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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
MAD RIVER INVESTORS
$278M
Top holdings
1
TEXAS PACIFIC LAND CORPORATI
$135M
2
PERMIAN BASIN RTY TR
$21.6M
3
HAWAIIAN ELEC INDS INC MTN B
$20.2M
RBA WEALTH MANAGEMENT, LLC
$278M
Top holdings
1
ALPHABET INC
$11.1M
2
VANGUARD WORLD FD
$11M
3
APPLE INC
$10.1M
ARMOR INVESTMENT ADVISORS, LLC
$278M
Top holdings
1
ISHARES TR
$76.6M
2
FIDELITY COVINGTON TRUST
$45.1M
3
J P MORGAN EXCHANGE TRADED F
$27.4M
SEAVIEW INVESTMENT MANAGERS LLC
$277M
Top holdings
1
ASML HLDG NV
$10.9M
2
TAIWAN SEMICONDUCTOR MANUFAC
$10.9M
3
INVESCO QQQ TR
$10.5M
BERKSHIRE CAPITAL HOLDINGS INC
$277M
Top holdings
1
NVIDIA CORPORATION
$27.6M
2
TAIWAN SEMICONDUCTOR MANUFAC
$25M
3
LUMENTUM HLDGS INC
$22.5M
ELEY FINANCIAL MANAGEMENT, INC
$277M
Top holdings
1
ISHARES TR
$131M
2
ALPHABET INC
$9.79M
3
FIDELITY COVINGTON TRUST
$9.38M
CARMEL CAPITAL PARTNERS, LLC
$277M
Top holdings
1
WISDOMTREE TR
$29M
2
HOME DEPOT INC
$24.2M
3
INVESCO EXCH TRD SLF IDX FD
$19.5M
HENRY JAMES INTERNATIONAL MANAGEMENT INC.
$277M
Top holdings
1
TAIWAN SEMICONDUCTOR MANUFAC
$16.1M
2
ASML HLDG NV
$14.3M
3
AERCAP HOLDINGS NV
$10.7M
RESURGENT FINANCIAL ADVISORS LLC
$277M
Top holdings
1
ISHARES TR
$26.5M
2
ALPHABET INC
$13.1M
3
NVIDIA CORPORATION
$12.3M
1 NORTH WEALTH SERVICES LLC
$277M
Top holdings
1
ISHARES TR
$53.9M
2
J P MORGAN EXCHANGE TRADED F
$24.8M
3
JANUS DETROIT STR TR
$15.6M
TOUNJIAN ADVISORY PARTNERS, LLC
$277M
Top holdings
1
ISHARES TR
$14.7M
2
NVIDIA CORPORATION
$14.4M
3
APPLE INC
$14.1M
TOWNSEND ASSET MANAGEMENT CORP
$277M
Top holdings
1
ISHARES TR
$20.9M
2
WISDOMTREE TR
$17.6M
3
INVESCO QQQ TR
$17.1M
RANCH CAPITAL ADVISORS INC.
$277M
Top holdings
1
SPDR SERIES TRUST
$19.1M
2
SELECT SECTOR SPDR TR
$12.8M
3
ISHARES TR
$11.2M
ICW INVESTMENT ADVISORS LLC
$277M
Top holdings
1
APPLE INC
$7.13M
2
ALPHABET INC
$6.89M
3
MICROSOFT CORP
$6.41M
INDEPENDENCE ASSET ADVISORS, LLC
$277M
Top holdings
1
VANECK ETF TRUST
$144M
2
INVESCO EXCHANGE TRADED FD T
$73.9M
3
J P MORGAN EXCHANGE TRADED F
$21.3M
TANGLEWOOD LEGACY ADVISORS, LLC
$276M
Top holdings
1
ISHARES TR
$119M
2
FIRST TR EXCHNG TRADED FD VI
$56.4M
3
INVESCO EXCH TRADED FD TR II
$33.5M
FIVE OCEANS ADVISORS
$276M
Top holdings
1
DIMENSIONAL ETF TRUST
$102M
2
VANGUARD SCOTTSDALE FDS
$30.9M
3
ISHARES TR
$22.9M
ENVISION FINANCIAL PLANNING, LLC
$276M
Top holdings
1
DIMENSIONAL ETF TRUST
$117M
2
ISHARES TR
$66.8M
3
FIDELITY MERRIMACK STR TR
$25.6M
ALTA ADVISERS LTD
$276M
Top holdings
1
VANGUARD INTL EQUITY INDEX F
$56.2M
2
VANGUARD SCOTTSDALE FDS
$24.3M
3
NVIDIA CORPORATION
$16.6M
ARCADIA WEALTH MANAGEMENT, LLC
$276M
Top holdings
1
ISHARES TR
$75.6M
2
VANGUARD INDEX FDS
$73.7M
3
VANGUARD TAX-MANAGED FDS
$35.8M
