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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
BTG PACTUAL ASSET MANAGEMENT US LLC
$1.16B
Top holdings
1
VANGUARD INDEX FDS
$128M
2
ISHARES TR
$96.2M
3
VANGUARD WORLD FD
$86.9M
BANCO BTG PACTUAL S.A.
$1.14B
Top holdings
1
ISHARES INC
$273M
2
ISHARES TR
$150M
3
STATE STR SPDR S&P 500 ETF T
$65M
BAIN CAPITAL LIFE SCIENCES INVESTORS, LLC
$1.11B
Top holdings
1
HEARTFLOW INC
$254M
2
NEWAMSTERDAM PHARMA COMPANY
$236M
3
OLEMA PHARMACEUTICALS INC
$111M
BOUSSARD & GAVAUDAN INVESTMENT MANAGEMENT LLP
$1.06B
Top holdings
1
WESTERN DIGITAL CORP
$186M
2
WARNER BROS DISCOVERY INC
$62.5M
3
ADVANCED ENERGY INDS
$56.8M
BFSG, LLC
$1.06B
Top holdings
1
ISHARES TR
$58M
2
VANGUARD INDEX FDS
$52.8M
3
ISHARES GOLD TR
$34.1M
BISON WEALTH, LLC
$1.04B
Top holdings
1
LISTED FDS TR
$275M
2
ISHARES TR
$107M
3
APPLE INC
$30.4M
BRONTE CAPITAL MANAGEMENT PTY LTD.
$1.01B
Top holdings
1
REGENERON PHARMACEUTICALS
$186M
2
ALPHABET INC
$110M
3
INTERACTIVE BROKERS GROUP IN
$86M
BEACON FINANCIAL GROUP
$1B
Top holdings
1
ISHARES TR
$168M
2
BLACKROCK ETF TRUST
$68.2M
3
WISDOMTREE TR
$68.2M
BLUEPRINT INVESTMENT PARTNERS LLC
$980M
Top holdings
1
SCHNEIDER NATIONAL INC
$161M
2
TIDAL TRUST II
$126M
3
ISHARES TR
$125M
BERKSHIRE MONEY MANAGEMENT, INC.
$976M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$221M
2
INNOVATOR ETFS TRUST
$147M
3
STATE STR SPDR DOW JONES IND
$95M
BENSLER, LLC
$969M
Top holdings
1
SPDR SERIES TRUST
$71.5M
2
GLOBAL X FDS
$59.2M
3
NVIDIA CORPORATION
$47.9M
BRUNI J V & CO
$958M
Top holdings
1
BROOKFIELD CORP
$85.1M
2
AFFILIATED MANAGERS GROUP
$69.1M
3
PRIMORIS SVCS CORP
$62.5M
BATH SAVINGS TRUST CO
$936M
Top holdings
1
APPLE INC
$68.1M
2
TJX COS INC NEW
$61.8M
3
ALPHABET INC
$56.5M
BIGLARI CAPITAL CORP.
$929M
Top holdings
1
BIGLARI HLDGS INC
$736M
2
FERRARI N V
$98.8M
3
EL POLLO LOCO HLDGS INC
$55.4M
BLACK DIAMOND FINANCIAL, LLC
$916M
Top holdings
1
VANGUARD WORLD FD
$216M
2
SCHWAB STRATEGIC TR
$164M
3
ISHARES TR
$155M
BREHAUT DAVID PASCAL
$908M
Top holdings
1
KASPI KZ JSC
$908M
BARLOW WEALTH PARTNERS, INC.
$900M
Top holdings
1
ALPHABET INC
$73.4M
2
NVIDIA CORPORATION
$44.9M
3
MICROSOFT CORP
$42.8M
BLUESTEM WEALTH PARTNERS, LLC
$900M
Top holdings
1
ISHARES TR
$227M
2
SCHWAB STRATEGIC TR
$186M
3
BLACKROCK ETF TRUST
$67.9M
BARING FINTECH FUND III MANAGERS LTD
$893M
Top holdings
1
KASPI KZ JSC
$893M
BEDEL FINANCIAL CONSULTING, INC.
$888M
Top holdings
1
ELI LILLY & CO
$318M
2
DIMENSIONAL ETF TRUST
$98M
3
ISHARES TR
$87.9M
