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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
KITE LAKE CAPITAL MANAGEMENT UK LLP
$125M
Top holdings
1
SILICON MOTION TECHNOLOGY CO
$50.8M
2
ECHOSTAR CORP
$24.5M
3
ABIVAX SA
$14.4M
WFA OF SAN DIEGO, LLC
$125M
Top holdings
1
APPLE INC
$13.7M
2
VANGUARD SCOTTSDALE FDS
$13.6M
3
VANGUARD INDEX FDS
$11.2M
KAMPMANN MELISSA S.
$125M
Top holdings
1
ALPHABET INC
$7.35M
2
ELI LILLY & CO
$7.23M
3
APPLE INC
$6.55M
CANANDAIGUA NATIONAL TRUST CO OF FLORIDA
$125M
Top holdings
1
ISHARES TR
$18.4M
2
ELI LILLY & CO
$15.7M
3
SPDR SERIES TRUST
$13.2M
PONTA WEALTH PARTNERS, LLC
$124M
Top holdings
1
DIMENSIONAL ETF TRUST
$19.3M
2
APPLE INC
$9.9M
3
NVIDIA CORPORATION
$8.7M
SILVER GROVE FINANCIAL GROUP, INC.
$124M
Top holdings
1
ISHARES TR
$16.9M
2
VANGUARD INDEX FDS
$10.8M
3
NORTHERN LTS FD TR IV
$10.8M
STEPHEN J. GARRY & ASSOCIATES, LLC
$124M
Top holdings
1
VANGUARD INDEX FDS
$44.8M
2
ISHARES TR
$19M
3
VANGUARD BD INDEX FDS
$18.6M
COQUINA PRIVATE WEALTH LLC
$124M
Top holdings
1
ISHARES TR
$35.7M
2
SCHWAB STRATEGIC TR
$9.26M
3
VANGUARD WORLD FD
$8.06M
FLAX POND CAPITAL, LLC
$124M
Top holdings
1
SPDR GOLD TR
$13.5M
2
MURPHY OIL CORP
$7.72M
3
XPLR INFRASTRUCTURE LP
$6.19M
KATAMARAN CAPITAL LLP
$124M
Top holdings
1
MASTERCARD INCORPORATED
$13.9M
2
VISA INC
$13.8M
3
AMPHENOL CORP
$6.9M
COOK & BYNUM CAPITAL MANAGEMENT, LLC
$124M
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$53M
2
ANHEUSER BUSCH INBEV SA NV
$28M
3
FOMENTO ECONOMICO MEXICANO S
$25.9M
TALISMAN WEALTH ADVISORS LLC
$124M
Top holdings
1
ISHARES TR
$44.9M
2
VANGUARD WHITEHALL FDS
$9.84M
3
SCHWAB STRATEGIC TR
$6.99M
ODOMHNAILL ENTERPRISES, INC.
$124M
Top holdings
1
ISHARES TR
$19.7M
2
VANGUARD SCOTTSDALE FDS
$14.7M
3
SPDR GOLD TR
$6.72M
NORTHLANDING FINANCIAL PARTNERS, LLC
$124M
Top holdings
1
ISHARES TR
$64.8M
2
VANGUARD MALVERN FDS
$21.3M
3
VANGUARD INDEX FDS
$17.6M
CLARITY RETIREMENT & WEALTH, LLC
$124M
Top holdings
1
FIDELITY COVINGTON TRUST
$46.9M
2
FIDELITY MERRIMACK STR TR
$21M
3
CAPITAL GROUP DIVIDEND VALUE
$19.2M
WJ FINANCIAL ADVISORS LLC
$124M
Top holdings
1
SCHWAB STRATEGIC TR
$12.2M
2
ISHARES TR
$9.43M
3
SPDR GOLD TR
$7.15M
MARCHO PARTNERS LLP
$124M
Top holdings
1
TAIWAN SEMICONDUCTOR MANUFAC
$37M
2
MERCADOLIBRE INC
$35.9M
3
ISHARES BITCOIN TRUST ETF
$20.6M
ALLY BRIDGE GROUP NY LLC
$124M
Top holdings
1
SOLENO THERAPEUTICS INC
$13.4M
2
PRAXIS PRECISION MEDICINES I
$10.6M
3
MINERVA NEUROSCIENCES INC
$9.97M
VIGIL WEALTH MANAGEMENT, LLC
$124M
Top holdings
1
DIMENSIONAL ETF TRUST
$26.2M
2
CAPITAL GRP FIXED INCM ETF T
$15.9M
3
CAPITAL GROUP DIVIDEND VALUE
$12.3M
FAMILY LEGACY FINANCIAL SOLUTIONS, LLC
$124M
Top holdings
1
SCHWAB STRATEGIC TR
$38.7M
2
ADVANCED MICRO DEVICES INC
$12.2M
3
WISDOMTREE TR
$10.6M
