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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
CRESTWOOD ADVISORS GROUP, LLC
$5.94B
Top holdings
1
ISHARES TR
$902M
2
APPLE INC
$353M
3
ALPHABET INC
$308M
CAPITAL GROUP PRIVATE CLIENT SERVICES, INC.
$5.93B
Top holdings
1
CAPITAL GROUP GROWTH ETF
$1.09B
2
CAPITAL GROUP GBL GROWTH EQT
$789M
3
CAPITAL GROUP DIVIDEND VALUE
$495M
CRAWFORD INVESTMENT COUNSEL INC
$5.85B
Top holdings
1
ABBVIE INC
$193M
2
MICROSOFT CORP
$168M
3
JOHNSON CONTROLS INTERNATION
$160M
CURI RMB CAPITAL, LLC
$5.62B
Top holdings
1
ISHARES TR
$609M
2
ALPHABET INC
$189M
3
SCHWAB STRATEGIC TR
$188M
CATALYST CAPITAL ADVISORS LLC
$5.37B
Top holdings
1
ISHARES TR
$2.67B
2
VANGUARD INDEX FDS
$622M
3
VANGUARD INTL EQUITY INDEX F
$389M
COUNTRY TRUST BANK
$5.26B
Top holdings
1
VANGUARD INDEX FDS
$997M
2
VANGUARD TAX-MANAGED FDS
$474M
3
FIDELITY MERRIMACK STR TR
$308M
CARNEGIE INVESTMENT COUNSEL
$5.13B
Top holdings
1
ISHARES TR
$246M
2
ALPHABET INC
$237M
3
SPDR SERIES TRUST
$175M
CHOATE INVESTMENT ADVISORS
$5.11B
Top holdings
1
ISHARES TR
$2.08B
2
VANGUARD INTL EQUITY INDEX F
$250M
3
ISHARES INC
$203M
CANNELL & SPEARS LLC
$5.1B
Top holdings
1
ALPHABET INC
$339M
2
MICROSOFT CORP
$243M
3
BERKSHIRE HATHAWAY INC DEL
$193M
CENTRAL TRUST CO
$5.08B
Top holdings
1
VANGUARD INDEX FDS
$461M
2
SPROTT ASSET MANAGEMENT LP
$438M
3
ISHARES TR
$379M
CONESTOGA CAPITAL ADVISORS, LLC
$5.01B
Top holdings
1
RBC BEARINGS INC
$233M
2
CASELLA WASTE SYS INC
$223M
3
BALCHEM CORP
$212M
CINCINNATI FINANCIAL CORP
$4.96B
Top holdings
1
APPLE INC
$710M
2
BROADCOM INC
$447M
3
CME GROUP INC
$296M
CASSADAY & CO WEALTH MANAGEMENT LLC
$4.69B
Top holdings
1
ISHARES TR
$1.51B
2
VANGUARD WORLD FD
$1.38B
3
WORLD GOLD TR
$309M
C WORLDWIDE GROUP HOLDING A/S
$4.66B
Top holdings
1
ALPHABET INC
$418M
2
LINDE PLC
$328M
3
VISA INC
$296M
COMGEST GLOBAL INVESTORS S.A.S.
$4.59B
Top holdings
1
TAIWAN SEMICONDUCTOR MANUFAC
$433M
2
JOHNSON & JOHNSON
$329M
3
ALPHABET INC
$325M
COPELAND CAPITAL MANAGEMENT, LLC
$4.5B
Top holdings
1
ENSIGN GROUP INC
$120M
2
PRICESMART INC
$96.2M
3
LEMAITRE VASCULAR INC
$95.1M
CHICAGO PARTNERS INVESTMENT GROUP LLC
$4.48B
Top holdings
1
VANGUARD INDEX FDS
$545M
2
ISHARES TR
$507M
3
DIMENSIONAL ETF TRUST
$450M
CAXTON ASSOCIATES LLP
$4.42B
Top holdings
1
MICROSOFT CORP
$479M
2
WARNER BROS DISCOVERY INC
$451M
3
NVIDIA CORPORATION
$449M
CALLAN FAMILY OFFICE, LLC
$4.41B
Top holdings
1
ISHARES TR
$501M
2
NVIDIA CORPORATION
$170M
3
VANGUARD INDEX FDS
$169M
CONTEXT CAPITAL MANAGEMENT, LLC
$4.33B
Top holdings
1
STRATEGY INC
$319M
2
ECHOSTAR CORP
$195M
3
RIVIAN AUTOMOTIVE INC
$168M
