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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
ENDURE CAPITAL MANAGEMENT, LLC
$146M
Top holdings
1
PATRIA INVESTMENTS LIMITED
$76.3M
2
CARMAX INC
$15.2M
3
XPLR INFRASTRUCTURE LP
$12.1M
COPIA WEALTH MANAGEMENT
$146M
Top holdings
1
ISHARES TR
$25.8M
2
SPDR SERIES TRUST
$11.8M
3
SERIES PORTFOLIOS TR
$10.8M
CRESTWOOD CAPITAL MANAGEMENT, L.P.
$146M
Top holdings
1
VIKING HOLDINGS LTD
$22.9M
2
ICICI BANK LIMITED
$18.4M
3
DUTCH BROS INC
$16M
SEED WEALTH MANAGEMENT, INC.
$145M
Top holdings
1
EA SERIES TRUST
$48.1M
2
SCHWAB STRATEGIC TR
$14.9M
3
AMERICAN CENTY ETF TR
$13.3M
PALADIN WEALTH, LLC
$145M
Top holdings
1
SPDR SERIES TRUST
$16.2M
2
BONDBLOXX ETF TRUST
$10.8M
3
AMERICAN CENTY ETF TR
$9.15M
GREENHAVEN ROAD INVESTMENT MANAGEMENT, L.P.
$145M
Top holdings
1
HAGERTY INC
$25M
2
CELLEBRITE DI LTD
$21.2M
3
KINGSWAY FINL SVCS INC
$19.3M
AXECAP INVESTMENTS, LLC
$145M
Top holdings
1
ALPHABET INC
$7.01M
2
NVIDIA CORPORATION
$6.94M
3
APPLE INC
$6.82M
KOPP FAMILY OFFICE, LLC
$145M
Top holdings
1
ISHARES TR
$37M
2
VANGUARD TAX-MANAGED FDS
$28.2M
3
INVESCO EXCHANGE TRADED FD T
$20.3M
GAMBIT CAPITAL MANAGEMENT, LLC
$145M
Top holdings
1
ELI LILLY & CO
$26.7M
2
SPDR SERIES TRUST
$17.5M
3
STATE STR SPDR S&P 500 ETF T
$14.5M
ALEXIS INVESTMENT PARTNERS, LLC
$145M
Top holdings
1
ISHARES TR
$36.1M
2
DBX ETF TR
$8.65M
3
J P MORGAN EXCHANGE TRADED F
$8.57M
AMARA FINANCIAL, LLC.
$145M
Top holdings
1
VANGUARD WORLD FD
$34.7M
2
ISHARES TR
$26.3M
3
VANGUARD TAX-MANAGED FDS
$23.1M
TECA PARTNERS, LP
$145M
Top holdings
1
VIKING HOLDINGS LTD
$22.9M
2
ACADIA HEALTHCARE COMPANY IN
$19.7M
3
OPTION CARE HEALTH INC
$18.6M
MIDATLANTIC CAPITAL MANAGEMENT, INC.
$145M
Top holdings
1
ISHARES TR
$45M
2
VANGUARD INDEX FDS
$22.6M
3
SPDR SERIES TRUST
$12.8M
NICHOLAS WEALTH, LLC.
$145M
Top holdings
1
TIDAL TRUST II
$31.3M
2
TESLA INC
$4.7M
3
NVIDIA CORPORATION
$3.85M
ADG WEALTH MANAGEMENT GROUP, LLC
$145M
Top holdings
1
ISHARES TR
$86.8M
2
J P MORGAN EXCHANGE TRADED F
$20M
3
INVESCO EXCHANGE TRADED FD T
$16.8M
ANTONELLI FINANCIAL ADVISORS, LLC
$145M
Top holdings
1
VANGUARD INDEX FDS
$30.2M
2
ISHARES TR
$24.8M
3
INVESCO QQQ TR
$21.3M
IMMERSION CORP
$145M
Top holdings
1
BARNES & NOBLE ED INC
$99M
2
FIVE POINT HOLDINGS LLC
$13.5M
3
XPERI INC
$10.7M
CONSTANT GUIDANCE FINANCIAL LLC
$145M
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$32.3M
2
STATE STR SPDR S&P 500 ETF T
$28.9M
3
SPDR SERIES TRUST
$27.1M
FAIRSCALE CAPITAL, LLC
$145M
Top holdings
1
VANGUARD INDEX FDS
$32.5M
2
ISHARES TR
$14.9M
3
NVIDIA CORPORATION
$10.4M
COMPREHENSIVE FINANCIAL PLANNING, INC.
$144M
Top holdings
1
ISHARES TR
$16.2M
2
JANUS DETROIT STR TR
$9.89M
3
J P MORGAN EXCHANGE TRADED F
$9.17M
