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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
PRESILIUM PRIVATE WEALTH, LLC
$567M
Top holdings
1
VANGUARD INDEX FDS
$259M
2
VANGUARD INTL EQUITY INDEX F
$131M
3
VANGUARD SCOTTSDALE FDS
$62.1M
PEAK ASSET MANAGEMENT, LLC
$567M
Top holdings
1
INVESCO EXCHANGE TRADED FD T
$32.5M
2
AMERICAN CENTY ETF TR
$32.2M
3
ISHARES TR
$29.6M
KILEY JUERGENS WEALTH MANAGEMENT, LLC
$567M
Top holdings
1
MICROSOFT CORP
$41.5M
2
ISHARES TR
$40.9M
3
APPLE INC
$36.2M
MINICHMACGREGOR WEALTH MANAGEMENT, LLC
$567M
Top holdings
1
ISHARES TR
$153M
2
SPDR GOLD TR
$35.2M
3
PIMCO ETF TR
$34.7M
BEACON CAPITAL MANAGEMENT, LLC
$567M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$109M
2
VANGUARD INDEX FDS
$92.2M
3
VANGUARD WORLD FD
$65.7M
SATOVSKY ASSET MANAGEMENT LLC
$566M
Top holdings
1
DIMENSIONAL ETF TRUST
$136M
2
ISHARES TR
$128M
3
AMERICAN CENTY ETF TR
$94.8M
ESSEX LLC
$566M
Top holdings
1
SCHWAB STRATEGIC TR
$89.3M
2
SELECT SECTOR SPDR TR
$76.3M
3
VANGUARD SCOTTSDALE FDS
$46.7M
GRACE & WHITE INC
$566M
Top holdings
1
APPLIED INDL TECHNOLOGIES IN
$37.5M
2
UNUM GROUP
$35.7M
3
NUCOR CORP
$20.5M
FORESIGHT GROUP LTD LIABILITY PARTNERSHIP
$566M
Top holdings
1
APTIV PLC
$27M
2
ECOLAB INC
$26.5M
3
GLOBUS MED INC
$25.3M
AMARILLO NATIONAL BANK
$566M
Top holdings
1
ISHARES TR
$416M
2
STATE STR SPDR S&P 500 ETF T
$29.3M
3
APPLE INC
$11.4M
STENGER FAMILY OFFICE, LLC
$566M
Top holdings
1
WISDOMTREE TR
$95.4M
2
TIDAL TRUST I
$31M
3
MICROSOFT CORP
$28.8M
GENERALI POWSZECHNE TOWARZYSTWO EMERYTALNE
$566M
Top holdings
1
FREEPORT MCMORAN INC
$52.4M
2
CONOCOPHILLIPS
$42.6M
3
MICROSOFT CORP
$40.9M
PROVIDENCE EQUITY PARTNERS L.L.C.
$565M
Top holdings
1
OUTFRONT MEDIA INC
$236M
2
DOUBLEVERIFY HLDGS INC
$174M
3
CALLAWAY GOLF CO
$155M
OPAL CAPITAL LLC
$565M
Top holdings
1
CHEVRON CORPORATION
$17.7M
2
PHILIP MORRIS INTL INC
$15.9M
3
VERIZON COMMUNICATIONS INC
$14.4M
LAVACA CAPITAL LLC
$564M
Top holdings
1
COREWEAVE INC
$237M
2
STATE STR SPDR S&P 500 ETF T
$77M
3
CINEMARK HLDGS INC
$58.2M
KAHN BROTHERS GROUP INC
$564M
Top holdings
1
CITIGROUP INC
$95.4M
2
BAYER AG SPONS ADR
$74.8M
3
FLAGSTAR BANK NATIONAL ASSOC
$53.8M
ADVENTIST HEALTH SYSTEM
$564M
Top holdings
1
ISHARES TR
$359M
2
VANGUARD TAX-MANAGED FDS
$72.5M
3
VANGUARD SCOTTSDALE FDS
$66.1M
PATIENT SQUARE CAPITAL LP
$564M
Top holdings
1
ROIVANT SCIENCES LTD
$226M
2
ARGENX SE
$26.8M
3
INSMED INC
$25.8M
THORNTREE CAPITAL PARTNERS LP
$564M
Top holdings
1
INTUIT
$56.7M
2
CIENA CORP
$50.6M
3
VIKING HOLDINGS LTD
$49.8M
KKM FINANCIAL LLC
$563M
Top holdings
1
ISHARES TR
$46M
2
LIBERTY MEDIA CORP DEL
$27.3M
3
MICRON TECHNOLOGY INC
$17.2M
