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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
BRAIDWELL LP
$3B
Top holdings
1
GUARDANT HEALTH INC
$149M
2
CARIS LIFE SCIENCES INC
$143M
3
NEOGENOMICS INC
$134M
BLS CAPITAL FONDSMAEGLERSELSKAB A/S
$2.94B
Top holdings
1
YUM CHINA HLDGS INC
$555M
2
S&P GLOBAL INC
$375M
3
OTIS WORLDWIDE CORP
$338M
BCV ASSET MANAGEMENT INC.
$2.91B
Top holdings
1
BROOKFIELD CORP
$150M
2
ROYAL BK CDA
$128M
3
ALPHABET INC
$118M
BELPOINTE ASSET MANAGEMENT LLC
$2.74B
Top holdings
1
ISHARES TR
$267M
2
COLLABORATIVE INVESTMNT SER
$263M
3
SCHWAB STRATEGIC TR
$170M
BOWIE CAPITAL MANAGEMENT, LLC
$2.71B
Top holdings
1
ALPHABET INC
$497M
2
NVIDIA CORPORATION
$220M
3
META PLATFORMS INC
$205M
BANQUE CANTONALE VAUDOISE
$2.66B
Top holdings
1
UBS GROUP AG
$273M
2
NVIDIA CORPORATION
$110M
3
ALPHABET INC
$99M
BOGART WEALTH, LLC
$2.6B
Top holdings
1
ISHARES TR
$226M
2
EXXON MOBIL CORP
$206M
3
J P MORGAN EXCHANGE TRADED F
$167M
BALENTINE LLC
$2.48B
Top holdings
1
ISHARES TR
$968M
2
VANGUARD INDEX FDS
$779M
3
INVESCO EXCH TRD SLF IDX FD
$311M
BIP WEALTH, LLC
$2.46B
Top holdings
1
ISHARES TR
$397M
2
WISDOMTREE TR
$329M
3
STATE STR SPDR S&P 500 ETF T
$319M
BEACON INVESTMENT ADVISORY SERVICES, INC.
$2.44B
Top holdings
1
ISHARES TR
$304M
2
VANGUARD INDEX FDS
$189M
3
ISHARES GOLD TR
$85.7M
BLB&B ADVISORS, LLC
$2.42B
Top holdings
1
ISHARES TR
$562M
2
VANGUARD TAX-MANAGED FDS
$225M
3
VANGUARD INTL EQUITY INDEX F
$172M
BRIGHTON JONES LLC
$2.37B
Top holdings
1
AMAZON COM INC
$861M
2
DIMENSIONAL ETF TRUST
$480M
3
MICROSOFT CORP
$312M
BELL BANK
$2.36B
Top holdings
1
VANGUARD INDEX FDS
$784M
2
ISHARES TR
$393M
3
INVESCO QQQ TR
$207M
BERKSHIRE ASSET MANAGEMENT LLC
$2.33B
Top holdings
1
JPMORGAN CHASE & CO
$102M
2
SCHWAB STRATEGIC TR
$96.4M
3
ABBVIE INC
$82.8M
BALTIMORE-WASHINGTON FINANCIAL ADVISORS, INC.
$2.32B
Top holdings
1
ISHARES TR
$293M
2
VANGUARD INDEX FDS
$253M
3
SPDR SERIES TRUST
$249M
BIRCH HILL INVESTMENT ADVISORS LLC
$2.23B
Top holdings
1
ALPHABET INC
$145M
2
AMAZON COM INC
$114M
3
MICROSOFT CORP
$104M
BANK OF ITALY
$2.21B
Top holdings
1
FERRARI N V
$805M
2
TOTALENERGIES SE
$602M
3
STELLANTIS N.V
$261M
BSN CAPITAL PARTNERS LTD
$2.12B
Top holdings
1
NVIDIA CORPORATION
$463M
2
MICROSOFT CORP
$253M
3
ISHARES TR
$247M
BASSWOOD CAPITAL MANAGEMENT, L.L.C.
$2.12B
Top holdings
1
JPMORGAN CHASE & CO
$138M
2
ISHARES TR
$123M
3
BANK AMERICA CORP
$90.3M
BLUE WHALE CAPITAL LLP
$2.1B
Top holdings
1
LAM RESEARCH CORP
$276M
2
NVIDIA CORPORATION
$275M
3
MOTOROLA SOLUTIONS INC
$165M
