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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.
$69.7T
Total reported value
8,726
Fund managers
13,294
Securities held
Q1 2026
Latest report
All fund managers
BRX GLOBAL LP
$76.7M
Top holdings
1
TRANSDIGM GROUP INC
$36M
2
MOODYS CORP
$32.7M
3
GUIDEWIRE SOFTWARE INC
$8.02M
BENSON WEALTH MANAGEMENT INC
$73.1M
Top holdings
1
FIRST TR EXCHNG TRADED FD VI
$17.5M
2
INVESCO QQQ TR
$5.84M
3
FIRST TR EXCHANGE TRADED FD
$5.73M
BAYPOINTE PARTNERS LLC
$72.9M
Top holdings
1
KIMBERLY-CLARK CORP
$9.65M
2
JPMORGAN CHASE & CO
$7.35M
3
RH
$6.99M
BLOSSOM WEALTH MANAGEMENT
$67.4M
Top holdings
1
SCHWAB STRATEGIC TR
$11.9M
2
NVIDIA CORPORATION
$10.5M
3
VANGUARD INDEX FDS
$3.67M
BESSEMER GROUP INC
$63.6M
Top holdings
1
NVIDIA CORPORATION
$4.35M
2
ALPHABET INC
$3.2M
3
APPLE INC
$3.03M
BREAKTHRU ADVISORY SERVICES, LLC
$62.4M
Top holdings
1
ISHARES TR
$11.9M
2
STATE STR SPDR S&P 500 ETF T
$8.91M
3
J P MORGAN EXCHANGE TRADED F
$4.65M
BREGAL GENERAL PARTNER JERSEY LTD
$62.3M
Top holdings
1
KARMAN HLDGS INC
$62.3M
BESTGATE WEALTH ADVISORS, LLC
$55.4M
Top holdings
1
ISHARES TR
$14.8M
2
SCHWAB STRATEGIC TR
$7.42M
3
VANGUARD INDEX FDS
$6.23M
BIOS CAPITAL MANAGEMENT, LP
$52.9M
Top holdings
1
ACTUATE THERAPEUTICS INC
$27.5M
2
OPUS GENETICS INC
$16.8M
3
COGNITION THERAPEUTICS INC
$4.56M
BIGLARI, SARDAR
$50.9M
Top holdings
1
FERRARI N V
$16.8M
2
COCA COLA CO
$8.29M
3
WYNN RESORTS LTD
$7.13M
BRATTON CAPITAL MANAGEMENT, L.P.
$40.7M
Top holdings
1
AQUESTIVE THERAPEUTICS INC
$40.7M
BLKBRD ASSET MANAGEMENT, LP
$38.3M
Top holdings
1
ADVANCED MICRO DEVICES INC
$2.78M
2
GAMESTOP CORP NEW
$2.75M
3
ORACLE CORP
$2.73M
BERRY WEALTH GROUP, LP
$26.8M
Top holdings
1
BROADCOM INC
$3.21M
2
MARATHON PETE CORP
$2.98M
3
APPLE INC
$2.98M
BTS ASSET MANAGEMENT, INC.
$25.9M
Top holdings
1
SPDR SERIES TRUST
$13.2M
2
ISHARES TR
$2.2M
3
J P MORGAN EXCHANGE TRADED F
$1.79M
BRUMMER MULTI-STRATEGY AB
$24M
Top holdings
1
CBRE GROUP INC
$6.75M
2
AGREE RLTY CORP
$6.57M
3
ARVINAS INC
$3.02M
BROADFIN HOLDINGS LLC
$23.5M
Top holdings
1
ANGIODYNAMICS INC
$23.5M
BANCREEK CAPITAL MANAGEMENT, LP
$23.1M
Top holdings
1
MUELLER INDS INC
$3.39M
2
HUBBELL INC
$2.94M
3
WW GRAINGER INC
$2.77M
BCK CAPITAL MANAGEMENT LP
$23M
Top holdings
1
M3BRIGADE ACQUISITION V CORP
$4.17M
2
CANTOR EQUITY PARTNERS I INC
$4.07M
3
YORKVILLE ACQUISITION CORP.
$3.83M
BAKALA CAPITAL LLC
$20.8M
Top holdings
1
VANGUARD TAX-MANAGED FDS
$5.92M
2
VANGUARD INDEX FDS
$4.74M
3
ISHARES TR
$4.65M
BAIN CAPITAL PUBLIC EQUITY, LP
$18M
Top holdings
1
HOWMET AEROSPACE INC
$1.1M
2
TAIWAN SEMICONDUCTOR MANUFAC
$1.1M
3
AMAZON COM INC
$1.09M
