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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
ST. CLAIR ADVISORS, LLC
$376M
Top holdings
1
ISHARES TR
$176M
2
ISHARES INC
$21.5M
3
APPLE INC
$20.8M
ACCESS INVESTMENT MANAGEMENT LLC
$376M
Top holdings
1
JABIL INC
$31.1M
2
UNITED RENTALS INC
$23.3M
3
STIFEL FINL CORP
$15.8M
JRM INVESTMENT COUNSEL, LLC
$375M
Top holdings
1
AMERICAN CENTY ETF TR
$166M
2
BERKSHIRE HATHAWAY INC DEL
$113M
3
VANGUARD TAX-MANAGED FDS
$40.5M
DCF ADVISERS, LLC
$375M
Top holdings
1
INVESCO QQQ TR
$72.7M
2
MICRON TECHNOLOGY INC
$50.7M
3
ALPHABET INC
$21.8M
CIM INVESTMENT MANAGEMENT INC
$375M
Top holdings
1
ISHARES TR
$125M
2
NVIDIA CORPORATION
$18.5M
3
ALPHABET INC
$13.9M
PRISM ADVISORS, INC.
$375M
Top holdings
1
DIMENSIONAL ETF TRUST
$50.2M
2
ISHARES TR
$42.6M
3
FIRST TR EXCHANGE-TRADED FD
$41.2M
KEYSTONE FINANCIAL PLANNING, INC.
$374M
Top holdings
1
SCHWAB STRATEGIC TR
$208M
2
VERIZON COMMUNICATIONS INC
$12M
3
US BANCORP
$11.7M
STRAIGHT PATH WEALTH MANAGEMENT
$374M
Top holdings
1
DIMENSIONAL ETF TRUST
$158M
2
ISHARES TR
$67.4M
3
INVESCO EXCH TRD SLF IDX FD
$54.6M
BANKPLUS TRUST DEPARTMENT
$374M
Top holdings
1
ISHARES TR
$97.3M
2
MICROSOFT CORP
$12.3M
3
APPLE INC
$10.4M
RIT CAPITAL PARTNERS PLC
$374M
Top holdings
1
VANECK ETF TRUST
$88.3M
2
BOOKING HOLDINGS INC
$36.6M
3
MASTERCARD INCORPORATED
$34M
ABLE WEALTH MANAGEMENT LLC
$374M
Top holdings
1
ISHARES TR
$155M
2
BLACKROCK ETF TRUST
$37.3M
3
J P MORGAN EXCHANGE TRADED F
$20.5M
HELIX PARTNERS MANAGEMENT LP
$374M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$146M
2
INVESCO QQQ TR
$70.7M
3
CORE SCIENTIFIC INC NEW
$66M
COMPASS ADVISORY GROUP LLC
$374M
Top holdings
1
INNOVATOR ETFS TRUST
$117M
2
SCHWAB STRATEGIC TR
$73.1M
3
VANGUARD INDEX FDS
$36.8M
ONCE CAPITAL MANAGEMENT, LLC
$374M
Top holdings
1
NVIDIA CORPORATION
$98M
2
AST SPACEMOBILE INC
$65.5M
3
ROCKET LAB CORP
$39.7M
WEST BRANCH CAPITAL LLC
$373M
Top holdings
1
APPLE INC
$38.4M
2
NVIDIA CORPORATION
$36M
3
ALPHABET INC
$28.1M
LANDMARK WEALTH MANAGEMENT, LLC
$373M
Top holdings
1
VANGUARD INDEX FDS
$61M
2
ISHARES TR
$29.7M
3
PROSHARES TR
$28.1M
BULL HARBOR CAPITAL LLC
$373M
Top holdings
1
ISHARES TR
$10.3M
2
BLACKROCK ETF TRUST
$9.84M
3
NVIDIA CORPORATION
$7.52M
HIGHLAND PEAK CAPITAL, LLC
$373M
Top holdings
1
ISHARES TR
$124M
2
SILICON MOTION TECHNOLOGY CO
$49.9M
3
CHEMOURS CO
$32.1M
JOHO CAPITAL LLC
$373M
Top holdings
1
MICROSOFT CORP
$114M
2
DUTCH BROS INC
$71.9M
3
TAIWAN SEMICONDUCTOR MANUFAC
$64.2M
FREEDOM DAY SOLUTIONS, LLC
$373M
Top holdings
1
EA SERIES TRUST
$118M
2
ISHARES TR
$22.7M
3
WISDOMTREE TR
$13M
