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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
COVE PRIVATE WEALTH, LLC
$440M
Top holdings
1
UNITED PARCEL SVCS INC
$66M
2
APPLE INC
$34.2M
3
NVIDIA CORPORATION
$31.2M
AUSTIN WEALTH MANAGEMENT, LLC
$440M
Top holdings
1
DIMENSIONAL ETF TRUST
$141M
2
AMERICAN CENTY ETF TR
$55.8M
3
PIMCO EQUITY SER
$40.5M
CAPE ANN ASSET MANAGEMENT LTD
$440M
Top holdings
1
KINROSS GOLD CORP
$115M
2
VISTA ENERGY S.A.B. DE C.V.
$70.3M
3
ERO COPPER CORP
$52M
SAILINGSTONE CAPITAL PARTNERS LLC
$440M
Top holdings
1
COMPASS MINERALS INTL INC
$113M
2
LINDE PLC
$54.5M
3
RANGE RES CORP
$44.4M
ABOUND WEALTH MANAGEMENT
$440M
Top holdings
1
ISHARES TR
$157M
2
VANGUARD INDEX FDS
$84.3M
3
VANGUARD TAX-MANAGED FDS
$33.5M
FOUNDERS GROVE WEALTH PARTNERS, LLC
$440M
Top holdings
1
VANGUARD INDEX FDS
$70.3M
2
ISHARES TR
$69.8M
3
VANGUARD WORLD FD
$62.4M
DOLIVER ADVISORS, LP
$440M
Top holdings
1
EXXON MOBIL CORP
$179M
2
ISHARES TR
$47.2M
3
TIDAL TRUST II
$17.7M
DAFNA CAPITAL MANAGEMENT LLC
$440M
Top holdings
1
REVOLUTION MEDICINES INC
$56.5M
2
SPDR SERIES TRUST
$40.7M
3
STEREOTAXIS INC
$25.2M
WEALTH GROUP LTD
$439M
Top holdings
1
ISHARES TR
$180M
2
J P MORGAN EXCHANGE TRADED F
$69.1M
3
VANGUARD INDEX FDS
$29M
CREEK DRIVE MANAGEMENT GROUP LLC
$439M
Top holdings
1
ISHARES TR
$198M
2
VODAFONE GROUP PLC
$58.6M
3
ABIVAX SA
$17.3M
HARVEY CAPITAL MANAGEMENT INC
$439M
Top holdings
1
NVIDIA CORPORATION
$70.1M
2
ALPHABET INC
$52.2M
3
AMAZON COM INC
$32.6M
WHITENER CAPITAL MANAGEMENT, INC.
$438M
Top holdings
1
ALPHABET INC
$28.1M
2
WALMART INC
$23.1M
3
APPLE INC
$23.1M
WINCH ADVISORY SERVICES, LLC
$438M
Top holdings
1
SPDR SERIES TRUST
$75.4M
2
VANGUARD SCOTTSDALE FDS
$57.9M
3
NVIDIA CORPORATION
$33.5M
DETALUS ADVISORS, LLC
$438M
Top holdings
1
ISHARES TR
$121M
2
SPDR SERIES TRUST
$86.7M
3
BLACKROCK ETF TRUST
$66.3M
CAPITAL CITY TRUST CO
$437M
Top holdings
1
VANGUARD WORLD FD
$43.6M
2
COCA COLA CO
$35M
3
VANGUARD INDEX FDS
$23.6M
BANK OF NEW HAMPSHIRE
$437M
Top holdings
1
ISHARES TR
$46.6M
2
VANGUARD INDEX FDS
$24.1M
3
SPDR GOLD TR
$17.9M
3CHOPT INVESTMENT PARTNERS, LLC
$437M
Top holdings
1
VANGUARD INDEX FDS
$86M
2
NVIDIA CORPORATION
$26.6M
3
APPLE INC
$17.9M
SIEMENS PENSION TRUST E V
$437M
Top holdings
1
FLUENCE ENERGY INC
$437M
BECK CAPITAL MANAGEMENT, LLC
$437M
Top holdings
1
NVIDIA CORPORATION
$28.2M
2
VERTIV HOLDINGS CO
$19.5M
3
GLOBAL X FDS
$17.4M
MASON & ASSOCIATES, LLC
$437M
Top holdings
1
ISHARES TR
$168M
2
VANGUARD INDEX FDS
$164M
3
PIMCO ETF TR
$28M
