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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
TWIN LIONS MANAGEMENT LLC
$165M
Top holdings
1
CREDIT ACCEP CORP MICH
$41.2M
2
MALIBU BOATS INC
$28.9M
3
BANK OZK LITTLE ROCK ARK
$22.3M
FORT HENRY CAPITAL, LLC
$165M
Top holdings
1
ISHARES TR
$101M
2
VANGUARD BD INDEX FDS
$21.1M
3
VANGUARD INDEX FDS
$20.6M
ZYNERGYRETIREMENTPLANNINGLLC
$165M
Top holdings
1
SCHWAB STRATEGIC TR
$119M
2
ISHARES TR
$39.1M
3
NVIDIA CORPORATION
$1.27M
ASSET MANAGEMENT ADVISORS, LLC
$165M
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$53.6M
2
BROOKFIELD CORP
$13.8M
3
WILLIAMS COS INC
$12.6M
GRANITE GROUP ADVISORS, LLC
$165M
Top holdings
1
DISNEY WALT CO
$64.7M
2
MICROSOFT CORP
$5.78M
3
APPLE INC
$3.9M
OBSIDO OY
$165M
Top holdings
1
VANGUARD INDEX FDS
$74.9M
2
VANGUARD INTL EQUITY INDEX F
$47.1M
3
ISHARES TR
$29M
BREWSTER FINANCIAL PLANNING LLC
$165M
Top holdings
1
ISHARES TR
$114M
2
VANGUARD BD INDEX FDS
$41.1M
3
VANGUARD MUN BD FDS
$3.1M
WILKINS MILLER WEALTH MANAGEMENT, LLC
$165M
Top holdings
1
SCHWAB STRATEGIC TR
$46.1M
2
ISHARES TR
$31.5M
3
INVESCO EXCH TRD SLF IDX FD
$27.8M
GOULD CAPITAL, LLC
$165M
Top holdings
1
VANGUARD TAX-MANAGED FDS
$16.6M
2
ISHARES TR
$16.4M
3
VANGUARD BD INDEX FDS
$14.9M
ADVICEONE ADVISORY SERVICES, LLC
$165M
Top holdings
1
RTX CORPORATION
$111M
2
CARRIER GLOBAL CORPORATION
$13M
3
OTIS WORLDWIDE CORP
$10.8M
OPTIVISE ADVISORY SERVICES LLC
$165M
Top holdings
1
ISHARES TR
$30M
2
NORTHERN LTS FD TR III
$12.3M
3
SPDR SERIES TRUST
$9.81M
GRAND ALLIANCE ASSET MANAGEMENT LTD
$165M
Top holdings
1
LUMENTUM HLDGS INC
$37.2M
2
CELESTICA INC
$25.1M
3
SANDISK CORP
$20.3M
DOMINGUEZ WEALTH MANAGEMENT SOLUTIONS, INC.
$165M
Top holdings
1
ISHARES TR
$30.2M
2
VANGUARD INDEX FDS
$26.3M
3
APPLE INC
$18.4M
CHARTER OAK ADVISORS LP
$165M
Top holdings
1
TALEN ENERGY CORP
$35.1M
2
MODINE MFG CO
$28.1M
3
SONOCO PRODS CO
$23.7M
TAYLOR FINANCIAL GROUP, INC.
$165M
Top holdings
1
VANGUARD INDEX FDS
$30.6M
2
ISHARES TR
$25.7M
3
NORFOLK SOUTHN CORP
$23M
ROCHESTER WEALTH STRATEGIES, LLC
$165M
Top holdings
1
VANGUARD INDEX FDS
$50.8M
2
ISHARES TR
$40.3M
3
VANGUARD TAX-MANAGED FDS
$16.2M
BUCKLAND PARTNERS MANAGEMENT CO LLC
$165M
Top holdings
1
SYNOPSYS INC
$13.1M
2
CARPENTER TECHNOLOGY CORP
$11M
3
BERKLEY W R CORP
$9.84M
OCCAM CREST MANAGEMENT LP
$165M
Top holdings
1
TG THERAPEUTICS INC
$19.2M
2
PRECIGEN INC
$16.5M
3
FTAI AVIATION LTD
$15.9M
SUGAR MAPLE ASSET MANAGEMENT, LLC
$165M
Top holdings
1
ISHARES TR
$60M
2
SPDR GOLD TR
$15.6M
3
ABBVIE INC
$12.3M
BITTERROOT CAPITAL ADVISORS LLC
$165M
Top holdings
1
ISHARES TR
$142M
2
STATE STR SPDR S&P 500 ETF T
$5.79M
3
TESLA INC
$2.96M
