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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
CACHE ADVISORS, LLC
$866M
Top holdings
1
EA SERIES TRUST
$401M
2
NVIDIA CORPORATION
$67.9M
3
APPLE INC
$59.3M
CALEDONIA INVESTMENTS PLC
$856M
Top holdings
1
PHILIP MORRIS INTL INC
$116M
2
TEXAS INSTRS INC
$101M
3
MICROSOFT CORP
$86.7M
CATALYST FINANCIAL PARTNERS LLC
$847M
Top holdings
1
ISHARES TR
$340M
2
APPLE INC
$31.2M
3
STATE STR CORP
$28.7M
COMMUNITY BANK, N.A.
$840M
Top holdings
1
ISHARES TR
$126M
2
APPLE INC
$94.6M
3
VANGUARD INDEX FDS
$23.2M
CLARO ADVISORS LLC
$830M
Top holdings
1
ISHARES TR
$153M
2
VANGUARD INDEX FDS
$62.4M
3
BLACKROCK ETF TRUST
$38.8M
CADIAN CAPITAL MANAGEMENT, LP
$821M
Top holdings
1
IQVIA HLDGS INC
$139M
2
DRAFTKINGS INC NEW
$79.2M
3
FLYWIRE CORPORATION
$77M
CAPITAL INVESTMENT COUNSEL, INC
$816M
Top holdings
1
APPLE INC
$138M
2
NVIDIA CORPORATION
$99.9M
3
COSTCO WHOLESALE CORPORATION
$63.4M
CVFG LLC
$804M
Top holdings
1
SPDR SERIES TRUST
$110M
2
INVESCO EXCH TRD SLF IDX FD
$49.5M
3
INVESCO EXCH TRADED FD TR II
$28.3M
CYNOSURE GROUP, LLC
$800M
Top holdings
1
ISHARES TR
$317M
2
STATE STR SPDR S&P 500 ETF T
$68.4M
3
VANGUARD INDEX FDS
$59M
CITY HOLDING CO
$800M
Top holdings
1
ISHARES TR
$87.4M
2
CITY HLDG CO
$30M
3
ALPHABET INC
$28.7M
CENTERSTAR ASSET MANAGEMENT, LLC
$797M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$152M
2
INVESCO QQQ TR
$45.3M
3
UNITED STS OIL FD LP
$21.1M
CURATED WEALTH PARTNERS LLC
$794M
Top holdings
1
APOLLO GLOBAL MGMT INC
$247M
2
ARES MANAGEMENT CORPORATION
$160M
3
VANGUARD INDEX FDS
$52.1M
CENTRAL PACIFIC BANK - TRUST DIVISION
$784M
Top holdings
1
ISHARES TR
$126M
2
APPLE INC
$21.3M
3
STATE STR SPDR S&P 500 ETF T
$19.5M
CARDINAL CAPITAL MANAGEMENT
$776M
Top holdings
1
JOHNSON & JOHNSON
$28.4M
2
ELI LILLY & CO
$24.6M
3
ALPHABET INC
$22.5M
CANYON CAPITAL ADVISORS LLC
$772M
Top holdings
1
CBL & ASSOC PPTYS INC
$325M
2
SEADRILL LTD
$57.4M
3
ELECTRONIC ARTS INC
$56.3M
CULBERTSON A N & CO INC
$771M
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$57.3M
2
VANGUARD INDEX FDS
$50.9M
3
APPLE INC
$45.5M
CONCORD WEALTH PARTNERS
$770M
Top holdings
1
SPDR SERIES TRUST
$129M
2
DIMENSIONAL ETF TRUST
$61.7M
3
SPDR INDEX SHS FDS
$49.1M
CRA FINANCIAL SERVICES, LLC
$770M
Top holdings
1
SCHWAB STRATEGIC TR
$83.9M
2
INNOVATOR ETFS TRUST
$70.6M
3
VANGUARD INDEX FDS
$54.8M
CAPITAL ADVANTAGE, INC.
$765M
Top holdings
1
SCHWAB STRATEGIC TR
$106M
2
ISHARES TR
$89.4M
3
VANGUARD WORLD FD
$84.4M
CAMROSE CAPITAL INVESTMENT PARTNERS LLP
$764M
Top holdings
1
CORE & MAIN INC
$112M
2
HILTON WORLDWIDE HLDGS INC
$92.1M
3
S&P GLOBAL INC
$89.7M
