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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
MILLSTONE EVANS GROUP, LLC
$167M
Top holdings
1
APPLE INC
$14.4M
2
NVIDIA CORPORATION
$13.9M
3
ISHARES TR
$13.3M
AMES NATIONAL CORP
$167M
Top holdings
1
ISHARES TR
$69.9M
2
VANGUARD BD INDEX FDS
$25.2M
3
VANGUARD STAR FDS
$6.03M
WHITE WING WEALTH MANAGEMENT
$167M
Top holdings
1
VANGUARD INDEX FDS
$58.2M
2
J P MORGAN EXCHANGE TRADED F
$21M
3
VANGUARD TAX-MANAGED FDS
$18.2M
BROWN SHIPLEY& CO LTD
$167M
Top holdings
1
ALPHABET INC
$27M
2
NVIDIA CORPORATION
$24.8M
3
MICROSOFT CORP
$20.2M
BCO WEALTH MANAGEMENT LLC
$166M
Top holdings
1
DIMENSIONAL ETF TRUST
$140M
2
ISHARES TR
$14.9M
3
VANGUARD BD INDEX FDS
$3.67M
MARIN BAY WEALTH ADVISORS, LLC
$166M
Top holdings
1
ISHARES TR
$44.9M
2
APPLE INC
$9.04M
3
CHEVRON CORPORATION
$8.04M
PRING TURNER CAPITAL GROUP INC
$166M
Top holdings
1
CUMMINS INC
$7.98M
2
PROSHARES TR
$7.65M
3
SCHWAB CHARLES CORP
$7.48M
BUCKET LIST WEALTH MANAGEMENT, LLC
$166M
Top holdings
1
VANGUARD INDEX FDS
$26.1M
2
INVESCO EXCH TRADED FD TR II
$25M
3
SPDR SERIES TRUST
$22.5M
GENTRY PRIVATE WEALTH, LLC
$166M
Top holdings
1
VANGUARD INDEX FDS
$77.8M
2
SPDR SERIES TRUST
$14.4M
3
ISHARES TR
$5.99M
MITHAQ CAPITAL SPC
$166M
Top holdings
1
NEXXEN INTL LTD
$113M
2
CHILDRENS PL INC NEW
$45.7M
3
BURFORD CAPITAL LIMITED
$6.76M
LIGHTHOUSE FINANCIAL LLC
$166M
Top holdings
1
ISHARES TR
$44.8M
2
VANGUARD SCOTTSDALE FDS
$23.6M
3
NVIDIA CORPORATION
$18.5M
COPLEY FINANCIAL GROUP, INC.
$166M
Top holdings
1
PACER FDS TR
$36.9M
2
VANECK ETF TRUST
$19.6M
3
NORTHERN LTS FD TR IV
$18.4M
FEARLESS SOLUTIONS, LLC DBA BEST INVEST
$166M
Top holdings
1
PACER FDS TR
$27.4M
2
SELECT SECTOR SPDR TR
$11.9M
3
FIRST TR EXCHANGE-TRADED FD
$8.28M
FEE-ONLY FINANCIAL PLANNING, L.C.
$166M
Top holdings
1
VANGUARD INDEX FDS
$141M
2
VANGUARD INTL EQUITY INDEX F
$7.94M
3
VANGUARD WORLD FD
$2.72M
MOON CAPITAL MANAGEMENT LP
$166M
Top holdings
1
ISHARES GOLD TR
$137M
2
VANECK ETF TRUST
$8.3M
3
APTIV PLC
$5.69M
SAVOIR FAIRE CAPITAL MANAGEMENT, L.P.
$166M
Top holdings
1
PHILIP MORRIS INTL INC
$10.3M
2
ROYAL CARIBBEAN GROUP
$7.43M
3
DOLLAR GEN CORP
$7.38M
EIGHT 31 FINANCIAL, LLC
$166M
Top holdings
1
ISHARES TR
$104M
2
VANGUARD INDEX FDS
$13.1M
3
EXXON MOBIL CORP
$9.21M
LUMINUS MANAGEMENT LLC
$166M
Top holdings
1
O-I GLASS INC
$28.6M
2
CHEMOURS CO
$20.7M
3
FULLER H B CO
$18M
SALT HOLDING CORP.
$165M
Top holdings
1
VODAFONE GROUP PLC
$57.4M
2
FERRARI N V
$22.6M
3
ASTRAZENECA PLC
$18.4M
SFM, LLC
$165M
Top holdings
1
VANGUARD INDEX FDS
$52.3M
2
ISHARES TR
$16.6M
3
ISHARES GOLD TR
$10.5M
