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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
KELLEHER FINANCIAL ADVISORS
$395M
Top holdings
1
ISHARES TR
$54.2M
2
BERKSHIRE HATHAWAY INC DEL
$44.3M
3
ALPHABET INC
$20.7M
GREENSTONE PARTNERS & CO., LLC
$395M
Top holdings
1
APPLOVIN CORP
$77.7M
2
GUIDEWIRE SOFTWARE INC
$60.5M
3
ACUITY INC
$50.4M
RAUB BROCK CAPITAL MANAGEMENT LP
$395M
Top holdings
1
ISHARES TR
$81.5M
2
TAIWAN SEMICONDUCTOR MANUFAC
$18.1M
3
PARKER-HANNIFIN CORP
$17.7M
Z3 CAPITAL PARTNERS, LLC
$395M
Top holdings
1
CLEARBRIDGE ENERGY MIDSTREAM
$33.4M
2
PALANTIR TECHNOLOGIES INC
$22.1M
3
BLACKROCK SCIENCE & TECHNOLO
$20.9M
HENDERSON BROTHERS FINANCIAL PARTNERS, LLC
$395M
Top holdings
1
ISHARES TR
$86M
2
FIDELITY MERRIMACK STR TR
$73.3M
3
AMERICAN CENTY ETF TR
$57.9M
PROSPERITY PLANNING, INC.
$395M
Top holdings
1
ISHARES TR
$172M
2
AMERICAN CENTY ETF TR
$80.4M
3
VANGUARD INDEX FDS
$58.7M
DKRT INVESTMENTS CORP.
$395M
Top holdings
1
THOMSON REUTERS CORP
$90.3M
2
JPMORGAN CHASE & CO
$36.8M
3
FEDEX CORP
$32.1M
PACIFIC CENTER FOR FINANCIAL SERVICES
$394M
Top holdings
1
ISHARES TR
$81.2M
2
VANGUARD INDEX FDS
$75.5M
3
VANGUARD BD INDEX FDS
$56M
PEAK FINANCIAL MANAGEMENT, INC.
$394M
Top holdings
1
ISHARES TR
$60.7M
2
SCHWAB STRATEGIC TR
$52.1M
3
VANGUARD INDEX FDS
$46.1M
ROBERTS WEALTH ADVISORS, LLC
$394M
Top holdings
1
J P MORGAN EXCHANGE TRADED F
$60.3M
2
APPLE INC
$23.5M
3
ALPHABET INC
$22.6M
ASTORIA STRATEGIC WEALTH, INC.
$394M
Top holdings
1
ISHARES TR
$145M
2
VANGUARD INDEX FDS
$131M
3
VANGUARD BD INDEX FDS
$38M
FORTRESS INVESTMENT GROUP LLC
$394M
Top holdings
1
NEXTNAV INC
$227M
2
ISHARES BITCOIN TRUST ETF
$50.9M
3
PLAYBOY INC
$25.2M
STARR INDEMNITY & LIABILITY CO
$394M
Top holdings
1
SPDR GOLD TR
$261M
2
ISHARES TR
$90.5M
3
VANGUARD ADMIRAL FDS INC
$41.6M
TIDEMARK, LLC
$393M
Top holdings
1
SPDR SERIES TRUST
$59.3M
2
WISDOMTREE TR
$41.6M
3
FIRST TR EXCHANGE TRADED FD
$33.2M
INVESTMENT ADVISORY GROUP, LLC
$393M
Top holdings
1
ISHARES TR
$116M
2
DIMENSIONAL ETF TRUST
$65.5M
3
VANGUARD INDEX FDS
$50.5M
OLDFIELD PARTNERS LLP
$393M
Top holdings
1
NOV INC
$94.9M
2
LEAR CORP
$78.1M
3
CHUBB LTD SWITZ
$57.6M
ARJUNA CAPITAL
$393M
Top holdings
1
ISHARES TR
$43.4M
2
APPLE INC
$28.6M
3
ALPHABET INC
$27.3M
WARREN STREET WEALTH ADVISORS, LLC
$393M
Top holdings
1
VANGUARD INDEX FDS
$54.4M
2
EA SERIES TRUST
$53.8M
3
J P MORGAN EXCHANGE TRADED F
$41.6M
ELDRED ROCK PARTNERS, LLC
$393M
Top holdings
1
TAIWAN SEMICONDUCTOR MANUFAC
$21.5M
2
ALPHABET INC
$20.4M
3
ASML HLDG NV
$18.3M
HARTFORD FINANCIAL MANAGEMENT INC.
$392M
Top holdings
1
J P MORGAN EXCHANGE TRADED F
$73.2M
2
APPLE INC
$16.3M
3
VANGUARD WORLD FD
$15.6M
