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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
STONEBRIDGE CAPITAL MANAGEMENT INC
$220M
Top holdings
1
SCHWAB FAMILY FDS VL
$21.9M
2
APPLE INC
$18M
3
MICROSOFT CORP
$16.1M
TWIN LAKES CAPITAL MANAGEMENT, LLC
$220M
Top holdings
1
SPDR SERIES TRUST
$27.5M
2
APPLE INC
$20.7M
3
SEAGATE TECHNOLOGY HLDNGS PL
$19.3M
RADCLIFF MANAGEMENT LLC
$220M
Top holdings
1
SPORTRADAR GROUP AG
$220M
E FUND MANAGEMENT HONG KONG CO., LTD.
$220M
Top holdings
1
ISHARES TR
$29M
2
PDD HOLDINGS INC
$28.6M
3
NVIDIA CORPORATION
$11.3M
DCM ADVISORS, LLC
$220M
Top holdings
1
ALPHABET INC
$12.3M
2
MICROSOFT CORP
$12.3M
3
APPLE INC
$12.1M
WOODWARD DIVERSIFIED CAPITAL, LLC
$220M
Top holdings
1
RELIANCE INC
$25.5M
2
APPLE INC
$12.3M
3
EXXON MOBIL CORP
$8.89M
TEALWOOD ASSET MANAGEMENT INC
$220M
Top holdings
1
ALPHABET INC
$4.81M
2
TERADYNE INC
$3.65M
3
JOHNSON & JOHNSON
$3.6M
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC
$220M
Top holdings
1
EXXON MOBIL CORP
$10.2M
2
CITIGROUP INC
$9.17M
3
AT&T INC
$8.28M
SHAKER INVESTMENTS LLC
$220M
Top holdings
1
AXOS FINANCIAL INC
$31.4M
2
NVIDIA CORPORATION
$11.3M
3
BROADCOM INC
$9.29M
HORRELL CAPITAL MANAGEMENT, INC.
$219M
Top holdings
1
OREILLY AUTOMOTIVE INC
$21.7M
2
UNION PAC CORP
$15.6M
3
DILLARDS INC
$12.8M
ABERDEEN WEALTH MANAGEMENT LLC
$219M
Top holdings
1
VANGUARD INDEX FDS
$52M
2
VANGUARD SPECIALIZED FUNDS
$12.6M
3
VANGUARD ADMIRAL FDS INC
$12M
TRANSCENDENT CAPITAL GROUP LLC
$219M
Top holdings
1
ISHARES TR
$41.7M
2
AIM ETF PRODUCTS TRUST
$17.6M
3
VANGUARD SCOTTSDALE FDS
$15.1M
YODER WEALTH MANAGEMENT, INC.
$219M
Top holdings
1
FIDELITY COVINGTON TRUST
$63.2M
2
ISHARES TR
$32.9M
3
INVESCO EXCHANGE TRADED FD T
$20.9M
FINANCIAL AVENGERS, INC.
$219M
Top holdings
1
NVIDIA CORPORATION
$28.8M
2
ALPHABET INC
$23M
3
AMAZON COM INC
$22.3M
IDG CHINA VENTURE CAPITAL FUND IV ASSOCIATES L.P.
$219M
Top holdings
1
PDD HOLDINGS INC
$179M
2
PONY AI INC
$37.7M
3
LIGHTINTHEBOX HLDG CO LTD
$2.07M
GARRISON POINT ADVISORS, LLC
$219M
Top holdings
1
ISHARES TR
$37.7M
2
APPLE INC
$13M
3
MICROSOFT CORP
$11.3M
HIGGINS & SCHMIDT WEALTH STRATEGIES LLC
$219M
Top holdings
1
SPDR SERIES TRUST
$100M
2
SPDR INDEX SHS FDS
$33.3M
3
AMERICAN CENTY ETF TR
$27.9M
ORION RESOURCE PARTNERS LP
$219M
Top holdings
1
SKEENA RES LTD NEW
$82.6M
2
SOLARIS RES INC
$23.2M
3
DAKOTA GOLD CORP
$21.1M
OXINAS PARTNERS WEALTH MANAGEMENT LLC
$219M
Top holdings
1
WISDOMTREE TR
$38.3M
2
ISHARES TR
$27.3M
3
STATE STR SPDR S&P 500 ETF T
$13.1M
UNISON ASSET MANAGEMENT LLC
$219M
Top holdings
1
ALPHABET INC
$24.1M
2
META PLATFORMS INC
$22M
3
BERKSHIRE HATHAWAY INC DEL
$21.8M
