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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
BLACKSHEEP FUND MANAGEMENT LTD
$247M
Top holdings
1
TRANSDIGM GROUP INC
$53M
2
MICROSOFT CORP
$48.2M
3
MASTERCARD INCORPORATED
$43.8M
VIVID WEALTH MANAGEMENT, LLC
$247M
Top holdings
1
ISHARES TR
$41.1M
2
BLACKROCK ETF TRUST II
$22.7M
3
SPDR SERIES TRUST
$17.6M
RESOLUTE CAPITAL, LLC
$247M
Top holdings
1
WISDOMTREE TR
$74.6M
2
VANGUARD INDEX FDS
$47.2M
3
VANGUARD MALVERN FDS
$26.2M
HILLCREST WEALTH ADVISORS - NY, LLC
$247M
Top holdings
1
ISHARES TR
$85.5M
2
VANGUARD INDEX FDS
$67M
3
VANGUARD INTL EQUITY INDEX F
$22.5M
FF ADVISORS,LLC
$247M
Top holdings
1
INVESCO QQQ TR
$39M
2
VANGUARD INDEX FDS
$28.5M
3
ISHARES TR
$27.5M
VALUED WEALTH ADVISORS LLC
$247M
Top holdings
1
DIMENSIONAL ETF TRUST
$124M
2
AMERICAN CENTY ETF TR
$93.8M
3
ISHARES TR
$6.47M
IRIDIAN ASSET MANAGEMENT LLC
$247M
Top holdings
1
HERBALIFE LTD
$23.9M
2
ACV AUCTIONS INC
$22.1M
3
HILTON GRAND VACATIONS INC
$19M
MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC
$246M
Top holdings
1
YUM CHINA HLDGS INC
$27.1M
2
TAIWAN SEMICONDUCTOR MANUFAC
$21.1M
3
PDD HOLDINGS INC
$20.3M
VERISAIL PARTNERS, LLC
$246M
Top holdings
1
DIMENSIONAL ETF TRUST
$239M
2
MARRIOTT INTL INC NEW
$2.78M
3
MICROSOFT CORP
$768k
ZENO EQUITY PARTNERS LLP
$246M
Top holdings
1
DANAHER CORP DEL
$47.1M
2
LINDE PLC
$30.3M
3
AMAZON COM INC
$29.5M
CORDANT, INC.
$246M
Top holdings
1
VANGUARD SCOTTSDALE FDS
$57.3M
2
VANGUARD INDEX FDS
$43M
3
DIMENSIONAL ETF TRUST
$42.1M
FLAGSHIP PRIVATE WEALTH, LLC
$246M
Top holdings
1
ISHARES TR
$133M
2
STATE STR SPDR S&P 500 ETF T
$16.2M
3
VANGUARD WORLD FD
$13.2M
MITCHELL & PAHL PRIVATE WEALTH, LLC
$246M
Top holdings
1
APPLE INC
$7.15M
2
BROADCOM INC
$5.48M
3
MICROSOFT CORP
$5.42M
DRAVO BAY LLC
$246M
Top holdings
1
SCHWAB STRATEGIC TR
$79.1M
2
DIMENSIONAL ETF TRUST
$71.8M
3
VANGUARD TAX-MANAGED FDS
$23.2M
HANOVER ADVISORS INC
$246M
Top holdings
1
VANGUARD INDEX FDS
$71.3M
2
STATE STR SPDR S&P 500 ETF T
$38.8M
3
ISHARES TR
$32M
WEALTH ANALYTICS PARTNERS, LLC
$246M
Top holdings
1
VANGUARD INDEX FDS
$106M
2
VANGUARD BD INDEX FDS
$24.7M
3
ISHARES TR
$14.5M
VERNAL POINT ADVISORS, LLC
$246M
Top holdings
1
VANGUARD INTL EQUITY INDEX F
$128M
2
VANGUARD SCOTTSDALE FDS
$41.6M
3
VANGUARD INDEX FDS
$25.9M
CALDWELL SUTTER CAPITAL, INC.
$246M
Top holdings
1
ISHARES TR
$14.7M
2
APPLE INC
$11.8M
3
PERMA-PIPE INTL HLDGS INC
$6.98M
RETIREMENT PLANNING CO OF NEW ENGLAND, INC.
$246M
Top holdings
1
VANGUARD INDEX FDS
$11M
2
ALPHABET INC
$9.89M
3
NVIDIA CORPORATION
$9.18M
MY.ALPHA MANAGEMENT HK ADVISORS LTD
$246M
Top holdings
1
FUTU HLDGS LTD
$46.8M
2
JOYY INC
$34.9M
3
GDS HLDGS LTD
$34.4M
