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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
CFG WEALTH MANAGEMENT SERVICES, INC.
$110M
Top holdings
1
SCHWAB STRATEGIC TR
$64.8M
2
SPDR SERIES TRUST
$10.2M
3
INVESCO EXCH TRADED FD TR II
$9.24M
CREDIT CAPITAL INVESTMENTS LLC
$110M
Top holdings
1
MICRON TECHNOLOGY INC
$20.8M
2
TAIWAN SEMICONDUCTOR MANUFAC
$18M
3
WARNER BROS DISCOVERY INC
$13.9M
CORNERSTONE FINANCIAL MANAGEMENT LLC
$109M
Top holdings
1
VANGUARD SCOTTSDALE FDS
$19.6M
2
ISHARES TR
$15.7M
3
VANGUARD WORLD FD
$14M
CITY CENTER ADVISORS, LLC
$108M
Top holdings
1
SPDR SERIES TRUST
$14.9M
2
SELECT SECTOR SPDR TR
$10M
3
ISHARES TR
$9.65M
CYPRESS CAPITAL MANAGEMENT LLC WY
$108M
Top holdings
1
APPLE INC
$20.8M
2
EATON VANCE TAX-MANAGED DIVE
$4.99M
3
NUVEEN NASDAQ 100 DYNAMIC OV
$4.85M
CENTRAL ASSET INVESTMENTS & MANAGEMENT HOLDINGS HK LTD
$108M
Top holdings
1
SANDISK CORP
$25.2M
2
WESTERN DIGITAL CORP
$19.9M
3
MICRON TECHNOLOGY INC
$17.2M
CURTIS WEALTH MANAGEMENT LLC
$107M
Top holdings
1
ISHARES TR
$52.5M
2
BLACKROCK ETF TRUST
$22M
3
SPDR SERIES TRUST
$10.1M
CORIENT IA LLC
$106M
Top holdings
1
HOWMET AEROSPACE INC
$2.6M
2
PALO ALTO NETWORKS INC
$2.43M
3
ASML HLDG NV
$1.92M
COLTER LEWIS INVESTMENT PARTNERS LLC
$106M
Top holdings
1
VANGUARD BD INDEX FDS
$12.8M
2
VANGUARD INDEX FDS
$9.2M
3
ISHARES TR
$8.66M
CONNECTICUT CAPITAL MANAGEMENT GROUP, LLC
$106M
Top holdings
1
ISHARES TR
$19.5M
2
INVESCO EXCH TRADED FD TR II
$8.17M
3
VANGUARD SCOTTSDALE FDS
$7.58M
CONTINENTAL INVESTORS SERVICES, INC.
$106M
Top holdings
1
ZACKS TRUST
$34.8M
2
ISHARES TR
$11.6M
3
VANGUARD SCOTTSDALE FDS
$6.75M
CDM FINANCIAL COUNSELING SERVICES, INC.
$105M
Top holdings
1
SELECT SECTOR SPDR TR
$17.5M
2
STATE STR SPDR S&P 500 ETF T
$12.5M
3
VANGUARD INDEX FDS
$11.8M
CRESCENT STERLING, LTD.
$103M
Top holdings
1
SCHWAB STRATEGIC TR
$13.7M
2
JOHNSON & JOHNSON
$5.36M
3
APPLE INC
$4.47M
CASPIAN CAPITAL LP
$103M
Top holdings
1
BAUSCH PLUS LOMB CORP
$31.8M
2
FTAI INFRASTRUCTURE INC
$25.7M
3
ASTRONICS CORP
$17.9M
COURANT INVESTMENT MANAGEMENT LLC
$102M
Top holdings
1
PROGRESSIVE CORP
$23M
2
JPMORGAN CHASE & CO
$20.8M
3
SCHWAB CHARLES CORP
$17.2M
CURAT GLOBAL, LLC
$102M
Top holdings
1
ISHARES TR
$22.3M
2
SELECT SECTOR SPDR TR
$19.9M
3
APPLIED MATLS INC
$5.76M
CALDER FINANCIAL LLC
$101M
Top holdings
1
VANGUARD INDEX FDS
$41.5M
2
VANGUARD BD INDEX FDS
$17.8M
3
VANGUARD SCOTTSDALE FDS
$11.3M
COLUMN GROUP LLC
$101M
Top holdings
1
SURROZEN INC
$55.8M
2
ORIC PHARMACEUTICALS INC
$44.9M
3
REVOLUTION MEDICINES INC
$4.47k
CAPSTONE CAPITAL MANAGEMENT LTD
$99.3M
Top holdings
1
INTEL CORP
$18.7M
2
SYNOPSYS INC
$14.5M
3
TESLA INC
$5.21M
CEDARWOOD WEALTH LLC
$99M
Top holdings
1
ISHARES TR
$21.3M
2
INVESCO QQQ TR
$8.71M
3
GOLDMAN SACHS ETF TR
$7.89M
