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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
DRYSTONE LLC
$111M
Top holdings
1
VANGUARD STAR FDS
$19.1M
2
TRANE TECHNOLOGIES PLC
$14.2M
3
HILTON WORLDWIDE HLDGS INC
$8.8M
FIRST GROWTH CAPITAL LLC
$111M
Top holdings
1
VERTIV HOLDINGS CO
$19M
2
ISHARES TR
$13.9M
3
SCHWAB STRATEGIC TR
$9.51M
BOLTHOUSE INVESTMENTS, LLC
$111M
Top holdings
1
TRICO BANCSHARES
$16.8M
2
ISHARES TR
$12.6M
3
PRIMORIS SVCS CORP
$10.7M
SHUTTLEWORTH & CO
$111M
Top holdings
1
SELECT SECTOR SPDR TR
$7.27M
2
ISHARES TR
$6.66M
3
VANGUARD INDEX FDS
$5.25M
FRANKLY FINANCES, LLC
$110M
Top holdings
1
DIMENSIONAL ETF TRUST
$37.9M
2
VANGUARD BD INDEX FDS
$25.6M
3
AMERICAN CENTY ETF TR
$24.6M
CLARION WEALTH MANAGMENT PARTNERS, LLC
$110M
Top holdings
1
AMERICAN CENTY ETF TR
$12.4M
2
ISHARES TR
$11.5M
3
ETF OPPORTUNITIES TRUST
$10.5M
MINOT DEBLOIS ADVISORS LLC
$110M
Top holdings
1
VANGUARD SCOTTSDALE FDS
$15.4M
2
VANGUARD INDEX FDS
$9.2M
3
ISHARES TR
$6.5M
CFG WEALTH MANAGEMENT SERVICES, INC.
$110M
Top holdings
1
SCHWAB STRATEGIC TR
$64.8M
2
SPDR SERIES TRUST
$10.2M
3
INVESCO EXCH TRADED FD TR II
$9.24M
CREDIT CAPITAL INVESTMENTS LLC
$110M
Top holdings
1
MICRON TECHNOLOGY INC
$20.8M
2
TAIWAN SEMICONDUCTOR MANUFAC
$18M
3
WARNER BROS DISCOVERY INC
$13.9M
AWH CAPITAL, L.P.
$110M
Top holdings
1
ALPHABET INC
$12.1M
2
GARRETT MOTION INC
$11.2M
3
FIRSTCASH HOLDINGS INC
$9.24M
NVERSES CAPITAL, LLC
$110M
Top holdings
1
LAM RESEARCH CORP
$789k
2
ALLY FINL INC
$781k
3
COMFORT SYS USA INC
$779k
FOREFRONT ANALYTICS, LLC
$110M
Top holdings
1
ISHARES TR
$42.3M
2
ISHARES INC
$19M
3
VANGUARD INTL EQUITY INDEX F
$9.74M
PEAK XV PARTNERS OPERATIONS LLC
$110M
Top holdings
1
FRESHWORKS INC
$110M
OAKTRUST WEALTH ADVISORS, LLC
$110M
Top holdings
1
SPDR SERIES TRUST
$22.3M
2
J P MORGAN EXCHANGE TRADED F
$12.2M
3
ISHARES U S ETF TR
$7.49M
MASTERTON CAPITAL MANAGEMENT, LP
$110M
Top holdings
1
FEDERAL RLTY INVT TR NEW
$18.4M
2
PERFORMANCE FOOD GROUP CO
$9.15M
3
KIMCO REALTY CORP
$8.13M
NWM ADVISORS, LLC
$110M
Top holdings
1
VANGUARD INDEX FDS
$38.6M
2
VANGUARD ADMIRAL FDS INC
$12.7M
3
BERKSHIRE HATHAWAY INC DEL
$9.69M
NEW MOUNTAIN CAPITAL, L.L.C.
$110M
Top holdings
1
AVANTOR INC
$110M
BOND CAPITAL MANAGEMENT, LP
$110M
Top holdings
1
COREWEAVE INC
$54.8M
2
HIPPO HLDGS INC
$31.3M
3
DLOCAL LTD
$12M
BERYL CAPITAL MANAGEMENT LLC
$110M
Top holdings
1
MASIMO CORP
$38.6M
2
TERNS PHARMACEUTICALS INC
$25.2M
3
GREAT LAKES DREDGE & DOCK CO
$15.5M
BELLEAIR ASSET MANAGEMENT, LLC
$110M
Top holdings
1
DIMENSIONAL ETF TRUST
$41.9M
2
ISHARES TR
$12.3M
3
VANGUARD SCOTTSDALE FDS
$10.8M
