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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
DELTA CAPITAL MANAGEMENT LLC
$182M
Top holdings
1
EXXON MOBIL CORP
$9.58M
2
MICRON TECHNOLOGY INC
$8.83M
3
APPLE INC
$8.05M
SILVERBERG BERNSTEIN CAPITAL MANAGEMENT LLC
$182M
Top holdings
1
MACOM TECH SOLUTIONS HLDGS I
$27.4M
2
PDF SOLUTIONS INC
$15.5M
3
HARMONIC INC
$11.9M
SUCCESSFUL PORTFOLIOS LLC
$181M
Top holdings
1
ISHARES TR
$19.8M
2
SCHWAB STRATEGIC TR
$17M
3
VANGUARD BD INDEX FDS
$10.9M
WALNUT PRIVATE EQUITY PARTNERS, LLC
$181M
Top holdings
1
BLACKSTONE INC
$41.8M
2
ENERGY TRANSFER L P
$39.5M
3
WILLIAMS COS INC
$34.9M
VESTGEN INVESTMENT MANAGEMENT
$181M
Top holdings
1
ISHARES TR
$37.1M
2
FLEXSHARES TR
$17M
3
FIRST TR EXCHNG TRADED FD VI
$10.8M
WOLFF WIESE MAGANA LLC
$181M
Top holdings
1
ISHARES TR
$18.2M
2
VANGUARD INDEX FDS
$7.67M
3
NVIDIA CORPORATION
$6.93M
RIDGECREST WEALTH PARTNERS, LLC
$181M
Top holdings
1
ISHARES TR
$28.8M
2
APPLE INC
$19.6M
3
ALPHABET INC
$17.9M
TRUST CO OF KANSAS
$181M
Top holdings
1
T ROWE PRICE ETF INC
$39.6M
2
BERKSHIRE HATHAWAY INC DEL
$12.8M
3
TAIWAN SEMICONDUCTOR MANUFAC
$11.9M
AMERICAN TRUST INVESTMENT ADVISORS, LLC
$181M
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$13M
2
APPLE INC
$8.49M
3
BUNGE GLOBAL SA
$8.21M
TOWER WEALTH PARTNERS, INC.
$181M
Top holdings
1
COLUMBIA ETF TR I
$19.7M
2
SPDR SERIES TRUST
$19.7M
3
VICTORY PORTFOLIOS II
$18.2M
VALOR MANAGEMENT LLC
$181M
Top holdings
1
BITGO HOLDINGS INC
$103M
2
BRAINSWAY LTD
$70.6M
3
CANTON STRATEGIC HOLDINGS IN
$3.54M
KLEIN PAVLIS & PEASLEY FINANCIAL, INC.
$181M
Top holdings
1
AGNICO EAGLE MINES LTD
$10.9M
2
CAMECO CORP
$7.43M
3
PHILIP MORRIS INTL INC
$7.23M
AF ADVISORS, INC.
$181M
Top holdings
1
FAIR ISAAC CORP
$135M
2
VANGUARD WHITEHALL FDS
$17.6M
3
SPDR SERIES TRUST
$14.8M
MB GENERATIONAL WEALTH, LLC
$181M
Top holdings
1
DIMENSIONAL ETF TRUST
$84.9M
2
ISHARES TR
$44.6M
3
AMERICAN CENTY ETF TR
$38.3M
MY PORTFOLIO GUIDE, LLC
$181M
Top holdings
1
SPDR SERIES TRUST
$80.2M
2
WORLD GOLD TR
$18.8M
3
ISHARES TR
$17.3M
BALLAST ROCK PRIVATE WEALTH LLC
$181M
Top holdings
1
ISHARES TR
$27.2M
2
INNOVATOR ETFS TRUST
$18.6M
3
SCHWAB STRATEGIC TR
$10.4M
FRAZIER FINANCIAL ADVISORS, LLC
$181M
Top holdings
1
VANGUARD INDEX FDS
$65.3M
2
WISDOMTREE TR
$18.5M
3
CAPITAL GROUP GBL GROWTH EQT
$13.2M
HAMRICK INVESTMENT COUNSEL, LLC
$180M
Top holdings
1
SCHWAB STRATEGIC TR
$37.4M
2
VANGUARD INTL EQUITY INDEX F
$13M
3
SPDR SERIES TRUST
$9.25M
AURORA INVESTMENT COUNSEL
$180M
Top holdings
1
ZTO EXPRESS CAYMAN INC
$3.76M
2
DELL TECHNOLOGIES INC
$3.53M
3
INTUIT
$3.3M
ALCHEMI WEALTH, LLC
$180M
Top holdings
1
APPLE INC
$25.7M
2
NVIDIA CORPORATION
$8.01M
3
AMAZON COM INC
$5.48M
