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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
CHECCHI CAPITAL ADVISERS, LLC
$1.98B
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$358M
2
ISHARES TR
$294M
3
INVESCO QQQ TR
$146M
CLEARLINE CAPITAL LP
$1.93B
Top holdings
1
ISHARES TR
$347M
2
STATE STR SPDR S&P 500 ETF T
$293M
3
CORE SCIENTIFIC INC NEW
$122M
CYNDEO WEALTH PARTNERS, LLC
$1.9B
Top holdings
1
ISHARES TR
$126M
2
MICROSOFT CORP
$71.3M
3
VANGUARD INDEX FDS
$67.6M
CENTERBOOK PARTNERS LP
$1.86B
Top holdings
1
MICROSOFT CORP
$38.9M
2
ALPHABET INC
$37.4M
3
AMAZON COM INC
$37M
CAPSTONE FINANCIAL ADVISORS, INC.
$1.86B
Top holdings
1
ISHARES TR
$447M
2
VANGUARD INDEX FDS
$313M
3
DIMENSIONAL ETF TRUST
$292M
COMMUNITY TRUST & INVESTMENT CO
$1.84B
Top holdings
1
NVIDIA CORPORATION
$127M
2
COMMUNITY TR BANCORP INC
$127M
3
ALPHABET INC
$106M
CIDEL ASSET MANAGEMENT INC
$1.83B
Top holdings
1
ROYAL BK CDA
$89.2M
2
RB GLOBAL INC
$57.3M
3
ASTRAZENECA PLC
$55.1M
CAMBRIA INVESTMENT MANAGEMENT, L.P.
$1.79B
Top holdings
1
CAMBRIA ETF TR
$206M
2
ISHARES TR
$67.9M
3
SPDR SERIES TRUST
$27.4M
COURIER CAPITAL LLC
$1.79B
Top holdings
1
ISHARES TR
$672M
2
SPDR SERIES TRUST
$129M
3
APPLE INC
$64M
CONTRARIUS GROUP HOLDINGS LTD
$1.77B
Top holdings
1
ECHOSTAR CORP
$220M
2
TESLA INC
$208M
3
BRITISH AMERN TOB PLC
$165M
C2P CAPITAL ADVISORY GROUP, LLC D.B.A. PROSPERITY CAPITAL ADVISORS
$1.76B
Top holdings
1
DIMENSIONAL ETF TRUST
$273M
2
ISHARES TR
$240M
3
SPDR SERIES TRUST
$231M
CAMPBELL & CO INVESTMENT ADVISER LLC
$1.76B
Top holdings
1
BANK NOVA SCOTIA B C
$15.8M
2
SHELL PLC
$15M
3
ILLINOIS TOOL WKS INC
$13.3M
CAS INVESTMENT PARTNERS, LLC
$1.75B
Top holdings
1
CARVANA CO
$1.43B
2
HILTON GRAND VACATIONS INC
$205M
3
CAPITAL ONE FINL CORP
$105M
COMMODORE CAPITAL LP
$1.73B
Top holdings
1
RELAY THERAPEUTICS INC
$169M
2
ALKERMES PLC
$149M
3
ENLIVEN THERAPEUTICS INC
$128M
CERITY PARTNERS OCIO LLC
$1.67B
Top holdings
1
ISHARES TR
$309M
2
VANGUARD INDEX FDS
$274M
3
SELECT SECTOR SPDR TR
$236M
COMPASS CAPITAL MANAGEMENT, INC
$1.66B
Top holdings
1
MERCK & CO INC
$70.9M
2
AMPHENOL CORP
$68.3M
3
MICROSOFT CORP
$63.3M
CACTI ASSET MANAGEMENT LLC
$1.65B
Top holdings
1
SEAGATE TECHNOLOGY PLC
$202M
2
GOLDMAN SACHS GROUP INC
$175M
3
APPLE INC
$128M
CREATIVE FINANCIAL DESIGNS INC
$1.65B
Top holdings
1
ISHARES TR
$169M
2
VANGUARD INDEX FDS
$149M
3
VANGUARD SCOTTSDALE FDS
$125M
CARDINAL POINT CAPITAL MANAGEMENT ULC
$1.63B
Top holdings
1
VANGUARD INDEX FDS
$209M
2
ISHARES TR
$137M
3
DIMENSIONAL ETF TRUST
$119M
COVALIS CAPITAL LLP
$1.63B
Top holdings
1
PG&E CORP
$139M
2
BLACK HILLS CORP
$122M
3
WHIRLPOOL CORP
$83.7M
