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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
COSTELLO ASSET MANAGEMENT, INC
$289M
Top holdings
1
ALPHABET INC
$30.5M
2
AMAZON COM INC
$23.4M
3
APPLE INC
$22.9M
CHANEY CAPITAL MANAGEMENT, INC.
$284M
Top holdings
1
VANGUARD INDEX FDS
$103M
2
ISHARES TR
$61.8M
3
SPDR INDEX SHS FDS
$20.2M
COMPASS CAPITAL CORP
$279M
Top holdings
1
ISHARES TR
$15.9M
2
SEI EXCHANGE TRADED FUNDS
$15.8M
3
VANGUARD INDEX FDS
$14M
COLONIAL RIVER INVESTMENTS, LLC
$279M
Top holdings
1
INVESCO EXCH TRADED FD TR II
$36M
2
NVIDIA CORPORATION
$19M
3
PUTNAM ETF TRUST
$13.9M
CLARUS GROUP, INC.
$279M
Top holdings
1
ETF SER SOLUTIONS
$90.4M
2
J P MORGAN EXCHANGE TRADED F
$22.8M
3
SPDR SERIES TRUST
$21.8M
CENTENNIAL BANK
$279M
Top holdings
1
ISHARES TR
$67.5M
2
SELECT SECTOR SPDR TR
$30M
3
DIMENSIONAL ETF TRUST
$16.3M
CHECKPOINT CAPITAL L.P.
$279M
Top holdings
1
ARGENX SE
$112M
2
RHYTHM PHARMACEUTICALS INC
$107M
3
REVOLUTION MEDICINES INC
$25.5M
CENTERLINE WEALTH ADVISORS, LLC
$278M
Top holdings
1
ISHARES TR
$57.7M
2
BLACKROCK ETF TRUST
$40.6M
3
FIDELITY COVINGTON TRUST
$34.2M
CARMEL CAPITAL PARTNERS, LLC
$277M
Top holdings
1
WISDOMTREE TR
$29M
2
HOME DEPOT INC
$24.2M
3
INVESCO EXCH TRD SLF IDX FD
$19.5M
CORNERSTONE NATIONAL BANK & TRUST CO
$271M
Top holdings
1
FLEXSHARES TR
$79.1M
2
VANGUARD INDEX FDS
$41.6M
3
VANGUARD MALVERN FDS
$31.1M
COLORADO CAPITAL MANAGEMENT, INC.
$268M
Top holdings
1
DIMENSIONAL ETF TRUST
$47.3M
2
ISHARES TR
$42.3M
3
VANGUARD WORLD FD
$24.9M
CAMBRIDGE FINANCIAL GROUP, INC.
$267M
Top holdings
1
VALERO ENERGY CORP
$11.5M
2
BROADCOM INC
$11.4M
3
CARDINAL HEALTH INC
$11.2M
CHEROKEE INSURANCE CO
$263M
Top holdings
1
APPLE INC
$13.7M
2
CHEVRON CORPORATION
$11.4M
3
ELI LILLY & CO
$9.93M
CRUX WEALTH ADVISORS
$261M
Top holdings
1
BNY MELLON ETF TRUST
$32.6M
2
SPDR SERIES TRUST
$15.5M
3
ISHARES TR
$12.6M
COLRAIN CAPITAL LLC
$259M
Top holdings
1
VICOR CORP
$32.5M
2
CHEVRON CORPORATION
$24.1M
3
NEWMONT CORP
$20.4M
CODEX CAPITAL ASSET MANAGEMENT L.L.C.
$259M
Top holdings
1
NVIDIA CORPORATION
$39.8M
2
ALPHABET INC
$20.7M
3
GE VERNOVA INC
$18.5M
CARROLL ADVISORY GROUP, LLC
$258M
Top holdings
1
INVESCO EXCH TRD SLF IDX FD
$42M
2
ISHARES TR
$39M
3
VANGUARD INDEX FDS
$33.9M
CRUISER CAPITAL ADVISORS, LLC
$257M
Top holdings
1
ISHARES TR
$92.5M
2
STATE STR SPDR S&P 500 ETF T
$61M
3
FTAI AVIATION LTD
$33.7M
CORIGLIANO INVESTMENT ADVISERS, LLC
$256M
Top holdings
1
ANTERO RESOURCES CORP
$26.2M
2
DIAMONDBACK ENERGY INC
$24.5M
3
SM ENERGY COMPANY
$17.5M
CUMBERLAND ADVISORS INC
$255M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$58.5M
2
ISHARES TR
$37.7M
3
STATE STR SPDR S&P MIDCAP 40
$27.6M
