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
CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC
$2.25M
Top holdings
1
SPDR SERIES TRUST
$1.03M
2
ISHARES TR
$429k
3
STATE STR SPDR S&P 500 ETF T
$416k
COHALO ADVISORY LLC
$1.41M
Top holdings
1
ISHARES TR
$395k
2
VOLATILITY SHS TR
$310k
3
GOLDMAN SACHS ETF TR
$229k
CREEKMUR ASSET MANAGEMENT LLC
$1.33M
Top holdings
1
VANGUARD INDEX FDS
$570k
2
ISHARES TR
$250k
3
VANGUARD TAX-MANAGED FDS
$226k
CLARET ASSET MANAGEMENT CORP
$837k
Top holdings
1
ALPHABET INC
$53k
2
BERKSHIRE HATHAWAY INC DEL
$45.7k
3
CGI INC
$36.6k
CONSOLIDATED PRESS INTERNATIONAL HOLDINGS LTD
$631k
Top holdings
1
CLEAN HARBORS INC
$631k
CANAL INSURANCE CO
$465k
Top holdings
1
CHEVRON CORPORATION
$24.7k
2
LOCKHEED MARTIN CORP
$22.1k
3
MICROSOFT CORP
$21.3k
COSTON, MCISAAC & PARTNERS
$443k
Top holdings
1
DIMENSIONAL ETF TRUST
$36.6k
2
VANGUARD SPECIALIZED FUNDS
$22.4k
3
VANGUARD INTL EQUITY INDEX F
$21.2k
CAPITAL INNOVATIONS LLC
$399k
Top holdings
1
WILLIAMS ORD SHS
$29.9k
2
SLB ORD SHS
$27.3k
3
NEXTERA ENERGY ORD SHS
$22.3k
CLOUD CAPITAL MANAGEMENT, LLC
$229k
Top holdings
1
DIMENSIONAL ETF TRUST
$86.9k
2
AMERICAN CENTY ETF TR
$27.3k
3
SCHWAB STRATEGIC TR
$24k
CEDERBERG CAPITAL LTD
$186k
Top holdings
1
NETEASE COM INC
$40.3k
2
PDD HOLDINGS INC
$39.1k
3
ATOUR LIFESTYLE HLDGS LTD
$33.2k
COLUMBIA RIVER FINANCIAL GROUP, LLC
$172k
Top holdings
1
VANGUARD INDEX FDS
$29.7k
2
SPDR SERIES TRUST
$26.6k
3
ISHARES TR
$23.7k
CROWN ADVISORS MANAGEMENT, INC.
$151k
Top holdings
1
COMFORT SYS USA INC
$17.9k
2
LAM RESEARCH CORP
$10.7k
3
NVIDIA CORPORATION
$10.5k
CYGNUS CAPITAL ADVISORS, LLC
$146k
Top holdings
1
HUSQVARNA AB
$37.2k
2
NOVO NORDISK A/S
$12.7k
3
TARGET CORP
$7.13k
COURAGE CAPITAL MANAGEMENT LLC
$70.6k
Top holdings
1
INVESCO EXCH TRADED FD TR II
$13.2k
2
FIDELITY WISE ORIGIN BITCOIN
$10.1k
3
SPROTT ASSET MANAGEMENT LP
$9.37k
