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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
HFM INVESTMENT ADVISORS, LLC
$260M
Top holdings
1
DIMENSIONAL ETF TRUST
$243M
2
ISHARES TR
$3.02M
3
VANGUARD INTL EQUITY INDEX F
$1.65M
KALEHUA CAPITAL MANAGEMENT LLC
$260M
Top holdings
1
EA SERIES TRUST
$39.2M
2
X4 PHARMACEUTICALS INC
$30.8M
3
SURROZEN INC
$22.4M
ROBERTSON OPPORTUNITY CAPITAL, LLC
$260M
Top holdings
1
WILLIAMS COS INC
$26.5M
2
SOMNIGROUP INTERNATIONAL INC
$26.2M
3
ALPHABET INC
$21.7M
BAYVIEW ASSET MANAGEMENT, LLC
$260M
Top holdings
1
INVESCO EXCHANGE TRADED FD T
$54.7M
2
SPDR SERIES TRUST
$26M
3
SELECT SECTOR SPDR TR
$21.6M
MILLER WEALTH ADVISORS, LLC
$260M
Top holdings
1
ALPHABET INC
$69.6M
2
AMAZON COM INC
$51.7M
3
EXXON MOBIL CORP
$49.5M
KALEIDOSCOPE CAPITAL LP
$260M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$49.8M
2
ISHARES BITCOIN TRUST ETF
$27.3M
3
GRAYSCALE ETHEREUM STAKING
$27.2M
SAWYER & COMPANY, INC
$260M
Top holdings
1
ALPHABET INC
$16.5M
2
APPLE INC
$13.5M
3
NVIDIA CORPORATION
$13.2M
BARBARA OIL CO.
$259M
Top holdings
1
JOHNSON & JOHNSON
$24.9M
2
JPMORGAN CHASE & CO
$19.7M
3
WALMART INC
$13.7M
JDM FINANCIAL GROUP LLC
$259M
Top holdings
1
VANGUARD INDEX FDS
$52.5M
2
ISHARES TR
$44.8M
3
SPDR INDEX SHS FDS
$38.5M
FINANCIAL COUNCIL, LLC
$259M
Top holdings
1
ISHARES TR
$76.7M
2
CAPITAL GROUP GBL GROWTH EQT
$52M
3
SPDR SERIES TRUST
$21.3M
TOEWS CORP
$259M
Top holdings
1
ISHARES TR
$248M
2
PGIM ETF TR
$6.52M
3
NORTHERN LIGHTS FD TR
$2.82M
POTENTIA WEALTH
$259M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$55.3M
2
APPLE INC
$27.6M
3
ISHARES TR
$23.7M
BLUESTEM FINANCIAL ADVISORS, LLC
$259M
Top holdings
1
ISHARES TR
$84.8M
2
VANGUARD BD INDEX FDS
$59.9M
3
VANGUARD INDEX FDS
$58.5M
QUARTZ PARTNERS, LLC
$259M
Top holdings
1
ISHARES TR
$34.9M
2
SPDR SERIES TRUST
$17.5M
3
VANGUARD INDEX FDS
$12.8M
COLRAIN CAPITAL LLC
$259M
Top holdings
1
VICOR CORP
$32.5M
2
CHEVRON CORPORATION
$24.1M
3
NEWMONT CORP
$20.4M
NEWGEN ASSET MANAGEMENT LTD
$259M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$65M
2
HIGHLANDER SILVER CORP
$28.8M
3
AMERICAS GOLD AND SILVER COR
$28.1M
CODEX CAPITAL ASSET MANAGEMENT L.L.C.
$259M
Top holdings
1
NVIDIA CORPORATION
$39.8M
2
ALPHABET INC
$20.7M
3
GE VERNOVA INC
$18.5M
HMS CAPITAL MANAGEMENT, LLC
$259M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$64.9M
2
ISHARES TR
$53.3M
3
INVESCO QQQ TR
$11.8M
BEACON FINANCIAL PLANNING, INC
$258M
Top holdings
1
ISHARES TR
$85.3M
2
SCHWAB STRATEGIC TR
$29.9M
3
INVESCO QQQ TR
$26.5M
GLASS WEALTH MANAGEMENT CO LLC
$258M
Top holdings
1
BROADCOM INC
$28.5M
2
ALPHABET INC
$12.9M
3
EXXON MOBIL CORP
$12.5M
