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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
PARTNERS CAPITAL INVESTMENT GROUP, LLP
$2.65B
Top holdings
1
ISHARES TR
$1.35B
2
ISHARES INC
$283M
3
VANGUARD INDEX FDS
$242M
MERITAGE GROUP LP
$2.65B
Top holdings
1
MICROSOFT CORP
$470M
2
AMAZON COM INC
$386M
3
TRANSUNION
$251M
HELIKON INVESTMENTS LTD
$2.65B
Top holdings
1
SKEENA RES LTD NEW
$489M
2
ALLIED GOLD CORP
$381M
3
CORPORACION AMER ARPTS S A
$333M
CERBERUS CAPITAL MANAGEMENT, L.P.
$2.65B
Top holdings
1
ALBERTSONS COS INC
$2.59B
2
COMSCORE INC
$23.6M
3
STATE STR SPDR S&P 500 ETF T
$15.5M
WHARTON BUSINESS GROUP, LLC
$2.65B
Top holdings
1
ISHARES TR
$1.02B
2
ISHARES INC
$240M
3
INVESCO EXCH TRADED FD TR II
$145M
NFJ INVESTMENT GROUP, LLC
$2.64B
Top holdings
1
HF SINCLAIR CORP
$96M
2
MARVELL TECHNOLOGY INC
$90.1M
3
SCHWAB CHARLES CORP
$73.5M
ADVANCE CAPITAL MANAGEMENT, INC.
$2.64B
Top holdings
1
CAPITAL GROUP DIVIDEND VALUE
$434M
2
SPDR SERIES TRUST
$421M
3
CAPITAL GROUP CORE BALANCED
$412M
INTEGRITY ALLIANCE, LLC.
$2.64B
Top holdings
1
ISHARES TR
$574M
2
DIMENSIONAL ETF TRUST
$338M
3
SPDR SERIES TRUST
$170M
LOMBARD ODIER ASSET MANAGEMENT SWITZERLAND SA
$2.63B
Top holdings
1
NVIDIA CORPORATION
$200M
2
APPLE INC
$177M
3
ALPHABET INC
$141M
AMAZON COM INC
$2.63B
Top holdings
1
RIVIAN AUTOMOTIVE INC
$2.38B
2
BETA TECHNOLOGIES INC
$173M
3
MARVELL TECHNOLOGY INC
$39.3M
SOFINNOVA INVESTMENTS, INC.
$2.63B
Top holdings
1
NATERA INC
$310M
2
ISHARES TR
$229M
3
UNITED THERAPEUTICS CORP DEL
$143M
NORTHSTAR ASSET MANAGEMENT INC
$2.63B
Top holdings
1
SCHWAB STRATEGIC TR
$140M
2
APPLE INC
$106M
3
ALPHABET INC
$102M
FIRST MERCHANTS CORP
$2.63B
Top holdings
1
ISHARES TR
$232M
2
FMPW INST MONEY
$181M
3
VANGUARD 500 INDEX A
$128M
WARATAH CAPITAL ADVISORS LTD.
$2.63B
Top holdings
1
ISHARES TR
$818M
2
STATE STR SPDR S&P 500 ETF T
$268M
3
INVESCO QQQ TR
$172M
PARADIGM CAPITAL MANAGEMENT INC
$2.61B
Top holdings
1
MODINE MFG CO
$315M
2
FABRINET
$277M
3
BROADCOM INC
$250M
MARATHON ASSET MANAGEMENT LTD
$2.61B
Top holdings
1
CNH INDL N V
$128M
2
AMAZON COM INC
$115M
3
ALPHABET INC
$106M
CAPITAL ASSET ADVISORY SERVICES LLC
$2.61B
Top holdings
1
ISHARES TR
$567M
2
VANGUARD INDEX FDS
$464M
3
SPDR INDEX SHS FDS
$133M
RK CAPITAL MANAGEMENT, LLC
$2.6B
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$2.57B
2
SPROTT ASSET MANAGEMENT LP
$12.4M
3
ISHARES TR
$7.6M
GM ADVISORY GROUP, LLC
$2.6B
Top holdings
1
ISHARES TR
$708M
2
SPDR SERIES TRUST
$580M
3
ISHARES GOLD TR
$138M
PORTMAN SQUARE CAPITAL LLP
$2.6B
Top holdings
1
SPDR GOLD TR
$374M
2
NEXTERA ENERGY INC
$276M
3
SOUTHERN CO
$169M
