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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
BURNS J W & CO INC
$873M
Top holdings
1
APPLE INC
$76.7M
2
ISHARES TR
$63.1M
3
ALPHABET INC
$45.4M
BOULAY FINANCIAL ADVISORS, LLC
$871M
Top holdings
1
SCHWAB STRATEGIC TR
$400M
2
VANECK ETF TRUST
$215M
3
ISHARES TR
$152M
BLUE GROTTO CAPITAL, LLC
$868M
Top holdings
1
MKS INC.
$86.2M
2
CACI INTL INC
$79.5M
3
SHARKNINJA INC
$71M
BENCHSTONE CAPITAL MANAGEMENT LP
$860M
Top holdings
1
TAIWAN SEMICONDUCTOR MANUFAC
$48.5M
2
BROADCOM INC
$45.7M
3
ECHOSTAR CORP
$45.5M
BALDWIN INVESTMENT MANAGEMENT, LLC
$856M
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$408M
2
BROADCOM INC
$22.1M
3
NVIDIA CORPORATION
$19.9M
BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY
$849M
Top holdings
1
ISHARES TR
$562M
2
ALPHABET INC
$113M
3
ISHARES INC
$82M
BAKER ELLIS ASSET MANAGEMENT LLC
$842M
Top holdings
1
VANGUARD INDEX FDS
$96.2M
2
BERKSHIRE HATHAWAY INC DEL
$43.7M
3
ISHARES TR
$41.7M
BBFIT INVESTMENTS PTE LTD
$842M
Top holdings
1
VICTORIAS SECRET AND CO
$478M
2
ABERCROMBIE & FITCH CO
$149M
3
ALIBABA GROUP HLDG LTD
$91.4M
BSW WEALTH PARTNERS
$819M
Top holdings
1
ISHARES TR
$232M
2
AMERICAN CENTY ETF TR
$131M
3
VANGUARD SCOTTSDALE FDS
$33.3M
BAY COLONY ADVISORY GROUP, INC
$818M
Top holdings
1
VANGUARD INDEX FDS
$76.4M
2
ISHARES TR
$61.3M
3
CAPITAL GROUP DIVIDEND VALUE
$45.8M
BRIO CONSULTANTS, LLC
$818M
Top holdings
1
ISHARES TR
$146M
2
VANGUARD INDEX FDS
$103M
3
SPDR INDEX SHS FDS
$83.6M
BAXTER BROS INC
$810M
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$68M
2
ALPHABET INC
$60.5M
3
MICROSOFT CORP
$48.1M
BROOKWOOD INVESTMENT GROUP LLC
$810M
Top holdings
1
VANGUARD INDEX FDS
$87.2M
2
ISHARES TR
$65M
3
NVIDIA CORPORATION
$39.2M
BUCK WEALTH STRATEGIES, LLC
$810M
Top holdings
1
ISHARES TR
$184M
2
PIMCO ETF TR
$72.7M
3
JANUS DETROIT STR TR
$28.7M
B&D WHITE CAPITAL COMPANY, LLC
$809M
Top holdings
1
AMERICAN CENTY ETF TR
$314M
2
AMAZON COM INC
$154M
3
DIMENSIONAL ETF TRUST
$153M
BRIGADE CAPITAL MANAGEMENT, LP
$806M
Top holdings
1
ISHARES TR
$649M
2
LANTHEUS HLDGS INC
$93.4M
3
LUMEN TECHNOLOGIES INC
$12.8M
BARTON INVESTMENT MANAGEMENT
$797M
Top holdings
1
NETFLIX INC.
$225M
2
SHOPIFY INC
$190M
3
AMAZON COM INC
$104M
BIONDO INVESTMENT ADVISORS, LLC
$780M
Top holdings
1
INTUITIVE SURGICAL INC
$54.5M
2
APPLE INC
$53.4M
3
NVIDIA CORPORATION
$51.9M
BLUESKY WEALTH ADVISORS, LLC
$777M
Top holdings
1
SCHWAB STRATEGIC TR
$294M
2
VANGUARD SCOTTSDALE FDS
$102M
3
VANGUARD INDEX FDS
$79.4M
BRANT POINT INVESTMENT MANAGEMENT LLC
$776M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$124M
2
ISHARES TR
$99.2M
3
STATE STR SPDR S&P MIDCAP 40
$37M
