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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
AE INDUSTRIAL PARTNERS, LP
$1.63B
Top holdings
1
FIREFLY AEROSPACE INC
$1B
2
REDWIRE CORPORATION
$286M
3
YORK SPACE SYSTEMS INC
$250M
FRANKLIN STREET ADVISORS INC
$1.63B
Top holdings
1
NVIDIA CORPORATION
$121M
2
APPLE INC
$107M
3
MICROSOFT CORP
$95.1M
STRATOS WEALTH ADVISORS, LLC
$1.63B
Top holdings
1
ISHARES TR
$177M
2
SPDR SERIES TRUST
$76.9M
3
STATE STR SPDR S&P 500 ETF T
$71.4M
SRB CORP
$1.63B
Top holdings
1
SELECT SECTOR SPDR TR
$397M
2
MICROSOFT CORP
$213M
3
SAFETY INS GROUP INC
$130M
SATHER FINANCIAL GROUP INC
$1.63B
Top holdings
1
ALPHABET INC
$193M
2
BERKSHIRE HATHAWAY INC DEL
$184M
3
ARISTA NETWORKS INC
$104M
GRANITE INVESTMENT PARTNERS, LLC
$1.63B
Top holdings
1
ALPHABET INC
$56.6M
2
APPLE INC
$55.6M
3
MICROSOFT CORP
$51.8M
LEGACY PRIVATE TRUST CO.
$1.63B
Top holdings
1
ISHARES TR
$383M
2
VANGUARD INDEX FDS
$207M
3
VANGUARD TAX-MANAGED FDS
$71.9M
COVALIS CAPITAL LLP
$1.63B
Top holdings
1
PG&E CORP
$139M
2
BLACK HILLS CORP
$122M
3
WHIRLPOOL CORP
$83.7M
PINE RIDGE ADVISERS LLC
$1.62B
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$749M
2
ISHARES TR
$237M
3
VANGUARD INDEX FDS
$121M
KATHMERE CAPITAL MANAGEMENT, LLC
$1.62B
Top holdings
1
ISHARES TR
$476M
2
VANGUARD INDEX FDS
$116M
3
EA SERIES TRUST
$92M
WOODMONT INVESTMENT COUNSEL LLC
$1.62B
Top holdings
1
VANGUARD INDEX FDS
$418M
2
ISHARES TR
$228M
3
VANGUARD TAX-MANAGED FDS
$99M
INVICTUS PRIVATE WEALTH, LLC
$1.62B
Top holdings
1
VANGUARD INDEX FDS
$771M
2
INVESCO QQQ TR
$210M
3
VANGUARD INTL EQUITY INDEX F
$74.8M
KYNAM CAPITAL MANAGEMENT, LP
$1.62B
Top holdings
1
SYNDAX PHARMACEUTICALS INC
$188M
2
CELLDEX THERAPEUTICS INC NEW
$185M
3
VAXCYTE INC
$170M
HSG HOLDING LTD
$1.62B
Top holdings
1
PDD HOLDINGS INC
$1.14B
2
KE HLDGS INC
$108M
3
PONY AI INC
$100M
TRUE LINK FINANCIAL ADVISORS, LLC
$1.62B
Top holdings
1
VANGUARD BD INDEX FDS
$609M
2
ISHARES TR
$507M
3
DIMENSIONAL ETF TRUST
$317M
BROWNING WEST LP
$1.62B
Top holdings
1
COOPER COS INC
$499M
2
SOMNIGROUP INTERNATIONAL INC
$436M
3
CAE INC
$329M
MORNINGSTAR INVESTMENT MANAGEMENT LLC
$1.62B
Top holdings
1
ISHARES TR
$285M
2
SCHWAB STRATEGIC TR
$82M
3
SPDR SERIES TRUST
$61.6M
PARCION PRIVATE WEALTH LLC
$1.61B
Top holdings
1
ISHARES TR
$298M
2
DIMENSIONAL ETF TRUST
$94M
3
AMERICAN CENTY ETF TR
$58.9M
S&CO INC
$1.61B
Top holdings
1
EXXON MOBIL CORP
$89.2M
2
BERKSHIRE HATHAWAY INC DEL
$78.6M
3
MICROSOFT CORP
$70.4M
ARISTOTLE CAPITAL BOSTON, LLC
$1.61B
Top holdings
1
ADVANCED ENERGY INDS
$48.9M
2
MACOM TECH SOLUTIONS HLDGS I
$45.8M
3
HA SUSTAINABLE INFRA CAP INC
$37.7M
