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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
OAKCLIFF CAPITAL PARTNERS, LP
$227M
Top holdings
1
INTERACTIVE BROKERS GROUP IN
$69.1M
2
GILDAN ACTIVEWEAR INC
$37.9M
3
ALPHABET INC
$33.9M
GEM ASSET MANAGEMENT, LLC
$227M
Top holdings
1
DIMENSIONAL ETF TRUST
$93.9M
2
SYSCO CORP
$29.5M
3
ISHARES TR
$20.7M
STEADVIEW CAPITAL MANAGEMENT LLC
$227M
Top holdings
1
CARVANA CO
$46.1M
2
ROBINHOOD MKTS INC
$45M
3
APPLOVIN CORP
$35.6M
WESTPORT ASSET MANAGEMENT INC
$226M
Top holdings
1
SYNOPSYS INC
$20.5M
2
WILLIS TOWERS WATSON PLC LTD
$20.1M
3
COVISTA INC
$14.5M
BANCFIRST TRUST & INVESTMENT MANAGEMENT
$226M
Top holdings
1
BANCFIRST CORP
$94.1M
2
EXXON MOBIL CORP
$56.4M
3
VANGUARD INDEX FDS
$28.7M
PATRON PARTNERS, LLC
$226M
Top holdings
1
PROSPERITY BANCSHARES INC
$15.6M
2
UNIFIED SER TR
$12.1M
3
VANGUARD INDEX FDS
$11.7M
HORIZON FINANCIAL SERVICES, LLC
$226M
Top holdings
1
SPDR SERIES TRUST
$79.6M
2
SELECT SECTOR SPDR TR
$31.3M
3
SCHWAB STRATEGIC TR
$26.3M
ERGAWEALTH ADVISORS, INC.
$226M
Top holdings
1
FIRST TR EXCHANGE TRADED FD
$61.1M
2
CAPITAL GROUP GROWTH ETF
$30.8M
3
CAPITAL GROUP DIVIDEND VALUE
$27M
ENDOWMENT WEALTH MANAGEMENT, INC.
$226M
Top holdings
1
ISHARES TR
$61M
2
INVESCO EXCHANGE TRADED FD T
$20.3M
3
VANGUARD INDEX FDS
$11.5M
MOKAN WEALTH MANAGEMENT INC.
$226M
Top holdings
1
SPDR SERIES TRUST
$27.8M
2
VANGUARD SCOTTSDALE FDS
$14.6M
3
BERKSHIRE HATHAWAY INC DEL
$9.04M
ROBBINS FARLEY
$226M
Top holdings
1
SCHWAB STRATEGIC TR
$15.3M
2
NVIDIA CORPORATION
$9.41M
3
ISHARES TR
$8M
STATE OF NEW JERSEY COMMON PENSION FUND A
$226M
Top holdings
1
BLUE OWL CAPITAL CORPORATION
$169M
2
BLUE OWL CAPITAL INC
$32.5M
3
TPG RE FIN TR INC
$24.6M
PEAK FINANCIAL ADVISORS LLC
$226M
Top holdings
1
SIMPLIFY EXCHANGE TRADED FUN
$30M
2
TCW ETF TRUST
$24.9M
3
ISHARES TR
$20.7M
HERITAGE FAMILY OFFICES, LLP
$225M
Top holdings
1
ISHARES TR
$53.6M
2
AMERICAN CENTY ETF TR
$13.1M
3
SPDR INDEX SHS FDS
$10.7M
BOIT C F DAVID
$225M
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$15.2M
2
EXXON MOBIL CORP
$14.3M
3
MICROSOFT CORP
$12.1M
KEYSTONE GLOBAL PARTNERS, LLC
$225M
Top holdings
1
SELECT SECTOR SPDR TR
$64.1M
2
ISHARES TR
$26M
3
SCHWAB STRATEGIC TR
$23.7M
SEG FAMILY CORP.
$225M
Top holdings
1
THOMSON REUTERS CORP
$225M
WD RUTHERFORD LLC
$225M
Top holdings
1
NVIDIA CORPORATION
$19.3M
2
ALPHABET INC
$10M
3
APPLE INC
$7.33M
ALTUS WEALTH MANAGEMENT, LLC
$225M
Top holdings
1
ISHARES TR
$89.8M
2
VANGUARD INDEX FDS
$48.2M
3
INVESCO QQQ TR
$36.9M
NIA IMPACT ADVISORS, LLC
$225M
Top holdings
1
VANGUARD INDEX FDS
$14M
2
FIRST SOLAR INC
$9.1M
3
TAIWAN SEMICONDUCTOR MANUFAC
$8.44M
