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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
HOGE FINANCIAL SERVICES, LLC
$187M
Top holdings
1
ISHARES TR
$78.9M
2
VANGUARD INDEX FDS
$29.9M
3
VANGUARD BD INDEX FDS
$28.1M
VIRGINIA WEALTH MANAGEMENT GROUP, INC.
$187M
Top holdings
1
ISHARES TR
$28M
2
BERKSHIRE HATHAWAY INC DEL
$8.87M
3
CHEVRON CORPORATION
$7.21M
WHALEN WEALTH MANAGEMENT INC.
$187M
Top holdings
1
ISHARES TR
$31.3M
2
NVIDIA CORPORATION
$8.27M
3
APPLE INC
$6.19M
AMANSA CAPITAL PTE. LTD.
$187M
Top holdings
1
ICICI BANK LIMITED
$104M
2
MAKEMYTRIP LIMITED MAURITIUS
$83.1M
HURLEY CAPITAL, LLC
$187M
Top holdings
1
VANGUARD INDEX FDS
$24.3M
2
ISHARES TR
$23.4M
3
VANGUARD SCOTTSDALE FDS
$19.1M
OAKUM BAY CAPITAL LLC
$187M
Top holdings
1
MICRON TECHNOLOGY INC
$38.5M
2
TESLA INC
$21.7M
3
ZILLOW GROUP INC
$15.6M
SIGNATURE EQUITY PARTNERS, LLC
$186M
Top holdings
1
ISHARES TR
$16.5M
2
APPLE INC
$6.9M
3
SPDR GOLD TR
$6.43M
BATTERY GLOBAL ADVISORS, LLC
$186M
Top holdings
1
VANGUARD INDEX FDS
$84M
2
VANGUARD TAX-MANAGED FDS
$17.8M
3
INTUIT
$17.7M
AUBREY CAPITAL MANAGEMENT LTD
$186M
Top holdings
1
EMBRAER S.A.
$15.5M
2
ALIBABA GROUP HLDG LTD
$14.8M
3
LATAM AIRLINES GROUP SA
$14.4M
LYNWOOD PRICE CAPITAL MANAGEMENT LP
$186M
Top holdings
1
TAIWAN SEMICONDUCTOR MANUFAC
$23.7M
2
MCKESSON CORP
$20.2M
3
AMAZON COM INC
$18.2M
GREATER MIDWEST FINANCIAL GROUP, LLC
$186M
Top holdings
1
HARRIS OAKMARK ETF TRUST
$14.5M
2
NATIXIS ETF TRUST II
$13.8M
3
AMERICAN CENTY ETF TR
$13.4M
RINGS CAPITAL MANAGEMENT LLC
$186M
Top holdings
1
MOODYS CORP
$52.4M
2
CARMAX INC
$39.5M
3
RTX CORPORATION
$31.8M
BOSUN ASSET MANAGEMENT, LLC
$186M
Top holdings
1
AMAZON COM INC
$39M
2
APPLE INC
$30.7M
3
GOLDMAN SACHS GROUP INC
$28.6M
HOFER & ASSOCIATES. INC
$186M
Top holdings
1
SPDR SERIES TRUST
$63M
2
ISHARES TR
$16.1M
3
VANGUARD INDEX FDS
$15.1M
STRATEGIC VALUE BANK PARTNERS LLC
$186M
Top holdings
1
FIRST FNDTN INC
$39.9M
2
COMMERCE BANCSHARES INC
$35.1M
3
BEACON FINANCIAL CORP.
$18.7M
MERRION INVESTMENT MANAGEMENT CO, LLC
$186M
Top holdings
1
ALPHABET INC
$12.7M
2
NVIDIA CORPORATION
$11.3M
3
APPLE INC
$9.59M
MEIXLER INVESTMENT MANAGEMENT, LTD.
$186M
Top holdings
1
SPROTT ASSET MANAGEMENT LP
$19.8M
2
BERKSHIRE HATHAWAY INC DEL
$15.1M
3
NATURAL RESOURCE PARTNERS LP
$11.4M
PACIFIC WEALTH MANAGEMENT
$186M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$109M
2
ISHARES TR
$29.4M
3
NOMURA ETF TR
$22.3M
KEARNS & ASSOCIATES LLC
$186M
Top holdings
1
VANGUARD INDEX FDS
$122M
2
VANGUARD TAX-MANAGED FDS
$20.8M
3
VANGUARD INTL EQUITY INDEX F
$6.24M
ENVISION FINANCIAL LLC
$186M
Top holdings
1
SCHWAB STRATEGIC TR
$52.5M
2
VANGUARD INDEX FDS
$41.4M
3
WISDOMTREE TR
$24.9M
