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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
CROSSGEN WEALTH, LLC
$114M
Top holdings
1
ISHARES TR
$20M
2
APPLE INC
$5.36M
3
VALERO ENERGY CORP
$5.05M
NESTEGG ADVISORS, INC.
$114M
Top holdings
1
ISHARES TR
$65.6M
2
SCHWAB STRATEGIC TR
$10.4M
3
VANGUARD INDEX FDS
$8.28M
BRISTLECONE VALUE PARTNERS, LLC
$114M
Top holdings
1
VANGUARD TAX-MANAGED FDS
$15M
2
SCHWAB STRATEGIC TR
$14M
3
VANGUARD SPECIALIZED FUNDS
$9.47M
BOSMAN WEALTH MANAGEMENT, LLC
$114M
Top holdings
1
PALANTIR TECHNOLOGIES INC
$11M
2
ALPHABET INC
$8.69M
3
NVIDIA CORPORATION
$8.38M
JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC
$114M
Top holdings
1
SPDR SERIES TRUST
$11.3M
2
NVIDIA CORPORATION
$6.54M
3
ALPHABET INC
$5.41M
MILESTONES PRIVATE INVESTMENT ADVISORS LLC
$114M
Top holdings
1
FIRST TR EXCHANGE-TRADED FD
$16M
2
SELECT SECTOR SPDR TR
$14.7M
3
ISHARES TR
$14.2M
Q GLOBAL ADVISORS, LLC
$113M
Top holdings
1
ASCENDIS PHARMA A/S
$32.3M
2
STATE STR SPDR S&P 500 ETF T
$13M
3
ENOVA INTL INC
$12.7M
EAGLE BAY ADVISORS LLC
$113M
Top holdings
1
ISHARES TR
$13.7M
2
APPLE INC
$9.88M
3
TESLA INC
$9.22M
TITAN INVESTMENT MANAGEMENT LLC
$113M
Top holdings
1
NVIDIA CORPORATION
$15.6M
2
VANGUARD SCOTTSDALE FDS
$9.56M
3
SPDR SERIES TRUST
$7.09M
IDG CHINA CAPITAL FUND GP III ASSOCIATES LTD.
$113M
Top holdings
1
CIRCLE INTERNET GROUP INC
$113M
2
WATERDROP INC
$459k
HINGHAM INSTITUTION FOR SAVINGS
$113M
Top holdings
1
ALPHABET INC
$34.3M
2
BERKSHIRE HATHAWAY INC DEL
$21.3M
3
VISA INC
$19.7M
SHERWOOD FINANCIAL PARTNERS, LLC
$113M
Top holdings
1
SCHWAB STRATEGIC TR
$74.7M
2
VANGUARD BD INDEX FDS
$37M
3
VANGUARD INDEX FDS
$991k
ANDINA CAPITAL MANAGEMENT, LLC
$113M
Top holdings
1
ISHARES TR
$13.6M
2
INNOVATOR ETFS TRUST
$7.25M
3
VANGUARD SCOTTSDALE FDS
$6.02M
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC
$113M
Top holdings
1
ISHARES TR
$18.8M
2
J P MORGAN EXCHANGE TRADED F
$17.1M
3
FIRST TR EXCHANGE-TRADED FD
$15.8M
MEADOWBROOK INVESTMENT ADVISORS LLC
$113M
Top holdings
1
SCHWAB STRATEGIC TR
$8.52M
2
VANGUARD INTL EQUITY INDEX F
$6.94M
3
APPLE INC
$6.29M
MSRH, LLC
$113M
Top holdings
1
TEXAS PACIFIC LAND CORPORATI
$70.9M
2
GRAYSCALE BITCOIN TRUST ETF
$22.1M
3
LANDBRIDGE COMPANY LLC
$6.47M
COOKE WEALTH MANAGEMENT, LLC
$113M
Top holdings
1
VANGUARD INDEX FDS
$39.5M
2
ISHARES TR
$22.3M
3
SCHWAB STRATEGIC TR
$22M
MATTERS CAPITAL LLC
$113M
Top holdings
1
ISHARES TR
$31.6M
2
STATE STR SPDR S&P 500 ETF T
$5.27M
3
BARRICK MNG CORP
$4.22M
UNIVERSITY OF WISCONSIN FOUNDATION
$113M
Top holdings
1
PEARL DIVER CREDIT COMPANY I
$15.3M
2
NU HLDGS LTD
$14.8M
3
VAXCYTE INC
$13.9M
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC
$113M
Top holdings
1
INVESCO EXCHANGE TRADED FD T
$16.3M
2
AMERICAN EXCEPTIONALISM ACQU
$8.9M
3
CMB.TECH NV
$4.92M
