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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
BOYAR ASSET MANAGEMENT INC.
$176M
Top holdings
1
MICROSOFT CORP
$15.3M
2
JPMORGAN CHASE & CO
$13.8M
3
AMERIPRISE FINL INC
$8.76M
BIRCHVIEW CAPITAL, LP
$176M
Top holdings
1
KLA CORP
$29.3M
2
BRISTOL-MYERS SQUIBB CO
$18.6M
3
COMPASS THERAPEUTICS INC
$7.75M
BAIN CAPITAL VENTURE INVESTORS, LLC
$175M
Top holdings
1
SERVICENOW INC
$120M
2
RUBRIK INC.
$32.3M
3
WAYSTAR HLDG CORP
$21.3M
BRAEBURN WEALTH MANAGEMENT LLC
$175M
Top holdings
1
INVESCO QQQ TR
$29.4M
2
VANGUARD WORLD FD
$29.3M
3
ISHARES TR
$28.6M
BASEPOINT WEALTH LLC
$175M
Top holdings
1
SPROTT ASSET MANAGEMENT LP
$51.7M
2
PROFESIONALLY MANAGED PORTFO
$17.7M
3
DEERE & CO
$6.65M
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC
$174M
Top holdings
1
DIMENSIONAL ETF TRUST
$116M
2
ISHARES TR
$21.3M
3
SPDR SERIES TRUST
$18.9M
BREAKOUT CAPITAL PARTNERS, LP
$174M
Top holdings
1
ACCENTURE PLC IRELAND
$33.2M
2
ITAU UNIBANCO HLDG S A
$27.6M
3
PETROLEO BRASILEIRO S A
$24.5M
BULLSEYE ASSET MANAGEMENT LLC
$173M
Top holdings
1
DIGITALOCEAN HLDGS INC
$8.52M
2
CLEAN HARBORS INC
$7.38M
3
ZETA GLOBAL HOLDINGS CORP
$7.27M
BENCHMARK INVESTMENT ADVISORS LLC
$172M
Top holdings
1
NVIDIA CORPORATION
$27.5M
2
APPLOVIN CORP
$5.99M
3
ALPHABET INC
$5.92M
BIRCH FINANCIAL GROUP, LLC
$171M
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$19.9M
2
AMERICAN EXPRESS CO
$19M
3
ISHARES TR
$14.2M
BETO FINANCIAL GROUP, LLC
$171M
Top holdings
1
ISHARES TR
$28.2M
2
BLACKROCK ETF TRUST
$13.5M
3
J P MORGAN EXCHANGE TRADED F
$9.48M
BYRNE ASSET MANAGEMENT LLC
$171M
Top holdings
1
GOOGLE INC
$9.26M
2
APPLE INC
$7.48M
3
MICROSOFT CORP
$7.47M
BRANDYWINE MANAGERS, LLC
$170M
Top holdings
1
THE CAMPBELLS COMPANY
$74.1M
2
ISHARES TR
$40.6M
3
CROWDSTRIKE HLDGS INC
$12.5M
BROWN SHIPLEY& CO LTD
$167M
Top holdings
1
ALPHABET INC
$27M
2
NVIDIA CORPORATION
$24.8M
3
MICROSOFT CORP
$20.2M
BCO WEALTH MANAGEMENT LLC
$166M
Top holdings
1
DIMENSIONAL ETF TRUST
$140M
2
ISHARES TR
$14.9M
3
VANGUARD BD INDEX FDS
$3.67M
BUCKET LIST WEALTH MANAGEMENT, LLC
$166M
Top holdings
1
VANGUARD INDEX FDS
$26.1M
2
INVESCO EXCH TRADED FD TR II
$25M
3
SPDR SERIES TRUST
$22.5M
BREWSTER FINANCIAL PLANNING LLC
$165M
Top holdings
1
ISHARES TR
$114M
2
VANGUARD BD INDEX FDS
$41.1M
3
VANGUARD MUN BD FDS
$3.1M
BUCKLAND PARTNERS MANAGEMENT CO LLC
$165M
Top holdings
1
SYNOPSYS INC
$13.1M
2
CARPENTER TECHNOLOGY CORP
$11M
3
BERKLEY W R CORP
$9.84M
BITTERROOT CAPITAL ADVISORS LLC
$165M
Top holdings
1
ISHARES TR
$142M
2
STATE STR SPDR S&P 500 ETF T
$5.79M
3
TESLA INC
$2.96M
BARING FINANCIAL LLC
$163M
Top holdings
1
ISHARES TR
$50.4M
2
VANGUARD INDEX FDS
$13.3M
3
INVESCO EXCH TRADED FD TR II
$11.4M
