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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
BLUE FIN CAPITAL, INC.
$610M
Top holdings
1
NVIDIA CORPORATION
$99.3M
2
ISHARES TR
$86.6M
3
APPLE INC
$48.6M
BEVERLY HILLS PRIVATE WEALTH, LLC
$600M
Top holdings
1
VANGUARD SCOTTSDALE FDS
$25.5M
2
APPLE INC
$25.4M
3
MICROSOFT CORP
$18.1M
BALBOA WEALTH PARTNERS
$596M
Top holdings
1
NVIDIA CORPORATION
$45.2M
2
TESLA INC
$44.9M
3
FIRST TR EXCHANGE-TRADED FD
$28.6M
BORNITE CAPITAL MANAGEMENT LP
$595M
Top holdings
1
TAIWAN SEMICONDUCTOR MANUFAC
$69.8M
2
TALEN ENERGY CORP
$66.7M
3
STEEL DYNAMICS INC
$63M
BECK BODE, LLC
$591M
Top holdings
1
NVIDIA CORPORATION
$28.4M
2
TARGET CORP
$23.5M
3
CARDINAL HEALTH INC
$23M
BELLWETHER ADVISORS, LLC
$590M
Top holdings
1
SELECT SECTOR SPDR TR
$208M
2
ISHARES TR
$92.2M
3
INNOVATOR ETFS TRUST
$77.4M
BLUME CAPITAL MANAGEMENT, INC.
$588M
Top holdings
1
DIMENSIONAL ETF TRUST
$70.2M
2
ALPHABET INC
$38.5M
3
APPLE INC
$25.5M
BRADY MARTZ WEALTH SOLUTIONS, LLC
$587M
Top holdings
1
ISHARES TR
$104M
2
SCHWAB STRATEGIC TR
$88.3M
3
DIMENSIONAL ETF TRUST
$72.4M
BRICKLEY WEALTH MANAGEMENT
$583M
Top holdings
1
VANGUARD INDEX FDS
$254M
2
ISHARES TR
$114M
3
APPLE INC
$97.1M
BLEICHROEDER LP
$579M
Top holdings
1
SPDR GOLD TR
$204M
2
GPGI INC
$67.9M
3
RESOLUTE HLDGS MGMT INC
$51M
BOURGEON CAPITAL MANAGEMENT LLC
$578M
Top holdings
1
ALPHABET INC
$34.8M
2
JPMORGAN CHASE & CO
$27.9M
3
ELI LILLY & CO
$21.4M
BLACK SWIFT GROUP, LLC
$571M
Top holdings
1
SPDR SERIES TRUST
$107M
2
ISHARES TR
$54.5M
3
STATE STR SPDR S&P 500 ETF T
$54.2M
BROAD RUN INVESTMENT MANAGEMENT, LLC
$568M
Top holdings
1
AST SPACEMOBILE INC
$121M
2
APPLIED MATLS INC
$50.7M
3
BROOKFIELD CORP
$49M
BEACON CAPITAL MANAGEMENT, LLC
$567M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$109M
2
VANGUARD INDEX FDS
$92.2M
3
VANGUARD WORLD FD
$65.7M
BELLECAPITAL INTERNATIONAL LTD.
$554M
Top holdings
1
ALPHABET INC
$35.7M
2
TAIWAN SEMICONDUCTOR MANUFAC
$31.1M
3
APPLE INC
$28.5M
BRANDYWINE TRUST CO
$552M
Top holdings
1
VANGUARD INTL EQUITY INDEX F
$287M
2
STATE STR SPDR S&P 500 ETF T
$101M
3
THE CAMPBELLS COMPANY
$43.5M
BIENVILLE CAPITAL MANAGEMENT, LLC
$550M
Top holdings
1
ETF SER SOLUTIONS
$68.3M
2
SEA LTD
$44.7M
3
MERCADOLIBRE INC
$36.7M
BRASADA CAPITAL MANAGEMENT, LP
$545M
Top holdings
1
SPDR SERIES TRUST
$49M
2
ALPHABET INC
$28.7M
3
CRH PLC
$16.4M
BRODERICK BRIAN C
$542M
Top holdings
1
ALPHABET INC
$43.1M
2
NVIDIA CORPORATION
$34.7M
3
APPLE INC
$29.8M
BANC FUNDS CO LLC
$537M
Top holdings
1
PRIVATE BANCORP OF AMERICA, INC.
$21.1M
2
OLD SECOND BANCORP INC DEL
$20.7M
3
UNITY BANCORP INC
$19.5M
