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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
FAMILY CAPITAL MANAGEMENT, INC.
$225M
Top holdings
1
ISHARES TR
$32.3M
2
INVESCO QQQ TR
$22.7M
3
STATE STR SPDR S&P 500 ETF T
$19.9M
BALLAST ASSET MANAGEMENT, LP
$225M
Top holdings
1
NATURAL RESOURCE PARTNERS LP
$9.18M
2
ECOVYST INC
$7.13M
3
AZZ INC
$7.01M
BEATON MANAGEMENT CO. INC.
$225M
Top holdings
1
NVIDIA CORPORATION
$10.3M
2
APPLE INC
$7.57M
3
EXXON MOBIL CORP
$7.11M
PROSPECT HILL MANAGEMENT, LLC
$224M
Top holdings
1
APPLE INC
$128M
2
TESLA INC
$37.4M
3
ALPHABET INC
$16.6M
EUKLES ASSET MANAGEMENT
$224M
Top holdings
1
ISHARES TR
$31.5M
2
NVIDIA CORPORATION
$18.8M
3
APPLE INC
$12M
626 FINANCIAL, LLC
$224M
Top holdings
1
WISDOMTREE TR
$39.5M
2
STRYKER CORPORATION
$24.4M
3
ISHARES TR
$17.7M
TANDEM WEALTH ADVISORS LLC
$224M
Top holdings
1
ISHARES TR
$105M
2
STATE STR SPDR S&P MIDCAP 40
$25.1M
3
VANGUARD SCOTTSDALE FDS
$21.1M
93 FINANCIAL GROUP, LLC
$224M
Top holdings
1
SCHWAB STRATEGIC TR
$118M
2
VANGUARD SCOTTSDALE FDS
$65.7M
3
ISHARES TR
$22.3M
CPV PARTNERS, LLC
$224M
Top holdings
1
LAUREATE ED INC
$198M
2
HERTZ GLOBAL HLDGS INC
$14.8M
3
CLARITEV CORPORATION
$8.09M
MKA CHARITABLE FUND
$224M
Top holdings
1
AIRBNB INC
$224M
KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC
$224M
Top holdings
1
DIMENSIONAL ETF TRUST
$141M
2
VANGUARD BD INDEX FDS
$25.6M
3
AMERICAN CENTY ETF TR
$13M
TULL FINANCIAL GROUP, INC.
$224M
Top holdings
1
SPDR SERIES TRUST
$52.8M
2
VANGUARD MALVERN FDS
$37.3M
3
ISHARES TR
$30.9M
LIFE LINE WEALTH MANAGEMENT LLC
$224M
Top holdings
1
ISHARES TR
$130M
2
INVESCO QQQ TR
$47M
3
ISHARES GOLD TR
$38.1M
ASPECT MANAGEMENT, LLC
$224M
Top holdings
1
CHIME FINL INC
$224M
REGENCY CAPITAL MANAGEMENT INC.
$224M
Top holdings
1
ISHARES GOLD TR
$15.5M
2
BERKSHIRE HATHAWAY INC DEL
$14.8M
3
COSTCO WHOLESALE CORPORATION
$13.7M
CURA WEALTH ADVISORS, LLC
$223M
Top holdings
1
ABBVIE INC
$63.7M
2
ABBOTT LABORATORIES
$23.6M
3
FS KKR CAP CORP
$23.1M
CATHERINE AVERY INVESTMENT MANAGEMENT LLC
$223M
Top holdings
1
CHEVRON CORPORATION
$7.27M
2
CITIGROUP INC
$7.23M
3
CISCO SYS INC
$7.04M
FAMILY CFO INC
$223M
Top holdings
1
VANGUARD INDEX FDS
$93.4M
2
VANGUARD SCOTTSDALE FDS
$24.4M
3
VANGUARD SPECIALIZED FUNDS
$22.4M
IRONWOOD WEALTH MANAGEMENT, INC.
$223M
Top holdings
1
ISHARES TR
$108M
2
SELECT SECTOR SPDR TR
$24.6M
3
INVESCO EXCH TRADED FD TR II
$24.1M
AZARIAS CAPITAL MANAGEMENT, L.P.
$223M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$69.2M
2
UR-ENERGY INC
$20.3M
3
DENISON MINES CORP
$10.3M
