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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
DIMENSION CAPITAL MANAGEMENT LLC
$713M
Top holdings
1
ISHARES TR
$250M
2
STATE STR SPDR S&P 500 ETF T
$114M
3
SPDR GOLD TR
$69.8M
TRI LOCUM PARTNERS LP
$713M
Top holdings
1
JOHNSON & JOHNSON
$101M
2
INTUITIVE SURGICAL INC
$70.6M
3
THERMO FISHER SCIENTIFIC INC
$65.1M
DEFILADE CAPITAL MANAGEMENT, L.P.
$712M
Top holdings
1
ZIMMER BIOMET HOLDINGS INC
$52.4M
2
SCHEIN HENRY INC
$46M
3
BECTON DICKINSON & CO
$43.9M
ALVAREZ & MARSAL PRIVATE WEALTH PARTNERS, LLC
$712M
Top holdings
1
INVESCO EXCHANGE TRADED FD T
$71.9M
2
VANGUARD MUN BD FDS
$71.3M
3
STATE STR SPDR S&P 500 ETF T
$68.1M
ASIO CAPITAL, LLC
$712M
Top holdings
1
ISHARES TR
$113M
2
J P MORGAN EXCHANGE TRADED F
$46.7M
3
NVIDIA CORPORATION
$29M
PERSONAL CFO SOLUTIONS, LLC
$712M
Top holdings
1
INNOVATOR ETFS TRUST
$102M
2
CHUBB LTD SWITZ
$62.8M
3
ISHARES TR
$42.8M
SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P.
$711M
Top holdings
1
CARIS LIFE SCIENCES INC
$257M
2
PG&E CORP
$239M
3
ATLANTA BRAVES HLDGS INC
$66.3M
DEAN INVESTMENT ASSOCIATES, LLC
$710M
Top holdings
1
HERSHEY CO
$11.9M
2
CHEVRON CORPORATION
$10.2M
3
XCEL ENERGY INC
$9.96M
GREENUP STREET WEALTH MANAGEMENT LLC
$710M
Top holdings
1
ISHARES TR
$171M
2
AMERICAN CENTY ETF TR
$156M
3
VANGUARD INDEX FDS
$88.3M
LASALLE ST. INVESTMENT ADVISORS, LLC
$710M
Top holdings
1
VANGUARD INDEX FDS
$140M
2
ISHARES TR
$109M
3
SPDR SERIES TRUST
$26.2M
AA FINANCIAL ADVISORS, LLC
$710M
Top holdings
1
DIMENSIONAL ETF TRUST
$132M
2
VANGUARD INDEX FDS
$64.6M
3
INVESCO EXCH TRD SLF IDX FD
$39.2M
LEE FINANCIAL CO
$709M
Top holdings
1
ISHARES TR
$361M
2
SCHWAB STRATEGIC TR
$99.3M
3
BERKSHIRE HATHAWAY INC DEL
$34.6M
CYPRESS WEALTH SERVICES, LLC
$708M
Top holdings
1
ISHARES TR
$186M
2
BLACKROCK ETF TRUST
$63.4M
3
APPLE INC
$41.8M
NORTHSTAR GROUP, INC.
$707M
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$119M
2
VANGUARD INDEX FDS
$117M
3
ISHARES TR
$71.1M
SUMMIT STREET CAPITAL MANAGEMENT, LLC
$707M
Top holdings
1
CF INDUSTRIES HOLD
$34.8M
2
TEEKAY TANKERS LTD
$34.5M
3
LYONDELLBASELL INDUSTRIES NV
$33.8M
ION FUND MANAGEMENT LTD
$707M
Top holdings
1
TEVA PHARMACEUTICAL INDS LTD
$116M
2
DELEK US HLDGS INC NEW
$61.7M
3
SOLAREDGE TECHNOLOGIES INC
$56.3M
MIRADOR CAPITAL PARTNERS LP
$706M
Top holdings
1
INVESCO EXCH TRD SLF IDX FD
$126M
2
ALPHABET INC
$50.9M
3
APPLE INC
$31.4M
SUMMIT FINANCIAL WEALTH ADVISORS, LLC
$705M
Top holdings
1
VANGUARD INDEX FDS
$79.3M
2
SCHWAB STRATEGIC TR
$66M
3
VANGUARD WHITEHALL FDS
$60.1M
J.P. MARVEL INVESTMENT ADVISORS, LLC
$705M
Top holdings
1
NVIDIA CORPORATION
$96.3M
2
ALPHABET INC
$52.9M
3
ELI LILLY & CO
$51.1M
SAVA INFOND D.O.O.
$705M
Top holdings
1
NVIDIA CORPORATION
$52.7M
2
ALPHABET INC
$49.2M
3
BROADCOM INC
$38.7M
