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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
BILTMORE WEALTH MANAGEMENT, LLC
$281M
Top holdings
1
SELECT SECTOR SPDR TR
$173M
2
PIMCO ETF TR
$40.3M
3
ISHARES TR
$15.6M
REMEDIUM CAPITAL PARTNERS, LLC
$281M
Top holdings
1
ORUKA THERAPEUTICS INC
$76.8M
2
SPYRE THERAPEUTICS INC
$73.5M
3
DAMORA THERAPEUTICS INC
$53M
IYO BANK, LTD.
$281M
Top holdings
1
ALPHABET INC
$44.6M
2
MICROSOFT CORP
$28.6M
3
APPLE INC
$21.4M
INVESTMENT PARTNERS, LTD.
$281M
Top holdings
1
ISHARES TR
$96.3M
2
VANGUARD TAX-MANAGED FDS
$17.8M
3
VANGUARD INTL EQUITY INDEX F
$9.17M
NORTHERN RIGHT CAPITAL MANAGEMENT, L.P.
$281M
Top holdings
1
NEWS CORP NEW
$38.9M
2
FTAI AVIATION LTD
$25.3M
3
HOWARD HUGHES HOLDINGS INC
$24.2M
FREEDOM FINANCIAL PARTNERS LLC
$281M
Top holdings
1
VANGUARD INDEX FDS
$52.6M
2
AMERICAN CENTY ETF TR
$52.3M
3
CAPITAL GRP FIXED INCM ETF T
$19.2M
OWL CREEK WEALTH PARTNERS LLC
$281M
Top holdings
1
DIMENSIONAL ETF TRUST
$52.8M
2
VANGUARD INDEX FDS
$28.2M
3
SPDR SERIES TRUST
$28.2M
VENBIO PARTNERS LLC
$281M
Top holdings
1
PHARVARIS N V
$131M
2
ALUMIS INC
$99.8M
3
ALX ONCOLOGY HLDGS INC
$25.8M
BORER DENTON & ASSOCIATES, INC.
$280M
Top holdings
1
MICROSOFT CORP
$23.2M
2
COSTCO WHOLESALE CORPORATION
$22.1M
3
BERKSHIRE HATHAWAY INC DEL
$22M
PANORAMIC HILLS CAPITAL LTD
$280M
Top holdings
1
LUMENTUM HLDGS INC
$141M
2
SANDISK CORP
$140M
ONE FIN CAPITAL MANAGEMENT LP
$280M
Top holdings
1
NEXTPOWER INC
$36.2M
2
LITHIUM ARGENTINA AG
$24.6M
3
NORFOLK SOUTHN CORP
$23M
ACORN CREEK CAPITAL LLC
$280M
Top holdings
1
DIMENSIONAL ETF TRUST
$96.6M
2
VANGUARD INDEX FDS
$57.4M
3
VANGUARD BD INDEX FDS
$29M
VERACITY CAPITAL LLC
$280M
Top holdings
1
ISHARES TR
$90.6M
2
VANGUARD INDEX FDS
$20.1M
3
PRINCIPAL EXCHANGE TRADED FD
$13.7M
HALL CAPITAL MANAGEMENT CO INC
$280M
Top holdings
1
VANGUARD INTL EQUITY INDEX F
$22.4M
2
VANGUARD SCOTTSDALE FDS
$21M
3
VANGUARD INDEX FDS
$20.4M
PIVOTAL BIOVENTURE PARTNERS INVESTMENT ADVISOR LLC
$280M
Top holdings
1
VAXCYTE INC
$79.8M
2
OCULIS HOLDING AG
$44.7M
3
EVOMMUNE INC
$44.3M
JOSEPH P. LUCIA & ASSOCIATES, LLC
$280M
Top holdings
1
INVESCO EXCHANGE TRADED FD T
$31.5M
2
SCHWAB STRATEGIC TR
$30.5M
3
ISHARES TR
$29M
BALANCED WEALTH GROUP LLC
$279M
Top holdings
1
SPDR SERIES TRUST
$122M
2
INVESCO QQQ TR
$25.7M
3
SCHWAB STRATEGIC TR
$16.3M
KETRON FINANCIAL
$279M
Top holdings
1
NVIDIA CORPORATION
$124M
2
TAIWAN SEMICONDUCTOR MANUFAC
$20.8M
3
ALPHABET INC
$20.6M
NCM CAPITAL MANAGEMENT, LLC
$279M
Top holdings
1
NVIDIA CORPORATION
$22.6M
2
ISHARES TR
$20.9M
3
J P MORGAN EXCHANGE TRADED F
$16.8M
COMPASS CAPITAL CORP
$279M
Top holdings
1
ISHARES TR
$15.9M
2
SEI EXCHANGE TRADED FUNDS
$15.8M
3
VANGUARD INDEX FDS
$14M
