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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
CHAPIN DAVIS, INC.
$449M
Top holdings
1
ISHARES TR
$36.3M
2
APPLE INC
$22.5M
3
WESTERN DIGITAL CORP
$16.5M
COLLECTIVE FAMILY OFFICE LLC
$444M
Top holdings
1
DIMENSIONAL ETF TRUST
$73.4M
2
AMERICAN CENTY ETF TR
$64.2M
3
SCHWAB STRATEGIC TR
$60M
CENTURION WEALTH MANAGEMENT LLC
$444M
Top holdings
1
ISHARES TR
$80.3M
2
J P MORGAN EXCHANGE TRADED F
$37.8M
3
GOLDMAN SACHS ETF TR
$27.4M
CORNERSTONE PLANNING, LLC
$443M
Top holdings
1
ISHARES TR
$95M
2
INVESCO EXCH TRD SLF IDX FD
$75.7M
3
SCHWAB STRATEGIC TR
$19.4M
CAPITAL MANAGEMENT ASSOCIATES, INC
$442M
Top holdings
1
VANGUARD INDEX FDS
$81.8M
2
STATE STR SPDR S&P 500 ETF T
$67.4M
3
SCHWAB STRATEGIC TR
$49.3M
COVE PRIVATE WEALTH, LLC
$440M
Top holdings
1
UNITED PARCEL SVCS INC
$66M
2
APPLE INC
$34.2M
3
NVIDIA CORPORATION
$31.2M
CAPE ANN ASSET MANAGEMENT LTD
$440M
Top holdings
1
KINROSS GOLD CORP
$115M
2
VISTA ENERGY S.A.B. DE C.V.
$70.3M
3
ERO COPPER CORP
$52M
CREEK DRIVE MANAGEMENT GROUP LLC
$439M
Top holdings
1
ISHARES TR
$198M
2
VODAFONE GROUP PLC
$58.6M
3
ABIVAX SA
$17.3M
CAPITAL CITY TRUST CO
$437M
Top holdings
1
VANGUARD WORLD FD
$43.6M
2
COCA COLA CO
$35M
3
VANGUARD INDEX FDS
$23.6M
CORNERSTONE WEALTH ADVISORS, INC.
$434M
Top holdings
1
SCHWAB STRATEGIC TR
$210M
2
VANGUARD INDEX FDS
$99.7M
3
VANGUARD SCOTTSDALE FDS
$64.5M
CROWS NEST HOLDINGS LP
$428M
Top holdings
1
TAIWAN SEMICONDUCTOR MANUFAC
$76M
2
ENSIGN GROUP INC
$62M
3
AMAZON COM INC
$56.2M
CYPRESS POINT INVESTMENT MANAGEMENT LP
$424M
Top holdings
1
BANDWIDTH INC
$28.2M
2
PROCORE TECHNOLOGIES INC
$27.7M
3
SPORTRADAR GROUP AG
$27.6M
CORDATUS WEALTH MANAGEMENT LLC
$420M
Top holdings
1
ISHARES TR
$65.6M
2
APPLE INC
$23.6M
3
BROADCOM INC
$18.5M
CVC MANAGEMENT HOLDINGS II LTD.
$420M
Top holdings
1
PETCO HEALTH & WELLNESS CO I
$406M
2
ADVANTAGE SOLUTIONS INC
$12.9M
3
WW INTL INC
$1.14M
CORE WEALTH ADVISORS, INC.
$419M
Top holdings
1
ISHARES TR
$173M
2
VANGUARD INDEX FDS
$41.1M
3
INVESCO EXCHANGE TRADED FD T
$33.4M
CLARK ESTATES INC
$416M
Top holdings
1
EA SERIES TRUST
$77M
2
DISNEY WALT CO
$19.3M
3
SOLVENTUM CORP
$18.9M
CENTENNIAL WEALTH ADVISORY LLC
$413M
Top holdings
1
FIRST TR EXCHNG TRADED FD VI
$129M
2
FIRST TR EXCHANGE-TRADED FD
$51.2M
3
AMERICAN CENTY ETF TR
$30.9M
CHANNEL WEALTH LLC
$413M
Top holdings
1
APPLE INC
$25.2M
2
ANGEL OAK FUNDS TRUST
$24.9M
3
SELECT SECTOR SPDR TR
$18.4M
CINCINNATI SPECIALTY UNDERWRITERS INSURANCE CO
$412M
Top holdings
1
APPLE INC
$64.2M
2
BROADCOM INC
$56.4M
3
ENBRIDGE INC
$24M
COLEFORD INVESTMENT MANAGEMENT LTD.
$408M
Top holdings
1
WALMART INC
$36.9M
2
ROYAL BK CDA
$32.3M
3
ALPHABET INC
$31.6M
