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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
CHRISTENSEN, KING & ASSOCIATES INVESTMENT SERVICES, INC.
$233M
Top holdings
1
SCHWAB STRATEGIC TR
$152M
2
ISHARES TR
$31.3M
3
VANGUARD INDEX FDS
$10.5M
CHELSEA COUNSEL CO
$233M
Top holdings
1
ALPHABET INC
$26.1M
2
APPLE INC
$24.6M
3
AGNICO EAGLE MINES LTD
$11.2M
CAMBRIDGE CAPITAL MANAGEMENT, LLC
$232M
Top holdings
1
VANGUARD INDEX FDS
$102M
2
ISHARES TR
$29.6M
3
DIMENSIONAL ETF TRUST
$27.6M
COTTAGE STREET ADVISORS LLC
$231M
Top holdings
1
ISHARES TR
$16.3M
2
ALPHABET INC
$13.9M
3
PIMCO ETF TR
$13.3M
COMMONWEALTH BANK OF AUSTRALIA
$231M
Top holdings
1
KLARNA GROUP PLC
$228M
2
GEMINI SPACE STA INC
$3.16M
COMPASS FINANCIAL SERVICES INC
$231M
Top holdings
1
SPDR SERIES TRUST
$59M
2
J P MORGAN EXCHANGE TRADED F
$38.4M
3
FIRST TR EXCHANGE-TRADED FD
$28M
CATALYS PACIFIC, LLC
$231M
Top holdings
1
MINERALYS THERAPEUTICS INC
$214M
2
PHATHOM PHARMACEUTICALS INC
$16.6M
CORECAM PTE. LTD.
$231M
Top holdings
1
SPDR GOLD TR
$41.4M
2
ISHARES INC
$25.4M
3
ISHARES TR
$22.3M
CITRINE CAPITAL LLC
$231M
Top holdings
1
DIMENSIONAL ETF TRUST
$160M
2
NVIDIA CORPORATION
$32.5M
3
FIDELITY WISE ORIGIN BITCOIN
$8.16M
CLIENT FIRST CAPITAL LLC
$231M
Top holdings
1
ISHARES TR
$107M
2
INVESCO QQQ TR
$44.4M
3
WISDOMTREE TR
$23.6M
CHERRY CREEK INVESTMENT ADVISORS, INC.
$230M
Top holdings
1
INVESCO ACTIVELY MANAGED EXC
$17M
2
FIRST TR EXCHANGE TRADED FD
$15.3M
3
NVIDIA CORPORATION
$13.4M
CANE CAPITAL PARTNERS, LLC
$229M
Top holdings
1
ALPHABET INC
$18.5M
2
AMAZON COM INC
$13.8M
3
NVIDIA CORPORATION
$13M
CARL STUART INVESTMENT ADVISOR, INC
$229M
Top holdings
1
VANGUARD INDEX FDS
$135M
2
ISHARES GOLD TR
$48.2M
3
VANGUARD STAR FDS
$29M
COSMIC MANAGEMENT, LLC
$229M
Top holdings
1
NAVAN INC
$94.5M
2
FIGMA INC
$85.7M
3
SAMSARA INC
$39.8M
CHRIS BULMAN INC
$228M
Top holdings
1
INNOVATOR ETFS TRUST
$46.7M
2
VANGUARD INDEX FDS
$33.3M
3
FIRST TR EXCHANGE TRADED FD
$24.4M
CONRAD N. HILTON FOUNDATION
$228M
Top holdings
1
ISHARES TR
$228M
CEERA INVESTMENTS, LLC
$228M
Top holdings
1
VANECK ETF TRUST
$38.1M
2
J P MORGAN EXCHANGE TRADED F
$20M
3
ALPHABET INC
$10.7M
CASCADE WEALTH ADVISORS, INC
$228M
Top holdings
1
NEOS ETF TRUST
$50.9M
2
ISHARES TR
$44.1M
3
VANGUARD SCOTTSDALE FDS
$41.7M
CPV PARTNERS, LLC
$224M
Top holdings
1
LAUREATE ED INC
$198M
2
HERTZ GLOBAL HLDGS INC
$14.8M
3
CLARITEV CORPORATION
$8.09M
CURA WEALTH ADVISORS, LLC
$223M
Top holdings
1
ABBVIE INC
$63.7M
2
ABBOTT LABORATORIES
$23.6M
3
FS KKR CAP CORP
$23.1M
