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

FIDUCIARY COUNSELLING INC
$35.9M
Top holdings
1
ISHARES TR
$11.6M
2
BERKSHIRE HATHAWAY INC DEL
$10.8M
3
WEYERHAEUSER CO
$6.25M
COINFUND MANAGEMENT LLC
$35.4M
Top holdings
1
EIGHTCO HOLDINGS INC
$15.2M
2
FUTURECREST ACQUISITION CORP
$8.74M
3
MOUNTAIN LAKE ACQUISITION CO
$5.96M
ATAIROS PARTNERS GP, INC.
$35.2M
Top holdings
1
CLARIVATE PLC
$25.9M
2
ADVANTAGE SOLUTIONS INC
$9.29M
CSU PRODUCER RESOURCES, INC.
$34.9M
Top holdings
1
VALERO ENERGY CORP
$6.19M
2
BROADCOM INC
$5.88M
3
RTX CORPORATION
$2.89M
IFG ADVISORY, LLC
$34.9M
Top holdings
1
COMMERCE BANCSHARES INC
$5.33M
2
DIMENSIONAL ETF TRUST
$3.79M
3
DELEK LOGISTICS PARTNERS LP
$1.72M
VIOLA VENTURES V.C. MANAGEMENT 4 LTD.
$34.8M
Top holdings
1
SIMILARWEB LTD.
$28.2M
2
TEADS HOLDING CO.
$4.18M
3
PAGAYA TECHNOLOGIES LTD
$2.4M
DISCOVERY VALUE FUND
$34.7M
Top holdings
1
NVIDIA CORPORATION
$34.7M
CONSULTIVA WEALTH MANAGEMENT, CORP.
$34.5M
Top holdings
1
VANGUARD INDEX FDS
$4.68M
2
NVIDIA CORPORATION
$3.46M
3
VANGUARD WHITEHALL FDS
$3.44M
ROBERTS FOUNDATION
$34.4M
Top holdings
1
PROCTER & GAMBLE CO
$34.4M
MADRYN ASSET MANAGEMENT, LP
$34.1M
Top holdings
1
NEURONETICS INC
$26.8M
2
OMADA HEALTH INC
$7.34M
ALTIUM INVESTMENT STRATEGIES LLC
$34M
Top holdings
1
FIRST TR EXCHANGE-TRADED FD
$13.4M
2
INVESCO EXCH TRD SLF IDX FD
$9.64M
3
GLOBAL X FDS
$6.42M
MEDIATEL PARTNERS
$33.3M
Top holdings
1
AT&T INC
$27.1M
2
WARNER BROS DISCOVERY INC
$6.21M
REX ADVISERS LLC
$33.1M
Top holdings
1
NVIDIA CORPORATION
$7.02M
2
RED CAT HLDGS INC
$6.58M
3
TESLA INC
$3.84M
SMH CAPITAL ADVISORS INC
$32.9M
Top holdings
1
CAPITAL SOUTHWEST CORP
$13.3M
2
TRINITY CAP INC
$2.52M
3
VICI PPTYS INC
$1.34M
OLYMPIAD RESEARCH LP
$32.8M
Top holdings
1
INTERNATIONAL MONEY EXPRESS
$1.59M
2
CSG SYS INTL INC
$1.57M
3
PROASSURANCE CORP
$1.55M
RPO LLC
$32.3M
Top holdings
1
UNITED STS OIL FD LP
$6.81M
2
STRATEGY INC
$5.5M
3
LIBERTY ALL STAR EQUITY FD
$3.18M
PLATINUM EQUITY, LLC
$32.3M
Top holdings
1
ARDAGH METAL PACKAGING S A
$21.5M
2
UWM HOLDINGS CORPORATION
$10.8M
SCF PARTNERS, INC.
$32.2M
Top holdings
1
NATIONAL ENERGY SERVICES REU
$32.2M
QUANTIFY CHAOS ADVISORS, LLC
$32.1M
Top holdings
1
VANGUARD INDEX FDS
$6.6M
2
VANGUARD INTL EQUITY INDEX F
$3.15M
3
ISHARES TR
$2.9M
WEST TOWER GROUP, LLC
$32.1M
Top holdings
1
ENHABIT INC
$5.09M
2
PERRIGO CO PLC
$3.79M
3
PRIMORIS SVCS CORP
$3.77M
1
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