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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
WBH ADVISORY INC
$1.34B
Top holdings
1
SCHWAB STRATEGIC TR
$142M
2
ISHARES TR
$141M
3
SELECT SECTOR SPDR TR
$136M
ARETE WEALTH ADVISORS, LLC
$1.33B
Top holdings
1
ISHARES TR
$152M
2
SPDR SERIES TRUST
$116M
3
VANGUARD INDEX FDS
$57.7M
RADCLIFFE CAPITAL MANAGEMENT, L.P.
$1.33B
Top holdings
1
TELADOC HEALTH INC
$112M
2
COINBASE GLOBAL INC
$61.4M
3
ENPHASE ENERGY INC
$44.2M
WELLSPRING FINANCIAL ADVISORS, LLC
$1.33B
Top holdings
1
ISHARES TR
$548M
2
GOLDMAN SACHS PHYSICAL GOLD
$95.4M
3
VANGUARD INDEX FDS
$95.3M
NBC SECURITIES, INC.
$1.33B
Top holdings
1
ISHARES TR
$104M
2
SPDR SERIES TRUST
$73.1M
3
VANGUARD INDEX FDS
$41.3M
APPLIED FINANCE CAPITAL MANAGEMENT, LLC
$1.33B
Top holdings
1
APPLE INC
$59.9M
2
ALPHABET INC
$51.6M
3
MICROSOFT CORP
$46.6M
COMPASS ROSE ASSET MANAGEMENT, LP
$1.33B
Top holdings
1
ISHARES TR
$636M
2
SPDR SERIES TRUST
$291M
3
KRANESHARES TRUST
$112M
SHP WEALTH MANAGEMENT
$1.33B
Top holdings
1
VANGUARD INDEX FDS
$369M
2
ISHARES TR
$209M
3
INVESCO EXCH TRADED FD TR II
$111M
MANTLE RIDGE LP
$1.33B
Top holdings
1
DOLLAR TREE INC
$1.33B
MARCO INVESTMENT MANAGEMENT LLC
$1.33B
Top holdings
1
BROADCOM INC
$100M
2
APPLE INC
$68.9M
3
CATERPILLAR INC
$49.3M
TURTLE CREEK WEALTH ADVISORS, LLC
$1.32B
Top holdings
1
ISHARES TR
$135M
2
VANGUARD INDEX FDS
$104M
3
APPLE INC
$55.2M
TITLEIST ASSET MANAGEMENT, LLC
$1.32B
Top holdings
1
ISHARES TR
$372M
2
VANGUARD INDEX FDS
$81M
3
TESLA INC
$62.8M
WEALTHQUEST CORP
$1.32B
Top holdings
1
VANGUARD INDEX FDS
$456M
2
ISHARES TR
$212M
3
INNOVATOR ETFS TRUST
$186M
HILTON CAPITAL MANAGEMENT, LLC
$1.32B
Top holdings
1
VANGUARD SCOTTSDALE FDS
$201M
2
ISHARES TR
$180M
3
J P MORGAN EXCHANGE TRADED F
$127M
TRIODOS INVESTMENT MANAGEMENT BV
$1.32B
Top holdings
1
TAIWAN SEMICONDUCTOR MANUFAC
$74.4M
2
ADVANCED DRAIN SYS INC DEL
$73.6M
3
KLA CORP
$73.5M
GOLDEN STATE EQUITY PARTNERS
$1.32B
Top holdings
1
ISHARES TR
$160M
2
NVIDIA CORPORATION
$72.1M
3
APPLE INC
$62.8M
MBL WEALTH, LLC
$1.32B
Top holdings
1
ISHARES TR
$278M
2
STATE STR SPDR S&P 500 ETF T
$142M
3
SPDR SERIES TRUST
$127M
CHINA UNIVERSAL ASSET MANAGEMENT CO., LTD.
$1.32B
Top holdings
1
NVIDIA CORPORATION
$80.9M
2
ALPHABET INC
$69.1M
3
APPLE INC
$62M
CASDIN CAPITAL, LLC
$1.32B
Top holdings
1
REVOLUTION MEDICINES INC
$251M
2
GENEDX HOLDINGS CORP
$193M
3
RELAY THERAPEUTICS INC
$143M
M.D. SASS, LLC
$1.32B
Top holdings
1
SCHEIN HENRY INC
$93.8M
2
WILLIAMS COS INC
$85.4M
3
AMETEK INC
$77.6M
