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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
CATAWBA RIVER CAPITAL
$208M
Top holdings
1
FIDELITY MERRIMACK STR TR
$22.9M
2
QXO INC
$22M
3
SPDR GOLD TR
$18.7M
CIBRA CAPITAL LTD
$207M
Top holdings
1
AMICUS THERAPEUTIC
$24.4M
2
SEALED AIR CORP NEW
$21.6M
3
TXNM ENERGY INC
$16.6M
CHRONOS WEALTH MANAGEMENT, LLC
$207M
Top holdings
1
ELI LILLY & CO
$19.2M
2
ALPHABET INC
$17.3M
3
APPLE INC
$14.7M
CARSONALLARIA WEALTH MANAGEMENT, LTD.
$202M
Top holdings
1
SPDR SERIES TRUST
$68.5M
2
DIMENSIONAL ETF TRUST
$45M
3
PIMCO ETF TR
$34.9M
CENTER FOR ASSET MANAGEMENT LLC
$201M
Top holdings
1
ISHARES TR
$38.1M
2
VANGUARD INDEX FDS
$22.5M
3
VANGUARD WORLD FD
$13.1M
CAIRN INVESTMENT GROUP, INC.
$201M
Top holdings
1
VANGUARD STAR FDS
$23.7M
2
ISHARES INC
$18.4M
3
VANGUARD INTL EQUITY INDEX F
$11.6M
CORNERSTONE ENTERPRISES, LLC
$201M
Top holdings
1
SPDR SERIES TRUST
$44M
2
J P MORGAN EXCHANGE TRADED F
$30.3M
3
SCHWAB STRATEGIC TR
$17.3M
CONSTITUTION CAPITAL LLC
$200M
Top holdings
1
MICROSOFT CORP
$25.8M
2
SELECT SECTOR SPDR TR
$25.1M
3
JOHNSON & JOHNSON
$12.1M
CHARTER CAPITAL MANAGEMENT, LLC
$200M
Top holdings
1
ISHARES TR
$67.7M
2
VANGUARD WHITEHALL FDS
$30.5M
3
INVESCO EXCHANGE TRADED FD T
$28.3M
CROWN OAK ADVISORS, LLC
$199M
Top holdings
1
SCHWAB CHARLES CORP
$43.2M
2
VISA INC
$19.6M
3
KEYSIGHT TECHNOLOGIES INC
$16.5M
CAPE ANN SAVINGS BANK
$199M
Top holdings
1
ISHARES TR
$59.8M
2
ISHARES GOLD TR
$11.6M
3
APPLE INC
$8.89M
COMPREHENSIVE WEALTH MANAGEMENT, LLC
$198M
Top holdings
1
SELECT SECTOR SPDR TR
$46.1M
2
GUINNESS ATKINSON FDS
$34M
3
SPDR INDEX SHS FDS
$25.2M
CLARITY ASSET MANAGEMENT, INC.
$198M
Top holdings
1
SPDR SERIES TRUST
$27M
2
ISHARES TR
$24.1M
3
AMERICAN CENTY ETF TR
$22.5M
CROSS STAFF INVESTMENTS INC
$197M
Top holdings
1
NVIDIA CORPORATION
$27.1M
2
COSTCO WHOLESALE CORPORATION
$18.5M
3
PROFESIONALLY MANAGED PORTFO
$15.4M
CUNNING CAPITAL PARTNERS, LP
$197M
Top holdings
1
NVIDIA CORPORATION
$17.3M
2
KLA CORP
$11.6M
3
CELESTICA INC
$11.3M
CYRUS CAPITAL PARTNERS, L.P.
$196M
Top holdings
1
ECHOSTAR CORP
$114M
2
GARRETT MOTION INC
$39.2M
3
CAESARS ENTERTAINMENT INC NE
$37.8M
CONTINENTAL ADVISORS LLC
$196M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$20.2M
2
PFIZER INC
$14.4M
3
VIATRIS INC
$12.6M
CERITY PARTNERS RETIREMENT PLAN ADVISORS LLC
$196M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$57.9M
2
VANGUARD INDEX FDS
$56.4M
3
VANGUARD BD INDEX FDS
$39.3M
CASTLEVIEW PARTNERS, LLC
$195M
Top holdings
1
VALUED ADVISERS TR
$25.2M
2
ADVISOR MANAGED PORTFOLIOS
$8.44M
3
VANECK ETF TRUST
$7.14M
CRESTVIEW PARTNERS III GP, L.P.
$195M
Top holdings
1
FIDELIS INSURANCE HOLDINGS L
$186M
2
PROFRAC HLDG CORP
$8.92M
