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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
BAKER TILLY WEALTH MANAGEMENT, LLC
$411M
Top holdings
1
DIMENSIONAL ETF TRUST
$51.6M
2
VANGUARD INDEX FDS
$41.2M
3
ISHARES TR
$29.2M
LEGACY WEALTH ASSET MANAGEMENT, LLC
$411M
Top holdings
1
NORTHERN LTS FD TR IV
$22M
2
FIDELITY WISE ORIGIN BITCOIN
$17.8M
3
ISHARES TR
$12.4M
TSP CAPITAL MANAGEMENT GROUP, LLC
$410M
Top holdings
1
COEUR MNG INC
$32.6M
2
COMPANIA DE MINAS BUENAVENTU
$25M
3
ADEIA INC
$24.3M
PALUMBO WEALTH MANAGEMENT LLC
$410M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$31.5M
2
ALPHABET INC
$25M
3
J P MORGAN EXCHANGE TRADED F
$23.4M
INTESA SANPAOLO WEALTH MANAGEMENT
$410M
Top holdings
1
MICROSOFT CORP
$37.7M
2
ALPHABET INC
$29M
3
DISNEY WALT CO
$22.3M
GRACE & MERCY FOUNDATION, INC.
$410M
Top holdings
1
ALPHABET INC
$60.8M
2
AMAZON COM INC
$58M
3
META PLATFORMS INC
$55.8M
TIGER PACIFIC CAPITAL LP
$410M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$195M
2
TAL ED GROUP
$90.7M
3
COUPANG INC
$36M
KP MANAGEMENT LLC
$409M
Top holdings
1
NVIDIA CORPORATION
$18.7M
2
ASML HLDG NV
$15.8M
3
MICROSOFT CORP
$15.4M
LINEAGE POINT CAPITAL LP
$409M
Top holdings
1
IDEA ACQUISITION CORP
$11.4M
2
TGE VALUE CREATIVE SOLUTIONS
$10.9M
3
APEX TREAS CORP
$9.64M
QUAKER CAPITAL INVESTMENTS, LLC
$409M
Top holdings
1
EQT CORP
$69M
2
LIBERTY LATIN AMERICA LTD
$52.1M
3
CHARTER COMMUNICATIONS INC
$46.4M
MONARCH CAPITAL MANAGEMENT INC
$409M
Top holdings
1
MICROSOFT CORP
$17.8M
2
ALPHABET INC
$15.3M
3
APPLE INC
$15.2M
OCO CAPITAL PARTNERS, L.P.
$408M
Top holdings
1
VIASAT INC
$206M
2
APOLLO GLOBAL MGMT INC
$58.5M
3
ROCKET COS INC
$57M
PARKWOODS WEALTH PARTNERS, LLC
$408M
Top holdings
1
DIMENSIONAL ETF TRUST
$345M
2
ISHARES TR
$8.1M
3
AMERICAN CENTY ETF TR
$6.94M
LEAD EDGE CAPITAL MANAGEMENT, LLC
$408M
Top holdings
1
WORKDAY INC
$80M
2
REMITLY GLOBAL INC
$59.1M
3
APPIAN CORP
$45.9M
DEDORA CAPITAL, INC.
$408M
Top holdings
1
VANGUARD INDEX FDS
$66.2M
2
VANGUARD WHITEHALL FDS
$31.1M
3
ISHARES TR
$26.9M
COLEFORD INVESTMENT MANAGEMENT LTD.
$408M
Top holdings
1
WALMART INC
$36.9M
2
ROYAL BK CDA
$32.3M
3
ALPHABET INC
$31.6M
ROTHSCHILD CAPITAL PARTNERS, LLC
$408M
Top holdings
1
SELECT SECTOR SPDR TR
$76M
2
ALPHABET INC
$41.3M
3
APPLE INC
$35.7M
DODDS WEALTH, LLC
$407M
Top holdings
1
ISHARES TR
$98.1M
2
VANGUARD INDEX FDS
$69.5M
3
SCHWAB STRATEGIC TR
$57.1M
HFR WEALTH MANAGEMENT, LLC
$407M
Top holdings
1
TJX COS INC NEW
$21.6M
2
APPLE INC
$20.3M
3
AMAZON COM INC
$19.6M
ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT, LLC
$407M
Top holdings
1
ISHARES TR
$83.8M
2
ISHARES INC
$26.5M
3
JANUS DETROIT STR TR
$23.6M
