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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
PERFROMANCE WEALTH PARTNERS, LLC
$3.45B
Top holdings
1
APPLE INC
$996M
2
VANGUARD INDEX FDS
$604M
3
NVIDIA CORPORATION
$246M
J. GOLDMAN & CO LP
$3.44B
Top holdings
1
ISHARES TR
$220M
2
STATE STR SPDR S&P 500 ETF T
$103M
3
SELECT SECTOR SPDR TR
$90.7M
CALEDONIA PRIVATE INVESTMENTS PTY LTD
$3.44B
Top holdings
1
ZILLOW GROUP INC
$1.54B
2
FLUTTER ENTMT PLC
$870M
3
CAMECO CORP
$369M
SPROTT INC.
$3.44B
Top holdings
1
SPROTT INC
$598M
2
SPROTT ASSET MANAGEMENT LP
$149M
3
SPROTT FOCUS TR INC
$148M
CHECK CAPITAL MANAGEMENT INC
$3.44B
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$2.37B
2
GOOGLE INC
$199M
3
BROOKFIELD CORP
$177M
WEDBUSH SECURITIES INC
$3.43B
Top holdings
1
VANGUARD INDEX FDS
$413M
2
APPLE INC
$251M
3
ISHARES TR
$169M
FISHER FUNDS MANAGEMENT LTD
$3.41B
Top holdings
1
MICROSOFT CORP
$195M
2
AMAZON COM INC
$145M
3
ALPHABET INC
$124M
SIGFIG WEALTH MANAGEMENT, LLC
$3.41B
Top holdings
1
ISHARES TR
$1.97B
2
GOLDMAN SACHS ETF TR
$601M
3
VANGUARD INDEX FDS
$242M
SALEM INVESTMENT COUNSELORS INC
$3.41B
Top holdings
1
LOWES COS INC
$329M
2
NVIDIA CORPORATION
$243M
3
APPLE INC
$242M
MARSICO CAPITAL MANAGEMENT LLC
$3.4B
Top holdings
1
GE VERNOVA INC
$245M
2
NVIDIA CORPORATION
$227M
3
TAIWAN SEMICONDUCTOR MANUFAC
$206M
BECKER CAPITAL MANAGEMENT INC
$3.4B
Top holdings
1
ISHARES TR
$277M
2
VANGUARD INDEX FDS
$254M
3
APPLE INC
$156M
BOLLARD GROUP LLC
$3.39B
Top holdings
1
BOSTON SCIENTIFIC CORP
$1.16B
2
ELI LILLY & CO
$176M
3
CATERPILLAR INC
$162M
OBERWEIS ASSET MANAGEMENT INC
$3.39B
Top holdings
1
APPLIED OPTOELECTRONICS INC
$199M
2
LUMENTUM HLDGS INC
$187M
3
CREDO TECHNOLOGY GROUP HOLDI
$95.9M
VALLEY FORGE CAPITAL MANAGEMENT, LP
$3.38B
Top holdings
1
FAIR ISAAC CORP
$821M
2
S&P GLOBAL INC
$748M
3
MASTERCARD INCORPORATED
$743M
E FUND MANAGEMENT CO., LTD.
$3.37B
Top holdings
1
PDD HOLDINGS INC
$469M
2
NVIDIA CORPORATION
$235M
3
APPLE INC
$182M
FOSTER GROUP, INC.
$3.36B
Top holdings
1
DIMENSIONAL ETF TRUST
$860M
2
ISHARES TR
$718M
3
VANGUARD INDEX FDS
$612M
DANA INVESTMENT ADVISORS, INC.
$3.35B
Top holdings
1
APPLE INC
$146M
2
NVIDIA CORPORATION
$140M
3
ALPHABET INC
$115M
59 NORTH CAPITAL MANAGEMENT, LP
$3.35B
Top holdings
1
AERCAP HOLDINGS NV
$428M
2
KINDER MORGAN INC DEL
$354M
3
NEWS CORP NEW
$354M
TROY ASSET MANAGEMENT LTD
$3.35B
Top holdings
1
VISA INC
$493M
2
ALPHABET INC
$425M
3
CHUBB LTD SWITZ
$285M
QUADRANT CAPITAL GROUP LLC
$3.34B
Top holdings
1
ISHARES TR
$393M
2
APPLE INC
$128M
3
NVIDIA CORPORATION
$120M
