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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
HELEN STEPHENS GROUP, LLC
$501M
Top holdings
1
DIMENSIONAL ETF TRUST
$214M
2
ISHARES TR
$117M
3
J P MORGAN EXCHANGE TRADED F
$71.1M
CENTRIC WEALTH MANAGEMENT
$501M
Top holdings
1
ISHARES TR
$54.7M
2
VANGUARD INDEX FDS
$23.7M
3
UNITED PARCEL SVCS INC
$23.6M
H/2 CREDIT MANAGER, LP.
$500M
Top holdings
1
VERIS RESIDENTIAL INC
$103M
2
DIVERSIFIED HEALTHCARE TR
$99.1M
3
RLJ LODGING TR
$71.2M
PRECEDENT WEALTH PARTNERS, LLC
$500M
Top holdings
1
ISHARES TR
$78.7M
2
FIRST TR EXCHNG TRADED FD VI
$43.5M
3
VANGUARD INDEX FDS
$41.8M
MARIETTA INVESTMENT PARTNERS LLC
$499M
Top holdings
1
APPLE INC
$36.4M
2
NVIDIA CORPORATION
$24.6M
3
ALPHABET INC
$22.7M
ARTIA GLOBAL PARTNERS LP
$499M
Top holdings
1
INSMED INC
$149M
2
ABIVAX SA
$66.9M
3
ELI LILLY & CO
$35.2M
HARRADEN CIRCLE INVESTMENTS, LLC
$499M
Top holdings
1
CANTOR EQUITY PARTNERS IV IN
$31.9M
2
BOLD EAGLE ACQUISITION CORP
$27M
3
PERIMETER ACQUISITION CORP I
$25.8M
KR CAPITAL LP
$499M
Top holdings
1
ARAMARK
$50.3M
2
PERFORMANCE FOOD GROUP CO
$40.1M
3
LIFE TIME GROUP HOLDINGS INC
$32.9M
PARK PLACE CAPITAL CORP
$499M
Top holdings
1
ETF SER SOLUTIONS
$168M
2
ISHARES TR
$77.2M
3
VANGUARD TAX-MANAGED FDS
$23.1M
HOLDERNESS INVESTMENTS CO
$498M
Top holdings
1
APPLE INC
$29.3M
2
NVIDIA CORPORATION
$27M
3
MICROSOFT CORP
$24.8M
SCISSORTAIL WEALTH MANAGEMENT, LLC
$498M
Top holdings
1
ISHARES TR
$153M
2
VANGUARD INDEX FDS
$34.8M
3
BLACKROCK ETF TRUST
$32.9M
FIRST FIDUCIARY INVESTMENT COUNSEL, INC.
$497M
Top holdings
1
JPMORGAN CHASE & CO
$35.7M
2
MICROSOFT CORP
$27.4M
3
LOWES COS INC
$22.6M
WESTCHESTER CAPITAL MANAGEMENT, INC.
$497M
Top holdings
1
CATERPILLAR INC
$41.7M
2
APPLE INC
$39.8M
3
WALMART INC
$31.2M
TBH GLOBAL ASSET MANAGEMENT, LLC
$497M
Top holdings
1
ISHARES TR
$78.7M
2
APPLE INC
$53.3M
3
J P MORGAN EXCHANGE TRADED F
$31.4M
TURIYA ADVISORS ASIA LTD
$496M
Top holdings
1
NOKIA CORP
$145M
2
TOWER SEMICONDUCTOR LTD
$134M
3
GEO GROUP INC
$76.4M
NEW HAMPSHIRE TRUST
$496M
Top holdings
1
VANGUARD INDEX FDS
$62.6M
2
APPLE INC
$29M
3
ALPHABET INC
$23.4M
CANTON HATHAWAY, LLC
$496M
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$218M
2
SELECT SECTOR SPDR TR
$34.9M
3
ISHARES TR
$28.5M
TALARIA ASSET MANAGEMENT PTY LTD
$495M
Top holdings
1
EOG RES INC
$83.3M
2
EVEREST GROUP LTD
$73.4M
3
CHUBB LTD SWITZ
$72.8M
WAGNER WEALTH MANAGEMENT, LLC
$495M
Top holdings
1
J P MORGAN EXCHANGE TRADED F
$136M
2
AB ACTIVE ETFS INC
$96.2M
3
FIRST TR EXCHANGE TRADED FD
$54.5M
BEDELL FRAZIER INVESTMENT COUNSELLING, LLC
$495M
Top holdings
1
APPLE INC
$41.4M
2
ALPHABET INC
$28.8M
3
SPDR GOLD TR
$27.9M
