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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
CONTRAVISORY INVESTMENT MANAGEMENT, INC.
$488M
Top holdings
1
APA CORPORATION
$14.7M
2
TAIWAN SEMICONDUCTOR MANUFAC
$14M
3
KLA CORP
$12M
CLARITY WEALTH ADVISORS, LLC
$486M
Top holdings
1
VANGUARD INDEX FDS
$50.2M
2
ISHARES TR
$41.1M
3
APPLE INC
$34.9M
CRUSONIA WEALTH ADVISORS LLC
$485M
Top holdings
1
DIMENSIONAL ETF TRUST
$90.9M
2
VANGUARD INDEX FDS
$40.2M
3
J P MORGAN EXCHANGE TRADED F
$38.7M
CATALIO CAPITAL MANAGEMENT, LP
$479M
Top holdings
1
DIANTHUS THERAPEUTICS INC
$47M
2
BRIDGEBIO PHARMA INC
$32.1M
3
ASCENDIS PHARMA A/S
$29.5M
CLARE MARKET INVESTMENTS LLC
$478M
Top holdings
1
APPLE INC
$60.6M
2
ALPHABET INC
$53M
3
AMAZON COM INC
$49.2M
CRUMLY & ASSOCIATES INC.
$476M
Top holdings
1
ISHARES TR
$71.4M
2
FIRST TR EXCHANGE TRADED FD
$58.5M
3
ETF SER SOLUTIONS
$41.4M
CHURCHILL FINANCIAL ADVISORS, LLC
$476M
Top holdings
1
WALMART INC
$124M
2
ISHARES TR
$44.4M
3
APPLE INC
$24M
COYLE FINANCIAL COUNSEL LLC
$473M
Top holdings
1
ISHARES TR
$105M
2
VANGUARD TAX-MANAGED FDS
$63.8M
3
VANGUARD SCOTTSDALE FDS
$40.3M
COREVIEW CAPITAL MANAGEMENT LTD
$473M
Top holdings
1
JD.COM INC
$164M
2
KANZHUN LIMITED
$140M
3
TAL ED GROUP
$125M
CHERRY TREE WEALTH MANAGEMENT, LLC
$473M
Top holdings
1
SPDR SERIES TRUST
$58.2M
2
VANGUARD INDEX FDS
$57.8M
3
ISHARES TR
$55.3M
CAPITAL PLANNING LLC
$472M
Top holdings
1
ISHARES TR
$92.9M
2
VANGUARD INDEX FDS
$44.9M
3
MICROSOFT CORP
$35.6M
CM WEALTH ADVISORS LLC
$470M
Top holdings
1
ISHARES TR
$185M
2
STATE STR SPDR DOW JONES IND
$50.6M
3
LINCOLN ELEC HLDGS INC
$33.6M
CYPRESS POINT WEALTH MANAGEMENT, LLC
$464M
Top holdings
1
PALANTIR TECHNOLOGIES INC
$136M
2
DIMENSIONAL ETF TRUST
$124M
3
AMERICAN CENTY ETF TR
$73.6M
CURTIS ADVISORY GROUP, LLC
$464M
Top holdings
1
SCHWAB STRATEGIC TR
$66.1M
2
NVIDIA CORPORATION
$50.7M
3
ISHARES TR
$42.8M
CLEAR WAVE WEALTH MANAGEMENT LLC
$463M
Top holdings
1
ISHARES TR
$170M
2
SPDR GOLD TR
$37.2M
3
INVESCO EXCHANGE TRADED FD T
$24.7M
COALESCENCE PARTNERS INVESTMENT MANAGEMENT, LP
$463M
Top holdings
1
TAIWAN SEMICONDUCTOR MANUFAC
$119M
2
NVIDIA CORPORATION
$50.6M
3
S&P GLOBAL INC
$50.1M
CASTLE ROCK WEALTH MANAGEMENT, LLC
$462M
Top holdings
1
ISHARES TR
$45.7M
2
INNOVATOR ETFS TRUST
$30.7M
3
NVIDIA CORPORATION
$19.4M
COMPTON FINANCIAL GROUP, LLC
$453M
Top holdings
1
SPDR SERIES TRUST
$276M
2
SPDR INDEX SHS FDS
$42.5M
3
CAPITAL GRP FIXED INCM ETF T
$26.5M
CDAM UK LTD
$451M
Top holdings
1
CORE & MAIN INC
$62.4M
2
CRH PLC
$60.9M
3
COLLIERS INTL GROUP INC
$52.6M
COMPTON WEALTH ADVISORY GROUP, LLC
$449M
Top holdings
1
VANGUARD INDEX FDS
$83.7M
2
ISHARES TR
$65.8M
3
VANGUARD INTL EQUITY INDEX F
$62.7M
