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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
DDD PARTNERS, LLC
$1.45B
Top holdings
1
MICROSOFT CORP
$436M
2
BERKSHIRE HATHAWAY INC DEL
$54.6M
3
APPLE INC
$41.9M
CLEAR HARBOR ASSET MANAGEMENT, LLC
$1.45B
Top holdings
1
APPLE INC
$82M
2
ROPER TECHNOLOGIES INC
$66.8M
3
ALPHABET INC
$66.4M
SSI INVESTMENT MANAGEMENT LLC
$1.45B
Top holdings
1
ISHARES TR
$131M
2
WESTERN DIGITAL CORP
$56M
3
NEXTERA ENERGY CAP HLDGS INC
$40M
VANTAGE INVESTMENT PARTNERS, LLC
$1.45B
Top holdings
1
ALPHABET INC
$119M
2
UNITEDHEALTH GROUP INC
$81.5M
3
WATSCO INC
$62.5M
STRATEGIC INVESTMENT ADVISORS MI
$1.45B
Top holdings
1
VANGUARD INDEX FDS
$396M
2
ISHARES TR
$245M
3
VANGUARD WORLD FD
$150M
CORDA INVESTMENT MANAGEMENT, LLC.
$1.45B
Top holdings
1
ALPHABET INC
$63.6M
2
CME GROUP INC
$62.5M
3
BANK NEW YORK MELLON CORP
$62.3M
STRATEGIC WEALTH PARTNERS, LTD.
$1.44B
Top holdings
1
ISHARES TR
$224M
2
MANAGER DIRECTED PORTFOLIOS
$128M
3
SPDR SERIES TRUST
$69.2M
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
$1.44B
Top holdings
1
ISHARES TR
$81.4M
2
APPLE INC
$81.4M
3
NVIDIA CORPORATION
$77.3M
WESTPAC BANKING CORP
$1.44B
Top holdings
1
NVIDIA CORPORATION
$115M
2
APPLE INC
$92.6M
3
ALPHABET INC
$83.7M
INFRASTRUCTURE CAPITAL ADVISORS, LLC
$1.44B
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$358M
2
ENERGY TRANSFER L P
$140M
3
PLAINS ALL AMERN PIPELINE L
$69M
LUXOR CAPITAL GROUP, LP
$1.43B
Top holdings
1
ISHARES TR
$429M
2
AMAZON COM INC
$210M
3
NRG ENERGY INC
$86.8M
APPLETON PARTNERS INC
$1.43B
Top holdings
1
SCHWAB STRATEGIC TR
$92.6M
2
APPLE INC
$85.4M
3
GOLDMAN SACHS ETF TR
$72.5M
WEITZ INVESTMENT MANAGEMENT, INC.
$1.43B
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$134M
2
ALPHABET INC
$93.7M
3
DANAHER CORP DEL
$90.6M
KOPERNIK GLOBAL INVESTORS, LLC
$1.43B
Top holdings
1
SEABRIDGE GOLD INC
$208M
2
RANGE RES CORP
$189M
3
KT CORP
$114M
K2 PRINCIPAL FUND, L.P.
$1.43B
Top holdings
1
SPDR GOLD TR
$124M
2
STATE STR SPDR S&P 500 ETF T
$84.3M
3
ISHARES TR
$49.3M
STYRAX CAPITAL, LP
$1.43B
Top holdings
1
AMAZON COM INC
$208M
2
META PLATFORMS INC
$176M
3
MASTERCARD INCORPORATED
$112M
CALLODINE CAPITAL MANAGEMENT, LP
$1.43B
Top holdings
1
SPECTRUM BRANDS HOLDINGS INC
$151M
2
VIATRIS INC
$110M
3
WOLVERINE WORLD WIDE INC
$73.5M
TRIGLAV SKLADI, D.O.O.
$1.43B
Top holdings
1
NVIDIA CORPORATION
$140M
2
ALPHABET INC
$101M
3
AMAZON COM INC
$94.9M
SAGE MOUNTAIN ADVISORS LLC
$1.43B
Top holdings
1
JANUS DETROIT STR TR
$289M
2
ISHARES TR
$259M
3
VANGUARD INDEX FDS
$223M
STONEBRIDGE CAPITAL ADVISORS LLC
$1.43B
Top holdings
1
VANGUARD SCOTTSDALE FDS
$124M
2
APPLE INC
$70.2M
3
ALPHABET INC
$64.3M
