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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
INVESTORS ASSET MANAGEMENT OF GEORGIA INC
$244M
Top holdings
1
EQUIFAX INC
$15.6M
2
BEL FUSE INC
$9.56M
3
JPMORGAN CHASE & CO
$7.9M
CRESTA ADVISORS, LTD.
$244M
Top holdings
1
VANGUARD INDEX FDS
$45.7M
2
STATE STR SPDR S&P 500 ETF T
$34.6M
3
ISHARES TR
$31.8M
BAWA N MALLICK TRUST
$244M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$69.8M
2
ISHARES TR
$43.2M
3
INVESCO QQQ TR
$38.5M
ALTUS WEALTH GROUP LLC
$244M
Top holdings
1
ISHARES TR
$42.4M
2
INVESCO EXCH TRADED FD TR II
$20.5M
3
VANECK ETF TRUST
$19M
BURFORD BROTHERS, INC.
$244M
Top holdings
1
APPLE INC
$18.2M
2
CAPITAL GROUP CORE EQUITY ET
$14M
3
JANUS DETROIT STR TR
$12.5M
GE INVESTMENT MANAGEMENT CORP.
$244M
Top holdings
1
GE AEROSPACE
$243M
2
SSGA ACTIVE ETF TR
$443k
3
SPDR SERIES TRUST
$389k
ORIN GREEN FINANCIAL, LLC
$244M
Top holdings
1
ISHARES TR
$119M
2
VANGUARD TAX-MANAGED FDS
$23.7M
3
VANGUARD INDEX FDS
$20.4M
AAF WEALTH MANAGEMENT, LLC
$244M
Top holdings
1
ISHARES TR
$115M
2
VANGUARD INDEX FDS
$41M
3
INVESCO EXCH TRADED FD TR II
$25.3M
SOLSTEIN CAPITAL, LLC
$244M
Top holdings
1
ISHARES TR
$42.1M
2
STATE STR SPDR S&P 500 ETF T
$20M
3
APPLE INC
$15.3M
RED SPRUCE CAPITAL, LLC
$244M
Top holdings
1
INVESCO EXCH TRD SLF IDX FD
$34.4M
2
ALPHABET INC
$17.5M
3
APPLIED MATLS INC
$10.5M
JW ASSET MANAGEMENT, LLC
$244M
Top holdings
1
ESTABLISHMENT LABS HLDGS INC
$174M
2
VITA COCO CO INC
$10.5M
3
CATALYST PHARMACEUTICALS INC
$9.62M
SCHULHOFF & CO INC
$243M
Top holdings
1
PROCTER & GAMBLE CO
$22.2M
2
EXXON MOBIL CORP
$13.4M
3
JPMORGAN CHASE & CO
$13.1M
HUTNER CAPITAL MANAGEMENT INC
$243M
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$49.6M
2
COSTCO WHOLESALE CORPORATION
$14M
3
PHILIP MORRIS INTL INC
$11.9M
YANKCOM PARTNERSHIP
$243M
Top holdings
1
ISHARES TR
$36.2M
2
VANGUARD TAX-MANAGED FDS
$19.2M
3
VANGUARD INDEX FDS
$17.2M
HOWARD BAILEY SECURITIES, LLC
$243M
Top holdings
1
ISHARES TR
$79.4M
2
CAPITOL SER TR
$29.5M
3
SIMPLIFY EXCHANGE TRADED FUN
$24.4M
QUARRY HILL ADVISORS, LLC
$243M
Top holdings
1
DIMENSIONAL ETF TRUST
$107M
2
AMERICAN CENTY ETF TR
$97.7M
3
EA SERIES TRUST
$20.5M
INDEPENDENT FAMILY OFFICE, LLC
$243M
Top holdings
1
ISHARES TR
$49.9M
2
ISHARES GOLD TR
$32.9M
3
STATE STR SPDR S&P 500 ETF T
$30.1M
VISUALIZE GROUP LP
$243M
Top holdings
1
REPUBLIC SVCS INC
$30.1M
2
RBC BEARINGS INC
$27.9M
3
CURTISS WRIGHT CORP
$27.8M
SFG WEALTH MANAGEMENT, LLC.
$243M
Top holdings
1
SPDR SERIES TRUST
$66M
2
STATE STR SPDR S&P 500 ETF T
$29.5M
3
MFS ACTIVE EXCHANGE TRADED F
$25M
LGL PARTNERS, LLC
$243M
Top holdings
1
ISHARES TR
$128M
2
STATE STR SPDR S&P 500 ETF T
$64.1M
3
INVESCO QQQ TR
$12M
