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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
PECAUT & CO.
$308M
Top holdings
1
SPDR SERIES TRUST
$63.6M
2
BERKSHIRE HATHAWAY INC DEL
$34.5M
3
VANGUARD SCOTTSDALE FDS
$24.6M
ALTA WEALTH ADVISORS LLC
$308M
Top holdings
1
SPDR SERIES TRUST
$92.5M
2
ISHARES TR
$44.9M
3
NVIDIA CORPORATION
$13M
FIRST UNITED BANK & TRUST
$308M
Top holdings
1
VANGUARD INDEX FDS
$69.5M
2
ISHARES TR
$42M
3
INVESCO QQQ TR
$19.1M
ISLANDER CAPITAL PARTNERS, L.P.
$308M
Top holdings
1
AFFIRM HLDGS INC
$62.5M
2
SPOTIFY TECHNOLOGY S A
$49.8M
3
ROBLOX CORP
$25.9M
ARGYLE CAPITAL MANAGEMENT, LLC
$308M
Top holdings
1
MICROSOFT CORP
$9.9M
2
ELI LILLY & CO
$9.9M
3
MCKESSON CORP
$9.06M
OMEGA FINANCIAL GROUP, LLC
$308M
Top holdings
1
ISHARES TR
$171M
2
SCHWAB STRATEGIC TR
$31.1M
3
VANGUARD INDEX FDS
$19.5M
ELEVATED FINANCIAL GROUP LLC
$308M
Top holdings
1
ISHARES TR
$167M
2
BLACKROCK ETF TRUST
$25.6M
3
ISHARES INC
$13.3M
IDAHO TRUST CO
$308M
Top holdings
1
ISHARES TR
$117M
2
VANGUARD INTL EQUITY INDEX F
$31.5M
3
VANGUARD INDEX FDS
$31.1M
TPG FINANCIAL ADVISORS, LLC
$307M
Top holdings
1
SPDR SERIES TRUST
$83.5M
2
ISHARES TR
$69.5M
3
J P MORGAN EXCHANGE TRADED F
$25.7M
CENTERPOINT ADVISORS, LLC
$307M
Top holdings
1
ISHARES TR
$218M
2
ALPHABET INC
$14M
3
APPLE INC
$11.4M
HAYEK KALLEN INVESTMENT MANAGEMENT
$307M
Top holdings
1
APPLE INC
$33.8M
2
MICROSOFT CORP
$21.8M
3
BERKSHIRE HATHAWAY INC DEL
$17.4M
NORRIS FINANCIAL GROUP, LLC
$306M
Top holdings
1
ISHARES TR
$40.9M
2
STATE STR SPDR S&P 500 ETF T
$27.3M
3
ISHARES GOLD TR
$20.9M
MEDALLION WEALTH ADVISORS, LLC
$306M
Top holdings
1
VANGUARD INDEX FDS
$28.4M
2
SCHWAB STRATEGIC TR
$22.1M
3
JANUS DETROIT STR TR
$21.8M
LIFESTYLE ASSET MANAGEMENT, INC.
$306M
Top holdings
1
ISHARES TR
$62.8M
2
STATE STR SPDR S&P 500 ETF T
$40.7M
3
NORTHERN LTS FD TR III
$13.8M
FEARNLEY ASSET MANAGEMENT AS
$306M
Top holdings
1
SM ENERGY COMPANY
$43.3M
2
PETROLEO BRASILEIRO S A
$35.8M
3
MATADOR RES CO
$32.5M
ASTER CAPITAL MANAGEMENT DIFC LTD
$306M
Top holdings
1
ISHARES TR
$27.7M
2
SELECT SECTOR SPDR TR
$19.7M
3
SPDR SERIES TRUST
$19.6M
RPD FUND MANAGEMENT LLC
$306M
Top holdings
1
ZOOMINFO TECHNOLOGIES INC
$103M
2
APPIAN CORP
$94.5M
3
NICE LTD
$74.2M
INVESTIDOR PROFISSIONAL GESTAO DE RECURSOS LTDA.
$306M
Top holdings
1
INVESCO QQQ TR
$83.3M
2
STATE STR SPDR S&P 500 ETF T
$62.4M
3
MASTERCARD INCORPORATED
$18.4M
SYNERGY INVESTMENT MANAGEMENT, LLC
$306M
Top holdings
1
ISHARES TR
$50M
2
VANGUARD INDEX FDS
$45M
3
SPDR SERIES TRUST
$44.7M
GLOBAL FINANCIAL PRIVATE CLIENT, LLC
$306M
Top holdings
1
ISHARES TR
$21.2M
2
VANGUARD INDEX FDS
$17.3M
3
STATE STR SPDR S&P 500 ETF T
$14.6M
