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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
BRISTOL GATE CAPITAL PARTNERS INC.
$1.55B
Top holdings
1
TARGA RES CORP
$97.7M
2
WABTEC
$89.1M
3
MCKESSON CORP
$81.4M
BOSTON FAMILY OFFICE LLC
$1.5B
Top holdings
1
VANGUARD INDEX FDS
$83.3M
2
APPLE INC
$72.8M
3
ALPHABET INC
$68.6M
BTC CAPITAL MANAGEMENT, INC.
$1.48B
Top holdings
1
ISHARES TR
$214M
2
VANGUARD INDEX FDS
$76M
3
VANGUARD BD INDEX FDS
$68.2M
BEAIRD HARRIS WEALTH MANAGEMENT, LLC
$1.47B
Top holdings
1
DIMENSIONAL ETF TRUST
$650M
2
AMERICAN CENTY ETF TR
$366M
3
VANGUARD INDEX FDS
$115M
BEAUMONT FINANCIAL ADVISORS, LLC
$1.46B
Top holdings
1
ISHARES TR
$261M
2
ALPHABET INC
$70.2M
3
VANGUARD INDEX FDS
$67.6M
BROADWOOD CAPITAL INC
$1.42B
Top holdings
1
MONSTER BEVERAGE CORP NEW
$587M
2
STAAR SURGICAL CO
$302M
3
AXON ENTERPRISE INC
$295M
BLUE CHIP PARTNERS, LLC
$1.39B
Top holdings
1
FIDELITY MERRIMACK STR TR
$136M
2
SELECT SECTOR SPDR TR
$57.8M
3
ALPHABET INC
$57.5M
BALDWIN WEALTH PARTNERS LLC
$1.38B
Top holdings
1
ALPHABET INC
$97.8M
2
APPLE INC
$89.4M
3
J P MORGAN EXCHANGE TRADED F
$79M
BANK OF FINLAND
$1.37B
Top holdings
1
ISHARES TR
$944M
2
DBX ETF TR
$422M
BOUCHEY FINANCIAL GROUP LTD
$1.36B
Top holdings
1
VANGUARD INDEX FDS
$201M
2
SCHWAB STRATEGIC TR
$176M
3
INVESCO EXCH TRADED FD TR II
$154M
BARING FINTECH MANAGER HOLDING LTD
$1.34B
Top holdings
1
KASPI KZ JSC
$1.34B
BLOOMBERGSEN INC.
$1.31B
Top holdings
1
THE CIGNA GROUP
$268M
2
ALPHABET INC
$138M
3
HCA HEALTHCARE INC
$117M
BAADER BANK AKTIENGESELLSCHAFT
$1.28B
Top holdings
1
ALPHABET INC
$87.4M
2
AMAZON COM INC
$75.9M
3
MICROSOFT CORP
$65.2M
BANGOR SAVINGS BANK
$1.25B
Top holdings
1
ISHARES TR
$538M
2
SCHWAB STRATEGIC TR
$201M
3
VANGUARD SCOTTSDALE FDS
$127M
BLACKBARN CAPITAL PARTNERS LP
$1.24B
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$520M
2
ISHARES INC
$202M
3
RESMED INC
$89.8M
BASKIN FINANCIAL SERVICES INC.
$1.22B
Top holdings
1
ALPHABET INC
$85.6M
2
APPLE INC
$74.2M
3
COSTCO WHOLESALE CORPORATION
$64M
BRANDYWINE OAK PRIVATE WEALTH LLC
$1.19B
Top holdings
1
VANGUARD INDEX FDS
$254M
2
SCHWAB STRATEGIC TR
$175M
3
VANGUARD SCOTTSDALE FDS
$163M
BROAD BAY CAPITAL MANAGEMENT, LP
$1.18B
Top holdings
1
ISHARES TR
$204M
2
ATLANTA BRAVES HLDGS INC
$117M
3
AAR CORP
$89.6M
BANK OF NOVA SCOTIA TRUST CO
$1.16B
Top holdings
1
ROYAL BK CDA
$99.3M
2
TORONTO DOMINION BK ONT
$69.6M
3
BANK MONTREAL MEDIUM
$67.1M
BRAMSHILL INVESTMENTS, LLC
$1.16B
Top holdings
1
ISHARES TR
$167M
2
VANGUARD BD INDEX FDS
$154M
3
ISHARES U S ETF TR
$122M
