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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
SAM ADVISORS, LLC
$319M
Top holdings
1
VANGUARD INDEX FDS
$119M
2
VANGUARD STAR FDS
$55.9M
3
SPDR SERIES TRUST
$27.1M
JEPPSON WEALTH MANAGEMENT, LLC
$319M
Top holdings
1
APPLE INC
$24.4M
2
ISHARES TR
$18.9M
3
NVIDIA CORPORATION
$13.9M
STOREN LEGACY PARTNERS, LLC
$319M
Top holdings
1
ISHARES TR
$57.9M
2
BLACKROCK ETF TRUST
$30.3M
3
VANGUARD INDEX FDS
$21.9M
ACIMA PRIVATE WEALTH, LLC
$319M
Top holdings
1
ISHARES TR
$89.3M
2
J P MORGAN EXCHANGE TRADED F
$29.8M
3
ISHARES INC
$25M
HI-LINE CAPITAL MANAGEMENT, LLC
$318M
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$52.2M
2
ISHARES TR
$49.8M
3
LIBERTY BROADBAND CORP
$16.9M
EQUITA FINANCIAL NETWORK, INC.
$318M
Top holdings
1
DIMENSIONAL ETF TRUST
$94.2M
2
VANGUARD INDEX FDS
$50.7M
3
VANGUARD TAX-MANAGED FDS
$32.7M
PFW ADVISORS LLC
$318M
Top holdings
1
ISHARES TR
$89.1M
2
COCA COLA CO
$34.5M
3
VULCAN MATLS CO
$29.2M
AUOUR INVESTMENTS LLC
$318M
Top holdings
1
SPDR SERIES TRUST
$131M
2
ISHARES TR
$37.2M
3
SPDR INDEX SHS FDS
$33.5M
CARLSON CAPITAL, L.P.
$318M
Top holdings
1
SWK HLDGS CORP
$144M
2
ISHARES TR
$58.1M
3
PINNACLE FINL PARTNERS INC
$5.18M
ASCENSION CAPITAL ADVISORS, INC.
$318M
Top holdings
1
SCHWAB STRATEGIC TR
$79.6M
2
FEDERATED HERMES ETF TRUST
$40.2M
3
FIRST TR EXCHANGE TRADED FD
$40M
WRIGHT INVESTORS SERVICE INC
$318M
Top holdings
1
NVIDIA CORPORATION
$15.8M
2
ALPHABET INC
$15.5M
3
APPLE INC
$15.1M
GENESIS PRIVATE WEALTH, LLC
$318M
Top holdings
1
ISHARES TR
$69.8M
2
VANGUARD INDEX FDS
$18.6M
3
FIRST TR EXCHANGE TRADED FD
$15.4M
SNOW PHIPPS GROUP, LLC
$318M
Top holdings
1
VELOCITY FINL INC
$242M
2
LAUREATE ED INC
$76M
TIGEROAK MANAGEMENT, L.L.C.
$317M
Top holdings
1
NVIDIA CORPORATION
$41.3M
2
WISDOMTREE TR
$28.3M
3
APPLE INC
$24.5M
OMNIA FAMILY WEALTH, LLC
$317M
Top holdings
1
VANGUARD INDEX FDS
$112M
2
ISHARES TR
$74.4M
3
SPDR GOLD TR
$26.7M
GEN-WEALTH PARTNERS INC
$317M
Top holdings
1
ISHARES TR
$70.6M
2
BLACKROCK ETF TRUST
$31.3M
3
SPDR SERIES TRUST
$19.1M
CRESTMONT PRIVATE WEALTH LLC
$317M
Top holdings
1
ISHARES TR
$79.7M
2
VANGUARD INDEX FDS
$63.9M
3
PIMCO ETF TR
$59.4M
CISCO SYSTEMS, INC.
$317M
Top holdings
1
ISHARES TR
$235M
2
COREWEAVE INC
$82.4M
KEEWAYDIN INVESTMENTS LLC
$317M
Top holdings
1
VANGUARD TAX-MANAGED FDS
$139M
2
VANGUARD INDEX FDS
$102M
3
VANGUARD INTL EQUITY INDEX F
$32.4M
C PARTNERS HOLDING GMBH
$317M
Top holdings
1
TAPESTRY INC
$59.4M
2
MICROSOFT CORP
$57.5M
3
S&P GLOBAL INC
$53.6M
