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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
CONSOLIDATED CAPITAL MANAGEMENT, LLC
$310M
Top holdings
1
ISHARES TR
$30.2M
2
SPDR SERIES TRUST
$18.1M
3
FIRST TR EXCHANGE-TRADED FD
$16.2M
CLOVERFIELDS CAPITAL GROUP, LP
$309M
Top holdings
1
TAIWAN SEMICONDUCTOR MANUFAC
$10.6M
2
AMAZON COM INC
$7.99M
3
ALPHABET INC
$7.67M
CASTLE WEALTH MANAGEMENT LLC
$309M
Top holdings
1
ISHARES TR
$37.3M
2
INVESCO EXCH TRADED FD TR II
$30.5M
3
PUTNAM ETF TRUST
$19.7M
CENTERPOINT ADVISORS, LLC
$307M
Top holdings
1
ISHARES TR
$218M
2
ALPHABET INC
$14M
3
APPLE INC
$11.4M
CORA CAPITAL ADVISORS LLC
$302M
Top holdings
1
VANGUARD INDEX FDS
$78.5M
2
ISHARES TR
$62.7M
3
T ROWE PRICE ETF INC
$27.9M
CHARLES-LIM CAPITAL LTD
$301M
Top holdings
1
SEA LTD
$145M
2
HDFC BANK LTD
$74.6M
3
TAIWAN SEMICONDUCTOR MANUFAC
$59.1M
CAPE INVESTMENT ADVISORY, INC.
$301M
Top holdings
1
SCHWAB STRATEGIC TR
$100M
2
ISHARES TR
$18.9M
3
INNOVATOR ETFS TRUST
$14.9M
CORBYN INVESTMENT MANAGEMENT INC
$300M
Top holdings
1
EMCOR GROUP INC
$19.6M
2
REPUBLIC SVCS INC
$18.9M
3
MYR GROUP INC
$17.2M
CARLTON HOFFERKAMP & JENKS WEALTH MANAGEMENT, LLC
$299M
Top holdings
1
VANGUARD INDEX FDS
$46M
2
SCHWAB STRATEGIC TR
$31.3M
3
INVESCO EXCHANGE TRADED FD T
$24.4M
CORUNDUM GROUP, INC.
$299M
Top holdings
1
ISHARES TR
$150M
2
3M CO
$14.4M
3
LOCKHEED MARTIN CORP
$11.5M
CONGRUENCE CAPITAL, LLC
$298M
Top holdings
1
ESCO TECHNOLOGIES INC
$23.6M
2
SENSATA TECHNOLOGIES HLDG PL
$20.6M
3
ENPRO INC
$19.7M
CPA ASSET MANAGEMENT LLC
$298M
Top holdings
1
DIMENSIONAL ETF TRUST
$114M
2
FIDELITY MERRIMACK STR TR
$29.7M
3
VANGUARD INDEX FDS
$24.1M
CONCORD INVESTMENT COUNSEL INC.
$297M
Top holdings
1
SELECT SECTOR SPDR TR
$49.5M
2
NVIDIA CORPORATION
$34M
3
ISHARES TR
$24.1M
CAMBRIDGE FINANCIAL GROUP, LLC
$295M
Top holdings
1
DIMENSIONAL ETF TRUST
$142M
2
ISHARES TR
$33.3M
3
SCHWAB STRATEGIC TR
$32.5M
CLAAR ADVISORS LLC
$295M
Top holdings
1
ISHARES TR
$142M
2
ALPHABET INC
$31.1M
3
AMAZON COM INC
$21.8M
CONSILIUM WEALTH ADVISORY, LLC
$293M
Top holdings
1
ISHARES TR
$55.6M
2
DIMENSIONAL ETF TRUST
$33.5M
3
APPLE INC
$19.6M
CURIO WEALTH, LLC
$293M
Top holdings
1
DIMENSIONAL ETF TRUST
$212M
2
AMERICAN CENTY ETF TR
$43.9M
3
VANGUARD INDEX FDS
$4.7M
CANOPY PARTNERS, LLC
$291M
Top holdings
1
ISHARES TR
$32.5M
2
DIMENSIONAL ETF TRUST
$21.7M
3
APPLE INC
$13.6M
CAPITAL INVESTMENT MANAGEMENT, INC.
$291M
Top holdings
1
SPDR SERIES TRUST
$70.8M
2
VANGUARD INDEX FDS
$38.1M
3
ISHARES TR
$34M
CABLE CAR CAPITAL, LP
$289M
Top holdings
1
STRATEGY INC
$49.9M
2
SPROTT ASSET MANAGEMENT LP
$33.9M
3
SIFY TECHNOLOGIES LTD
$15.5M
