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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
COALESCENCE PARTNERS INVESTMENT MANAGEMENT, LP
$463M
Top holdings
1
TAIWAN SEMICONDUCTOR MANUFAC
$119M
2
NVIDIA CORPORATION
$50.6M
3
S&P GLOBAL INC
$50.1M
SMITH & HOWARD WEALTH MANAGEMENT, LLC
$462M
Top holdings
1
VANGUARD INDEX FDS
$126M
2
ISHARES TR
$114M
3
VANGUARD MALVERN FDS
$84.3M
SANCHEZ WEALTH MANAGEMENT GROUP
$462M
Top holdings
1
ISHARES TR
$101M
2
JOHN HANCOCK EXCHANGE TRADED
$51.6M
3
WISDOMTREE TR
$44.1M
NATWEST GROUP PLC
$462M
Top holdings
1
ASTRAZENECA PLC
$40.3M
2
APPLE INC
$35.2M
3
NVIDIA CORPORATION
$31.1M
PARAFI CAPITAL LP
$462M
Top holdings
1
ISHARES BITCOIN TRUST ETF
$182M
2
BITWISE BITCOIN ETF TR
$62.6M
3
FIDELITY WISE ORIGIN BITCOIN
$62M
ARISTIDES CAPITAL LLC
$462M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$96.9M
2
D-WAVE QUANTUM INC
$15.2M
3
TESLA INC
$14.9M
CASTLE ROCK WEALTH MANAGEMENT, LLC
$462M
Top holdings
1
ISHARES TR
$45.7M
2
INNOVATOR ETFS TRUST
$30.7M
3
NVIDIA CORPORATION
$19.4M
TRINITY LEGACY PARTNERS, LLC
$462M
Top holdings
1
VANGUARD WORLD FD
$42.8M
2
J P MORGAN EXCHANGE TRADED F
$37.9M
3
SCHWAB STRATEGIC TR
$33.5M
PACIFIC RIDGE CAPITAL PARTNERS, LLC
$462M
Top holdings
1
NORTHEAST BK PORTLAND ME
$14.3M
2
ALICO INC
$11.8M
3
NATURAL GAS SVCS GROUP INC
$11.5M
GARDNER LEWIS ASSET MANAGEMENT L P
$462M
Top holdings
1
NVIDIA CORPORATION
$40.4M
2
AMICUS THERAPEUTIC
$20.5M
3
SEALED AIR CORP NEW
$18.6M
DAGCO, INC.
$461M
Top holdings
1
ISHARES TR
$73.6M
2
SPDR SERIES TRUST
$64.3M
3
SCHWAB STRATEGIC TR
$46.1M
WEAVER CAPITAL MANAGEMENT LLC
$461M
Top holdings
1
ISHARES TR
$50.2M
2
INNOVATOR ETFS TRUST
$48.5M
3
SCHWAB STRATEGIC TR
$39.6M
BUILDER INVESTMENT GROUP INC
$461M
Top holdings
1
NVIDIA CORPORATION
$137M
2
DIMENSIONAL ETF TRUST
$69.3M
3
ELI LILLY & CO
$24M
FULCRUM CAPITAL LLC
$461M
Top holdings
1
VANGUARD INDEX FDS
$43.9M
2
MICROSOFT CORP
$30.9M
3
APPLE INC
$25.3M
FORESITE CAPITAL MANAGEMENT VI LLC
$460M
Top holdings
1
CG ONCOLOGY INC
$150M
2
ALUMIS INC
$93.6M
3
CENTESSA PHARMACEUTICALS PLC
$54.2M
MORTON COMMUNITY BANK
$460M
Top holdings
1
INVESCO EXCH TRD SLF IDX FD
$28.7M
2
SELECT SECTOR SPDR TR
$21M
3
ISHARES TR
$20.9M
ROCKLINE WEALTH MANAGEMENT, LLC
$460M
Top holdings
1
NVIDIA CORPORATION
$70.6M
2
APPLE INC
$34.4M
3
MICROSOFT CORP
$21.3M
PUREHEART CAPITAL PTE LTD.
$459M
Top holdings
1
ISHARES TR
$459M
PRUDENT INVESTORS NETWORK, INC.
$459M
Top holdings
1
ISHARES TR
$197M
2
SELECT SECTOR SPDR TR
$56.9M
3
PIMCO ETF TR
$56.1M
FIELDER CAPITAL GROUP LLC
$459M
Top holdings
1
ISHARES GOLD TR
$37.9M
2
VANECK ETF TRUST
$37.7M
3
GLOBAL X FDS
$23.5M
