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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
NEW VERNON INVESTMENT MANAGEMENT LLC
$94.2M
Top holdings
1
SELECT SECTOR SPDR TR
$10.8M
2
TRAVELERS COMPANIES INC
$7.64M
3
CHUBB LTD SWITZ
$6.01M
FIRSTWAVE CAPITAL MANAGEMENT LLC
$94.1M
Top holdings
1
TRANSMEDICS GROUP INC
$12.4M
2
NEBIUS GROUP N.V.
$9.28M
3
APPLOVIN CORP
$7.91M
WEALTHCARE ASSET MANAGEMENT, LLC
$94M
Top holdings
1
ISHARES TR
$32.6M
2
OREILLY AUTOMOTIVE INC
$19.5M
3
SPDR GOLD TR
$8.43M
ARROW INVESTMENT ADVISORS, LLC
$93.9M
Top holdings
1
ARROW INVTS TR
$43.8M
2
ISHARES TR
$27.3M
3
ISHARES INC
$7M
WALL CAPITAL GROUP, INC.
$93.7M
Top holdings
1
PIMCO ETF TR
$33.4M
2
SPDR SERIES TRUST
$25.8M
3
ISHARES TR
$19.6M
LWM ADVISORY SERVICES, LLC
$93.7M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$14.2M
2
J P MORGAN EXCHANGE TRADED F
$10.2M
3
APPLE INC
$8.22M
GRITSTONE ASSET MANAGEMENT LLC
$93.6M
Top holdings
1
OAKTREE ACQUISITION CORP III
$4.24M
2
ALDEL FINL II INC
$4.23M
3
BOLD EAGLE ACQUISITION CORP
$3.72M
WALLACE ADVISORY GROUP, LLC
$93.6M
Top holdings
1
MERCK & CO INC
$13.9M
2
SPDR SERIES TRUST
$11.4M
3
CHEVRON CORPORATION
$8.67M
TELLIGENT FUND, LP
$93.6M
Top holdings
1
GE VERNOVA INC
$8.73M
2
BROADCOM INC
$8.67M
3
NVIDIA CORPORATION
$8.37M
ROBOCAP ASSET MANAGEMENT LTD
$93.5M
Top holdings
1
NVIDIA CORPORATION
$12.2M
2
TERADYNE INC
$8.71M
3
SYNOPSYS INC
$6.52M
SURIENCE PRIVATE WEALTH LLC
$93.2M
Top holdings
1
ISHARES TR
$19.4M
2
SCHWAB STRATEGIC TR
$10.6M
3
SELECT SECTOR SPDR TR
$9.66M
EURIZON ASSET MANAGEMENT HUNGARY LTD.
$93.1M
Top holdings
1
ISHARES GOLD TR
$42.5M
2
SPDR GOLD TR
$37.5M
3
ETFS GOLD TR
$3.83M
SEVEN SIX CAPITAL MANAGEMENT, LLC
$93M
Top holdings
1
BOYD GAMING CORP
$10.3M
2
AMCOR PLC
$8.86M
3
GRAPHIC PACKAGING HLDG CO
$5.76M
KORE ADVISORS LP
$92.9M
Top holdings
1
CRESCENT ENERGY COMPANY
$21.4M
2
GEO GROUP INC
$16.4M
3
ANTERO RESOURCES CORP
$9.71M
INVESTMENT INSIGHT WEALTH MANAGEMENT, LLC
$92.7M
Top holdings
1
NVIDIA CORPORATION
$26.6M
2
BROADCOM INC
$13.7M
3
VANGUARD WORLD FD
$10M
ANCHOR CAPITAL MANAGEMENT COMPANY, LLC
$92.7M
Top holdings
1
HILLMAN SOLUTIONS CORP
$21.1M
2
MCGRATH RENTCORP
$20.4M
3
LINDBLAD EXPEDITIONS HLDGS I
$17M
YUNQI CAPITAL LTD
$92.4M
Top holdings
1
STAAR SURGICAL CO
$60.9M
2
LUFAX HOLDING LTD
$20.5M
3
AGORA INC
$7.1M
JACKSON BROOKE LLC
$92.3M
Top holdings
1
TPG INC
$92.3M
ASPIREAN WEALTH, LLC
$92.1M
Top holdings
1
ISHARES TR
$49M
2
VANGUARD SCOTTSDALE FDS
$11.5M
3
DIMENSIONAL ETF TRUST
$8.84M
MARQUETTE ASSOCIATES, INC.
$91.9M
Top holdings
1
ISHARES TR
$36.2M
2
VANGUARD INDEX FDS
$19.6M
3
STATE STR SPDR S&P 500 ETF T
$13.4M
