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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
BOONE CAPITAL MANAGEMENT LLC
$326M
Top holdings
1
MIRUM PHARMACEUTICALS INC
$38.9M
2
IONIS PHARMACEUTICALS INC
$37.6M
3
THE CIGNA GROUP
$36.7M
BOYD WATTERSON ASSET MANAGEMENT LLC
$326M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$23.4M
2
ALPHABET INC
$20.8M
3
ISHARES TR
$19.5M
BANK OF STOCKTON
$323M
Top holdings
1
ISHARES TR
$140M
2
APPLE INC
$11M
3
ALPHABET INC
$9.45M
BAYBERRY CAPITAL PARTNERS LP
$323M
Top holdings
1
LIONSGATE STUDIOS CORP
$27.1M
2
CONSTELLIUM SE
$21.5M
3
SENSIENT TECHNOLOGIES CORP
$20.7M
BLUESCAPE ENERGY PARTNERS LLC
$322M
Top holdings
1
EVERGY INC
$218M
2
NRG ENERGY INC
$50M
3
RILEY EXPLORATION PERMIAN IN
$36.1M
BALANCE WEALTH, LLC
$322M
Top holdings
1
ISHARES TR
$49M
2
VANGUARD INDEX FDS
$35M
3
INVESCO QQQ TR
$28.8M
BRADY FAMILY WEALTH, LLC
$321M
Top holdings
1
APPLE INC
$25.6M
2
ISHARES TR
$25.1M
3
ALPHABET INC
$18.5M
BOOTHE INVESTMENT GROUP, INC.
$311M
Top holdings
1
SIMPLIFY EXCHANGE TRADED FUN
$52.6M
2
DOUBLELINE ETF TRUST
$31.1M
3
GLOBAL X FDS
$25.5M
BELL & BROWN WEALTH ADVISORS, LLC
$308M
Top holdings
1
BROADCOM INC
$16.8M
2
ALPHABET INC
$16.4M
3
APPLE INC
$15.9M
BREACH INLET CAPITAL MANAGEMENT, LLC
$305M
Top holdings
1
STRIDE INC
$48.5M
2
ATLANTA BRAVES HLDGS INC
$37M
3
HILTON GRAND VACATIONS INC
$36.4M
BOUNDLESS PLAIN HOLDINGS LTD
$304M
Top holdings
1
PDD HOLDINGS INC
$132M
2
TESLA INC
$25M
3
NVIDIA CORPORATION
$22.4M
BAIN CAPITAL CREDIT, LP
$303M
Top holdings
1
BAIN CAP SPECIALTY FIN INC
$147M
2
INVESCO EXCH TRADED FD TR II
$74.7M
3
ISHARES TR
$70.7M
BHK INVESTMENT ADVISORS, LLC
$299M
Top holdings
1
VANGUARD INDEX FDS
$109M
2
VANGUARD WORLD FD
$60.8M
3
VANGUARD BD INDEX FDS
$33.4M
BUTTONWOOD FINANCIAL ADVISORS INC.
$299M
Top holdings
1
ISHARES TR
$30.4M
2
VANECK ETF TRUST
$26.5M
3
ALPHABET INC
$19.2M
BEACON BRIDGE WEALTH PARTNERS, LLC
$299M
Top holdings
1
ISHARES TR
$85.4M
2
VANGUARD INDEX FDS
$47.5M
3
BLACKROCK ETF TRUST
$30.2M
BERKELEY, INC
$298M
Top holdings
1
WISDOMTREE TR
$40.3M
2
ETF SER SOLUTIONS
$26.5M
3
INVESCO EXCH TRADED FD TR II
$23.3M
B&I CAPITAL AG
$294M
Top holdings
1
PROLOGIS INC.
$44M
2
WELLTOWER INC
$34.9M
3
AMERICAN TOWER CORP
$26.5M
BAROMETER CAPITAL MANAGEMENT INC.
$292M
Top holdings
1
SUNCOR ENERGY INC NEW
$13.9M
2
ALAMOS GOLD INC
$13.7M
3
NUTRIEN LTD
$13.2M
BURKETT FINANCIAL SERVICES, LLC
$292M
Top holdings
1
SCHWAB STRATEGIC TR
$107M
2
ISHARES TR
$33M
3
DBX ETF TR
$24.4M
BISHOP & CO INVESTMENT MANAGEMENT, LLC
$292M
Top holdings
1
VANGUARD INDEX FDS
$111M
2
ISHARES TR
$72.6M
3
VANGUARD SCOTTSDALE FDS
$42.9M
