2M
3
APPLE INC
$57M
APERTURE INVESTORS, LLC
$791M
Top holdings
1
CAVA GROUP INC
$35.7M
2
LINDE PLC
$33.3M
3
ORMAT TECHNOLOGIES INC
$31.4M
MURCHINSON LTD.
$791M
Top holdings
1
NUTRIEN LTD
$259M
2
ROYAL BK CDA
$120M
3
SOUTH BOW CORP
$57.5M
PARKWAY WEALTH MANAGEMENT GROUP, LLC
$791M
Top holdings
1
ISHARES TR
$240M
2
VANGUARD INDEX FDS
$183M
3
ISHARES INC
$75M
ALPHA WAVE GLOBAL, LP
$791M
Top holdings
1
QXO INC
$474M
2
ALTO NEUROSCIENCE INC
$83.4M
3
WOODWARD INC
$34.6M
