Trending
Tree map
Stacked
Scatter
Network
Map
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
SWAN CAPITAL LLC
$272M
Top holdings
1
VANGUARD WHITEHALL FDS
$62.2M
2
VANGUARD INDEX FDS
$50.5M
3
VANGUARD WORLD FD
$39.4M
SELDON CAPITAL LP
$272M
Top holdings
1
BENTLEY SYS INC
$27.9M
2
CELESTICA INC
$19.9M
3
TALEN ENERGY CORP
$17.8M
FRANCHISE GP LTD
$272M
Top holdings
1
NVIDIA CORPORATION
$56.9M
2
PDD HOLDINGS INC
$50.9M
3
CIRCLE INTERNET GROUP INC
$42.3M
RJA ASSET MANAGEMENT LLC
$272M
Top holdings
1
APPLE INC
$249M
2
AFFIRM HLDGS INC
$11.2M
3
TWILIO INC
$8.57M
BRYANT WOODS INVESTMENT ADVISORS, LLC
$272M
Top holdings
1
ISHARES TR
$128M
2
VANGUARD INDEX FDS
$28.4M
3
DIMENSIONAL ETF TRUST
$17.5M
LINCOLN CAPITAL CORP
$272M
Top holdings
1
ISHARES TR
$44.6M
2
SPDR SERIES TRUST
$17.3M
3
MICROSOFT CORP
$15.8M
TRITONPOINT PARTNERS, LLC
$272M
Top holdings
1
SPDR SERIES TRUST
$46.4M
2
ISHARES TR
$42.6M
3
VANGUARD INDEX FDS
$11.6M
SIEMENS AG
$272M
Top holdings
1
FLUENCE ENERGY INC
$272M
VERTRIX WEALTH MANAGEMENT, LLC
$272M
Top holdings
1
VANGUARD BD INDEX FDS
$36.5M
2
SPDR SERIES TRUST
$20.2M
3
VANGUARD MALVERN FDS
$12.5M
CORNERSTONE NATIONAL BANK & TRUST CO
$271M
Top holdings
1
FLEXSHARES TR
$79.1M
2
VANGUARD INDEX FDS
$41.6M
3
VANGUARD MALVERN FDS
$31.1M
SONATA CAPITAL GROUP INC
$271M
Top holdings
1
ISHARES TR
$147M
2
VANGUARD INDEX FDS
$16.4M
3
APPLE INC
$13.6M
FORESITE CAPITAL MANAGEMENT V, LLC
$271M
Top holdings
1
ALUMIS INC
$130M
2
CG ONCOLOGY INC
$68M
3
DISC MEDICINE INC
$23.9M
MULLOOLY ASSET MANAGEMENT, INC.
$271M
Top holdings
1
ISHARES TR
$170M
2
VANGUARD INTL EQUITY INDEX F
$32.3M
3
VANGUARD INDEX FDS
$24.6M
SCULATI WEALTH MANAGEMENT, LLC
$271M
Top holdings
1
ISHARES TR
$40M
2
BERKSHIRE HATHAWAY INC DEL
$23.6M
3
APPLE INC
$12.5M
MOUNT LUCAS MANAGEMENT LP
$271M
Top holdings
1
ISHARES INC
$43.2M
2
ISHARES TR
$35.4M
3
INVESCO EXCHANGE TRADED FD T
$33M
PROSPERITY FINANCIAL GROUP, INC.
$271M
Top holdings
1
FIRST TR EXCHANGE-TRADED FD
$19.3M
2
APPLE INC
$18.8M
3
NVIDIA CORPORATION
$11.6M
MOERUS CAPITAL MANAGEMENT LLC
$271M
Top holdings
1
VALARIS LTD
$45.5M
2
NUTRIEN LTD
$45.2M
3
ARCOS DORADOS HLDGS INC
$35.2M
RAVENSWOOD PARTNERS LP
$271M
Top holdings
1
NVIDIA CORPORATION
$19.2M
2
TAIWAN SEMICONDUCTOR MANUFAC
$15.5M
3
AMAZON COM INC
$14M
PUNCH CARD MANAGEMENT L.P.
$271M
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$104M
2
CROCS INC
$49.4M
3
ISHARES TR
$46.3M
REGISTER FINANCIAL ADVISORS LLC
$271M
Top holdings
1
VANGUARD INDEX FDS
$22.1M
2
ISHARES TR
$10.3M
3
APPLE INC
$9.93M
