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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
HUBER CAPITAL MANAGEMENT LLC
$647M
Top holdings
1
GOLAR LNG LTD
$51.8M
2
KBR INC
$32M
3
UPBOUND GROUP INC
$30.7M
QUADRANT PRIVATE WEALTH MANAGEMENT, LLC
$646M
Top holdings
1
ISHARES TR
$105M
2
NVIDIA CORPORATION
$54.8M
3
BLUEROCK PVT REAL ESTATE FD
$31.8M
SAGEGUARD FINANCIAL GROUP, LLC
$646M
Top holdings
1
APPLE INC
$36.2M
2
J P MORGAN EXCHANGE TRADED F
$32.3M
3
SELECT SECTOR SPDR TR
$31.6M
TRIFECTA CAPITAL ADVISORS, LLC
$646M
Top holdings
1
ISHARES TR
$73.5M
2
INVESCO QQQ TR
$47.4M
3
NVIDIA CORPORATION
$42.3M
COHEN CAPITAL MANAGEMENT, INC.
$644M
Top holdings
1
APPLIED MATLS INC
$38.3M
2
THERMO FISHER SCIENTIFIC INC
$28.3M
3
STRYKER CORPORATION
$27.3M
CAT ROCK CAPITAL MANAGEMENT LP
$644M
Top holdings
1
META PLATFORMS INC
$114M
2
MICROSOFT CORP
$92.1M
3
ARES MANAGEMENT CORPORATION
$64.2M
PERMANENT CAPITAL MANAGEMENT, LP
$643M
Top holdings
1
VANGUARD INDEX FDS
$175M
2
VANGUARD INTL EQUITY INDEX F
$115M
3
ISHARES TR
$80.1M
OSLO PENSJONSFORSIKRING AS
$643M
Top holdings
1
ALPHABET INC
$61.3M
2
MICROSOFT CORP
$38.6M
3
SMURFIT WESTROCK PLC
$33.4M
GARNET EQUITY CAPITAL HOLDINGS, INC.
$642M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$455M
2
FTAI AVIATION LTD
$22.1M
3
TALEN ENERGY CORP
$20.6M
TOWERCREST CAPITAL MANAGEMENT
$642M
Top holdings
1
ISHARES TR
$324M
2
SCHWAB STRATEGIC TR
$157M
3
SPDR SERIES TRUST
$59.7M
ALTA PARK CAPITAL, LP
$642M
Top holdings
1
NETFLIX INC.
$47.8M
2
NU HLDGS LTD
$44.4M
3
APPLE INC
$37.3M
CAPRICORN FUND MANAGERS LTD
$641M
Top holdings
1
CARVANA CO
$29.9M
2
BANK AMERICA CORP
$26.2M
3
ZYMEWORKS INC
$25.2M
ROBOTTI ROBERT
$641M
Top holdings
1
TIDEWATER INC NEW
$244M
2
BUILDERS FIRSTSOURCE INC
$43.1M
3
FIVE POINT HOLDINGS LLC
$33.7M
SEVENBRIDGE FINANCIAL GROUP, LLC
$640M
Top holdings
1
ETF SER SOLUTIONS
$43.9M
2
ISHARES TR
$33.3M
3
ALPHABET INC
$32.6M
STAMOS CAPITAL PARTNERS, L.P.
$640M
Top holdings
1
ISHARES TR
$100M
2
MERCK & CO INC
$20.5M
3
VANGUARD MUN BD FDS
$17.8M
ADVOCATE GROUP LLC
$639M
Top holdings
1
VANGUARD INDEX FDS
$43.6M
2
VANGUARD TAX-MANAGED FDS
$34.6M
3
GENERAL MILLS INC
$20.4M
BELL INVESTMENT ADVISORS, INC
$639M
Top holdings
1
SCHWAB STRATEGIC TR
$185M
2
ISHARES TR
$123M
3
GOLDMAN SACHS ETF TR
$70.9M
PENDERFUND CAPITAL MANAGEMENT LTD.
$639M
Top holdings
1
NIO INC
$55.9M
2
FIRST MAJESTIC SILVER CORP
$54.4M
3
NORTHERN OIL & GAS INC
$49.7M
GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC.
$638M
Top holdings
1
ISHARES TR
$98.1M
2
VANGUARD SCOTTSDALE FDS
$51.8M
3
J P MORGAN EXCHANGE TRADED F
$23.7M
ST. JAMES INVESTMENT COMPANY, LLC
$638M
Top holdings
1
GOLDMAN SACHS ETF TR
$166M
2
BERKSHIRE HATHAWAY INC DEL
$67.7M
3
FRANCO NEV CORP
$52.9M
