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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
CATHERINE AVERY INVESTMENT MANAGEMENT LLC
$223M
Top holdings
1
CHEVRON CORPORATION
$7.27M
2
CITIGROUP INC
$7.23M
3
CISCO SYS INC
$7.04M
COBBLESTONE ASSET MANAGEMENT LLC
$222M
Top holdings
1
ISHARES TR
$59.4M
2
J P MORGAN EXCHANGE TRADED F
$47M
3
SPDR SERIES TRUST
$31.5M
CAPITAL WEALTH ALLIANCE, LLC
$221M
Top holdings
1
SPROTT ASSET MANAGEMENT LP
$88M
2
ISHARES TR
$22M
3
SPDR SERIES TRUST
$15M
COLLABORATIVE WEALTH MANAGMENT INC.
$218M
Top holdings
1
SPDR SERIES TRUST
$41.3M
2
INNOVATOR ETFS TRUST
$23.4M
3
AMERICAN CENTY ETF TR
$19.6M
CAPITAL SQUARE, LLC
$217M
Top holdings
1
ISHARES TR
$29.1M
2
VANGUARD INDEX FDS
$17.6M
3
SCHWAB STRATEGIC TR
$8.5M
CORE WEALTH PARTNERS LLC
$215M
Top holdings
1
APPLE INC
$16M
2
ISHARES TR
$16M
3
ROCKWELL AUTOMATION INC
$15M
CLARITY CAPITAL ADVISORS, LLC
$215M
Top holdings
1
VANGUARD INDEX FDS
$50.1M
2
DIMENSIONAL ETF TRUST
$44.5M
3
AMERICAN CENTY ETF TR
$24.2M
C M BIDWELL & ASSOCIATES LTD
$214M
Top holdings
1
ISHARES TR
$39.3M
2
VANGUARD INDEX FDS
$39.1M
3
SCHWAB STRATEGIC TR
$29.6M
CONWAY CAPITAL MANAGEMENT, INC.
$214M
Top holdings
1
APPLE INC
$37.4M
2
AMAZON COM INC
$26.1M
3
NVIDIA CORPORATION
$23.2M
CARL P. SHERR & CO., LLC
$213M
Top holdings
1
ISHARES TR
$69.8M
2
APPLE INC
$11.4M
3
VANGUARD BD INDEX FDS
$9.65M
CROBAN
$213M
Top holdings
1
ISHARES TR
$56.4M
2
VANGUARD WHITEHALL FDS
$18.5M
3
VANGUARD SCOTTSDALE FDS
$13.6M
COOPER/HAIMS ADVISORS, LLC.
$212M
Top holdings
1
SCHWAB STRATEGIC TR
$54.7M
2
ISHARES TR
$38.7M
3
VANGUARD INTL EQUITY INDEX F
$24.1M
CVS HEALTH CORP
$212M
Top holdings
1
ISHARES TR
$109M
2
STATE STR SPDR S&P 500 ETF T
$57M
3
VANGUARD SCOTTSDALE FDS
$20.4M
CANERECTOR INC
$211M
Top holdings
1
MANULIFE FINL CORP
$38.3M
2
BANK NOVA SCOTIA B C
$28.9M
3
VANGUARD INDEX FDS
$27M
COHEN INVESTMENT ADVISORS LLC
$210M
Top holdings
1
APPLE INC
$10.6M
2
ELI LILLY & CO
$9.65M
3
ALPHABET INC
$9.21M
CHOU ASSOCIATES MANAGEMENT INC.
$210M
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$63.2M
2
ALPHABET INC
$20.8M
3
OCCIDENTAL PETE CORP
$20.3M
CWC ADVISORS, LLC.
$210M
Top holdings
1
ISHARES TR
$18.2M
2
VANGUARD SCOTTSDALE FDS
$17.6M
3
SELECT SECTOR SPDR TR
$17.1M
CMG GLOBAL HOLDINGS, LLC
$210M
Top holdings
1
ISHARES TR
$16.3M
2
FIDELITY MERRIMACK STR TR
$16.3M
3
SELECT SECTOR SPDR TR
$15.3M
CITADEL INVESTMENT ADVISORY, INC.
$210M
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$50.3M
2
MARKEL GROUP INC
$29.2M
3
ALPHABET INC
$21.4M
CAMPBELL CAPITAL MANAGEMENT INC
$209M
Top holdings
1
ALPHABET INC
$45.5M
2
APPLE INC
$37.8M
3
MICROSOFT CORP
$18.5M
