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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
HEXAGON CAPITAL PARTNERS LLC
$683M
Top holdings
1
WALMART INC
$274M
2
HUNT J B TRANS SVCS INC
$79.1M
3
VANGUARD INDEX FDS
$30.7M
HORIZON WEALTH MANAGEMENT, LLC
$682M
Top holdings
1
ISHARES TR
$118M
2
SELECT SECTOR SPDR TR
$101M
3
SPDR SERIES TRUST
$49.1M
DREXEL MORGAN & CO.
$682M
Top holdings
1
AT&T INC
$125M
2
UNITED PARCEL SVCS INC
$79.9M
3
JOHNSON & JOHNSON
$52.8M
TORRAY INVESTMENT PARTNERS LLC
$682M
Top holdings
1
ROYALTY PHARMA PLC
$31M
2
BROADCOM INC
$30.8M
3
MICROSOFT CORP
$28.8M
WELL DONE, LLC
$681M
Top holdings
1
ISHARES TR
$266M
2
BERKSHIRE HATHAWAY INC DEL
$105M
3
DIMENSIONAL ETF TRUST
$37.6M
NIGHT SQUARED LP
$681M
Top holdings
1
ANALOG DEVICES INC
$22.6M
2
TAIWAN SEMICONDUCTOR MANUFAC
$22M
3
SHERWIN WILLIAMS CO
$20.6M
COVINGTON INVESTMENT ADVISORS INC.
$680M
Top holdings
1
ALPHABET INC
$52.7M
2
ISHARES TR
$44.8M
3
BROADCOM INC
$35.1M
CLEARLAKE CAPITAL GROUP, L.P.
$680M
Top holdings
1
BLACKBAUD INC
$377M
2
BLACKLINE INC
$211M
3
FORWARD AIR CORP
$63.9M
HUDOCK, INC.
$680M
Top holdings
1
ISHARES TR
$243M
2
VANGUARD SCOTTSDALE FDS
$40M
3
DIMENSIONAL ETF TRUST
$35M
INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC
$679M
Top holdings
1
ISHARES TR
$163M
2
LISTED FDS TR
$119M
3
SCHWAB STRATEGIC TR
$54.7M
ADVISORS PREFERRED, LLC
$679M
Top holdings
1
ISHARES TR
$93.6M
2
STATE STR SPDR S&P 500 ETF T
$83.7M
3
INVESCO EXCH TRADED FD TR II
$39.7M
MAK CAPITAL ONE LLC
$679M
Top holdings
1
CHAMPION HOMES INC
$170M
2
AGILYSYS INC
$84.9M
3
GRUPO FINANCIERO GALICIA S.A
$66.8M
RIPPLE EFFECT ASSET MANAGEMENT LP
$679M
Top holdings
1
ISHARES TR
$347M
2
XPLR INFRASTRUCTURE LP
$71.3M
3
KODIAK GAS SVCS INC
$69.3M
MRAZ, AMERINE & ASSOCIATES, INC.
$678M
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$81.1M
2
FAIRFAX FINL HLDGS LTD SUB VTG
$49.6M
3
WHITE MTNS INS GROUP LTD
$48.7M
TOPSAIL WEALTH MANAGEMENT, LLC
$678M
Top holdings
1
VANGUARD INDEX FDS
$235M
2
VANGUARD MUN BD FDS
$86.2M
3
VANGUARD STAR FDS
$53.1M
MITCHELL MCLEOD PUGH & WILLIAMS INC
$678M
Top holdings
1
VANGUARD INDEX FDS
$192M
2
APPLE INC
$31M
3
VANGUARD BD INDEX FDS
$17.2M
LAFFER TENGLER INVESTMENTS, INC.
$677M
Top holdings
1
GOLDMAN SACHS GROUP INC
$24.8M
2
LAM RESEARCH CORP
$24.4M
3
BROADCOM INC
$24M
ARCH VENTURE MANAGEMENT, LLC
$677M
Top holdings
1
MAZE THERAPEUTICS INC
$123M
2
RAPPORT THERAPEUTICS INC
$117M
3
VIR BIOTECHNOLOGY INC
$116M
SENTINEL PENSION ADVISORS, LLC
$676M
Top holdings
1
BNY MELLON ETF TRUST
$182M
2
STATE STR SPDR S&P 500 ETF T
$93.1M
3
J P MORGAN EXCHANGE TRADED F
$59.8M
JBF CAPITAL, INC.
$676M
Top holdings
1
VANGUARD INDEX FDS
$305M
2
MICROSOFT CORP
$62.8M
3
AMAZON COM INC
$56.6M
