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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
KENNON-GREEN & COMPANY, LLC
$122M
Top holdings
1
ALPHABET INC
$12.5M
2
BERKSHIRE HATHAWAY INC DEL
$10.2M
3
HERSHEY CO
$9.09M
PRAIRIEVIEW WEALTH PARTNERS, LLC
$122M
Top holdings
1
ISHARES TR
$67.5M
2
HARTFORD FDS EXCHANGE TRADED
$11.8M
3
VANGUARD INDEX FDS
$10.2M
MIRAMAR FIDUCIARY CORP
$122M
Top holdings
1
DIMENSIONAL ETF TRUST
$115M
2
SCRIPPS E W CO OHIO
$3.97M
3
STATE STR SPDR S&P 500 ETF T
$2.65M
TARGETED FINANCIAL SERVICES LLC
$122M
Top holdings
1
FIDELITY MERRIMACK STR TR
$24.3M
2
GOLDMAN SACHS ETF TR
$22.8M
3
ISHARES TR
$17.4M
VALLIANCE ASSET MANAGEMENT LTD
$122M
Top holdings
1
LUMENTUM HLDGS INC
$33.5M
2
SANDISK CORP
$29.4M
3
TOWER SEMICONDUCTOR LTD
$22.8M
PEAPOD LANE CAPITAL LLC
$122M
Top holdings
1
ALICO INC
$5.5M
2
ACACIA RESH CORP
$5.26M
3
KVH INDS INC
$3.7M
HOERTKORN RICHARD CHARLES
$122M
Top holdings
1
ALPHABET INC
$12.2M
2
APPLE INC
$9.95M
3
MICROSOFT CORP
$9.84M
PEAK WEALTH MANAGEMENT LLC
$122M
Top holdings
1
SCHWAB STRATEGIC TR
$32.4M
2
ISHARES TR
$25.4M
3
BLACKROCK ETF TRUST
$14.3M
WESTERN RESERVE CAPITAL MANAGEMENT, LLC
$122M
Top holdings
1
VANGUARD INDEX FDS
$28.6M
2
AMERICAN CENTY ETF TR
$22.6M
3
VANGUARD TAX-MANAGED FDS
$16.5M
SIERRA OCEAN, LLC
$122M
Top holdings
1
J P MORGAN EXCHANGE TRADED F
$16.8M
2
INVESCO EXCHANGE TRADED FD T
$16.1M
3
ISHARES TR
$16M
ATLAS VENTURE ADVISORS, INC.
$122M
Top holdings
1
DRAFTKINGS INC NEW
$115M
2
ROKU INC
$5.46M
3
SNAP INC
$1.13M
RED CRANE WEALTH MANAGEMENT, LLC
$122M
Top holdings
1
INNOVATOR ETFS TRUST
$38M
2
SPDR SERIES TRUST
$15.4M
3
ISHARES TR
$14M
FARNAM FINANCIAL LLC
$122M
Top holdings
1
INVESCO EXCH TRD SLF IDX FD
$37M
2
VANGUARD INDEX FDS
$21M
3
SCHWAB STRATEGIC TR
$16.3M
CFO CAPITAL MANAGEMENT LLC
$121M
Top holdings
1
APPLE INC
$10.3M
2
NVIDIA CORPORATION
$8.8M
3
ISHARES TR
$7.86M
MIRABAUD ASSET MANAGEMENT LTD
$121M
Top holdings
1
TAIWAN SEMICONDUCTOR MANUFAC
$11M
2
NVIDIA CORPORATION
$10.5M
3
CME GROUP INC
$8.42M
BLUE JEAN FINANCIAL LLC
$121M
Top holdings
1
JANUS DETROIT STR TR
$6.1M
2
GE VERNOVA INC
$4.76M
3
VERTIV HOLDINGS CO
$4.25M
TT CAPITAL MANAGEMENT LLC
$121M
Top holdings
1
JANUS DETROIT STR TR
$36.7M
2
ISHARES TR
$10.7M
3
VICI PPTYS INC
$6.61M
NAN FUNG GROUP HOLDINGS LTD
$121M
Top holdings
1
EVOMMUNE INC
$33.1M
2
MAPLIGHT THERAPEUTICS INC
$19.7M
3
LB PHARMACEUTICALS INC
$15.6M
FRISCO FINANCIAL PLANNING LLC
$121M
Top holdings
1
SCHWAB STRATEGIC TR
$21.5M
2
VANGUARD INDEX FDS
$18.2M
3
VANGUARD MUN BD FDS
$13.8M
CHAPMAN INVESTMENT MANAGEMENT, LLC
$121M
Top holdings
1
COSTCO WHOLESALE CORPORATION
$14.4M
2
MICROSOFT CORP
$11.1M
3
MASTERCARD INCORPORATED
$10.4M
