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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
MTC WEALTH MANAGEMENT LLC
$211M
Top holdings
1
ISHARES TR
$132M
2
STATE STR SPDR S&P 500 ETF T
$33.2M
3
VANGUARD INDEX FDS
$21.6M
COHEN INVESTMENT ADVISORS LLC
$210M
Top holdings
1
APPLE INC
$10.6M
2
ELI LILLY & CO
$9.65M
3
ALPHABET INC
$9.21M
WESTBOURNE INVESTMENTS, INC.
$210M
Top holdings
1
SCHWAB STRATEGIC TR
$9.95M
2
NVIDIA CORPORATION
$9.02M
3
ALPHABET INC
$8.84M
FSA WEALTH PARTNERS, INC.
$210M
Top holdings
1
ISHARES TR
$69.9M
2
STATE STR SPDR S&P 500 ETF T
$29.3M
3
INVESCO EXCHANGE TRADED FD T
$16.3M
EURIZON SLJ CAPITAL LTD
$210M
Top holdings
1
NETFLIX INC.
$12.3M
2
NVIDIA CORPORATION
$11.9M
3
ALPHABET INC
$11.5M
CHOU ASSOCIATES MANAGEMENT INC.
$210M
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$63.2M
2
ALPHABET INC
$20.8M
3
OCCIDENTAL PETE CORP
$20.3M
CWC ADVISORS, LLC.
$210M
Top holdings
1
ISHARES TR
$18.2M
2
VANGUARD SCOTTSDALE FDS
$17.6M
3
SELECT SECTOR SPDR TR
$17.1M
THAYER PARTNERS, LLC MA
$210M
Top holdings
1
ISHARES TR
$43.4M
2
VANGUARD INDEX FDS
$42.3M
3
VANGUARD TAX-MANAGED FDS
$20.3M
CMG GLOBAL HOLDINGS, LLC
$210M
Top holdings
1
ISHARES TR
$16.3M
2
FIDELITY MERRIMACK STR TR
$16.3M
3
SELECT SECTOR SPDR TR
$15.3M
P2 CAPITAL PARTNERS, LLC
$210M
Top holdings
1
ACADIA HEALTHCARE COMPANY IN
$41.5M
2
CBIZ INC
$30.6M
3
JBT MAREL CORPORATION
$28.8M
R. W. ROGE & COMPANY, INC.
$210M
Top holdings
1
VANGUARD INDEX FDS
$86.7M
2
VANGUARD SCOTTSDALE FDS
$17.6M
3
ISHARES TR
$15.2M
GREAT HILL PARTNERS, L.P.
$210M
Top holdings
1
WAYFAIR INC
$210M
BLUE SKY CAPITAL CONSULTANTS GROUP, INC.
$210M
Top holdings
1
SCHWAB STRATEGIC TR
$21.1M
2
TESLA INC
$18.3M
3
SELECT SECTOR SPDR TR
$15.7M
PAINTED PORCH ADVISORS LLC
$210M
Top holdings
1
ISHARES TR
$74.6M
2
BERKSHIRE HATHAWAY INC DEL
$38.1M
3
INVESCO EXCH TRADED FD TR II
$23.7M
CITADEL INVESTMENT ADVISORY, INC.
$210M
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$50.3M
2
MARKEL GROUP INC
$29.2M
3
ALPHABET INC
$21.4M
KIKER WEALTH MANAGEMENT, LLC
$209M
Top holdings
1
ISHARES TR
$48.5M
2
VANECK ETF TRUST
$21.7M
3
VANECK MERK GOLD ETF
$19.7M
LYNX INVESTMENT ADVISORY
$209M
Top holdings
1
ISHARES TR
$24.9M
2
INVESCO EXCHANGE TRADED FD T
$12.5M
3
DIMENSIONAL ETF TRUST
$10.5M
GLYNN CAPITAL MANAGEMENT LLC
$209M
Top holdings
1
OSCAR HEALTH INC
$29.7M
2
TAIWAN SEMICONDUCTOR MANUFAC
$21.1M
3
VERTIV HOLDINGS CO
$17.9M
CAMPBELL CAPITAL MANAGEMENT INC
$209M
Top holdings
1
ALPHABET INC
$45.5M
2
APPLE INC
$37.8M
3
MICROSOFT CORP
$18.5M
ADALTA CAPITAL MANAGEMENT LLC
$209M
Top holdings
1
ALPHABET INC
$14.6M
2
MICROSOFT CORP
$14.6M
3
JPMORGAN CHASE & CO
$14M
