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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
ACUTA CAPITAL PARTNERS, LLC
$142M
Top holdings
1
PRAXIS PRECISION MEDICINES I
$27.4M
2
TERNS PHARMACEUTICALS INC
$26.1M
3
WHITEHAWK THERAPEUTICS INC
$11.8M
MOUNT VERNON ASSOCIATES INC
$142M
Top holdings
1
APPLE INC
$14.8M
2
ALPHABET INC
$11.5M
3
COSTCO WHOLESALE CORPORATION
$9.68M
YORKTOWN ENERGY PARTNERS XI, L.P.
$142M
Top holdings
1
RILEY EXPLORATION PERMIAN IN
$65M
2
RAMACO RES INC
$58.8M
3
EPSILON ENERGY LTD
$17.7M
NETWORTH ADVISORS, LLC
$141M
Top holdings
1
AMERICAN CENTY ETF TR
$97.5M
2
AIM ETF PRODUCTS TRUST
$13.4M
3
SIMPLIFY EXCHANGE TRADED FUN
$6.96M
IF ADVISORS, LLC
$141M
Top holdings
1
VANGUARD INDEX FDS
$45.1M
2
ISHARES TR
$18.8M
3
VANGUARD TAX-MANAGED FDS
$14.3M
MAYTREE ASSET MANAGEMENT LTD
$141M
Top holdings
1
INTEL CORP
$22.3M
2
PDD HOLDINGS INC
$19.8M
3
SANDISK CORP
$19.4M
HUMMER FINANCIAL ADVISORY SERVICES INC
$141M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$21.9M
2
STATE STR SPDR S&P MIDCAP 40
$10.6M
3
ACCENTURE PLC IRELAND
$10.1M
SHUM FINANCIAL GROUP, INC.
$141M
Top holdings
1
ISHARES TR
$34.1M
2
SPDR SERIES TRUST
$20.8M
3
APPLE INC
$12.3M
VERSANT VENTURE MANAGEMENT, LLC
$141M
Top holdings
1
MONTE ROSA THERAPEUTICS INC
$52.3M
2
CENTURY THERAPEUTICS INC
$27.5M
3
LENZ THERAPEUTICS INC
$24.3M
PIN OAK INVESTMENT ADVISORS INC
$141M
Top holdings
1
KIMBELL RTY PARTNERS LP
$8.36M
2
APPLE INC
$7.01M
3
ALPHABET INC
$6.07M
CLEARVIEW WEALTH MANAGEMENT LLC
$141M
Top holdings
1
INVESCO EXCHANGE TRADED FD T
$44M
2
ISHARES TR
$22.5M
3
JANUS DETROIT STR TR
$17.4M
TFJ MANAGEMENT, LLC
$141M
Top holdings
1
COUPANG INC
$29.3M
2
ISHARES INC
$26M
3
APPLOVIN CORP
$25M
PSP RESEARCH LLC
$141M
Top holdings
1
ISHARES TR
$70.5M
2
SPDR SERIES TRUST
$36.4M
3
SERA PROGNOSTICS INC
$4.87M
RENASANT BANK
$141M
Top holdings
1
ISHARES TR
$25.8M
2
ETF SER SOLUTIONS
$25.4M
3
VANGUARD TAX-MANAGED FDS
$4.4M
CHANCELLOR FINANCIAL GROUP WB LP
$141M
Top holdings
1
APPLE INC
$19.6M
2
ISHARES TR
$11.7M
3
MICROSOFT CORP
$10.7M
CRCM LP
$141M
Top holdings
1
ISHARES GOLD TR
$111M
2
ALT5 SIGMA CORP
$14M
3
PLAYBOY INC
$6.61M
LEDERER & ASSOCIATES INVESTMENT COUNSEL
$141M
Top holdings
1
APPLE INC
$12.2M
2
MICROSOFT CORP
$8.36M
3
NVIDIA CORPORATION
$8.1M
MERITECH CAPITAL ASSOCIATES V L.L.C.
$141M
Top holdings
1
DATADOG INC
$80.2M
2
ROBLOX CORP
$61M
SUNRISE FINANCIAL SERVICES, LLC
$141M
Top holdings
1
CAPITAL GROUP DIVIDEND VALUE
$18.7M
2
INVESCO EXCH TRADED FD TR II
$12.3M
3
INVESCO EXCHANGE TRADED FD T
$11.3M
WATCHTOWER ADVISORS, LP
$141M
Top holdings
1
ASML HLDG NV
$41.3M
2
OMEGA HEALTHCARE INVS INC
$23.7M
3
PATRICK INDS INC
$16.7M
