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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
BARDEN CAPITAL MANAGEMENT, INC.
$117M
Top holdings
1
SCHWAB STRATEGIC TR
$30.8M
2
SPDR SERIES TRUST
$11.8M
3
SPDR INDEX SHS FDS
$5.82M
BLVD PRIVATE WEALTH, LLC
$115M
Top holdings
1
TRANE TECHNOLOGIES PLC
$26.4M
2
AMERICAN CENTY ETF TR
$13.4M
3
INGERSOLL RAND INC
$6.97M
BAYBAN
$115M
Top holdings
1
ISHARES TR
$17.5M
2
UNITEDHEALTH GROUP INC
$10.8M
3
VANGUARD INDEX FDS
$5.87M
BEY-DOUGLAS LLC
$115M
Top holdings
1
ALPHABET INC
$14.3M
2
NVIDIA CORPORATION
$12.3M
3
MICROSOFT CORP
$8.64M
BARRIER CAPITAL MANAGEMENT, LLC
$114M
Top holdings
1
QXO INC
$24.2M
2
ALPHABET INC
$13.8M
3
ECHOSTAR CORP
$11.7M
BRISTLECONE VALUE PARTNERS, LLC
$114M
Top holdings
1
VANGUARD TAX-MANAGED FDS
$15M
2
SCHWAB STRATEGIC TR
$14M
3
VANGUARD SPECIALIZED FUNDS
$9.47M
BOSMAN WEALTH MANAGEMENT, LLC
$114M
Top holdings
1
PALANTIR TECHNOLOGIES INC
$11M
2
ALPHABET INC
$8.69M
3
NVIDIA CORPORATION
$8.38M
BENCHMARK FINANCIAL, LLC
$111M
Top holdings
1
SPDR SERIES TRUST
$29.7M
2
ISHARES TR
$20M
3
VANGUARD SCOTTSDALE FDS
$14.6M
BOLTHOUSE INVESTMENTS, LLC
$111M
Top holdings
1
TRICO BANCSHARES
$16.8M
2
ISHARES TR
$12.6M
3
PRIMORIS SVCS CORP
$10.7M
BOND CAPITAL MANAGEMENT, LP
$110M
Top holdings
1
COREWEAVE INC
$54.8M
2
HIPPO HLDGS INC
$31.3M
3
DLOCAL LTD
$12M
BERYL CAPITAL MANAGEMENT LLC
$110M
Top holdings
1
MASIMO CORP
$38.6M
2
TERNS PHARMACEUTICALS INC
$25.2M
3
GREAT LAKES DREDGE & DOCK CO
$15.5M
BELLEAIR ASSET MANAGEMENT, LLC
$110M
Top holdings
1
DIMENSIONAL ETF TRUST
$41.9M
2
ISHARES TR
$12.3M
3
VANGUARD SCOTTSDALE FDS
$10.8M
BRETTON CAPITAL MANAGEMENT, LLC
$109M
Top holdings
1
ALPHABET INC
$16.4M
2
ROSS STORES INC
$7.52M
3
TJX COS INC NEW
$7.51M
BOARD OF THE PENSION PROTECTION FUND
$109M
Top holdings
1
FOX CORP
$2.75M
2
DELL TECHNOLOGIES INC
$2.38M
3
NEWS CORP NEW
$2.35M
BROYHILL ASSET MANAGEMENT, LLC
$108M
Top holdings
1
ISHARES TR
$18M
2
IQVIA HLDGS INC
$5.58M
3
VALVOLINE INC
$5.18M
BANNERSTONE CAPITAL MANAGEMENT, LLC
$108M
Top holdings
1
CELESTICA INC
$11.2M
2
PALANTIR TECHNOLOGIES INC
$5.36M
3
NVIDIA CORPORATION
$5.31M
BEDMINSTER, LLC
$107M
Top holdings
1
ISHARES TR
$48.3M
2
BLACKROCK ETF TRUST
$18.1M
3
STATE STR SPDR S&P 500 ETF T
$9.23M
BRC-GLOBAL BAH INVESTMENTS LTD.
$107M
Top holdings
1
STONECO LTD
$107M
BAYHUNT CAPITAL LLC
$106M
Top holdings
1
WELLTOWER INC
$10.7M
2
AMERICAN HEALTHCARE REIT INC
$10.2M
3
BRIXMOR PPTY GROUP INC
$9.88M
BFI WEALTH SOLUTIONS, LLC
$104M
Top holdings
1
INNOVATOR ETFS TRUST
$54.5M
2
SCHWAB STRATEGIC TR
$16.2M
3
FIRST TR EXCHNG TRADED FD VI
$10.6M
