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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
INVESTMENT RESEARCH PARTNERS LLC
$246M
Top holdings
1
ISHARES TR
$59.4M
2
NVIDIA CORPORATION
$9.34M
3
ABRDN ETFS
$8.68M
MIRABAUD & CIE SA
$246M
Top holdings
1
NVIDIA CORPORATION
$38.8M
2
ALPHABET INC
$33M
3
MICROSOFT CORP
$29.5M
PILGRIM PARTNERS ASIA PTE LTD
$246M
Top holdings
1
ISHARES BITCOIN TRUST ETF
$68.1M
2
INVESCO QQQ TR
$35.3M
3
STATE STR SPDR S&P 500 ETF T
$22.5M
HIGHMARK WEALTH MANAGEMENT LLC
$246M
Top holdings
1
ISHARES TR
$140M
2
AXOGEN INC
$11.4M
3
VANGUARD INDEX FDS
$11.1M
EQUINOX PARTNERS INVESTMENT MANAGEMENT LLC
$245M
Top holdings
1
KOSMOS ENERGY LTD
$57.5M
2
GRAN TIERRA ENERGY INC
$57.2M
3
NEW PAC METALS CORP
$27.8M
COOPER INVESTORS PTY LTD
$245M
Top holdings
1
NEWS CORP NEW
$43.7M
2
LIBERTY MEDIA CORP DEL
$19.6M
3
SHENANDOAH TELECOMMUNICATION
$14.5M
SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO
$245M
Top holdings
1
ISHARES GOLD TR
$134M
2
ISHARES TR
$59.9M
3
ALPS ETF TR
$26.7M
NUT TREE CAPITAL MANAGEMENT, LP
$245M
Top holdings
1
GRUPO AEROMEXICO SAB DE CV
$89.6M
2
AVEANNA HEALTHCARE HLDGS INC
$83.2M
3
BRIGHTSPIRE CAPITAL INC
$61.6M
MRA ADVISORY GROUP
$245M
Top holdings
1
ISHARES TR
$33.6M
2
VANGUARD INTL EQUITY INDEX F
$15.9M
3
INVESCO EXCHANGE TRADED FD T
$15.1M
KINLOCH CAPITAL, LLC
$245M
Top holdings
1
VANGUARD WORLD FD
$26.4M
2
FIRST TR EXCH TRADED FD III
$15.3M
3
FIRST TR EXCHANGE-TRADED FD
$7.91M
SHARED VISION WEALTH GROUP LLC
$245M
Top holdings
1
ISHARES TR
$118M
2
APPLE INC
$44.2M
3
BLACKROCK ETF TRUST
$16.7M
EXETER FINANCIAL, LLC
$245M
Top holdings
1
ISHARES TR
$13M
2
DIMENSIONAL ETF TRUST
$12.9M
3
FIRST TR ENHANCED EQUITY
$11.8M
MELONE PRIVATE WEALTH, LLC
$245M
Top holdings
1
WISDOMTREE TR
$61M
2
SPDR SERIES TRUST
$40.9M
3
DAVIS FUNDAMENTAL ETF TR
$22M
ASPECT PARTNERS, LLC
$245M
Top holdings
1
ISHARES TR
$73.7M
2
VANGUARD INDEX FDS
$25.8M
3
STATE STR SPDR S&P 500 ETF T
$18.3M
LLOYD HARBOR CAPITAL MANAGEMENT, LLC
$245M
Top holdings
1
EXXON MOBIL CORP
$65.7M
2
PETROLEO BRASILEIRO S A
$25.7M
3
VANECK ETF TRUST
$24.6M
LEWIS ASSET MANAGEMENT, LLC
$245M
Top holdings
1
NVIDIA CORPORATION
$14.9M
2
ISHARES TR
$14.4M
3
APPLE INC
$14M
RIDGEWOOD INVESTMENTS LLC
$244M
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$23M
2
ISHARES TR
$18.8M
3
VANGUARD INDEX FDS
$13.4M
JNE PARTNERS LLP
$244M
Top holdings
1
LIBERTY LIVE HOLDINGS INC
$144M
2
NIQ GLOBAL INTELLIGENCE PLC
$42.4M
3
LIBERTY BROADBAND CORP
$32.2M
OCONNOR FINANCIAL GROUP LLC
$244M
Top holdings
1
PIMCO ETF TR
$50.5M
2
VANGUARD INDEX FDS
$42M
3
TIMOTHY PLAN
$21M
LONGITUDE CAYMAN LTD.
$244M
Top holdings
1
SOFI TECHNOLOGIES INC
$28.3M
2
STRATEGY INC
$15.7M
3
ADVANCED MICRO DEVICES INC
$15.7M
