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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
COURAGE MILLER PARTNERS, LLC
$354M
Top holdings
1
SCHWAB STRATEGIC TR
$177M
2
ISHARES TR
$78.2M
3
VANGUARD BD INDEX FDS
$23.9M
FCA CORP
$354M
Top holdings
1
ISHARES TR
$49.6M
2
INVESCO EXCH TRD SLF IDX FD
$21.2M
3
VANGUARD WORLD FD
$17M
WILSON ASSET MANAGEMENT INTERNATIONAL PTY LTD
$354M
Top holdings
1
AMAZON COM INC
$25.8M
2
INTERCONTINENTAL EXCHANGE IN
$19.1M
3
THERMO FISHER SCIENTIFIC INC
$18.7M
STRATHMORE CAPITAL ADVISORS, INC.
$354M
Top holdings
1
DIMENSIONAL ETF TRUST
$245M
2
ISHARES TR
$26.2M
3
VANGUARD INDEX FDS
$11.2M
FINANCIAL ADVISORY PARTNERS, LLC
$354M
Top holdings
1
VANGUARD SCOTTSDALE FDS
$71.5M
2
VANGUARD INDEX FDS
$59.6M
3
ISHARES TR
$31M
PATHWAY FINANCIAL ADVISERS, LLC
$354M
Top holdings
1
BROADCOM INC
$11.5M
2
ENTERPRISE PRODS PARTNERS L
$11.1M
3
FIDELITY COVINGTON TRUST
$10.8M
BEIRNE WEALTH CONSULTING SERVICES, LLC
$354M
Top holdings
1
ISHARES TR
$184M
2
VANGUARD INDEX FDS
$43.7M
3
VANGUARD TAX-MANAGED FDS
$30.4M
FIRST WASHINGTON CORP
$353M
Top holdings
1
J P MORGAN EXCHANGE TRADED F
$72.7M
2
PACCAR INC
$33.3M
3
MASTEC INC
$13.4M
GREYSTONE FINANCIAL GROUP, LLC
$353M
Top holdings
1
VANGUARD BD INDEX FDS
$57.1M
2
VANGUARD MALVERN FDS
$17.6M
3
VANGUARD WHITEHALL FDS
$13.1M
OBRIEN GREENE & CO. INC
$353M
Top holdings
1
SPROTT ASSET MANAGEMENT LP
$21.3M
2
INTERACTIVE BROKERS GROUP IN
$17M
3
FRANKLIN TEMPLETON ETF TR
$14.6M
BCWM, LLC
$353M
Top holdings
1
AMERICAN CENTY ETF TR
$21.1M
2
ISHARES GOLD TR
$20.9M
3
ISHARES TR
$19.9M
BRIDGEPORT FINANCIAL SOLUTIONS, LLC
$353M
Top holdings
1
ISHARES TR
$95M
2
J P MORGAN EXCHANGE TRADED F
$27.7M
3
VANGUARD INDEX FDS
$26.7M
FORTHRIGHT WEALTH MANAGEMENT, LLC
$353M
Top holdings
1
SCHWAB STRATEGIC TR
$67.7M
2
ISHARES TR
$65.4M
3
VANGUARD INDEX FDS
$60.5M
STOLPER CO
$352M
Top holdings
1
BANK NEW YORK MELLON CORP
$18.2M
2
JPMORGAN CHASE & CO
$16.2M
3
APPLE INC
$14.6M
MIC CAPITAL MANAGEMENT UK LLP
$352M
Top holdings
1
HAYWARD HLDGS INC
$87.9M
2
REVOLUTION MEDICINES INC
$77.4M
3
KLARNA GROUP PLC
$35.5M
ELMIND CAPITAL, LP
$352M
Top holdings
1
COGENT BIOSCIENCES INC
$45.1M
2
SYNDAX PHARMACEUTICALS INC
$43.3M
3
CELLDEX THERAPEUTICS INC NEW
$27.4M
PCJ INVESTMENT COUNSEL LTD.
$352M
Top holdings
1
BROOKFIELD BUSINESS CORP
$31M
2
CAE INC
$20.4M
3
ENERFLEX LTD
$13.8M
BROWN MILLER WEALTH MANAGEMENT, LLC
$352M
Top holdings
1
NVIDIA CORPORATION
$46.2M
2
APPLE INC
$28M
3
MICROSOFT CORP
$15.8M
ACORN CAPITAL ADVISORS, LLC
$352M
Top holdings
1
TERNS PHARMACEUTICALS INC
$92.1M
2
CG ONCOLOGY INC
$76.6M
3
UROGEN PHARMA LTD
$30.1M
VISION RETIREMENT, LLC
$352M
Top holdings
1
INVESCO QQQ TR
$49.7M
2
ISHARES TR
$35.1M
3
APPLE INC
$34.2M
