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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
JUNK INVESTMENT GROUP, LLC
$191M
Top holdings
1
VANGUARD INDEX FDS
$63M
2
VANGUARD WORLD FD
$40.6M
3
VANGUARD INTL EQUITY INDEX F
$12.3M
SBE LLC DBA CEDAR COVE WEALTH PARTNERS
$191M
Top holdings
1
GOLDMAN SACHS ETF TR
$36.4M
2
ISHARES TR
$28.8M
3
TOUCHSTONE ETF TRUST
$14.5M
GUIDEDMONEY, LLC
$190M
Top holdings
1
VANGUARD INDEX FDS
$80M
2
VANGUARD BD INDEX FDS
$50.6M
3
ISHARES TR
$23.5M
SECURITY BENEFIT LIFE INSURANCE CO
$190M
Top holdings
1
ACCELERANT HOLDINGS
$78.4M
2
SERIES PORTFOLIOS TR
$71.1M
3
ISHARES TR
$13.7M
COIGN CAPITAL ADVISORS LLC
$190M
Top holdings
1
ISHARES TR
$45.5M
2
MORGAN STANLEY ETF TRUST
$22.3M
3
JOHN HANCOCK EXCHANGE TRADED
$13.5M
RACHOR INVESTMENT ADVISORY SERVICES, LLC
$190M
Top holdings
1
DIMENSIONAL ETF TRUST
$176M
2
BERKSHIRE HATHAWAY INC DEL
$3.06M
3
ALPHABET INC
$905k
WESTERN STANDARD LLC
$190M
Top holdings
1
GREEN DOT CORP
$39.8M
2
COMPASS DIVERSIFIED
$24.7M
3
TELEFLEX INCORPORATED
$22.1M
RESOLUTE CAPITAL ASSET PARTNERS LLC
$190M
Top holdings
1
ASCENDIS PHARMA A/S
$22.6M
2
ANDERSONS INC
$19.4M
3
TEXAS PACIFIC LAND CORPORATI
$12.1M
HARSPRING CAPITAL MANAGEMENT, LLC
$190M
Top holdings
1
DARLING INGREDIENTS INC
$26.3M
2
ENOVA INTL INC
$23.1M
3
COGENT COMM HOLDINGS INC
$20.5M
HARRINGTON INVESTMENTS, INC
$190M
Top holdings
1
ALPHABET INC
$16.1M
2
APPLE INC
$15.2M
3
MICROSOFT CORP
$9.83M
GREEN RIDGE WEALTH PLANNING LLC
$190M
Top holdings
1
ISHARES TR
$37M
2
INVESCO QQQ TR
$21.3M
3
INVESCO EXCHANGE TRADED FD T
$17M
CAMARDA FINANCIAL ADVISORS, LLC
$190M
Top holdings
1
ISHARES TR
$28M
2
ALPHABET INC
$6.54M
3
LAM RESEARCH CORP
$6.29M
ANDREWS ADVISORY ASSOCIATES, LLC
$190M
Top holdings
1
VANGUARD INDEX FDS
$28.7M
2
FIDELITY MERRIMACK STR TR
$24.7M
3
GOLDMAN SACHS ETF TR
$15.9M
BEACONLIGHT CAPITAL, LLC
$190M
Top holdings
1
CONSTELLIUM SE
$28.8M
2
RESIDEO TECHNOLOGIES INC
$20M
3
STMICROELECTRONICS N V
$13.3M
LESLIE GLOBAL WEALTH, LLC
$190M
Top holdings
1
SPDR SERIES TRUST
$102M
2
SPDR INDEX SHS FDS
$16.4M
3
ISHARES TR
$11.8M
SMALLWOOD WEALTH INVESTMENT MANAGEMENT, LLC
$190M
Top holdings
1
ISHARES TR
$52.4M
2
VANGUARD INDEX FDS
$19.1M
3
APPLE INC
$11.7M
SHERIDAN CAPITAL MANAGEMENT, LLC
$190M
Top holdings
1
ISHARES TR
$90.9M
2
PIMCO ETF TR
$46.7M
3
VANGUARD WORLD FD
$31.9M
BRADLEY & CO. PRIVATE WEALTH MANAGEMENT, LLC
$190M
Top holdings
1
ISHARES TR
$20M
2
ALPHABET INC
$18.9M
3
VANGUARD INDEX FDS
$16.3M
FINANCIAL ARCHITECTS, LLC
$190M
Top holdings
1
SCHWAB STRATEGIC TR
$41.8M
2
DIMENSIONAL ETF TRUST
$30.3M
3
VANGUARD INDEX FDS
$25M
LAUREL WEALTH PLANNING LLC
$190M
Top holdings
1
ISHARES TR
$51.6M
2
SPDR SERIES TRUST
$18.5M
3
VANGUARD INDEX FDS
$16.6M
