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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
GLOBAL WEALTH STRATEGIES & ASSOCIATES
$407M
Top holdings
1
VANGUARD INDEX FDS
$124M
2
ISHARES TR
$74.7M
3
VANGUARD BD INDEX FDS
$32M
M & L CAPITAL MANAGEMENT LTD
$407M
Top holdings
1
NVIDIA CORPORATION
$204M
2
BROADCOM INC
$53.7M
3
LUMENTUM HLDGS INC
$36.6M
WEALTHTRUST AXIOM LLC
$406M
Top holdings
1
APPLE INC
$19.8M
2
KINDER MORGAN INC DEL
$16.2M
3
MICROSOFT CORP
$10.7M
PERBAK CAPITAL PARTNERS LLP
$406M
Top holdings
1
SELECT SECTOR SPDR TR
$125M
2
SPDR SERIES TRUST
$15.5M
3
VANECK ETF TRUST
$13.8M
WESTMOUNT PARTNERS, LLC
$406M
Top holdings
1
APPLE INC
$43.8M
2
ISHARES TR
$39.7M
3
VANGUARD INDEX FDS
$27.4M
RENAISSANCERE HOLDINGS LTD
$406M
Top holdings
1
ISHARES TR
$235M
2
ESSENT GROUP LTD
$97.4M
3
VANECK ETF TRUST
$46.9M
G2 INVESTMENT PARTNERS MANAGEMENT LLC
$406M
Top holdings
1
DAVE INC
$20.9M
2
VIAVI SOLUTIONS INC
$19.1M
3
ADVANCED ENERGY INDS
$18.9M
111 CAPITAL
$406M
Top holdings
1
SELECT SECTOR SPDR TR
$25.6M
2
NVIDIA CORPORATION
$22.9M
3
APPLE INC
$19.7M
EVELYN PARTNERS ASSET MANAGEMENT LTD
$406M
Top holdings
1
VANGUARD INTL EQUITY INDEX F
$33.9M
2
SPDR GOLD TR
$26.5M
3
VANECK ETF TRUST
$17.4M
NEW CAPITAL MANAGEMENT LP
$406M
Top holdings
1
DIMENSIONAL ETF TRUST
$207M
2
BERKSHIRE HATHAWAY INC DEL
$51.4M
3
ISHARES TR
$36M
COLONY FAMILY OFFICES, LLC
$406M
Top holdings
1
DIMENSIONAL ETF TRUST
$118M
2
ISHARES TR
$111M
3
VANGUARD INTL EQUITY INDEX F
$30.5M
STRATEGIC FINANCIAL CONCEPTS, LLC
$405M
Top holdings
1
ISHARES TR
$58.7M
2
T ROWE PRICE ETF INC
$31.8M
3
J P MORGAN EXCHANGE TRADED F
$26.9M
SWS PARTNERS
$405M
Top holdings
1
ISHARES TR
$69.7M
2
SCHWAB STRATEGIC TR
$40.4M
3
ETF SER SOLUTIONS
$27.8M
NIKULSKI FINANCIAL, INC.
$405M
Top holdings
1
ISHARES TR
$25.6M
2
INVESCO EXCH TRADED FD TR II
$19.2M
3
APPLE INC
$16.2M
CARDEROCK CAPITAL MANAGEMENT INC
$405M
Top holdings
1
LAM RESEARCH CORP
$20.5M
2
ALPHABET INC
$16.6M
3
AMPHENOL CORP
$14.3M
OKEEFE STEVENS ADVISORY, INC.
$405M
Top holdings
1
NVIDIA CORPORATION
$63.6M
2
WARRIOR MET COAL INC
$27.3M
3
CORNING INC
$24.4M
PETERSON WEALTH SERVICES
$405M
Top holdings
1
NVIDIA CORPORATION
$24M
2
APPLE INC
$23.7M
3
VANGUARD INDEX FDS
$23.7M
COMPASS WEALTH MANAGEMENT LLC
$405M
Top holdings
1
BROADCOM INC
$25.5M
2
ALPHABET INC
$24.2M
3
INVESCO EXCHANGE TRADED FD T
$22.4M
MEIJI YASUDA AMERICA INC
$404M
Top holdings
1
NVIDIA CORPORATION
$36.1M
2
APPLE INC
$26.9M
3
MICROSOFT CORP
$25.2M
COFG ADVISORS, LLC
$404M
Top holdings
1
INNOVATOR ETFS TRUST
$136M
2
ISHARES TR
$48.5M
3
DBX ETF TR
$29.9M
