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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
PIER CAPITAL, LLC
$606M
Top holdings
1
MIRION TECHNOLOGIES INC
$13.1M
2
HEXCEL CORP NEW
$12.9M
3
FULTON FINL CORP PA
$10.9M
TOPLINE CAPITAL MANAGEMENT, LLC
$605M
Top holdings
1
PRA GROUP INC
$67.3M
2
WORKIVA INC
$62.6M
3
NERDWALLET INC
$54.5M
JACKSON HOLE CAPITAL PARTNERS, LLC
$605M
Top holdings
1
ALLIANCE RESOURCE PARTNERS L
$58.6M
2
ISHARES TR
$56.1M
3
ALPHABET INC
$29.7M
FORTIS GROUP ADVISORS, LLC
$605M
Top holdings
1
SPDR SERIES TRUST
$67.5M
2
ISHARES TR
$55.2M
3
INVESCO EXCH TRADED FD TR II
$42.9M
ELGETHUN CAPITAL MANAGEMENT
$605M
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$67.7M
2
SCHWAB STRATEGIC TR
$59.7M
3
ELI LILLY & CO
$47.2M
SAN LUIS WEALTH ADVISORS LLC
$604M
Top holdings
1
EA SERIES TRUST
$46.4M
2
ISHARES TR
$46.1M
3
J P MORGAN EXCHANGE TRADED F
$40.6M
PARTNERS IN FINANCIAL PLANNING
$603M
Top holdings
1
VANGUARD INDEX FDS
$206M
2
VANGUARD BD INDEX FDS
$116M
3
VANGUARD CHARLOTTE FDS
$59.4M
INTRINSIC EDGE CAPITAL MANAGEMENT LLC
$603M
Top holdings
1
CORNING INC
$31.2M
2
OSI SYSTEMS INC
$22.9M
3
SPDR GOLD TR
$21.5M
ELK RIVER WEALTH MANAGEMENT, LLC
$602M
Top holdings
1
ISHARES TR
$110M
2
SPDR SERIES TRUST
$61.7M
3
INVESCO EXCHANGE TRADED FD T
$38.4M
STRATEGIC ADVISORS LLC
$602M
Top holdings
1
APPLE INC
$48.3M
2
NVIDIA CORPORATION
$33.5M
3
SCHWAB STRATEGIC TR
$30.4M
MATRIX TRUST CO
$602M
Top holdings
1
ISHARES TR
$198M
2
SCHWAB STRATEGIC TR
$148M
3
VANGUARD TAX-MANAGED FDS
$47.3M
CAPRICORN INVESTMENT GROUP LLC
$602M
Top holdings
1
JOBY AVIATION INC
$245M
2
PLANET LABS PBC
$125M
3
QUANTUMSCAPE CORP
$78.7M
NORTH PEAK CAPITAL MANAGEMENT, LLC
$601M
Top holdings
1
HILTON GRAND VACATIONS INC
$173M
2
CARVANA CO
$132M
3
SCHWAB CHARLES CORP
$113M
ONEX CANADA ASSET MANAGEMENT INC.
$601M
Top holdings
1
ALPHABET INC
$37.2M
2
APOLLO GLOBAL MGMT INC
$33.3M
3
NVIDIA CORPORATION
$30.8M
CLEAR TRAIL ADVISORS, LLC
$601M
Top holdings
1
CAPITAL GRP FIXED INCM ETF T
$43.3M
2
J P MORGAN EXCHANGE TRADED F
$43.1M
3
EXXON MOBIL CORP
$40.1M
CITIZENS NATIONAL BANK TRUST DEPARTMENT
$601M
Top holdings
1
APPLE INC
$38.8M
2
ISHARES TR
$33.4M
3
ALPHABET INC
$28.9M
CLIFFORD CAPITAL PARTNERS LLC
$600M
Top holdings
1
SCHEIN HENRY INC
$27.8M
2
KEURIG DR PEPPER INC
$27.2M
3
UNITED PARCEL SVCS INC
$26.1M
BEVERLY HILLS PRIVATE WEALTH, LLC
$600M
Top holdings
1
VANGUARD SCOTTSDALE FDS
$25.5M
2
APPLE INC
$25.4M
3
MICROSOFT CORP
$18.1M
MATTHEW GOFF INVESTMENT ADVISOR, LLC
$600M
Top holdings
1
ISHARES TR
$78.6M
2
BERKSHIRE HATHAWAY INC DEL
$42.8M
3
MICROSOFT CORP
$41.6M
WARBERG ASSET MANAGEMENT LLC
$600M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$202M
2
LUMENTUM HLDGS INC
$68.5M
3
SEAGATE HDD CAYMAN
$36M
