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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
CORNERSTONE SELECT ADVISORS, LLC
$160M
Top holdings
1
BROADCOM INC
$8.85M
2
NVIDIA CORPORATION
$7.32M
3
LAM RESEARCH CORP
$5.01M
VELAN CAPITAL INVESTMENT MANAGEMENT LP
$160M
Top holdings
1
PRAXIS PRECISION MEDICINES I
$32.5M
2
PROTARA THERAPEUTICS INC
$14.8M
3
SUTRO BIOPHARMA INC
$12.8M
BRAUN-BOSTICH & ASSOCIATES INC.
$160M
Top holdings
1
ISHARES TR
$36.1M
2
BLACKROCK ETF TRUST
$21.2M
3
VANGUARD SCOTTSDALE FDS
$15M
ERICKSON FINANCIAL GROUP, LLC
$160M
Top holdings
1
ISHARES TR
$46.7M
2
CAPITAL GROUP DIVIDEND VALUE
$45.1M
3
VANGUARD WORLD FD
$27.2M
BLACKSTON FINANCIAL ADVISORY GROUP, LLC
$160M
Top holdings
1
VANGUARD INDEX FDS
$48.7M
2
VANGUARD WORLD FD
$44.4M
3
VANGUARD SPECIALIZED FUNDS
$10.4M
SANCHEZ LEVI GARRETT
$159M
Top holdings
1
VANGUARD INDEX FDS
$35.9M
2
DIMENSIONAL ETF TRUST
$23M
3
VANGUARD TAX-MANAGED FDS
$18.7M
SWISSPARTNERS ADVISORS LTD
$159M
Top holdings
1
SPDR INDEX SHS FDS
$24.8M
2
APA CORPORATION
$21.1M
3
LYONDELLBASELL INDUSTRIES NV
$15.6M
HAHN CAPITAL MANAGEMENT LLC
$159M
Top holdings
1
WABTEC
$11.2M
2
KEYSIGHT TECHNOLOGIES INC
$11.1M
3
CBRE GROUP INC
$10.3M
RIHO PARTNERS, LLC
$159M
Top holdings
1
MURPHY USA INC
$27M
2
PROGRESSIVE CORP
$25.6M
3
OREILLY AUTOMOTIVE INC
$18.9M
6TH STREET ADVISORS, LLC
$159M
Top holdings
1
ETF SER SOLUTIONS
$112M
2
VANGUARD TAX-MANAGED FDS
$9.78M
3
SPDR SERIES TRUST
$9.2M
UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC
$159M
Top holdings
1
VANGUARD TAX-MANAGED FDS
$28.7M
2
SCHWAB STRATEGIC TR
$24.2M
3
ISHARES TR
$17.5M
PROPEL BIO MANAGEMENT, LLC
$159M
Top holdings
1
PLAINS GP HLDGS L P
$30.2M
2
ACHIEVE LIFE SCIENCE INC
$11.4M
3
PHATHOM PHARMACEUTICALS INC
$9.35M
OBJECTIVITY SQUARED, LLC
$159M
Top holdings
1
ISHARES TR
$69.5M
2
AMERICAN CENTY ETF TR
$19.5M
3
VANGUARD TAX-MANAGED FDS
$13.9M
RETIREMENT WEALTH SOLUTIONS LLC
$159M
Top holdings
1
ISHARES TR
$57M
2
VANGUARD INDEX FDS
$29.2M
3
VANGUARD TAX-MANAGED FDS
$14.2M
BLUE DOOR ASSET MANAGEMENT, LLC
$159M
Top holdings
1
FLEXTRONICS INTL LTD
$27.5M
2
WAYSTAR HLDG CORP
$19.6M
3
NEXTPOWER INC
$18.2M
OPPENHEIMER & CLOSE, LLC
$159M
Top holdings
1
SEACOR MARINE HLDGS INC
$9.89M
2
AGNICO EAGLE MINES LTD
$9.34M
3
HURCO CO
$6.73M
JERICHO FINANCIAL, LLP
$159M
Top holdings
1
ALPHABET INC
$8.57M
2
APPLE INC
$8.32M
3
NVIDIA CORPORATION
$7.8M
10ELMS LLP
$159M
Top holdings
1
ISHARES TR
$62.1M
2
SELECT SECTOR SPDR TR
$28.4M
3
ISHARES INC
$8M
REFINED WEALTH MANAGEMENT
$158M
Top holdings
1
VANGUARD TAX-MANAGED FDS
$17.9M
2
INVESCO EXCHANGE TRADED FD T
$15M
3
INVESCO QQQ TR
$13.4M
ELEVATE WEALTH ADVISORY, INC
$158M
Top holdings
1
ISHARES TR
$45.1M
2
DIMENSIONAL ETF TRUST
$42.9M
3
AMERICAN CENTY ETF TR
$15.3M
