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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
INVESTMARK ADVISORY GROUP LLC
$234M
Top holdings
1
DIMENSIONAL ETF TRUST
$75.5M
2
FIDELITY COVINGTON TRUST
$21.1M
3
ISHARES TR
$11M
ACCEL LEADERS 3 ASSOCIATES L.P.
$234M
Top holdings
1
NEBIUS GROUP N.V.
$234M
ARDENT CAPITAL MANAGEMENT, INC.
$234M
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$76.5M
2
JOHNSON & JOHNSON
$36M
3
ALPHABET INC
$34.9M
J.H. WHITNEY EQUITY PARTNERS VII, LLC
$233M
Top holdings
1
AVEANNA HEALTHCARE HLDGS INC
$233M
EASTOVER INVESTMENT ADVISORS LLC
$233M
Top holdings
1
JABIL INC
$13M
2
APPLE INC
$12.5M
3
BROADCOM INC
$12.2M
BURK HOLDINGS LLC
$233M
Top holdings
1
DIMENSIONAL ETF TRUST
$147M
2
AMERICAN CENTY ETF TR
$39.8M
3
SCHWAB STRATEGIC TR
$5.4M
CHRISTENSEN, KING & ASSOCIATES INVESTMENT SERVICES, INC.
$233M
Top holdings
1
SCHWAB STRATEGIC TR
$152M
2
ISHARES TR
$31.3M
3
VANGUARD INDEX FDS
$10.5M
NAPEAN TRADING & INVESTMENT CO SINGAPORE PTE LTD
$233M
Top holdings
1
NAVAN INC
$77.8M
2
ROBINHOOD MKTS INC
$72.8M
3
BILLIONTOONE INC
$18.4M
CHELSEA COUNSEL CO
$233M
Top holdings
1
ALPHABET INC
$26.1M
2
APPLE INC
$24.6M
3
AGNICO EAGLE MINES LTD
$11.2M
EOS MANAGEMENT, L.P.
$233M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$72M
2
BERKSHIRE HATHAWAY INC DEL
$15.9M
3
ALPHABET INC
$12.4M
LAKERIDGE WEALTH MANAGEMENT LLC
$233M
Top holdings
1
ISHARES TR
$37.8M
2
AMERICAN CENTY ETF TR
$21.9M
3
FIDELITY COVINGTON TRUST
$19.8M
TREE LINE ADVISORS HONG KONG LTD.
$233M
Top holdings
1
NEBIUS GROUP N.V.
$98.7M
2
SEA LTD
$73.6M
3
COUPANG INC
$60.3M
NORTHBRIDGE FINANCIAL GROUP, LLC
$232M
Top holdings
1
NVIDIA CORPORATION
$26M
2
APPLE INC
$17.5M
3
JANUS DETROIT STR TR
$13.2M
OXFORD ASSET MANAGEMENT LLP
$232M
Top holdings
1
SPDR SERIES TRUST
$12.4M
2
WIX COM LTD
$5.09M
3
BOSTON SCIENTIFIC CORP
$3.72M
5TH STREET ADVISORS, LLC
$232M
Top holdings
1
VANGUARD INTL EQUITY INDEX F
$39.7M
2
VANGUARD INDEX FDS
$32.9M
3
J P MORGAN EXCHANGE TRADED F
$26M
KILTER GROUP LLC
$232M
Top holdings
1
ISHARES TR
$127M
2
BLACKROCK ETF TRUST
$36.6M
3
ISHARES INC
$14.8M
CAMBRIDGE CAPITAL MANAGEMENT, LLC
$232M
Top holdings
1
VANGUARD INDEX FDS
$102M
2
ISHARES TR
$29.6M
3
DIMENSIONAL ETF TRUST
$27.6M
BANYAN CAPITAL MANAGEMENT, INC.
$232M
Top holdings
1
MARKEL GROUP INC
$21.2M
2
BERKSHIRE HATHAWAY INC DEL
$19.4M
3
PHINIA INC
$17.5M
VISION ONE MANAGEMENT PARTNERS, LP
$232M
Top holdings
1
HEXCEL CORP NEW
$52.9M
2
CHEMOURS CO
$37.9M
3
INGEVITY CORP
$36.9M
DAVIDSON TRUST CO
$232M
Top holdings
1
ISHARES TR
$36.8M
2
VANGUARD INDEX FDS
$16.9M
3
MICROSOFT CORP
$14.8M
