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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
CENTERBOOK PARTNERS LP
$1.86B
Top holdings
1
MICROSOFT CORP
$38.9M
2
ALPHABET INC
$37.4M
3
AMAZON COM INC
$37M
GOEHRING & ROZENCWAJG ASSOCIATES, LLC
$1.86B
Top holdings
1
CANADIAN NAT RES LTD MED TER
$138M
2
VALARIS LTD
$129M
3
RANGE RES CORP
$123M
MIZUHO MARKETS CAYMAN LP
$1.86B
Top holdings
1
GE HEALTHCARE TECHNOLOGIES I
$218M
2
META PLATFORMS INC
$200M
3
MICROSOFT CORP
$197M
STONEX GROUP INC.
$1.86B
Top holdings
1
ISHARES TR
$371M
2
VANGUARD INDEX FDS
$188M
3
SCHWAB STRATEGIC TR
$87.7M
CAPSTONE FINANCIAL ADVISORS, INC.
$1.86B
Top holdings
1
ISHARES TR
$447M
2
VANGUARD INDEX FDS
$313M
3
DIMENSIONAL ETF TRUST
$292M
OXFORD FINANCIAL GROUP, LTD. LLC
$1.86B
Top holdings
1
VANGUARD INDEX FDS
$319M
2
ISHARES TR
$268M
3
LISTED FDS TR
$206M
J.SAFRA ASSET MANAGEMENT CORP
$1.86B
Top holdings
1
SELECT SECTOR SPDR TR
$654M
2
ISHARES TR
$272M
3
INVESCO QQQ TR
$216M
ACCREDITED INVESTORS INC.
$1.86B
Top holdings
1
ISHARES TR
$583M
2
AMERICAN CENTY ETF TR
$267M
3
VANGUARD INDEX FDS
$135M
GREENWOOD GEARHART INC
$1.85B
Top holdings
1
ISHARES TR
$369M
2
VANGUARD INDEX FDS
$196M
3
SELECT SECTOR SPDR TR
$192M
SHANDA ASSET MANAGEMENT HOLDINGS LTD
$1.85B
Top holdings
1
INVESCO QQQ TR
$1.27B
2
ALPHABET INC
$403M
3
AMAZON COM INC
$83.3M
DEARBORN PARTNERS LLC
$1.85B
Top holdings
1
APPLE INC
$107M
2
MICROSOFT CORP
$70.5M
3
CASEYS GEN STORES INC
$56.6M
ONEASCENT FINANCIAL SERVICES LLC
$1.85B
Top holdings
1
UNIFIED SER TR
$416M
2
VANGUARD INDEX FDS
$181M
3
NORTHERN LTS FD TR IV
$160M
SMITH CHAS P & ASSOCIATES PA CPAS
$1.84B
Top holdings
1
ISHARES TR
$122M
2
ALPHABET INC
$110M
3
APPLE INC
$107M
SEPIO CAPITAL, LP
$1.84B
Top holdings
1
EA SERIES TRUST
$621M
2
VANGUARD INDEX FDS
$183M
3
ISHARES TR
$91.5M
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC
$1.84B
Top holdings
1
CHENIERE ENERGY INC
$153M
2
ALPHABET INC
$152M
3
LPL FINL HLDGS INC
$118M
COMMUNITY TRUST & INVESTMENT CO
$1.84B
Top holdings
1
NVIDIA CORPORATION
$127M
2
COMMUNITY TR BANCORP INC
$127M
3
ALPHABET INC
$106M
ARVEST BANK TRUST DIVISION
$1.84B
Top holdings
1
ISHARES TR
$351M
2
STATE STR SPDR S&P MIDCAP 40
$140M
3
VANGUARD TAX-MANAGED FDS
$86.4M
REGAL PARTNERS LTD
$1.84B
Top holdings
1
NEWMONT CORP
$210M
2
FREEPORT MCMORAN INC
$143M
3
APOLLO GLOBAL MGMT INC
$141M
OCCUDO QUANTITATIVE STRATEGIES LP
$1.84B
Top holdings
1
SOLSTICE ADVANCED MATLS INC
$20.8M
2
JOHNSON CONTROLS INTERNATION
$20.1M
3
TESLA INC
$20M
ANGELES WEALTH MANAGEMENT, LLC
$1.84B
Top holdings
1
VANGUARD INTL EQUITY INDEX F
$272M
2
VANGUARD WORLD FD
$211M
3
VANGUARD INDEX FDS
$177M
